Is Nayax’s (TASE:NYAX) Acquisition Discipline Shaping a Stronger Long-Term Growth Story?

• Nayax Ltd. recently reported its third quarter 2025 results and lowered its full-year revenue guidance to a range of US$400 million to US$405 million due to delays in strategic M&A transactions.
• This guidance update comes as Nayax continues its disciplined acquisition strategy, indicating that external factors related to M&A timing are influencing short-term revenue expectations.
• We'll examine how revised revenue targets amid deferred M&A activity may affect Nayax's investment narrative and longer-term growth outlook.

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Nayax Investment Narrative Recap

To own Nayax stock, investors need conviction in the continued shift to digital payments and the company's ability to drive recurring revenue through international expansion and technology integration, particularly via M&A. The recent lowering of full-year revenue guidance, tied to delays in closing certain acquisitions, modestly affects the near-term growth catalyst but does not materially alter the long-term rationale or amplify the biggest risk facing the business right now, which remains the need for successful acquisition integration and ongoing capital investment.

Among recent company announcements, Nayax's Q3 2025 earnings release stands out: sales and net income achieved significant year-on-year growth, reinforcing the company’s operational progress, even as revenue guidance was trimmed. These results help keep investor attention focused on execution quality and profit momentum, key elements underpinning sustained revenue expansion amid the company’s disciplined approach to M&A and strategic partnerships.

Yet, in contrast to the positive operating results, investors should remain mindful of potential integration missteps and capital demands in...

Read the full narrative on Nayax (it's free!)

Nayax's outlook projects $673.0 million in revenue and $81.0 million in earnings by 2028. This requires 24.5% yearly revenue growth and an earnings increase of $59.9 million from the current $21.1 million.

Uncover how Nayax's forecasts yield a ₪153.68 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for Nayax range widely from ₪67.69 to ₪188.61. With integration risks from ongoing M&A activity, your outlook may differ sharply from other market participants, explore several viewpoints before drawing firm conclusions.

Explore 3 other fair value estimates on Nayax - why the stock might be worth less than half the current price!

Build Your Own Nayax Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Nayax research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Nayax research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nayax's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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