Paysign (NASDAQ:PAYS) Announces Earnings Results, Beats Expectations By $0.02 EPS

Paysign (NASDAQ:PAYS) posted its quarterly earnings data on Monday. The company reported $0.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.09 by $0.02, FiscalAI reports. The business had revenue of $30.80 million during the quarter, compared to the consensus estimate of $29.02 million. Paysign had a return on equity of 30.13% and a net margin of 15.67%.

Here are the key takeaways from Paysign’s conference call:

• Paysign reported record third-quarter revenue of $30.8 million, up 43%, with net income rising more than 200% to $6.7 million. Patient affordability revenue more than doubled, and gross margin expanded 840 basis points to 64.7% as the higher-margin business grew.
• The company expects 2026 revenue of $114 million–$117 million and raised its outlook for profitability, forecasting gross margin of 63.5%–64.5%, net income of $23 million–$24 million, and Adjusted EBITDA of $38.5 million–$40 million. It expects to end the year with 190–195 active affordability programs.
• A plasma customer is moving 113 centers to another provider by year-end, reducing fourth-quarter revenue by an estimated $1.5 million and gross profit by $700,000. Paysign expects to end 2026 with 445–450 centers, down from 562 at quarter-end, though management expects new centers to offset the loss over the next few quarters.
• Apherion’s donor management system remains under regulatory review, with no approval timeline provided. Management said interest is strong in the U.S. and Europe and expects a faster commercial ramp once the product is cleared.

Paysign Stock Performance

Shares of NASDAQ:PAYS traded down $2.18 during midday trading on Monday, reaching $12.51. The company’s stock had a trading volume of 2,641,194 shares, compared to its average volume of 740,079. Paysign has a fifty-two week low of $3.08 and a fifty-two week high of $16.15. The firm has a 50 day moving average price of $13.87 and a two-hundred day moving average price of $8.60. The firm has a market capitalization of $706.31 million, a price-to-earnings ratio of 48.12 and a beta of 0.92.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. DA Davidson increased their price target on Paysign from $12.00 to $15.00 and gave the company a “buy” rating in a research note on Wednesday, September 30th. Lake Street Capital raised their price objective on Paysign from $13.00 to $15.00 and gave the stock a “buy” rating in a research report on Tuesday, September 15th. Barrington Research set a $15.00 price objective on Paysign in a research note on Tuesday, August 11th. Wall Street Zen cut Paysign from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 16th. Finally, Weiss Ratings raised shares of Paysign from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Three analysts have rated the stock with a Buy rating. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $15.00.

Insiders Place Their Bets

In related news, CEO Mark Newcomer sold 50,000 shares of the stock in a transaction on Friday, October 9th. The shares were sold at an average price of $15.34, for a total transaction of $767,000.00. Following the transaction, the chief executive officer directly owned 9,113,002 shares of the company’s stock, valued at $139,793,450.68. This represents a 0.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael C. Ngo sold 79,925 shares of Paysign stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $12.74, for a total transaction of $1,018,244.50. Following the completion of the sale, the insider directly owned 2,350,000 shares of the company’s stock, valued at approximately $29,939,000. This trade represents a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 294,904 shares of company stock worth $3,844,124. Company insiders own 24.50% of the company’s stock.

Paysign Company Profile

Paysign, Inc (NASDAQ: PAYS) is a financial technology company that provides payment and prepaid card solutions for businesses and organizations. Its platform supports the issuance, distribution and management of branded prepaid cards and other electronic payment products, helping clients deliver funds to consumers and program participants.

The company serves several specialized markets, including plasma collection centers, pharmaceutical manufacturers and other healthcare-related organizations.