Earnings Alerts

Adyen BV (ADYEN) Earnings: Projected EBITDA Margin Surpasses 55% by 2028 with 20% Annual Net Revenue Growth

By November 11, 2025 No Comments
  • Adyen anticipates achieving an EBITDA margin exceeding 55% by the year 2028.
  • Annual net revenue growth is expected to be in the low- to mid-twenties for the year 2026.
  • After 2026, Adyen projects approximately 20% annual net revenue growth in subsequent years.
  • Key growth drivers include expanding relationships with existing customers, acquiring new customers, and the development of new financial products.
  • Adyen plans to keep capital expenditures sustainable, targeting up to 5% of net revenue.
  • Analyst recommendations for Adyen include 29 buy ratings, 8 hold ratings, and 1 sell rating.

Adyen BV on Smartkarma

On Smartkarma, The IDEA! has provided insightful analyst coverage on Adyen BV, alongside Ahold Delhaize, in the latest edition titled “What’s News in Amsterdam – 14 August”. Adyen revised its FY25 outlook downward, indicating a notable update for investors to consider. The sentiment lean is bullish, despite this adjustment, hinting at potential opportunities in the future. The research highlights key developments within the Amsterdam-based payments company, offering a glimpse into the shifting dynamics of the industry.

Baptista Research also delved into Adyen, initiating coverage with a bullish sentiment. Their report emphasizes how Unified Commerce and Embedded Finance are propelling Adyen towards a global takeover. The analysis outlines Adyen’s strong financial performance in the first quarter of 2025, showcasing a 22% year-over-year increase in net revenue. Amidst macroeconomic uncertainties, Adyen remains confident in its growth prospects, supported by expanding pillars and geographic reach in Europe and North America. This coverage sheds light on Adyen’s resilient position and strategic initiatives driving its trajectory in the competitive payments landscape.


A look at Adyen BV Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth5
Resilience5
Momentum2
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Adyen BV, a payment solution provider, stands strong in terms of growth and resilience according to Smartkarma Smart Scores, which rates it a 5 on both factors. The company’s ability to expand and adapt to changing market conditions is highlighted by this top score. Additionally, Adyen scores moderately on value and momentum with scores of 2, showing a stable foundation and steady pace in the industry. While dividends may not be a strong suit for investors in Adyen, the company’s overall outlook appears promising based on its high scores in growth and resilience.

Adyen N.V., known for its innovative payment platform catering to merchants globally, continues to demonstrate robust growth potential and a solid ability to withstand market challenges. With a focus on providing diverse payment methods for online, mobile, and point-of-sale transactions, Adyen has positioned itself well in the industry. The company’s high Smart Scores for growth and resilience indicate a positive long-term outlook, supported by its wide-reaching customer base and adaptable solutions. Investors eyeing a company with strong growth prospects and a capacity to weather uncertainties may find Adyen BV an appealing choice in the payment solutions sector.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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