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BOKU
(LSE:BOKU)
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Rating:63Neutral
Price Target:
119.00 p
â–²(4.85% Upside)
Action:Reiterated
Date:07/09/26
The score is anchored by strong financial performance (accelerating revenue growth, improved profitability, low leverage, and excellent cash flow). This is materially offset by weak technicals, with the price far below key moving averages and negative MACD indicating a strong downtrend. Valuation is middling given a ~29.5 P/E and no dividend yield support.
Positive Factors
Accelerating Revenue Growth
Re-accelerating revenue growth indicates stronger merchant adoption and transaction activity across Boku’s payments network. If sustained, expanding volumes can improve operating leverage, deepen relationships with global digital merchants, and support continued investment in local payment integrations.
Negative Factors
Margin Volatility
The sharp year-to-year gross-margin swing creates uncertainty around the durability and quality of Boku’s earnings growth. Even with solid 2025 operating and net margins, continued volatility could make profitability less predictable and weaken confidence in sustainable operating leverage.
Read all positive and negative factors
Positive Factors
Negative Factors
Accelerating Revenue Growth
Re-accelerating revenue growth indicates stronger merchant adoption and transaction activity across Boku’s payments network. If sustained, expanding volumes can improve operating leverage, deepen relationships with global digital merchants, and support continued investment in local payment integrations.
Read all positive factors
BOKU (BOKU) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£317.06M
Dividend YieldN/A
Average Volume (3M)1.06M
Price to Earnings (P/E)35.1
Beta (1Y)0.63
Revenue Growth25.86%
EPS Growth225.77%
CountryUK
Employees592
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)0.04
Shares Outstanding285,640,900
10 Day Avg. Volume537,011
30 Day Avg. Volume1,061,857
Financial Highlights & Ratios
PEG Ratio0.28
Price to Book (P/B)5.47
Price to Sales (P/S)6.37
P/FCF Ratio10.01
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£204.50Price Target Upside80.18% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)0.08
Revenue Forecast (FY)£135.97M
BOKU Business Overview & Revenue Model
Company Description
Boku, Inc., together with its subsidiaries, provides local payment solutions for merchants in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers digital payments solutions, including digital wallets, account to...
How the Company Makes Money
Boku primarily makes money by facilitating payment transactions between merchants (such as digital merchants offering apps, games, streaming, and other online services) and payment method providers (notably mobile network operators for direct carr...
BOKU Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
86
Very Positive
Cash Flow
90
Very Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 131.52M | 99.27M | 82.72M | 63.76M | 69.17M |
| Gross Profit | 45.82M | 96.85M | 80.67M | 61.99M | 63.43M |
| EBITDA | 31.45M | 14.31M | 19.21M | 10.64M | 18.15M |
| Net Income | 12.53M | 3.78M | 10.09M | 28.90M | 6.27M |
Balance Sheet | |||||
| Total Assets | 501.18M | 406.33M | 376.81M | 277.88M | 216.89M |
| Cash, Cash Equivalents and Short-Term Investments | 245.67M | 142.31M | 117.36M | 105.15M | 62.44M |
| Total Debt | 5.44M | 2.65M | 3.05M | 3.55M | 12.65M |
| Total Liabilities | 347.92M | 268.59M | 243.28M | 166.43M | 134.44M |
| Stockholders Equity | 153.26M | 137.74M | 133.53M | 111.44M | 82.45M |
Cash Flow | |||||
| Free Cash Flow | 83.76M | 34.47M | 34.73M | 44.32M | 6.08M |
| Operating Cash Flow | 84.32M | 42.01M | 40.60M | 49.65M | 11.92M |
| Investing Cash Flow | -7.67M | -3.91M | 1.62M | 21.41M | -5.81M |
| Financing Cash Flow | -13.84M | -8.99M | -8.79M | -11.43M | -5.79M |
BOKU Technical Analysis
Negative
113.50
Price Trends
109.67
Positive
135.95
Negative
166.68
Negative
Market Momentum
-0.08
Negative
49.64
Neutral
33.33
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BOKU, the sentiment is Negative. The current price of 113.5 is above the 20-day moving average (MA) of 112.08, above the 50-day MA of 109.67, and below the 200-day MA of 166.68, indicating a neutral trend. The MACD of -0.08 indicates Negative momentum. The RSI at 49.64 is Neutral, neither overbought nor oversold. The STOCH value of 33.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:BOKU.
BOKU Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | £163.52M | 14.82 | 104.64% | 5.37% | 1.57% | 1.80% | |
69 Neutral | £351.78M | 9.33 | 45.78% | 17.52% | 8.46% | 111.81% | |
63 Neutral | £317.06M | 35.11 | 8.63% | ― | 25.86% | 225.77% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
55 Neutral | £47.13M | -105.65 | 31.19% | 9.58% | 17.23% | 29.17% | |
49 Neutral | £50.08M | -8.81 | -32.65% | ― | -5.08% | -98.14% | |
44 Neutral | £676.31M | -223.45 | -1.33% | 1.48% | 15.98% | -131.06% |
* Technology Sector Average
GB:BOKU
BOKU
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GB:EWG
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BOKU Corporate Events
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Boku adjusts capital structure with targeted share buyback on AIM
Positive
Sep 10, 2026
Boku Inc., a specialist in local payment methods and alternative payment infrastructure, gives global merchants streamlined access to direct carrier billing, digital wallets and real-time account-to-account payments, reaching billions of consumer ...
Business Operations and StrategyExecutive/Board Changes
Boku boosts board with seasoned payments executive Sandra Alzetta
Positive
Sep 7, 2026
Boku Inc., a specialist in global local payment networks and digital transaction infrastructure, has strengthened its board with the appointment of experienced payments executive Sandra Alzetta as an independent non-executive director. Alzetta bri...
Business Operations and StrategyFinancial Disclosures
Boku Sets Date for Interim Results and Investor Presentation
Neutral
Sep 4, 2026
Boku Inc., a London-headquartered digital payments company listed on AIM, runs a global network of local payment methods that connects merchants to direct carrier billing, digital wallets and account-to-account schemes. Its platform reaches billio...
Business Operations and StrategyStock Buyback
Boku Tightens Free Float with Latest Treasury Share Buyback
Positive
Sep 3, 2026
Boku Inc., the London-based local payments network operator, has conducted on-market share buybacks on AIM, repurchasing a total of 304,292 ordinary shares between 27 August and 2 September 2026 at prices around 112–113 pence per share throu...
Stock BuybackRegulatory Filings and Compliance
Boku Tightens Free Float With Latest Share Buyback on AIM
Positive
Aug 27, 2026
Boku Inc. has continued its programme of buying back its own shares, purchasing 148,571 ordinary shares via Investec Bank plc on the AIM market between 20 August and 26 August 2026 at average prices of 113–114 pence. The company plans to hol...
Stock BuybackRegulatory Filings and Compliance
Boku Tightens Free Float With Share Buyback, Updates Voting Rights
Neutral
Aug 13, 2026
Boku has repurchased a total of 238,114 of its own ordinary shares on the London AIM market between 6 and 12 August 2026 via Investec Bank. The company plans to hold these shares in treasury through Diagonal Nominees, a move that can provide flexi...
Business Operations and StrategyDelistings and Listing Changes
Boku Extends Block Listing to Cover Remaining 2009 Plan Share Options
Positive
Aug 7, 2026
Boku has applied to the London Stock Exchange for the admission to trading on AIM of 500,000 new common shares under an extension of its existing block listing for the 2009 Equity Incentive Plan. The additional shares are intended to provide suffi...
Stock BuybackRegulatory Filings and Compliance
Boku boosts treasury stock after latest share buyback
Neutral
Aug 6, 2026
Boku Inc., a global local payments network specialising in direct carrier billing, digital wallets and real-time account-to-account payment solutions, connects merchants to more than 7 billion consumer payment accounts worldwide. The company focus...
Stock BuybackRegulatory Filings and Compliance
Boku adjusts voting share base after latest AIM buyback
Neutral
Jul 30, 2026
Boku Inc. has continued its programme of buying back its own shares, acquiring 431,323 ordinary shares on the AIMX market between 28 and 29 July 2026 at volume-weighted average prices of 106 pence and 103 pence respectively, via Investec Bank. The...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Boku Tightens Capital Structure with Fresh Share Buyback on AIM
Positive
Jul 23, 2026
Boku has repurchased a total of 585,683 of its ordinary shares on the AIM market between 16 and 22 July 2026, at volume-weighted average prices ranging from 97p to 100.5p per share, via Investec Bank. The company plans to hold these shares in trea...
Business Operations and StrategyExecutive/Board Changes
Boku hires seasoned payments executive Peter Klein as Chief Commercial Officer
Positive
Jul 22, 2026
Boku Inc., a London-based fintech listed on AIM, operates a global network of local payment methods that connects digital merchants to billions of customer accounts across more than 60 countries. Its platform supports digital wallets, account-to-a...
Business Operations and StrategyRegulatory Filings and Compliance
Boku Reports Routine Six-Month Block Listing Update on Equity Plans
Neutral
Jul 20, 2026
Boku Inc., the London-based provider of local payment method infrastructure, reported its latest six-month block listing return covering the period from 21 January to 20 July 2026 under its equity and warrant schemes. The filing details modest sha...
Business Operations and StrategyStock Buyback
Boku Boosts Capital Management with Treasury Share Buyback
Positive
Jul 16, 2026
Boku Inc., a global local payment methods network serving leading technology, media and entertainment merchants, provides access to direct carrier billing, digital wallets and real-time account-to-account payment schemes via a single integration. ...
Other
Boku CFO Robert Whittick Buys Shares, Boosting Executive Stake
Positive
Jul 10, 2026
Boku’s chief financial officer, Robert Whittick, has acquired 65,000 common shares in the company at 98.75 pence each, his first reported purchase under market disclosure rules. Following the transaction, Whittick holds 65,000 shares, repres...
Business Operations and StrategyStock Buyback
Boku buys back shares, trims voting stock on AIM
Positive
Jul 9, 2026
Boku Inc., a London-based provider of local payment method networks including carrier billing, digital wallets and real-time account-to-account payments, supports global merchants with bundling, currency conversion and cross-border settlement serv...
Business Operations and Strategy
Boku CEO Stuart Neal Increases Stake with Share Purchase
Positive
Jul 8, 2026
Boku’s chief executive officer Stuart Neal has increased his stake in the company with the purchase of 106,000 common shares at 95 pence each on the London Stock Exchange’s AIM market. Following the transaction, Neal now holds 925,195 ...
Business Operations and StrategyStock Buyback
Boku Doubles Share Buyback Authority as Treasury Stock Rises
Positive
Jul 8, 2026
Boku has doubled its authority to repurchase its own common stock from 5% to 10%, extending its ongoing share buyback programme that currently holds about 3.71% of issued shares in treasury. The board has approved a further extension to repurchase...
Business Operations and StrategyStock BuybackFinancial Disclosures
Boku trims 2026 outlook despite Stripe deal and double-digit volume growth
Negative
Jul 8, 2026
Boku reported underlying first-half 2026 revenue growth of about 11% to $66.5 million and total payment volume up 12% to $8.3 billion, with adjusted EBITDA rising slightly to $19.3 million and margins near 29%. The performance reflected both opera...
Stock BuybackRegulatory Filings and Compliance
Boku Tightens Free Float With Treasury Share Buyback on AIM
Positive
Jul 2, 2026
Boku Inc., a London-based global network for local payment methods, connects leading technology, media and entertainment merchants to a comprehensive suite of direct carrier billing, digital wallets and real-time account-to-account payment schemes...
Business Operations and StrategyRegulatory Filings and Compliance
Boku Updates Share Capital and Voting Rights for Regulatory Transparency
Neutral
Jun 30, 2026
Boku Inc. has confirmed its current share capital and voting rights, reporting 303,796,992 common shares in issue as of 30 June 2026, of which 11,577,629 are held in treasury. This leaves 292,219,363 shares carrying voting rights, a figure the com...
Business Operations and StrategyStock Buyback
Boku Tightens Capital Base with Treasury Share Buyback
Positive
Jun 25, 2026
Boku Inc. has executed a share buyback transaction, purchasing 115,000 ordinary shares at a volume-weighted average price of 136 pence through Investec Bank. The company plans to hold these repurchased shares in treasury under Diagonal Nominees, a...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Boku Tightens Capital Base with Treasury Share Buyback on AIM
Positive
Jun 18, 2026
Boku Inc. has repurchased a series of its own ordinary shares on the AIM market between June 11 and June 17, 2026, via Investec Bank, at volume-weighted average prices ranging from about 138.96p to 147p. The company plans to hold these shares in t...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Boku AGM Backs Board, Auditor and New Governance Committee
Positive
Jun 17, 2026
Boku Inc., a global local payments network headquartered in London, connects merchants to direct carrier billing, digital wallets and account-to-account schemes, while providing bundling and cross-border settlement services to leading technology, ...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Boku Tightens Free Float With New Share Buybacks on AIM
Positive
Jun 11, 2026
Boku Inc., the London-based payments infrastructure provider focused on local payment methods, has built a global network spanning direct carrier billing, digital wallets and real-time account-to-account schemes. Its platform connects merchants, i...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.