Payoneer to Launch Stablecoin Capabilities, Powered by Bridge, Bringing Secure, Always-On Digital Money to Global Businesses

Rhea-AI Summary

Payoneer (NASDAQ: PAYO) will add embedded stablecoin capabilities to its platform, powered by Bridge (a Stripe company). The suite will let businesses receive, hold, and send stablecoins, with conversion to local bank accounts and end-to-end workflows.

Payoneer plans a select-market launch in Q2 2026 and broader rollout through 2026, citing nearly 2 million customers and compliance expertise as enablers.

Positive

• Embedded stablecoin workflows for receive, hold, and send
• Partnership with Bridge (Stripe company) for infrastructure
• Select-market launch Q2 2026 with broader 2026 rollout
• Existing ~2 million customers and deep compliance expertise

Negative

• Stablecoin adoption constrained by currency conversion and fragmented workflows
• Blockchain complexity and an evolving regulatory environment may limit near-term adoption
• Initial availability limited to select markets in Q2 2026

Key Figures

Customer base: nearly 2 million customers Launch timing: Q2 2026 Rollout period: 2026

3 metrics

Customer base nearly 2 million customers Global Payoneer customers referenced in stablecoin launch release

Launch timing Q2 2026 Initial rollout of embedded stablecoin capabilities in select markets

Rollout period 2026 Broader availability of stablecoin features expected throughout the year

Market Reality Check

Price: $5.39 Vol: Volume 3,772,058 is below...

normal vol

$5.39 Last Close

Volume Volume 3,772,058 is below the 20-day average of 5,298,613 (relative volume 0.71). normal

Technical Shares at $5.395 trade 49.81% below the 52-week high of $10.75 and below the 200-day MA of $6.3.

Peers on Argus

PAYO was up 0.28% with mixed peer moves: PAGS (+0.96%), AI (+1.7%), APPN (+0.84%...

PAYO was up 0.28% with mixed peer moves: PAGS (+0.96%), AI (+1.7%), APPN (+0.84%) contrasted with EVTC (-0.6%) and NN (-1.95%). No momentum peers were flagged, suggesting stock-specific dynamics.

Historical Context

5 past events · Latest: Feb 05 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 05	Earnings date notice	Neutral	+7.3%	Announcement of Q4 and full-year 2025 earnings release timing.
Jan 29	Geographic expansion	Positive	+2.1%	Expansion of collection capabilities in Mexico and Indonesia for SMBs.
Jan 22	Regulatory authorization	Positive	+8.6%	In-principle Reserve Bank of India authorization as cross-border aggregator.
Jan 20	Acquisition	Positive	-0.9%	Acquisition of Boundless to expand European workforce management offering.
Dec 11	Risk tech partnership	Positive	+0.2%	Partnership with Oscilar to enhance real-time fraud and risk intelligence.

Pattern Detected

Recent product, geographic expansion and regulatory updates have generally seen positive next-day moves, with one acquisition headline showing a small negative reaction.

Recent Company History

Over the past few months, Payoneer has reported several growth-focused developments. It scheduled its Q4 and full-year 2025 earnings call for Feb 26, 2026, and expanded collection capabilities in Mexico and Indonesia. It received in-principle authorization as a cross-border payment aggregator in India and acquired Boundless to deepen European workforce management capabilities. A partnership with Oscilar enhanced real-time fraud intelligence. Most of these updates saw positive price reactions, framing today’s stablecoin launch plan as another step in broadening its cross-border financial stack.

Market Pulse Summary

This announcement outlines Payoneer’s plan to embed stablecoin capabilities into its platform starti...

Analysis

This announcement outlines Payoneer’s plan to embed stablecoin capabilities into its platform starting in Q2 2026, leveraging Bridge to let businesses receive, hold, and send stablecoins as part of cross-border operations. It builds on prior moves in new markets, regulatory approvals, and fraud-risk partnerships. Investors may focus on adoption in emerging markets, regulatory evolution, and how quickly these capabilities scale across Payoneer’s nearly 2 million customers and broader 2026 rollout.

Key Terms

stablecoin, blockchain, programmable money

3 terms

stablecoin financial

"launch a suite of stablecoin capabilities embedded within the Payoneer platform"

A stablecoin is a type of digital currency designed to keep its value steady, often by being backed by traditional assets like money or commodities. For investors, stablecoins offer a reliable way to move money quickly across digital platforms without the value fluctuations common with other cryptocurrencies, making them useful for saving, trading, or transferring funds with less risk of sudden losses.

blockchain technical

"navigating blockchain complexity, and operating within an evolving regulatory"

A blockchain is a digital record-keeping system that securely stores information across many computers, making it difficult to alter or tamper with. Think of it like a shared, unchangeable ledger that everyone can see and verify, ensuring transparency and trust. For investors, this technology offers a way to securely track transactions and assets without relying on a central authority, potentially reducing costs and increasing security.

programmable money financial

"offering faster settlement and always-on, programmable money movement"

Programmable money is digital cash that carries built-in computer rules so it can move, split, or trigger payments automatically when certain conditions are met — like a vending machine that releases a snack only after you insert exact change. For investors it matters because it can cut middlemen, speed and automate financial operations, create new business models and revenue streams, but it also introduces technical and legal risks if the rules are flawed or regulators intervene.

AI-generated analysis. Not financial advice.

NEW YORK, Feb. 17, 2026 /PRNewswire/ -- Payoneer (NASDAQ: PAYO), the global financial technology company powering business growth across borders, today announced plans to launch a suite of stablecoin capabilities embedded within the Payoneer platform. Powered by Bridge, a leading stablecoin infrastructure platform and a Stripe company, these new capabilities will enable businesses to securely receive, hold, and send stablecoins as part of their day-to-day global financial operations.

Stablecoin adoption is accelerating, and real-world use cases are emerging, offering faster settlement and always-on, programmable money movement. However, for many cross-border businesses, especially those in emerging markets, practical integration and adoption remain challenging. Converting stablecoin into local currencies, managing fragmented workflows, navigating blockchain complexity, and operating within an evolving regulatory environment have constrained broader adoption.

Payoneer has partnered with Bridge to add complete, end-to-end stablecoin workflows directly embedded in the Payoneer platform. For example, a goods wholesaler will be able to receive customer payments in stablecoin, while a marketing agency will be able to use stablecoins to pay international suppliers or contractors. Funds can be held securely in stablecoins or withdrawn to a local bank account when needed, simplifying operations across different markets and currencies.

With nearly 2 million customers worldwide and deep compliance expertise built over decades, Payoneer is uniquely positioned to help businesses unlock the benefits that stablecoin can provide, all within a single financial stack that is purpose built to serve the needs of cross-border SMBs.

"No-friction money movement is essential for global business," said John Caplan, Chief Executive Officer of Payoneer. "In partnering with Bridge, we're bringing stablecoin into Payoneer's trusted financial stack in a way that prioritizes compliance, speed, security, and simplicity. This is about rethinking how money moves across borders for real businesses, not as an experiment, but as a scalable financial capability."

"Bridge was built to abstract away the hardest parts of blockchain infrastructure so companies like Payoneer can focus on building great financial experiences," said Zach Abrams, co-founder and CEO of Bridge. "Together, we're making stablecoins a practical and secure option for every day cross border money movement."

Payoneer will launch the new stablecoin capabilities embedded within the Payoneer platform in select markets in Q2 2026, with broader availability rolling out throughout the year as functionality and market availability expand. Companies can sign up to learn more and request early access to the stablecoin capabilities at https://t.co/cLClQmb4LI.

About Payoneer

Payoneer is the financial platform for cross-border business and global payments. Payoneer empowers millions of businesses with the financial tools and services they need to grow and transact globally with confidence. We make it easier for SMBs, particularly in emerging markets, to connect to the global economy, pay and get paid across borders, manage their funds across multiple currencies, and grow their businesses. 

For more information, visit www.payoneer.com.

About Bridge

Bridge is the leading stablecoin infrastructure platform for moving money globally. Businesses use Bridge to easily receive, store, convert, issue, and spend stablecoins, enabling them to serve new markets and move money faster and cheaper across borders. Bridge was acquired by Stripe in February 2025.

For more information, visit www.bridge.xyz.

Forward-Looking Statements

This press release includes, and oral statements made from time to time by representatives of Payoneer, may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or Payoneer's future financial or operating performance. In some cases, you can identify forward-looking statements by terminology such as "may," "should," "expect," "intend," "plan," "will," "estimate," "anticipate," "believe," "predict," "potential" or "continue," or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Payoneer and its management, as the case may be, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) changes in applicable laws or regulations; (2) the possibility that Payoneer may be adversely affected by geopolitical events and conflicts, such as Israel's conflicts in the Middle East, and other economic, business and/or competitive factors, such as changes in global trade policies (including the imposition of tariffs); (3) changes in the assumptions underlying our financial estimates; (4) the outcome of any known and/or unknown legal or regulatory proceedings; and (5) other risks and uncertainties set forth in Payoneer's Annual Report on Form 10-K for the period ended December 31, 2024 and future reports that Payoneer may file with the SEC from time to time. Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. Payoneer does not undertake any duty to update these forward-looking statements.

Media Contacts:

Payoneer
pr@payoneer.com

Bridge
Cathay Bi
Cathay@stripe.com

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SOURCE Payoneer

FAQ

What stablecoin features is Payoneer (PAYO) launching in Q2 2026?

Payoneer is launching embedded stablecoin workflows to receive, hold, and send stablecoins. According to Payoneer, the features include conversion to local bank accounts and integrated end-to-end flows for cross-border businesses.

How does the Payoneer and Bridge partnership affect PAYO's stablecoin offering?

The partnership provides stablecoin infrastructure and blockchain abstraction via Bridge. According to Payoneer, Bridge will power custody and rails so Payoneer can embed secure, always-on money movement for customers.

Which markets will get Payoneer (PAYO) stablecoin capabilities first?

Stablecoin capabilities will debut in select markets in Q2 2026 before broader rollout. According to Payoneer, functionality and market availability will expand across 2026 based on regulatory and operational readiness.

Can Payoneer customers convert stablecoins to local currency with PAYO's new tools?

Yes — customers can withdraw stablecoins to local bank accounts as needed. According to Payoneer, the platform will simplify conversion and settlement to support cross-border business operations.

What types of businesses will benefit from Payoneer (PAYO) stablecoin support?

Cross-border SMBs like wholesalers and marketing agencies can use stablecoins for payments and supplier payouts. According to Payoneer, the tools target real-world money movement, faster settlement, and programmable payments.

What adoption risks should PAYO investors watch for with the stablecoin launch?

Adoption risks include conversion complexity, fragmented workflows, and changing regulation in target markets. According to Payoneer, these constraints have historically limited stablecoin uptake and remain considerations for rollout.