Update shared on04 Sep 2025
Adyen's unchanged analyst price target of €1813 reflects both confidence in its core business resilience and long-term growth prospects, despite near-term estimate reductions driven by missed financial targets and external pressures impacting performance.
Analyst Commentary
- Bullish analysts note resilient sales performance in Q2 despite tariff headwinds, citing continued strength in the core business.
- Bearish analysts cite missed volume, revenue, and EBITDA estimates, with guidance for calendar year 2025 acceleration being pulled back.
- Adjustments reflect external factors negatively impacting recent performance, considered to be largely outside Adyen's control.
- Price targets reduced to reflect a more conservative earnings outlook and a realistic near-term earnings setup.
- Despite short-term estimate cuts, ongoing confidence in Adyen’s long-term growth algorithm and underlying business fundamentals remains among bullish analysts.
What's in the News
- Adyen expects net revenue growth for the year to be similar to first half growth, per new earnings guidance.
- Adyen held an Analyst/Investor Day.
- Adyen partnered with JOE & THE JUICE to deploy its SFO1 payment terminals in stores, enhancing in-store payment, loyalty, data-driven engagement, and digital ordering experiences in the U.S. and Europe.
Valuation Changes
Summary of Valuation Changes for Adyen
- The Consensus Analyst Price Target remained effectively unchanged, at €1813.
- The Discount Rate for Adyen remained effectively unchanged, at 5.61%.
- The Consensus Revenue Growth forecasts for Adyen remained effectively unchanged, at 21.3% per annum.
Disclaimer
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