How Investors May Respond To Euronet Worldwide (EEFT) Margin Expansion and Positive EPS Growth Outlook

• Euronet Worldwide released its third-quarter results on October 23, 2025, reporting an earnings beat and strong EPS growth outlook through 2025, despite falling short of revenue expectations.
• The company’s ability to grow adjusted EBITDA by 8% year over year, even as revenue missed forecasts, highlights a resilience in underlying profitability that drew market attention.
• We’ll explore how Euronet Worldwide’s latest margin expansion and EPS growth guidance may impact its investment narrative going forward.

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Euronet Worldwide Investment Narrative Recap

To be a shareholder in Euronet Worldwide, you need to believe that the company’s shift to digital payments and cross-border money transfers can outpace the long-term decline of its legacy cash and ATM-driven business. The recent Q3 earnings beat and raised EPS growth outlook further support the company’s transition story, though the shortfall on revenue means the most important near-term catalyst, delivering on top-line growth, remains an area to watch. At the same time, regulatory risk in the Money Transfer segment is still the biggest potential headwind, and this quarter’s results don’t materially change that view.

One of the most relevant announcements to this news event is Euronet’s completion of a major share buyback tranche in Q2 2025, which reduces share count and may amplify future EPS growth. As the company points to robust annual EPS gains through 2025, these buybacks could help support that target and offset short-term pressures if revenue growth continues to lag expectations.

In contrast, investors should be aware of emerging regulatory threats to Euronet’s core Money Transfer business, as these remain...

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

Euronet Worldwide's narrative projects $5.2 billion revenue and $476.3 million earnings by 2028. This requires 8.2% yearly revenue growth and a $143.6 million earnings increase from $332.7 million.

Uncover how Euronet Worldwide's forecasts yield a $124.00 fair value, a 40% upside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community range from US$89.29 to US$124, based on 3 different analyses. While opinions on value vary, the ongoing regulatory risk in international money transfers underscores why some see more uncertainty in the company’s long-term outlook.

Explore 3 other fair value estimates on Euronet Worldwide - why the stock might be worth as much as 40% more than the current price!

Build Your Own Euronet Worldwide 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 Euronet Worldwide research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Euronet Worldwide research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Euronet Worldwide'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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