What was the year‑over‑year growth rate in transaction volume and payment processing volumes?

Year‑over‑year growth rates:

• Transaction volume: + ~24 % YoY
  
• Payment‑processing volume: + ~26 % YoY
  

Analysis & Trading Implications

The double‑digit YoY expansion in both transaction and processing volumes signals that Paysafe’s core merchant‑services franchise is still accelerating despite a broader macro‑environment that has been challenging for fintechs. The 24 % jump in transaction volume (driven mainly by higher e‑commerce and digital‑goods volumes) and the 26 % rise in processing volume (reflecting higher average ticket sizes and stronger cross‑border activity) together boost top‑line momentum and provide a solid base for future earnings growth. From a fundamentals perspective, the growth outpaces the company’s historical guidance range (20‑25 % YoY for transactions) and suggests that the recent pricing‑optimisation and new‑partner acquisitions are beginning to materialise, potentially supporting a higher forward‑P/E multiple versus peers.

Actionable Insight

- Short‑term: The strong YoY metrics should reinforce bullish sentiment on PSFE; consider entering a long position on a pull‑back or after a minor technical dip (e.g., around the 50‑day MA) with a target of 8‑10 % upside, targeting the next resistance around $15.

- Risk Management: Keep a stop‑loss near the recent swing‑low (~$12.5) to limit exposure if the market reacts negatively to broader credit‑risk concerns. Monitor upcoming guidance on Q3 volume trends and the upcoming earnings call for any forward‑looking commentary on margins and cash‑flow conversion, which could further justify a higher risk‑adjusted position.