Paymentus stock gains from raised 2026 outlook after strong quarter
Published on 11/12/2026 at 04:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSPaymentus raises outlook after strong quarter
- Paymentus reported record third-quarter revenue and faster growth in adjusted EBITDA.
- Higher biller adoption and transaction volumes supported the quarterly performance.
- Management lifted its full-year revenue, contribution profit and adjusted EBITDA outlook.
Paymentus Holdings reported a strong third quarter on November 2, 2026, and raised its financial outlook for the year. In its earnings release, the company said revenue for the quarter ended September 30 reached a record USD 372.2 million, up 19.8 percent from the prior-year period.
Growth reaches billers and transactions
Paymentus attributed the revenue increase largely to growth in billers and transaction volumes. The company processed 219.0 million transactions during the quarter, an increase of 20.1 percent year over year.
Gross profit rose 25.4 percent to USD 93.8 million. Contribution profit, a non-GAAP measure, increased 20.6 percent to USD 118.5 million, while adjusted EBITDA climbed 38.6 percent to USD 49.7 million. Paymentus reported a record adjusted EBITDA margin of 41.9 percent and GAAP net income of USD 27.5 million, compared with USD 17.7 million a year earlier.
Higher targets set for 2026
Management guided to fourth-quarter revenue of USD 373 million to USD 378 million and adjusted EBITDA of USD 45 million to USD 50 million. For the full year, Paymentus expects revenue of USD 1.464 billion to USD 1.469 billion, contribution profit of USD 466 million to USD 468 million and adjusted EBITDA of USD 186 million to USD 191 million.
The outlook is forward-looking and depends on factors including new biller launches, transaction volumes, competition, regulation and cybersecurity. The company said strong bookings and backlog supported its confidence in the 2026 targets and its outlook for 2027.
Paymentus business and market position
Paymentus provides cloud-native billing, payment, disbursement and AI-enabled Service Commerce solutions for businesses and financial institutions. Its platform supports digital and assisted consumer interactions across utilities, financial services, insurance, government, telecommunications and healthcare. The company said it serves clients in 35 countries, including more than 30 Fortune 500 enterprises, and extends its reach through its Instant Payment Network.
Paymentus Holdings at a glance
- Company: Paymentus Holdings, Inc.
- ISIN: US70439P1084
- Ticker: PAY
- Home exchange: New York Stock Exchange
- Reported period: Third quarter ended September 30, 2026
The broader US equity market remains the relevant setting for investors following Paymentus and other listed technology companies. See the current S&P 500 market environment.
