Added to YB: 2026-02-19
Pitch date: 2026-02-15
ADYEN.AS [neutral]
Adyen N.V.
-6.71%
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 28.7B
Pitch Price
EUR 906.00
Price Target
1.7K (+106%)
Dividend
N/A
EV/EBITDA
14.49
P/E
27.12
EV/Sales
7.65
Sector
Financial Services
Category
growth
Adyen's 4Q25: The Price of Being Right
ADYEN.AS (earnings): H2 ops hit ATHs (55% EBITDA margin, 17.1bps take rate, 33% UC growth) but stock -22% on 20-22% CC guidance translating to 16-18% EUR growth (4pp FX drag). Multiple reclassified from 28x 'quality compounder' to 22x 'steady grower'. FY26 EPS consensus needs -10% more cuts to €36.50. Bull: €62 FY28 EPS, €1740 target. Base: €53 EPS, €1270 target, 41% return.
Read full article (7 min)