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Paysign Inc

Paysign Inc

PAYS
$8.55USD↓-2.06%-0.18 today

MARKET CAP

478.0M

P/E (TTM)

50.3x

FWD P/E

34.9x

DAY RANGE

$8 – $9

52W RANGE

$3
$9

AI Summary

Stalk
StalkMedium

PAYS remains in a Stage 2 advancing trend with strong momentum and rising EMAs. A primary Bullish Exhaustion pattern at the early-April peak signals the likelihood of a pullback or consolidation. Price is currently pulling back into the rising 9/20 EMA zone and holding above the 50 DMA, offering a structurally appropriate support area but remaining in extreme overbought territory. Given the medium-term bullish bias, long-side engagement should be deferred until pullback stabilization in the EMA support region.

  • ↑Q1 revenue surged 50.8% YoY to $28M; net income +110% to $5.4M.
  • ↑Patient affordability segment grew 82% YoY to $15.7M, becoming top revenue driver.
  • ↓Plasma revenue up only 12.4% YoY to $10.7M amid expected center closures.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

PaySign, Inc. (NASDAQ: PAYS) operates in the healthcare payments sector, specializing in innovative payment solutions, including patient affordability programs and plasma donor compensation services. The firm is prominent in facilitating access to expensive medications through its financial support services, thus positioning itself as a critical player in enhancing patient affordability across the pharmaceutical landscape. With a strong focus on technology integration, PaySign is evolving from a payment processing entity to a comprehensive healthcare technology partner.

Bull says

  • ↑Q1 revenue surged 50.8% YoY to $28M; net income +110% to $5.4M.
  • ↑Patient affordability segment grew 82% YoY to $15.7M, becoming top revenue driver.
  • ↑Exited Q1 with $20.5M unrestricted cash and zero debt, enabling growth investments.
  • ↑FY26 revenue guidance raised to $106.5–110.5M (30–35% growth outlook).
  • ↑Positive analyst revisions and high earnings yield indicate strong momentum.
  • ↑Active patient affordability programs set to exceed 147 next quarter.

Bear says

  • ↓Plasma revenue up only 12.4% YoY to $10.7M amid expected center closures.
  • ↓SG&A expenses climbed 28.2% to $6.7M, squeezing operating margins.
  • ↓Stock volatility remains elevated, posing risk for sudden price swings.
  • ↓Patient affordability volumes face seasonal dips and insurance reimbursement uncertainty.
  • ↓Weak leverage profile limits financial flexibility for scaling operations.
  • ↓Size constraints and weak profitability factors may hinder long-term growth.

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 06-01-2026neutral

Transcript signals

Bull points

  • first quarter pharma revenues of $8.6 million was up 260.8% and accounted for 46.3% of quarterly revenues. This is a significant increase from the 18.1% of revenues that pharma represented during the same period last year.
  • By the end of our second quarter, we expect to be on an annual run rate for cash cost savings of $4 to $5 million.
  • First quarter 2025 total revenues of $18.6 million increased $5.4 million or 41%. Gross profit margin for the quarter was 62.9% versus 52.6% during the same period last year.

Bear points

  • Our plasma business declined 9.2% to $9.4 million and our revenue per plasma center declined to $6,517.
  • Gross dollars loaded to cards decreased 4.5%, total number of loads decreased 9.3%, and gross spend volume decreased 9.4%.
  • Plasma is estimated to make up approximately 57% of total revenue, representing a year-over-year decline of 8% to 10%.
Read full transcript analysis ›