Shareholders in Paysafe Limited (NYSE:PSFE) had a terrible week, as shares crashed 28% to US$17.67 in the week since its latest quarterly results. Revenues came in at US$427m, in line with estimates, while Paysafe reported a statutory loss of US$0.21 per share, well short of prior analyst forecasts for a profit. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Check out our latest analysis for Paysafe

Following the latest results, Paysafe's seven analysts are now forecasting revenues of US$1.85b in 2025. This would be a solid 8.7% improvement in revenue compared to the last 12 months. Earnings are expected to improve, with Paysafe forecast to report a statutory profit of US$0.98 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.84b and earnings per share (EPS) of US$1.03 in 2025. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.

It might be a surprise to learn that the consensus price target fell 5.2% to US$21.33, with the analysts clearly linking lower forecast earnings to the performance of the stock price. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Paysafe analyst has a price target of US$26.00 per share, while the most pessimistic values it at US$17.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Paysafe's past performance and to peers in the same industry. The analysts are definitely expecting Paysafe's growth to accelerate, with the forecast 6.9% annualised growth to the end of 2025 ranking favourably alongside historical growth of 3.7% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 4.5% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Paysafe to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Paysafe's future valuation.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Paysafe analysts - going out to 2026, and you can see them free on our platform here.

You can also see whether Paysafe is carrying too much debt, and whether its balance sheet is healthy, for free on our platform here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.