Added to YB: 2026-08-20
Pitch date: 2026-08-18
ADYEN.AS [neutral]
Adyen N.V.
-10.45%
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 28.0B
Pitch Price
EUR 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.82
P/E
24.91
EV/Sales
6.18
Sector
Financial Services
Category
growth
Adyen H1 2026 Update
ADYEN.AS (earnings): H1'26 processed volume €803.8B (+24% YoY), take rate 0.162%; EPS +13% while opex +21% on hiring. FY26 guide 21-23% rev growth CC (~1pt from Talon.One/Orb). Capex raised to 7% (pulled from 2027). CFO Tandowsky surprise exit, interim in place. Platforms +37%, UC +25%, Digital +12.7%. 2028 EBITDA margin >55% target. Author sees ~20% EPS CAGR 5yr, prefers buybacks; views undervalued.
Read full article (7 min)