Added to YB: 2026-02-20
Pitch date: 2026-02-17
ADYEN.AS [neutral]
Adyen N.V.
+3.93%
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 960.00
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 (ADYEN Netherlands): guidance reset dents confidence
ADYEN.AS (earnings): FY26 guidance cut to 20-22% net rev growth (from low-mid 20s) & EBITDA margin stable at ~52.7% (vs prior >55% target) due to 13% FTE growth. Q4 solid but CMD credibility hit. No buyback despite lower price. Trades 19x FY27 EPS, no longer priced for perfection. Strong franchise but execution/communication uncertainty weighs
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