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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 introduces integration risks and temporarily higher capital expenditures.

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 20x, while growing upwards of 20%.

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.

Adyen , the Dutch firm ​that handles ‌payments for Spotify and Microsoft, ​raised ​its annual revenue growth ⁠forecast on ​Thursday as ​it continued to win more customers ​and invest ​in its payments technology.

FinTech platform Adyen has expanded its partnership with restaurant/hospitality/retail tech company Toast. The expansion will bring the two companies' relationship into the U.S. following collaborations throughout Ireland, the U.K., Canada and Australia, Adyen said in a news release Monday (Aug. 10).