Priority Technology Q4 revenue rises on treasury solutions strength

Overview

• Payments fintech's Q4 revenue rose 8.8% yr/yr, slightly missing analyst expectations

• Adjusted EBITDA for Q4 slightly beat analyst estimates

• Company acquired Dealer Merchant Services assets in October 2025

Outlook

• Priority forecasts 2026 revenue growth of 6% to 9%, reaching $1.01 bln to $1.04 bln

• Company expects 2026 adjusted gross profit between $405 mln and $425 mln

• Priority projects 2026 adjusted EBITDA between $230 mln and $245 mln

Result Drivers

• TREASURY SOLUTIONS GROWTH - Treasury Solutions segment revenue grew over 18%, contributing significantly to overall revenue growth

• PAYABLES SEGMENT GROWTH - Payables segment saw a 13% increase in revenue, aiding overall company performance

• ACQUISITION IMPACT - Acquisition of Dealer Merchant Services in October 2025 contributed to diversified revenue growth

Company press release: ID:nBw3DfMwca

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the financial technology (fintech) peer group is "buy"

• Wall Street's median 12-month price target for Priority Technology Holdings Inc is $11.00, about 104.5% above its March 9 closing price of $5.38

• The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 5 three months ago

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