Overview
U.S. patient affordability platform's Q4 revenue rose 46%, beating analyst expectations
Q4 adjusted EBITDA beat analyst estimates
Company's Q4 net income was almost flat yr/yr
Outlook
Paysign expects 2026 revenue of $106.5 mln to $110.5 mln, up 30%-35% year-over-year
Company sees 2026 net income nearly doubling to $13 mln-$16 mln, or $0.21-$0.26 per diluted share
Paysign expects Q1 2026 revenue of $27 mln to $27.5 mln, with margin expansion versus Q1 2025
Result Drivers
PHARMA PROGRAM GROWTH - Addition of 55 net patient affordability programs during 2025 and increased claim volume drove pharma revenue up 122% yr/yr in Q4
PLASMA CENTER EXPANSION - Plasma revenue rose 17% yr/yr in Q4
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $22.76 mln | $21.54 mln (5 Analysts) |
Q4 EPS | $0.02 | ||
Q4 Net Income | $1.36 mln | ||
Q4 Adjusted EBITDA | Beat | $5.43 mln | $4.76 mln (5 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for Paysign Inc is $9.00, about 169.5% above its March 23 closing price of $3.34
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 30 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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