Adyen aims to enhance its offering to companies with usage-based pricing models by acquiring Orb. The companies have entered into a definitive agreement in which Adyen will acquire Orb through a reverse triangular merger that will make Orb an indirect, wholly owned subsidiary managed under an incubator model.
Investors looking for stocks in the Internet - Software sector might want to consider either PagerDuty (PD) or Adyen N.V. Unsponsored ADR (ADYEY).
Adyen N.V. (ADYEY) Shareholder/Analyst Call Transcript
Adyen's processed volume increased 21% year over year in the first quarter to reach €382 billion (about $449 billion), showing continued resilience in consumer spending, the company said in a first-quarter business update released Wednesday (May 6).
Adyen N.V. (ADYEY) Q1 2026 Earnings Call Transcript
Investors interested in stocks from the Internet - Software sector have probably already heard of CCC Intelligent Solutions Holdings Inc. (CCC) and Adyen N.V. Unsponsored ADR (ADYEY).
Adyen plans to acquire Talon.One, a platform for loyalty and incentives that serves more than 300 global merchants, for a total consideration of 750 million euros (about $878 million).
Adyen N.V. (ADYEY) M&A Call Transcript
Investors interested in Internet - Software stocks are likely familiar with CCC Intelligent Solutions Holdings Inc. (CCC) and Adyen N.V. Unsponsored ADR (ADYEY).
Adyen N.V. is now rated a 'Buy' after a 70% stock decline, with valuation reflecting sector-wide pessimism and key risks. ADYEY delivered 18.4% revenue growth and 13.6% EPS growth in FY25, with management guiding for 20–22% revenue growth in FY26. Discounted cash flow analysis suggests ADYEY trades 25% below intrinsic value, even with cautious growth assumptions.
Adyen (ADYEY) remains a 'BUY' with a €1,700 price target, reflecting strong long-term fundamentals despite recent underperformance and lower-than-expected growth guidance. ADYEY's premium, omnichannel platform differentiates it from peers, targeting large enterprise clients with direct network connections and consolidated payment solutions. Recent share price weakness stems from 20-22% revenue growth guidance and flat EBITDA margins, not operational deterioration; margin expansion is paused amid ongoing hiring.
Adyen N.V. (ADYEY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript