Added to YB: 2025-08-19
Pitch date: 2025-08-15
ADYEN.AS [neutral]
Adyen N.V.
-28.74%
current return
Author Info
No bio for this author
Company Info
Adyen N.V. operates a payments platform in Europe, the Middle East, Africa, North America, the Asia Pacific, and Latin America.
Market Cap
EUR 30.2B
Pitch Price
EUR 1.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Financial Services
Category
growth
Adyen’s 2Q25 Credibility Test: When a Guidance Cut Meets Margin Expansion
ADYEN.AS (earnings update): Guidance paradox: 21% growth despite 2% headwind from select customers; EBITDA margin expanded to 50%. Platform strategy evolving: 32 €1B+ customers, 68% Protect adoption, 85% YoY business customer growth. Take rate rising (16.8bps vs 14.7bps). Single-platform architecture enables rapid geographic pivoting & product adoption.
Read full article (8 min)