Latest news with #Paymentus
Yahoo
6 days ago
- Business
- Yahoo
Paymentus Holdings, Inc. (PAY): A Bull Case Theory
We came across a bullish thesis on Paymentus Holdings, Inc. on Stay Invested's Substack by Denis Gorbunov. In this article, we will summarize the bulls' thesis on PAY. Paymentus Holdings, Inc.'s share was trading at $28.29 as of August 1st. PAY's trailing P/E was 70.72 according to Yahoo Finance. A woman using a tablet to navigate the cloud-based bill payment technology. Paymentus (NYSE: PAY) is capitalizing on inefficiencies in traditional banking, particularly in slow money transfers, by providing a real-time, 24/7 bill payment infrastructure. Unlike digital wallets, Paymentus does not hold customer funds; instead, it connects payers, billers, banks, and card networks through its proprietary Instant Payment Network, enabling instant transfers where supported by real-time payment rails. The platform serves over 2,500 billers across utilities, government agencies, and insurance sectors, markets with complex billing needs and high retention rates. Paymentus differentiates itself with multi-channel capabilities, allowing payments via browser, app, IVR, chat, SMS, or walk-in, all synchronized in real time. Its business model combines transaction fees, subscription-based hosted portals, premium add-ons, and partnerships like Oracle for scalability. Security remains a priority, with alignment to NIST cybersecurity standards and rigorous audits, addressing risks tied to instant transactions. The company has zero long-term debt, $41 million in free cash flow, and reported 48% YoY revenue growth, reflecting strong fundamentals despite flat earnings as it reinvests in technology and partnerships. Institutional ownership has increased, signaling confidence in sustained momentum. Paymentus's moat lies in its deeply integrated ecosystem, sticky enterprise relationships, and robust regulatory compliance, positioning it as a leading U.S. bill payment solution amid competition from ACI Worldwide, Fiserv, and InvoiceCloud. While not a peer-to-peer app, its infrastructure model and recurring revenues make it a compelling growth story. With improving financials, strategic partnerships, and a potential breakout above $40 signaling technical strength, Paymentus offers attractive long-term upside in a sector resilient to economic downturns. Previously we covered a on Oddity Tech Ltd. (ODD) by Lorenzo Bastianelli in March 2025, which highlighted strong revenue growth, margin expansion, and international opportunities. The company's stock price has appreciated approximately by 62.76% since our coverage. This is because the thesis played out with continued outperformance. The thesis still stands as growth drivers remain intact. Denis Gorbunov shares a distinct focus, emphasizing the digital payments opportunity with Paymentus. Paymentus Holdings, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 21 hedge fund portfolios held PAY at the end of the first quarter which was 25 in the previous quarter. While we acknowledge the potential of PAY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 days ago
- Business
- Yahoo
Paymentus to Participate in Upcoming Investor Conferences in August
CHARLOTTE, N.C., August 05, 2025--(BUSINESS WIRE)--Paymentus Holdings, Inc. ("Paymentus") (NYSE: PAY), a leading provider of cloud-based bill payment technology solutions, today announced that Dushyant Sharma, Chief Executive Officer, and Sanjay Kalra, Chief Financial Officer are scheduled to participate in the following investor conferences: Oppenheimer 28th Annual Virtual Technology, Internet & Communications Conference on Tuesday, August 12th , where Mr. Sharma and Mr. Kalra will participate in a fireside chat at 1:15 pm ET Deutsche Bank 2025 Technology Conference at the Waldorf Astoria Monarch Beach Resort in Dana Point, California on Wednesday, August 27th A live webcast and replay of the fireside chat will be available on Paymentus' investor relations website at Management will host investor meetings throughout the day. For further information, please contact your Oppenheimer or Deutsche Bank representatives or email paymentus@ About Paymentus Paymentus is a leading provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. Our omni-channel platform provides consumers with easy-to-use, flexible and secure electronic bill payment experiences through their preferred payment channel and type. Paymentus' proprietary Instant Payment NetworkTM, or IPN, extends our reach by connecting our IPN partners' platforms and tens of thousands of billers to our integrated billing, payment, and reconciliation capabilities. For more information, please visit CATEGORY: CORPORATE NEWS View source version on Contacts Investor Contact: David Hanover, Senior Vice PresidentKCSA Strategic Communicationspaymentus@ Media Contact: Jon GoldbergKCSA Strategic Communicationsjgoldberg@
Business Wire
6 days ago
- Business
- Business Wire
Paymentus to Participate in Upcoming Investor Conferences in August
CHARLOTTE, N.C.--(BUSINESS WIRE)--Paymentus Holdings, Inc. ('Paymentus') (NYSE: PAY), a leading provider of cloud-based bill payment technology solutions, today announced that Dushyant Sharma, Chief Executive Officer, and Sanjay Kalra, Chief Financial Officer are scheduled to participate in the following investor conferences: Oppenheimer 28 th Annual Virtual Technology, Internet & Communications Conference on Tuesday, August 12 th, where Mr. Sharma and Mr. Kalra will participate in a fireside chat at 1:15 pm ET Deutsche Bank 2025 Technology Conference at the Waldorf Astoria Monarch Beach Resort in Dana Point, California on Wednesday, August 27 th A live webcast and replay of the fireside chat will be available on Paymentus' investor relations website at Management will host investor meetings throughout the day. For further information, please contact your Oppenheimer or Deutsche Bank representatives or email paymentus@ About Paymentus Paymentus is a leading provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. Our omni-channel platform provides consumers with easy-to-use, flexible and secure electronic bill payment experiences through their preferred payment channel and type. Paymentus' proprietary Instant Payment Network TM, or IPN, extends our reach by connecting our IPN partners' platforms and tens of thousands of billers to our integrated billing, payment, and reconciliation capabilities. For more information, please visit CATEGORY: CORPORATE NEWS
Yahoo
16-07-2025
- Business
- Yahoo
Paymentus to Report Second Quarter 2025 Earnings Results and Host Webcast on August 4, 2025
CHARLOTTE, N.C., July 16, 2025--(BUSINESS WIRE)--Paymentus Holdings, Inc. ("Paymentus") (NYSE: PAY), a leading provider of cloud-based bill payment technology solutions, will announce its second quarter 2025 financial results after the market close on Monday, August 4, 2025. The Company will discuss the results in a live webcast at 5 p.m. Eastern Time on August 4, 2025. Event: Paymentus Second Quarter 2025 Earnings Conference Call Date: Monday, August 4, 2025 Time: 5:00 p.m. Eastern Time Live Call: +1 833 470 1428 (U.S. Toll-Free) or +1 404 975 4839 (International) Access Code: 318412 Webcast: The 'Investor Relations' section of the Paymentus website at or Click Here. A replay of the webcast will be available for one year following its conclusion and accessible on the Paymentus website. About Paymentus Paymentus is a leading provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. Our omni-channel platform provides consumers with easy-to-use, flexible and secure electronic bill payment experiences through their preferred payment channel and type. Paymentus' proprietary Instant Payment NetworkTM, or IPN, extends our reach by connecting our IPN partners' platforms and tens of thousands of billers to our integrated billing, payment, and reconciliation capabilities. For more information, please visit CATEGORY: EARNINGS NEWS View source version on Contacts Investor Contact: David Hanover, Senior Vice PresidentKCSA Strategic Communicationspaymentus@ Media Contact: Jon GoldbergKCSA Strategic Communicationsjgoldberg@ Sign in to access your portfolio
Business Wire
16-07-2025
- Business
- Business Wire
Paymentus to Report Second Quarter 2025 Earnings Results and Host Webcast on August 4, 2025
CHARLOTTE, N.C.--(BUSINESS WIRE)--Paymentus Holdings, Inc. ('Paymentus') (NYSE: PAY), a leading provider of cloud-based bill payment technology solutions, will announce its second quarter 2025 financial results after the market close on Monday, August 4, 2025. The Company will discuss the results in a live webcast at 5 p.m. Eastern Time on August 4, 2025. A replay of the webcast will be available for one year following its conclusion and accessible on the Paymentus website. About Paymentus Paymentus is a leading provider of cloud-based bill payment technology and solutions for more than 2,500 billers and financial institutions across North America. Our omni-channel platform provides consumers with easy-to-use, flexible and secure electronic bill payment experiences through their preferred payment channel and type. Paymentus' proprietary Instant Payment Network TM, or IPN, extends our reach by connecting our IPN partners' platforms and tens of thousands of billers to our integrated billing, payment, and reconciliation capabilities. For more information, please visit CATEGORY: EARNINGS NEWS
