Added to YB: 2025-08-19
Pitch date: 2025-08-15
ADYEN.AS [neutral]
Adyen N.V.
-28.74%
current return
Author Info
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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
Show full summary:
Adyen: Why the Stock Fell 20% (and Rebounded)
ADYEN.AS (earnings update): Rev +20% to €1.09B, Op Inc +29% to €483M (44% margin). PV +5% (23% ex-Cash App). Take rate +2.1bps to 16.8bps. Guidance cut for 2025 but 2026 midterm targets reaffirmed (low-high 20s growth, 50%+ EBITDA margin). €3.8B net cash (2% yield) raises capital allocation questions. Fair valued at €1,350.
Read full article (9 min)