PAYMENTUS HLDGS A -,0001

Paymentus outlined its long-term strategy focused on scaling, software and recurring bill payments, and confirmed a mid-term revenue growth target of around 20% p.a. Management cited a current annual revenue range of about $1.4–1.5 billion, a market penetration of roughly 4–5% and an expected adjusted EBITDA growth rate of 20–30% with a recent incremental EBITDA margin of about 70%. New AI-powered products like Billeo and BillWallet are intended to enable “agentic commerce”; at the same time, competition, pricing discipline and customer security concerns remain key risks. Sales channels combine direct sales and partners (including JPMorgan); organic growth is prioritized and M&A will be pursued only at attractive valuations. The long-term goal is to become a $10 billion company. » Mere på de.investing.com

Paymentus reported a 28.8% revenue increase in Q2 to $360.7m and adjusted EPS of $0.25 versus consensus $0.18. Adjusted EBITDA climbed 54% to $48.8m with a record margin of 41.3%, and transactions rose 21.4% to 213.4m. The company raised its 2026 revenue guidance to $1.443–1.458bn; it expects Q3 revenue of $353–363m. Analysts lifted price targets, the stock jumped about 27% intraday to a 52-week high and reflects a revaluation of the growth path. » Mere på de.investing.com

Paymentus reported adjusted EPS of $0.25 and revenue of $360.7 million for Q2 2026, both well above consensus estimates. Adjusted EBITDA rose 54% to $48.8 million with a record EBITDA margin of 41.3%, and the company saw strong transactional growth and broader cross‑industry demand. Management raised the full-year guidance (revenue $1.443–1.458 billion; adjusted EBITDA $175–185 million) and highlighted product initiatives such as the AI suite Billeo. The stock rose sharply after hours, and analysts revised estimates upward. » Mere på de.investing.com