$ADYEN (-2,43%) reported a robust 22% year-on-year increase in net sales for the first quarter of 2025. This was not yet rewarded, at least not yesterday. Analysts had expected a little more, so the share price initially fell by up to -5%. By the close of trading, Adyen had recovered somewhat and closed slightly down.
Financial highlights
- Revenue: increased by 22% year-on-year in the first quarter of 2025
- Growth in the digital segment: 13% year-on-year.
- Growth in unified commerce: 31% year-on-year.
- Growth in platforms: 63% year-on-year.
Outlook & forecast
Adyen remains optimistic regarding its growth strategy and expects a slight acceleration in net revenue growth for the for the remainder of 2025. The company is confident of gaining wallet share with existing customers, although it recognizes potential growth challenges should market volumes slow. Adyen continues to invest in its platform and embedded finance capabilities, which are expected to drive future growth.
Yesterday's analyst estimates / targets are around €2,000 which is around 30% above the current share price. These estimates are supported by "buy" and "overweight" recommendations.
My trade or rather my speculation on a swing to earnings did not materialize, my limit sell order at limit sell order at €1,850 was not triggered 😂🤪
However, the position of 5 shares (buy-in €1,424) will remain in the portfolio for the time being, I will take a look at the next few weeks, the sell limit for the sale of the position will remain in place.
Edit May 2ndOne of the two buy orders still running was triggered this morning at €1,400. Another one is still at €1,380
The position is therefore almost full. Now the market can take up the good results 😁