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Adyen (DE:1N8U)
FRANKFURT:1N8U

Adyen (1N8U) Price & Analysis

6 Followers

1N8U Stock Chart & Stats

€7.95
€0.45(5.66%)
At close: 4:00 PM EDT
€7.95
€0.45(5.66%)

Bulls Say, Bears Say

Bulls Say
Sustained Revenue Growth & High MarginsAdyen’s long-term revenue expansion alongside persistently very high gross and operating margins indicates a scalable payments platform with strong unit economics. Durable margins reflect pricing power, strong product differentiation, and operating leverage that support sustainable profitability over the medium term.
Conservative Balance Sheet And High ROELow leverage and healthy ROE provide financial flexibility to invest, weather shocks, and pursue strategic M&A without stressing liquidity. A conservative capital structure supports durable credit strength, limits refinancing risk, and preserves capacity to fund growth or opportunistic acquisitions from cash reserves.
Strategic Product Expansion Via AcquisitionsAcquiring loyalty (Talon.One) expands Adyen’s product suite into customer incentives and monetization, enabling deeper merchant integration and higher take-rates. This structural move broadens revenue streams, increases stickiness of merchant relationships, and enhances long-term cross-sell opportunities.
Bears Say
Sharp Free Cash Flow Decline In 2025A ~76% drop in free cash flow in 2025 signals a material weakening in cash conversion that can undermine capital deployment plans and increase reliance on operational recovery to fund growth or acquisitions. This variability raises concerns about the sustainability of FCF generation near term.
Recent Revenue Deceleration And Margin CompressionSlowing top-line growth coupled with margin compression suggests rising cost pressure or adverse mix shifts that reduce operating leverage. If persistent, these trends could impair earnings power, limit reinvestment capacity, and weaken the structural advantage of a unified payments platform.
Geographic & Macro/FX HeadwindsRegional softness in APAC and FX volatility pose durable risks to cross-border transaction volumes and reported revenue. Structural exposure to macro cycles and currency swings can mute growth consistency and complicate forecasting for merchants operating across varied economic backdrops.

Adyen News

1N8U FAQ

What was Adyen’s price range in the past 12 months?
Adyen lowest stock price was €7.35 and its highest was €15.40 in the past 12 months.
    What is Adyen’s market cap?
    Adyen’s market cap is €27.78B.
      When is Adyen’s upcoming earnings report date?
      Adyen’s upcoming earnings report date is Aug 13, 2026 which is in 7 days.
        How were Adyen’s earnings last quarter?
        Currently, no data Available
        Is Adyen overvalued?
        According to Wall Street analysts Adyen’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
          Does Adyen pay dividends?
          Adyen does not currently pay dividends.
          What is Adyen’s EPS estimate?
          Adyen’s EPS estimate is 0.17.
            How many shares outstanding does Adyen have?
            Adyen has 3,168,355,500 shares outstanding.
              What happened to Adyen’s price movement after its last earnings report?
              Currently, no data Available
              Which hedge fund is a major shareholder of Adyen?
              Currently, no hedge funds are holding shares in DE:1N8U
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Adyen

                Adyen N.V. provides a global payment processing solution, operating across Europe, the Middle East, Africa, North America, the Asia Pacific, and Latin America. Its integrated platform combines essential payment functionalities such as gateway services, sophisticated risk management, transaction processing, card issuing, merchant acquiring, and settlement. The company offers a robust backend infrastructure that enables businesses to seamlessly authorize payments across various sales channels, including online, mobile, in-store terminals, and API integrations. Additionally, it furnishes valuable data insights. Adyen's system caters to a diverse range of merchants across numerous industries, directly linking them to major payment networks like Visa and Mastercard, along with other payment options. Adyen N.V. was established in 2006 and its headquarters are located in Amsterdam, the Netherlands.

                Adyen (1N8U) Earnings & Revenues

                1N8U Earnings Call

                Q1 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call presented a solid operational and financial picture: strong constant-currency net revenue growth (21% in H2), healthy EBITDA expansion (23%) and a high EBITDA margin (55%), plus product innovation (Dynamic Identification/Personalize) and broad regional/pillar traction (Platforms fastest-growing, Unified Commerce and major new logos like Starbucks). Headwinds include FX impact on reported growth, APAC tariff-related volume pressure, near-term margin dilution from incremental hiring and that agentic commerce remains early/immaterial to 2026 revenue. On balance the company reiterated a credible 2026 guide (20%–22% C-currency growth), disciplined CapEx (~5%), and a clear multi-year margin target (>55% by 2028). Given the predominance of growth, margin and product/market positives relative to the identified near-term risks and investor concerns, the overall tone is constructive and long-term positive.View all DE:1N8U earnings summaries
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