Nayax (NYAX) 주식 개요
핀테크 회사인 Nayax는 미국, 유럽, 영국, 호주, 이스라엘 및 기타 국가의 자동화된 셀프 서비스 소매업체, 상거래 및 기타 판매자를 위한 완벽한 솔루션을 개발하는 회사입니다. 자세히 보기
NYAX Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Nayax Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ₪132.60 |
| 52주 최고가 | ₪220.00 |
| 52주 최저가 | ₪116.10 |
| 베타 | -0.20 |
| 1개월 변동 | -4.74% |
| 3개월 변동 | -31.76% |
| 1년 변동 | -16.18% |
| 3년 변동 | 64.43% |
| 5년 변동 | 15.10% |
| IPO 이후 변동 | 20.55% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 08
NYAX: Recurring Revenue Shift And IPS Parking Deal Will Drive Future Upside
The updated analyst price target for Nayax has been trimmed from approximately ₪223.59 to ₪202.40 as analysts factor in slightly lower revenue growth, profit margin, and future P/E assumptions. They also highlight the shift toward higher margin recurring revenue and recent research that cites an attractive entry point after the share price pullback.
내러티브 업데이트 • Aug 25
NYAX: Smart Parking Expansion And Recurring Revenue Will Test Cash Flow Execution
Analysts cut the Nayax fair value estimate from ₪178.71 to ₪142.35 as they adjusted price targets and assumptions around discount rates, growth, margins, and future P/E in light of mixed recent research views on recurring revenue strength, cash flow, and the company's expanding total addressable market. Analyst Commentary Nayax sits at the center of a split analyst view, with recent research focusing on how recurring revenue, cash generation and total addressable market feed into valuation and execution risk.Recent updates
내러티브 업데이트 • Sep 08
NYAX: Recurring Revenue Shift And IPS Parking Deal Will Drive Future Upside
The updated analyst price target for Nayax has been trimmed from approximately ₪223.59 to ₪202.40 as analysts factor in slightly lower revenue growth, profit margin, and future P/E assumptions. They also highlight the shift toward higher margin recurring revenue and recent research that cites an attractive entry point after the share price pullback.내러티브 업데이트 • Aug 25
NYAX: Smart Parking Expansion And Recurring Revenue Will Test Cash Flow Execution
Analysts cut the Nayax fair value estimate from ₪178.71 to ₪142.35 as they adjusted price targets and assumptions around discount rates, growth, margins, and future P/E in light of mixed recent research views on recurring revenue strength, cash flow, and the company's expanding total addressable market. Analyst Commentary Nayax sits at the center of a split analyst view, with recent research focusing on how recurring revenue, cash generation and total addressable market feed into valuation and execution risk.분석 기사 • Aug 13
Earnings Update: Nayax Ltd. (TLV:NYAX) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
There's been a major selloff in Nayax Ltd. ( TLV:NYAX ) shares in the week since it released its second-quarter report...
내러티브 업데이트 • Jul 29
NYAX: Future Execution Risks In Unattended Payments Will Restrain Upside Potential
The updated analyst price target for Nayax shifts from approximately ₪122.01 to about ₪85.77. This reflects revised assumptions on growth, profitability and future P/E multiples that align with recent Street research highlighting recurring revenue strength, market share gains across unattended payment verticals and continued interest from firms that have raised their ₪ price targets.내러티브 업데이트 • Jul 15
NYAX: EV And AI Expansion Will Test Recurring Revenue Resilience
The analyst fair value estimate for Nayax has been revised from ₪150.15 to ₪178.71 as analysts factor in updated price targets, higher assumed revenue growth, and a richer future P/E multiple supported by recent research citing market share gains, recurring revenue strength, and expanding opportunities in unattended payments and EV charging. Analyst Commentary Recent Street research on Nayax reflects a mix of optimism about the company’s growth opportunities and caution around execution, valuation, and earnings quality.내러티브 업데이트 • Jul 01
NYAX: Unattended Payments Expansion And EV Charging Partnership Will Drive Future Upside
The analyst price target for Nayax has been raised from ₪180.44 to ₪223.59, with analysts pointing to updated total addressable market work, continued market share gains across unattended payment verticals, and expectations for higher profit margins as key supports for the change. Analyst Commentary Recent research updates on Nayax point to growing interest in the stock, with several bullish analysts adjusting their price targets higher and revisiting their outlook following the latest quarterly results and total addressable market work.내러티브 업데이트 • Jun 17
NYAX: EV Charging And AI Expansion Will Test Recurring Revenue Premium
Analysts have raised their price target on Nayax stock to ₪150.15, citing updated total addressable market work, ongoing share gains across unattended payment verticals and expectations for resilient recurring revenue streams. Analyst Commentary Recent Street research on Nayax stock centers on how well the company can keep expanding its footprint in unattended payments while translating that into profitable, recurring revenue growth.내러티브 업데이트 • Jun 01
NYAX: EV Charging Ambitions Will Test Sustainability Of Recurring Revenue Premium
Analysts have trimmed their average fair value estimate for Nayax from approximately ₪202.31 to about ₪150.15, while still highlighting potential benefits from the company's recurring revenue model, share gains across unattended payments, and exposure to EV charging following recent research updates. Analyst Commentary Street research on Nayax in recent months has focused on its role in unattended payments, recurring revenue, and the build out of its EV charging exposure, with a range of price target increases and one upgrade to a more positive rating.내러티브 업데이트 • Apr 30
NYAX: Q4 Execution And EV Charging Expansion Will Shape Fairly Valued Outlook
Nayax's analyst price target has been updated from ₪166.49 to ₪202.31, with analysts pointing to continued top line growth expectations, an expanding addressable market, and higher assumed future P/E multiples as key supports for the higher valuation. Analyst Commentary Recent Street research provides a mix of optimism and caution around Nayax, with multiple firms lifting their price targets following Q4 results.내러티브 업데이트 • Apr 12
NYAX: Q4 Execution And M&A Integration Will Shape Fairly Valued Outlook
Analysts have nudged Nayax's fair value estimate higher, with the implied price target moving to about ₪210. This reflects updated assumptions around discount rates and future P/E multiples following recent research that points to ongoing top line momentum, operational leverage and cash generation potential.내러티브 업데이트 • Mar 29
NYAX: Q4 Execution And M&A Progress Will Shape Fairly Valued Outlook
Analysts have raised their blended ₪ price target on Nayax in line with modest upward adjustments to fair value and future P/E assumptions, reflecting views that recent Q4 results, ongoing share gains in a fragmented market, and M&A-supported growth potential can support stronger operational leverage and cash generation over time. Analyst Commentary Recent Street research reflects a generally constructive tone on Nayax, with multiple firms lifting price targets in both ₪ and US$ terms after Q4 results.내러티브 업데이트 • Mar 14
NYAX: Execution Risks May Limit Benefits From Q4 M&A Momentum
Analysts have lifted our Nayax fair value estimate from ₪160.13 to ₪165.12, citing higher Street price targets, expectations for top line growth of more than 20%, improving profit margin assumptions, and a lower forward P/E outlook. Analyst Commentary Recent Street research is broadly positive on Nayax, with several houses lifting price targets following Q4 results and updated forecasts.내러티브 업데이트 • Feb 09
NYAX: Higher Multiple Will Rely On Consistent Execution And M&A Delivery
Analysts have raised their Nayax price target to $48 from $43, reflecting updated models after the Q3 earnings report and modest adjustments to assumptions such as the discount rate and future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher $48 price target as a reflection of updated assumptions around valuation, including the discount rate and future P/E multiple, rather than a short term reaction to Q3 alone.내러티브 업데이트 • Jan 24
NYAX: Higher Multiple Will Face Ongoing Execution Risk And Guidance Uncertainty
Analysts recently lifted their price target on Nayax to $48 from $43, citing updated models following the Q3 earnings report that resulted in modest tweaks to assumptions such as discount rate, long term revenue growth, profit margin, and forward P/E. Analyst Commentary Recent price target adjustments to $48 from $43 reflect refreshed models after the Q3 report, rather than a change in rating.내러티브 업데이트 • Jan 10
NYAX: Medium Term Outlook Will Weigh Higher Multiple Against Execution Risk
Analysts have raised their price target on Nayax to $48 from $43. This change reflects updated models following the Q3 earnings report and revised assumptions around discount rates and future P/E multiples.내러티브 업데이트 • Dec 20
NYAX: Medium Term Outlook Will Balance Higher Multiple With Margin Uncertainty
Analysts have increased their price target on Nayax to approximately $160 from about $154, reflecting updated models after Q3 earnings that incorporate slightly slower growth and margins but a higher anticipated future valuation multiple. Analyst Commentary Following the Q3 earnings update and subsequent model revisions, analysts are refining their views on Nayax's medium term outlook, balancing solid execution with a more measured stance on near term growth and profitability.분석 기사 • Nov 22
Nayax Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's shaping up to be a tough period for Nayax Ltd. ( TLV:NYAX ), which a week ago released some disappointing...분석 기사 • Nov 01
Are Investors Undervaluing Nayax Ltd. (TLV:NYAX) By 27%?
Key Insights Nayax's estimated fair value is ₪187 based on 2 Stage Free Cash Flow to Equity Nayax's ₪136 share price...분석 기사 • Sep 29
Nayax (TLV:NYAX) Is Looking To Continue Growing Its Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...새로운 내러티브 • Sep 07
EV Charging And Contactless Payments Will Expand Future Markets
Key Takeaways Diversification into high-growth sectors and international markets, along with deep OEM integration, is driving predictable, scalable, and higher-margin recurring revenues. Operational efficiencies and ecosystem lock-in are boosting profitability, supporting sustainable margin expansion and long-term earnings growth.분석 기사 • Aug 16
Nayax Ltd. Just Beat EPS By 340%: Here's What Analysts Think Will Happen Next
TASE:NYAX 1 Year Share Price vs Fair Value Explore Nayax's Fair Values from the Community and select yours It's been a...분석 기사 • Aug 12
Here's Why Nayax (TLV:NYAX) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jul 10
Nayax Ltd.'s (TLV:NYAX) CEO Compensation Is Looking A Bit Stretched At The Moment
Key Insights Nayax to hold its Annual General Meeting on 16th of July Total pay for CEO Yair Nechmad includes US$483.0k...분석 기사 • Jul 08
Why Investors Shouldn't Be Surprised By Nayax Ltd.'s (TLV:NYAX) P/S
When close to half the companies in the Electronic industry in Israel have price-to-sales ratios (or "P/S") below 2.7x...분석 기사 • Apr 02
Calculating The Fair Value Of Nayax Ltd. (TLV:NYAX)
Key Insights Nayax's estimated fair value is ₪132 based on 2 Stage Free Cash Flow to Equity Nayax's ₪136 share price...분석 기사 • Mar 07
Nayax Ltd. (TLV:NYAX) Just Reported And Analysts Have Been Lifting Their Price Targets
Nayax Ltd. ( TLV:NYAX ) shareholders are probably feeling a little disappointed, since its shares fell 4.0% to ₪130 in...분석 기사 • Jan 28
After Leaping 27% Nayax Ltd. (TLV:NYAX) Shares Are Not Flying Under The Radar
Nayax Ltd. ( TLV:NYAX ) shareholders would be excited to see that the share price has had a great month, posting a 27...분석 기사 • Nov 15
Earnings Beat: Nayax Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Nayax Ltd. ( TLV:NYAX ) shareholders are probably feeling a little disappointed, since its shares fell 2.0% to ₪106 in...주주 수익률
| NYAX | IL Electronic | IL 시장 | |
|---|---|---|---|
| 7D | -8.6% | -2.7% | -1.5% |
| 1Y | -16.2% | 38.5% | 26.4% |
수익률 대 산업: NYAX은 지난 1년 동안 38.5%의 수익을 기록한 IL Electronic 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: NYAX은 지난 1년 동안 26.4%를 기록한 IL 시장보다 저조한 성과를 냈습니다.
주가 변동성
| NYAX volatility | |
|---|---|
| NYAX Average Weekly Movement | 9.1% |
| Electronic Industry Average Movement | 6.0% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in IL Market | 8.7% |
| 10% least volatile stocks in IL Market | 3.4% |
안정적인 주가: NYAX의 주가는 지난 3개월 동안 IL 시장보다 변동성이 컸습니다.
시간에 따른 변동성: NYAX의 주간 변동성(9%)은 지난 1년 동안 안정적이었지만 IL 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2005 | 1,250 | Yair Nechmad | www.nayax.com |
핀테크 회사인 Nayax는 미국, 유럽, 영국, 호주, 이스라엘 및 기타 국가의 자동화된 셀프 서비스 소매업체, 상거래 및 기타 판매자를 위한 완벽한 솔루션을 개발하는 회사입니다. 이 회사는 자판기 및 기타 무인 기기를 위한 관리 및 모니터링 소프트웨어인 Nayax Core, 자동화된 셀프 서비스 기기를 위한 모바일 앱인 MoMa, 클라우드 기반 플랫폼인 티가포 백오피스 소프트웨어 스위트, 스마트 클라우드 기반 관리 플랫폼인 EV Core, 종합적인 인입 매장 관리 플랫폼인 리테일 관리 클라우드 등을 제공합니다; 소비자 참여 마케팅 및 로열티 플랫폼인 로열티 및 마케팅 스위트, 휴대폰으로 현금 없이 결제할 수 있는 디지털 지갑 앱인 모닉스 월렛, 소비자 참여 및 마케팅 플랫폼인 위즈모, 가족 엔터테인먼트 센터 사업을 지원하는 관련 모바일 앱인 티가포 앱 등이 있습니다. 또한 고객을 위해 디지털 결제를 수락하는 장치, 자동화된 셀프 서비스 POS, 현금 없는 결제 및 원격 측정 장치인 VPOS Touch, 비접촉식 카드 리더 및 원격 측정 장치인 ONYX, 모든 기능을 갖춘 전기차 충전소인 EV 미터, 스마트 QR 및 바코드 리더인 DOT, OTI 솔루션, EMV 및 FeliCa 비접촉 리더인 UNO Plus 및 UNO 8을 제공합니다; PCI-PTS 지원 비접촉식 EMV 리더 모듈인 EMV SOM, 현금 없는 마이크로 마켓 및 셀프 체크아웃 솔루션인 Nova Market, 맞춤형 대형 스탠딩 키오스크 또는 카운터탑 키오스크 시스템인 Nova Kiosk, 전자 금전 등록기인 NOVA 156, 모바일 POS 부착용 소형 버전인 NOVA 45, SAP와 직접 통합되는 범용 소매 솔루션인 Retail One 등 다양한 제품을 제공합니다.
Nayax Ltd. 기초 지표 요약
| NYAX 기초 통계 | |
|---|---|
| 시가총액 | ₪4.92b |
| 순이익 (TTM) | ₪23.90m |
| 매출 (TTM) | ₪1.38b |
206.9x
주가수익비율(P/E)3.6x
주가매출비율(P/S)NYAX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| NYAX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$453.18m |
| 매출원가 | US$236.57m |
| 총이익 | US$216.61m |
| 기타 비용 | US$208.74m |
| 순이익 | US$7.87m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.21 |
| 총이익률 | 47.80% |
| 순이익률 | 1.74% |
| 부채/자본 비율 | 142.3% |
NYAX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/17 16:43 |
| 종가 | 2026/09/17 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Nayax Ltd.는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ramsey El-Assal | Barclays |
| John Coffey | Barclays |
| Michael Nichols | B. Riley Securities, Inc. |