Ticker

Adyen now trades at a more attractive valuation after a significant stock decline, with a forward multiple of 27x 2026 earnings. ADYEY maintains robust organic growth near 20%, driven largely by existing customers expanding their usage, especially in Unified Commerce, Platforms, and North America. Recent acquisitions (Talon.One, Orb, adds cross-selling potential and a one-point lift to the 2026 growth outlook but…

AI is unquestionably driving demand for GitLab's offerings, but there is concern around its traditional per-seat pricing model versus a consumption-based model. We acknowledge some of the risks Adobe faces, but at a P/E of sub-10x and a FCF yield north of 10%, the market is pricing the stock as a melting ice cube while growth is still right around 10%. We bought Adyen at a mid-teens EV/EBITDA and a P/E just north of…

Adyen's first-half results were driven heavily by merchants already on its platform sending it more payment volume, with in-person transactions growing faster than the company's overall volume.

The increasing prevalence of AI chatbots handling consumer shopping is pushing merchants to uphold more direct customer relationships ​over fears of losing their loyalty and repeated purchases, payments firm Adyen ‌said on Thursday.

Stock in the Amsterdam-based payments provider rose more than 9% after first-half earnings increased.