Thesis
With Nuvei's agreed cash acquisition at $7.40 a share, Payoneer is now a merger-arbitrage holding with upside capped near the deal price.
Key risks
- 01Deal-completion risk (regulatory and shareholder approval)
- 02Customer attrition of 4% in FY2025
- 03Interest income is sensitive to rate cuts
Price, target and upside are as stated in the report on 16 June 2026, not updated since.
Full report
Open in a new tab ↗Educational research. This report reflects the views of its student author as of 16 June 2026. It is not investment advice or a recommendation to buy or sell any security. Full disclaimer.