Added to YB: 2026-10-14
Pitch date: 2026-10-11
ADYEN.AS [bullish]
Adyen N.V.
+4.39%
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 28.0B
Pitch Price
EUR 903.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.82
P/E
24.91
EV/Sales
6.18
Sector
Financial Services
Category
growth
3 Interesting Software Companies Down 50% - Adyen N.V.
ADYEN.AS (quick overview): Adyen’s enterprise-only focus explains why AI start-ups initially choose Stripe, but the ChatGPT customer win supports the thesis that scaled AI companies may add Adyen. Since Q1 2025, processed volume, net revenue and net income have grown at 26%, 15% and 13% CAGRs. Orb adds usage-based billing and Adyen Agentic targets agent-led buying; the key risk is that further AI wins fail to materialize.
Read full article (2 min)