Shareholders might have noticed that Paysafe Limited (NYSE:PSFE) filed its second-quarter result this time last week. The early response was not positive, with shares down 9.3% to US$6.64 in the past week. Revenues were in line with expectations, at US$447m, while statutory losses ballooned to US$1.13 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Paysafe after the latest results.

Taking into account the latest results, the current consensus from Paysafe's five analysts is for revenues of US$1.81b in 2026. This would reflect a satisfactory 2.9% increase on its revenue over the past 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 60% to US$1.58. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$1.81b and losses of US$1.19 per share in 2026. So it's pretty clear the analysts have mixed opinions on Paysafe even after this update; although they reconfirmed their revenue numbers, it came at the cost of a sizeable expansion in per-share losses.

The consensus price target fell 14% to US$8.50per share, with the analysts clearly concerned by ballooning losses. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Paysafe at US$11.00 per share, while the most bearish prices it at US$7.00. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that Paysafe's rate of growth is expected to accelerate meaningfully, with the forecast 5.9% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 4.0% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 5.0% annually. Paysafe is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.

The Bottom Line

The most important thing to note is the forecast of increased losses next year, suggesting all may not be well at Paysafe. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Paysafe going out to 2028, and you can see them free on our platform here..

It might also be worth considering whether Paysafe's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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.