Adyen N.V. (ADYEY) Analyst/Investor Day Transcript
Adyen N.V. (OTCPK:ADYEY) Analyst/Investor Day November 11, 2025 7:00 AM EST Company Participants Pieter van der Does - Co-Founder, Co- CEO & Member of Management Board Ingo Uytdehaage - CO-CEO & Member of Management Board Tom Adams - CTO & Member of Management Board Mariëtte Swart - Chief Risk & Compliance Officer and Member of Management Board Isaac Lima - Investor Relations Carlo Bruno Gary Yang - Senior Vice President of Global Account Management & Partnerships Thom Ruiter Catherine Ye Ethan Tandowsky - CFO & Member of the Management Board Trevor Nies Maggie O'Donnell - Investor Relations Brooke Nayden - Chief HR Officer & Member of the Management Board Conference Call Participants Yasmin Ferdousbarin Josh Levin - Bernstein Autonomous LLP Mohammed Moawalla - Goldman Sachs Group, Inc., Research Division Justin Forsythe - UBS Investment Bank, Research Division Umar Mirza Adam Wood - Morgan Stanley, Research Division Hannes Leitner - Jefferies LLC, Research Division James Friedman - Susquehanna Financial Group, LLLP, Research Division Craig Maurer - Financial Technology Partners LP Fahed Kunwar - Rothschild & Co Redburn, Research Division Adam Frisch - Evercore ISI Institutional Equities, Research Division Harshita Rawat - Sanford C. Bernstein & Co., LLC.
Adyen sets new targets, outpacing European rivals
Adyen , the Dutch company known for handling payment processing for eBay and Spotify, set new financial targets on Tuesday, aiming for stronger profitability and steady revenue growth.
Adyen N.V. (ADYEY) Q3 2025 Earnings Call Transcript
Adyen N.V. (OTCPK:ADYEY) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Maggie O'Donnell - Investor Relations Ethan Tandowsky - CFO & Member of the Management Board Conference Call Participants Frederic Boulan - BofA Securities, Research Division Hannes Leitner - Jefferies LLC, Research Division Justin Forsythe - UBS Investment Bank, Research Division Adam Wood - Morgan Stanley, Research Division Adam Frisch - Evercore ISI Institutional Equities, Research Division Jason Kupferberg - Wells Fargo Securities, LLC, Research Division Darrin Peller - Wolfe Research, LLC Harshita Rawat - Sanford C. Bernstein & Co., LLC.
Adyen beats revenue estimates as payment volumes rise
Dutch payments group Adyen beat market expectations for quarterly revenue on Wednesday as strong retail activity kept payment volumes high, but slightly narrowed its financial forecast through 2026.
Adyen: Growth Acceleration Should Drive Up Multiples
Adyen maintains a Buy rating, with conviction in growth reacceleration into 2026 despite near-term tariff headwinds. New merchant acquisition and wallet share expansion drive strong forward visibility for ADYEY, supported by productive commercial teams and broadening product adoption. Unified Commerce and Platforms segments deliver robust growth, expanding into new verticals and leveraging enterprise partnerships to reach SMBs efficiently.
Adyen N.V. (ADYEY) Q2 2025 Earnings Call Transcript
Adyen N.V. (OTCPK:ADYEY) Q2 2025 Earnings Conference Call August 14, 2025 9:00 AM ET Company Participants Ethan L. Tandowsky - CFO & Member of the Management Board Ingo Jeroen Uytdehaage - Co-CEO & Member of Management Board Isaac Lima - Corporate Participant Maggie O'Donnell - Corporate Participant Conference Call Participants Adam Dennis Wood - Morgan Stanley, Research Division Bryan C.
Adyen's Plummet: My Case For A Contrarian Play
Adyen N.V.'s H1 2025 results triggered a sharp selloff, but fundamentals remain strong with 20% net revenue growth and robust Unified Commerce performance. U.S. tariffs and a single large-volume client distorted short-term growth, yet these are temporary headwinds and do not undermine Adyen's long-term prospects. Adyen boasts exceptional financial health, high margins, and attractive valuation multiples, making it a compelling buy after the recent market overreaction.
Adyen shares plunge as company warns on impact of ‘de minimis' shipping rule change
Adyen, one of Europe's few growth stocks, saw its shares slump on Thursday as the Dutch payment services company is set to feel the impact of new tariff rules be applied to low-cost goods.
Adyen: Still A Buy 3 Years Later, But With Higher Upside Potential
Adyen's valuation has reset from tech bubble highs, making it an appealing high-growth investment with global reach and robust fundamentals. The company's integrated payment platform, strong client roster, and international expansion underpin its continued double-digit revenue and EPS growth. Despite a premium valuation, I see justified upside with a €1,700/share price target and 15-20% annual return potential through 2027.
Is Adyen (ADYEY) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Adyen N.V. Unsponsored ADR (ADYEY) and Intuit (INTU) have performed compared to their sector so far this year.
Adyen N.V. Unsponsored ADR (ADYEY) Is Up 2.98% in One Week: What You Should Know
Does Adyen N.V. Unsponsored ADR (ADYEY) have what it takes to be a top stock pick for momentum investors?
Adyen Sees Growing Demand for Embedded Finance Offerings
Adyen's first quarter announcement Wednesday (April 30) provided ample evidence of embedded finance's momentum as platforms and marketplaces seek to build payments into their own business models. Platforms net revenue reached €55.5 million, up 63% year over year, per the company's financials, with significant demand in the software-as-a-service (SaaS) segment.
