Paymentus Holdings, Inc Class A (PAY)

In the past six months, Paymentus Holdings, Inc. announced its Q2 2025 earnings on August 4, 2025, reporting an EPS of $0.15, beating estimates, and quarterly revenue that rose 41.9% year-over-year. On November 3, 2025, Paymentus reported Q3 2025 earnings per share (EPS) of $0.17, surpassing analysts' expectations. The company also provided earnings guidance for Q4 and the full year 2025 on November 4, 2025. Investor sentiment improved, and the stock rose 31% on November 10, 2025. However, investor sentiment deteriorated, and the stock fell 16% on February 3, 2026. As of January 1st, 2026, PAY stock was trading at $31.56 and has since decreased by 21.5% to $24.78. On February 8, 2026, Wall Street Zen upgraded Paymentus from a "hold" rating to a "buy" rating. The company is estimated to announce its Q4 2025 results on February 23, 2026. Over the past year, PAY underperformed the US Diversified Financial industry and the US Market.

Demand seasonality exists for Paymentus Holdings, Inc.'s products and services, but the company has observed a shift in these patterns due to its increasing market share and growth pace. The acquisition of large government customers, in particular, could further influence this seasonality. While quarter-over-quarter seasonality will persist, past trends may not be strictly followed as the company continues its significant market share capture.

Paymentus Holdings, Inc. is a U.S.-based financial technology company specializing in cloud-based bill payment technology and solutions. It operates within the Fintech industry, providing electronic bill presentment and payment (EBPP) services through a SaaS platform. Paymentus offers various payment processing options, automated recurring payment scheduling, and integrated customer communication tools. The company serves diverse industries and leverages its AI platform, Plaito, for billing, payment, personalization, and real-time analytics.

Paymentus Holdings, Inc. provides its cloud-based bill payment technology and solutions in the United States and internationally. The company's platform is utilized by millions of consumers and businesses across North America, including the United States and Canada.

Paymentus Holdings, Inc. has a strong reputation for innovation and reliability in digital payments. The company is recognized for its customer-centric innovation, aiming to revolutionize bill payment for businesses and consumers. No specific events negatively affecting Paymentus Holdings, Inc.'s brand reputation in the past year were found in the provided search results.

Institutional investors hold 78.38% of Paymentus Holdings, Inc.'s stock, with major shareholders including Accel-KKR LLC, SMCWX - SMALLCAP WORLD FUND INC Class A, and Vanguard Group Inc. Individual owners, specifically insiders, hold 75.43% of the stock. Dushyant Sharma, the company's founder and CEO, is a significant individual shareholder.