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Adyen N.V. Stock Price

ENXTAM:ADYEN Community·€33.3b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 278 Fair Values set on narratives written by author

ADYEN Share Price Performance

€1,054.60
-398.60 (-27.43%)
€1,384.82
Fair Value
€1,054.60
-398.60 (-27.43%)
23.8% undervalued intrinsic discount
€1,384.82
Fair Value
Price €1,054.60
AnalystConsensusTarget €1,384.82
Ivoed €974.81
Stolkiee €1,268.81

ADYEN Community Narratives

·
Fair Value €1.38k 23.8% undervalued intrinsic discount

Digital Payment Expansion Will Unlock New Global Merchant Channels

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118users have followed this narrative
Fair Value
·
Fair Value €974.81 8.2% overvalued intrinsic discount

Adyen’s next debate is not about payments growth, but whether its new layers actually become cash flow

4users have liked this narrative
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11users have followed this narrative
Fair Value
·
Fair Value €1.27k 16.9% undervalued intrinsic discount

Adyen presents a historically attractive valuation at a 1.0x PEG ratio, trading at unprecedented low multiples despite exceptional margins a

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
€974.81
8.2% overvalued intrinsic discount
Fair Value
Revenue
7.97% p.a.
Profit Margin
44.71%
Future PE
26x
Price in 2031
€1.28k
€1.9k
44.5% undervalued intrinsic discount
Revenue
24.08% p.a.
Profit Margin
45.12%
Future PE
33.84x
Price in 2029
€2.19k
€890
18.5% overvalued intrinsic discount
Revenue
20.48% p.a.
Profit Margin
43.67%
Future PE
17.88x
Price in 2029
€1.03k

Trending Discussion

No trending discussion available.

Updated Narratives

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Adyen presents a historically attractive valuation at a 1.0x PEG ratio, trading at unprecedented low multiples despite exceptional margins a

Fair Value: €1.27k 16.9% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ADYEN logo

Adyen’s next debate is not about payments growth, but whether its new layers actually become cash flow

Fair Value: €974.81 8.2% overvalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ADYEN logo

ADYEN: AI Commerce And First Acquisitions Will Support Higher Multiple

Fair Value: €1.38k 23.8% undervalued intrinsic discount
118 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and fair value.

1 Risk
3 Rewards

Adyen N.V. Key Details

€2.6b

Revenue

€813.2m

Cost of Revenue

€1.8b

Gross Profit

€645.6m

Other Expenses

€1.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 28, 2026
35.66
68.54%
43.55%
0%
View Full Analysis

About ADYEN

Founded
2006
Employees
5020
CEO
Pieter van der Does
WebsiteView website
www.adyen.com

Adyen N.V. operates a payments platform in Europe, the Middle East, Africa, North America, the Asia Pacific, and Latin America. Its platform integrates payments stack, including gateway, risk management, processing, acquiring, and settlement services. The company offers a back-end infrastructure for authorizing. It accepts payment through online, in-person payments, cross channel, and Adyen for Platforms. The company also provides optimization services, including Adyen Uplift, protect, authenticate and tokenize. In addition, it offers financial products, such as accounts, capital, issuing, and payouts. It serves digital, mobility, SaaS platforms, retail, food and beverages, subscription, and travel and hospitality businesses. The company was incorporated in 2006 and is based in Amsterdam, the Netherlands.

Recent ADYEN News & Updates

Narrative Update Aug 18

ADYEN: AI Commerce And First Acquisitions Will Support Higher Multiple

Adyen's analyst fair value estimate has been lifted from about €1,330 to about €1,385, reflecting higher Street price targets around €1,350 from several banks, alongside ongoing debate from other analysts who see slower growth and assign targets closer to €900 to €931. Analyst Commentary Recent Street research on Adyen highlights a clear split between analysts who see room for further upside and those who are more cautious on growth and execution.
New Narrative Aug 16

Adyen presents a historically attractive valuation at a 1.0x PEG ratio, trading at unprecedented low multiples despite exceptional margins a

Adyen demonstrates strong economic moat quality through minimal customer churn and wallet share expansion driving approximately 80% of quarterly growth, though this relies heavily on existing accounts while 2026 acquisition investments in the US, Japan, India, and Brazil lay the groundwork for future revenue. The company trades at an unprecedented valuation low of 18x 2026 EPS and 15x 2027 EPS with ~20% expected earnings growth, yielding a PEG ratio of 1.0x.

Recent updates

No updates