PAY

In Q1 2026, Paymentus reported record revenue of $358.4 million, up 30.2% year-over-year, with net income growing 51.2% to $20.9 million and diluted GAAP EPS of $0.16, leading to raised full-year guidance. Q2 2026 saw adjusted EPS of $0.25 and revenue of $360.7 million, beating estimates and causing shares to jump 29.2% the following day, with adjusted EBITDA surging 54% and full-year guidance further raised. Analyst sentiment varied, with a downgrade by Wolfe Research in August 2026, followed by upgrades from Wall Street Zen, Freedom Broker, and Seaport Global in September 2026. Insider selling occurred in July 2026, with a director selling 80,000 shares for approximately $2.73 million, contributing to overall insider sales outweighing purchases in the past three months. Following its Q2 earnings, the stock gained significantly but then drifted lower, though it showed a 10.8% increase year-to-date as of September 19, 2026, with a 52-week range of $20.11 to $45.31.