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| 15.07.25 23:29:40 | Joe & the Juice to Implement Adyen's Payment Tech |  |
| Joe & the Juice is expanding its partnership with fintech platform Adyen to make its payment experience frictionless for customers. Joe & the Juice CTO Nicoli Schnack and Adyen North America President Davi Strazza have more on the partnership. View Comments |
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| 15.07.25 13:00:00 | Adyen Supports JOE & THE JUICE's International Growth and Expansion |  |
| The SFO1 payment terminal's 8-inch touch screen merges payment functions with customer-facing marketing displays to transform in-store payments experience NEW YORK, July 15, 2025 /PRNewswire/ -- Adyen, the global financial technology platform of choice for leading businesses, is partnering with urban juice bar and coffee concept JOE & THE JUICE to revolutionize its in-store payment experience with Adyen's proprietary multimedia countertopSFO1 terminal.Adyen logo For over a decade, JOE & THE JUICE has partnered with Adyen to streamline payment operations and drive efficiency across its growing global footprint. As the brand accelerates its expansion in the U.S. market, particularly in key cities like New York, it is turning to Adyen's technology to enrich in-store experience. The latest deployment of Adyen's SFO1 terminals marks a significant step, combining frictionless payments with integrated brand engagement and loyalty programs directly at the point of sale. This enables JOE & THE JUICE to turn each transaction into a moment of interaction, using real-time data and feedback to strengthen the brand and foster deeper customer connections. As part of its U.S. growth strategy, JOE & THE JUICE is using these intelligent terminals not just to simplify checkout, but to gather insights that help inform store experiences, shape its marketing approach, and ultimately, build long-term customer loyalty in a highly competitive F&B landscape. "Adyen has been a trusted partner and leveraging their financial technology to expand internationally was an easy decision," said Nicolai Schnack, CTO at JOE & THE JUICE. "Adyen's new SFO1 terminal allows us to adapt to various market environments, enhancing our in-store experience to match the retail environment. It enables us to meet customers where they are, fostering a global connection to the brand." The SFO1 terminal supports Joe & The Juice's digital expansion by enabling pre-ordering through the app, providing personalized loyalty incentives, and incorporating marketing content directly at checkout. This shift reflects the growing consumer demand for personalized brand experiences in the company's U.S. and European markets. "The way customers interact at checkout varies between U.S. and European audiences across contactless payments and credit usage, for example, and we're excited to help support JOE & THE JUICE cater to local consumer preferences," said Roelant Prins, Chief Commercial Officer at Adyen. "The SFO1 terminal makes it easier to reward and learn from customers in real-time. It's a great example of how the point of sale can become a point of connection." Story Continues Learn more about the SFO1 terminal here. About JOE & THE JUICE JOE & THE JUICE is an urban juice bar and coffee concept operating in more than 400 locations across 18 countries. Founded in 2002, the company sells freshly prepared juices, shakes, sandwiches, and coffee using natural and organic ingredients sourced from growers directly. Joe & the Juice's differentiated concept creates a modern, urban, and hip ambiance for on-the-go customers focused on a healthy lifestyle. For more on our authentic and unique brand: www.joejuice.com About Adyen Adyen (AMS: ADYEN) is the financial technology platform of choice for leading companies. By providing end-to-end payments capabilities, data-driven insights, and financial products in a single global solution, Adyen helps businesses achieve their ambitions faster. With offices around the world, Adyen works with the likes of Meta, Uber, H&M, eBay, and Microsoft. The cooperation with JOE & THE JUICE as described in this merchant update underlines Adyen's continuous growth with current and new merchants over the years. SOURCE Adyen View Comments |
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| 10.07.25 15:53:00 | Should You Hold BILL Holdings Stock Despite Its 44% YTD Decline? | |
| BILL Holdings BILL shares have plunged 43.7% in the year-to-date period, underperforming the broader Zacks Computer & Technology sector’s return of 7% and the Zacks Internet - Software industry’s rise of 16.1%. The underperformance can be attributed to the challenging macroeconomic environment, persistent inflation, and high interest rates, which are major concerns as SMBs tighten their spending budgets on digital initiatives. BILL Stock PerformanceZacks Investment Research Image Source: Zacks Investment Research However, the company is benefiting from an expanding small and medium business (SMB) clientele, as well as a diversified business model. Can BILL Holdings rebound from its stock decline by leveraging its growing SMB customer base? BILL Expands SMB Reach With Key Partnerships BILL’s customer base continued to expand, with a growing number of small and medium-sized businesses adopting its platform to meet their digital payment and invoicing needs. The company’s expanding SMB clientele, including Adyen ADYEY, Regions Financial RF and Xero, has been a key catalyst. BILL’s partnership with Regions Bank to introduce Regions CashFlowIQSM, a digital solution aimed at simplifying payments and improving cash management for commercial clients, further solidifies its position as a leader in digital payment solutions. The company’s partnership with Adyen integrates advanced acquiring and issuing capabilities into its financial operations platform for SMBs, enhancing accounts payable and receivable solutions with Adyen’s technology. BILL Benefits From Expanding Portfolio BILL is strengthening its position in the financial technology sector with an expanding portfolio, which has played a key role in driving its success. In the fiscal third quarter of 2025, BILL processed nearly $79 billion in payment volume across 30 million transactions, helping over 488,600 businesses automate financial operations. This strong engagement reflects the platform’s success in helping SMBs to streamline their financial processes. Further expanding its portfolio, in June 2025, BILL launched Supplier Payments Plus, a new solution designed to streamline high-volume SMB payments for enterprise suppliers by automating AR workflows and accelerating digital payment processing. In April 2025, BILL also introduced procurement and financial automation innovations, unifying procure-to-pay workflows with AP, AR, Spend & Expense, and Insights & Forecasting to help businesses gain control of their cash flow and scale with confidence. As a result of these enhancements and continued market demand, in fiscal third-quarter 2025, the company added 4,200 net new BILL, AP, AR customers, mainly through the accounting channel. As of March 31, 2025, the total number of customers using BILL, AP, and AR reached 164,800. Story Continues BILL Holdings Provides Q4 & FY25 Guidance BILL’s expanding SMB clientele and a robust portfolio are expected to benefit its top-line growth. For the fourth quarter of fiscal 2025, BILL expects revenues between $370.5 million and $380.5 million, suggesting year-over-year growth of 8-11%. Non-GAAP earnings are projected to be between 39 cents and 43 cents per share. For fiscal 2025, BILL Holdings expects revenues between $1.45 billion and $1.46 billion, implying 12-13% year-over-year growth. Non-GAAP earnings are expected to be between $2.06 and $2.09 per share. BILL Earnings Estimate Shows Mixed Trend The Zacks Consensus Estimate for fourth quarter fiscal 2025 earnings is pegged at 40 cents per share, which has remained unchanged over the past 30 days. The figure calls for a year-over-year decline of 29.82%. The consensus mark for the fourth quarter of fiscal 2025 revenues is pegged at $370.74 million, indicating year-over-year growth of 7.88%. The Zacks Consensus Estimate for fiscal 2025 revenues is pegged at $1.46 billion, indicating year-over-year growth of 13.02%. The consensus mark for earnings is pegged at $2.07 per share, which has remained unchanged over the past 30 days. The figure calls for a year-over-year decline of 2.36%. BILL Holdings, Inc. Price and ConsensusBILL Holdings, Inc. Price and Consensus BILL Holdings, Inc. price-consensus-chart | BILL Holdings, Inc. Quote BILL Suffers From Stiff Competition Despite expanding portfolio and customer base, BILL is suffering from stiff competition from accounting software providers such as SAP and Intuit INTU. Intuit has strengthened its position in SMB financial services by launching QuickBooks Bill Pay, directly challenging BILL’s role in digital payments. This move allows Intuit to offer built-in bill payment and cash flow tools within its widely adopted platform. Intuit delivers a seamless experience for small businesses already relying on QuickBooks, enhancing platform stickiness. What Should Investors Do With BILL Stock? BILL’s expanding customer base, robust product portfolio and focus on automation continue to drive strong growth and profitability, positioning the company for sustained success. However, macroeconomic uncertainties, including potential impacts from trade policies and FX volatility, remain a concern. BILL’s shares are also trading below the 200-day moving averages, indicating a bearish trend. BILL Shares Trade Below 200-Day SMAZacks Investment Research Image Source: Zacks Investment Research BILL Holdings currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point to accumulate the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Regions Financial Corporation (RF) : Free Stock Analysis Report Intuit Inc. (INTU) : Free Stock Analysis Report BILL Holdings, Inc. (BILL) : Free Stock Analysis Report Adyen N.V. Unsponsored ADR (ADYEY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 03.07.25 15:40:03 | BMBL or ADYEY: Which Is the Better Value Stock Right Now? | |
| Investors interested in Internet - Software stocks are likely familiar with Bumble Inc. (BMBL) and Adyen N.V. Unsponsored ADR (ADYEY). But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits. Invest in Gold Thor Metals Group: Best Overall Gold IRA Learn More Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase Learn More American Hartford Gold: #1 Precious Metals Dealer in the Nation Learn More Powered by Money.com - Yahoo may earn commission from the links above. Right now, both Bumble Inc. and Adyen N.V. Unsponsored ADR are sporting a Zacks Rank of #2 (Buy). Investors should feel comfortable knowing that both of these stocks have an improving earnings outlook since the Zacks Rank favors companies that have witnessed positive analyst estimate revisions. But this is just one factor that value investors are interested in. Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels. Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years. BMBL currently has a forward P/E ratio of 6.40, while ADYEY has a forward P/E of 45.03. We also note that BMBL has a PEG ratio of 0.22. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. ADYEY currently has a PEG ratio of 2.25. Another notable valuation metric for BMBL is its P/B ratio of 0.51. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, ADYEY has a P/B of 14.52. Based on these metrics and many more, BMBL holds a Value grade of A, while ADYEY has a Value grade of F. Both BMBL and ADYEY are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that BMBL is the superior value option right now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bumble Inc. (BMBL) : Free Stock Analysis Report Adyen N.V. Unsponsored ADR (ADYEY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 02.07.25 13:40:02 | Is Automatic Data Processing (ADP) Stock Outpacing Its Computer and Technology Peers This Year? | |
| Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Automatic Data Processing (ADP) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Invest in Gold Thor Metals Group: Best Overall Gold IRA Learn More Priority Gold: Up to $15k in Free Silver + Zero Account Fees on Qualifying Purchase Learn More American Hartford Gold: #1 Precious Metals Dealer in the Nation Learn More Powered by Money.com - Yahoo may earn commission from the links above. Automatic Data Processing is a member of the Computer and Technology sector. This group includes 609 individual stocks and currently holds a Zacks Sector Rank of #5. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst. The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Automatic Data Processing is currently sporting a Zacks Rank of #2 (Buy). Over the past 90 days, the Zacks Consensus Estimate for ADP's full-year earnings has moved 0.6% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend. Based on the most recent data, ADP has returned 5.9% so far this year. At the same time, Computer and Technology stocks have gained an average of 5.7%. This means that Automatic Data Processing is performing better than its sector in terms of year-to-date returns. Adyen N.V. Unsponsored ADR (ADYEY) is another Computer and Technology stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 22.9%. In Adyen N.V. Unsponsored ADR's case, the consensus EPS estimate for the current year increased 4.3% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Looking more specifically, Automatic Data Processing belongs to the Internet - Software industry, a group that includes 173 individual stocks and currently sits at #47 in the Zacks Industry Rank. This group has gained an average of 14.8% so far this year, so ADP is slightly underperforming its industry in this area. Adyen N.V. Unsponsored ADR is also part of the same industry. Going forward, investors interested in Computer and Technology stocks should continue to pay close attention to Automatic Data Processing and Adyen N.V. Unsponsored ADR as they could maintain their solid performance. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Story Continues Automatic Data Processing, Inc. (ADP) : Free Stock Analysis Report Adyen N.V. Unsponsored ADR (ADYEY) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 02.07.25 09:03:03 | Here's Why We Think Adyen (AMS:ADYEN) Might Deserve Your Attention Today | |
| It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up. If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in Adyen (AMS:ADYEN). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. How Fast Is Adyen Growing? If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. That means EPS growth is considered a real positive by most successful long-term investors. Impressively, Adyen has grown EPS by 24% per year, compound, in the last three years. As a result, we can understand why the stock trades on a high multiple of trailing twelve month earnings. One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. The music to the ears of Adyen shareholders is that EBIT margins have grown from 42% to 45% in the last 12 months and revenues are on an upwards trend as well. That's great to see, on both counts. You can take a look at the company's revenue and earnings growth trend, in the chart below. To see the actual numbers, click on the chart.ENXTAM:ADYEN Earnings and Revenue History July 2nd 2025 Check out our latest analysis for Adyen While we live in the present moment, there's little doubt that the future matters most in the investment decision process. So why not check this interactive chart depicting future EPS estimates, for Adyen? Are Adyen Insiders Aligned With All Shareholders? We would not expect to see insiders owning a large percentage of a €48b company like Adyen. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Indeed, they have a considerable amount of wealth invested in it, currently valued at €2.2b. Holders should find this level of insider commitment quite encouraging, since it would ensure that the leaders of the company would also experience their success, or failure, with the stock. Story Continues It's good to see that insiders are invested in the company, but are remuneration levels reasonable? Well, based on the CEO pay, you'd argue that they are indeed. Our analysis has discovered that the median total compensation for the CEOs of companies like Adyen, with market caps over €6.8b, is about €4.6m. The CEO of Adyen only received €807k in total compensation for the year ending December 2024. First impressions seem to indicate a compensation policy that is favourable to shareholders. CEO compensation is hardly the most important aspect of a company to consider, but when it's reasonable, that gives a little more confidence that leadership are looking out for shareholder interests. It can also be a sign of good governance, more generally. Does Adyen Deserve A Spot On Your Watchlist? If you believe that share price follows earnings per share you should definitely be delving further into Adyen's strong EPS growth. If that's not enough, consider also that the CEO pay is quite reasonable, and insiders are well-invested alongside other shareholders. This may only be a fast rundown, but the key takeaway is that Adyen is worth keeping an eye on. One of Buffett's considerations when discussing businesses is if they are capital light or capital intensive. Generally, a company with a high return on equity is capital light, and can thus fund growth more easily. So you might want to check this graph comparing Adyen's ROE with industry peers (and the market at large). Although Adyen certainly looks good, it may appeal to more investors if insiders were buying up shares. If you like to see companies with more skin in the game, then check out this handpicked selection of Dutch companies that not only boast of strong growth but have strong insider backing. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. — Weekly Picks from Community Investing narratives with Fair Values Suncorp’s Next Chapter: Insurance-Only and Ready to Grow By Robbo – Community Contributor Fair Value Estimated: A$22.83 · 0.1% Overvalued Thyssenkrupp Nucera Will Achieve Double-Digit Profits by 2030 Boosted by Hydrogen Growth By Chris1 – Community Contributor Fair Value Estimated: €14.40 · 0.3% Overvalued Tesla’s Nvidia Moment – The AI & Robotics Inflection Point By BlackGoat – Community Contributor Fair Value Estimated: $384.84 · 0.2% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary 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. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 01.07.25 13:27:00 | The Zacks Analyst Blog Highlights PayPal, Visa, Mastercard and Coinbase Global | |
| For Immediate Release Chicago, IL – July 1, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: PayPal PYPL, Visa Inc. V, Mastercard Inc. MA and Coinbase Global COIN. Here are highlights from Monday’s Analyst Blog: What Does -13% YTD Drop for PayPal Mean: Buy, Hold or Sell? PayPa lshares have dropped 13.7% year to date, largely due to intensifying competition in the fintech sector. Rivals like Visa Inc., Mastercard Inc., Apple Pay and Adyen continue to expand their offerings, challenging PayPal's dominance in digital payments. Broader macroeconomic pressures and uncertainty surrounding the tariff policy have also dampened investor sentiment. Compared to its peers, PayPal's performance has been notably weaker. While PYPL has struggled, Visa shares have climbed 10.3%, and Mastercard has risen 4.5% over the same timeframe, highlighting PayPal's relative underperformance in a competitive and uncertain market environment. However, before rushing to sell this stock or capitalize on the dip, it's crucial to assess whether PayPal has the growth potential and determine if the current challenges could meaningfully affect its performance. Tailwinds and Challenges That Could Shape PayPal's Outlook PayPal's evolution from a payments provider to a comprehensive, end-to-end strategic commerce partner, focusing on personalized experiences and leveraging data to create a dynamic smart wallet for consumers, marks a pivotal shift in its business model. The company is converging into a single PayPal platform to harness the full potential of its two-sided network, supporting both consumers and merchants. PayPal is positioning itself as a comprehensive commerce partner for merchants, expanding its role beyond that of a traditional payments processor. PayPal's focus on enhancing branded checkout, person-to-person (P2P) services and Venmo has supported growth in active user accounts. In the first quarter of 2025, transaction margin dollars rose 7% year over year to $3.72 billion, driven by strong performance across omnichannel commerce, Venmo and Payment Service Provider ("PSP"). Venmo revenues surged 20%, contributing 18% to the total payment volume. The company remains on track with its intention to extend its successful U.S. omnichannel strategy to global markets, with NFC functionality scheduled to roll out in Germany during the second quarter and in the U.K. in the third quarter. Story Continues PayPal's Buy Now Pay Later ("BNPL") business is gaining strong traction, with first-quarter volume rising more than 20% and monthly active accounts up 18% year over year. BNPL users spend 33% more and make 17% more transactions, on average, highlighting its effectiveness in driving consumer engagement. To build on this momentum, PayPal is rolling out targeted awareness campaigns across key markets, including the U.K., Germany, Australia, France, Italy and Spain, aiming to drive broader adoption and reinforce its position in the BNPL space. This augurs well for long-term growth. PayPal's growing network of strategic partners, including Coinbase Global, Fiserv, Adyen, Amazon, Global Payments and Shopify, is bolstering its growth outlook. Earlier this year, PayPal deepened its collaboration with Coinbase to accelerate the adoption, distribution and usage of its PayPal USD ("PYUSD") stablecoin, giving Coinbase users direct access to PYUSD. However, while necessary, investments in product modernization (branded platform, AI), Venmo expansion and geographic rollout (NFC in Germany, UK omnichannel) are likely to keep weighing on margin improvement in the near term. Moreover, despite a strong first quarter, PayPal held steady on its full-year outlook, pointing to macroeconomic uncertainties such as geopolitical tensions and tariff-related risks as reasons for caution. PayPal Shares Trading Cheap PayPal shares are trading cheap, as suggested by the Value Score of B. In terms of forward 12-month P/E, PYPL stock is trading at 13.74X compared with the Zacks Financial Transaction Services industry's 22.48X. The stock is cheaper than competitors, including Visa and Mastercard. Shares of Visa and Mastercard are currently trading at P/E of 28.11X and 31.82X, respectively. PYPL's Estimate Revisions Exhibit Positive Trend PayPal's estimate revisions reflect a positive trend for the second quarter, as well as for the full years 2025 and 2026, though the same for the third quarter is not that impressive and is going south. The Zacks Consensus Estimate for 2025 earnings is pegged at $5.08 per share, suggesting 9.25% growth over 2024. The consensus mark for second-quarter 2025 earnings is pegged at $1.30 per share, calling for 9.2% growth over the figure reported in the year-ago quarter. Final Take on PYPL Stock PayPal's strategic transformation is underway, supported by a broad user base, a trusted brand and a revitalized leadership team. Execution across core initiatives, from branded checkout and Venmo to BNPL and international omnichannel, demonstrates early success. However, stiff competition, a challenging macroeconomic environment and margin trade-offs temper the near-term outlook. The stock is currently trading at a discount compared to its peers, but it may be wise to hold off on any decisions until there is more clarity on macroeconomic conditions and policy changes, as well as their potential effects on PayPal. So, it seems prudent for investors to wait for a more favorable point to start accumulating the stock. For existing shareholders, staying invested could be a reasonable choice, given the company's robust portfolio, expanding partner base and growth opportunities in the evolving fintech space. PayPal currently has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@zacks.com https://www.zacks.com Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Mastercard Incorporated (MA) : Free Stock Analysis Report Visa Inc. (V) : Free Stock Analysis Report PayPal Holdings, Inc. (PYPL) : Free Stock Analysis Report Coinbase Global, Inc. (COIN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 01.07.25 10:15:00 | Adyen Launches Enhanced Partner Program to Fuel Collaborative Growth and Customer Success | |
| AMSTERDAM, July 1, 2025 /PRNewswire/ -- Adyen, the global financial technology platform for leading businesses, today announced the launch of its newly enhanced global Partner Program. The program is designed to empower Adyen's partner network of over 1000 businesses and drive greater success for joint customers globally through deeper collaboration. The evolved program provides a comprehensive framework of resources, support, and incentives, enabling relevant partners to benefit from Adyen's single platform and deliver exceptional value to their shared customers.Adyen logo (PRNewsfoto/Adyen) Recognizing the pivotal role partners play in the ecosystem, Adyen's Partner Program is built upon a foundation of shared success and mutual growth. It offers tailored engagement models for various partner types, including technology partners, consulting partners and system integrators, ensuring that each collaboration is optimized for maximum impact. "Our partners are an integral part of the Adyen network, extending our reach and enriching the solutions we offer to customers," said Roelant Prins, CCO at Adyen. "This enhanced program reflects our commitment to investing in these crucial relationships, providing our partners with the tools and support they need to thrive and deliver even greater value to our joint customers." Key features and benefits of the new Adyen Partner Program include: Tiered Structure and Recognition: The program introduces a clear tiered system that recognizes partners based on their commitment, expertise, and impact; and highlights those with best in class integrations and expert professional services practices. As partners advance through the tiers, they unlock increasingly valuable benefits, including enhanced technical support, dedicated partner management, and exclusive access to product roadmaps and leadership roundtables as well as marketing assistance from Adyen. Tailored Resources and Enablement: Recognizing that different partners have unique needs, the program offers a wealth of tailored resources. These include in-depth training and credentialing programs designed to enhance partners' knowledge of Adyen's platform and solutions. Partners also gain access to customized technical documentation and testing environments within the dedicated Partner Portal. These resources empower partners to confidently recommend and implement the right solutions for merchants. Co-Marketing and Sales Support: The enhanced program places a strong emphasis on joint go-to-market initiatives. Partners benefit from co-marketing opportunities, including preferential placement in Adyen's Partner Directory, access to Adyen-approved badges, and the ability to collaborate on joint customer announcements, case studies, and thought leadership content. Partners in top tiers also gain access to dedicated marketing support and marketing development funds (MDF) to fuel joint campaigns and programs. Growth-Oriented Incentives: Adyen is committed to the long-term success of its partners. The program offers compelling growth-oriented incentives, including a referral program that rewards partners for bringing new customers or sales leads to Adyen. Technology partners may also be eligible for revenue-sharing opportunities based on merchant transaction volume. Additionally, service partners could be eligible for implementation funds to support smoother customer adoption. Story Continues Existing partners are encouraged to log in to the Adyen Partner Portal to review the new program details and begin to unlock access to the enhanced benefits. New partners interested in joining the Adyen ecosystem can learn more and apply on our partner page and learn more in this blog. About Adyen Adyen (AMS: ADYEN) is the financial technology platform of choice for leading companies. By providing end-to-end payments capabilities, data-driven insights, and financial products in a single global solution, Adyen helps businesses achieve their ambitions faster. With offices around the world, Adyen works with the likes of Meta, Uber, H&M, eBay, and Microsoft.Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/adyen-launches-enhanced-partner-program-to-fuel-collaborative-growth-and-customer-success-302495547.html SOURCE Adyen View Comments |
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| 30.06.25 15:42:00 | What Does 13% YTD Drop Mean for PayPal Stock? Buy, Hold or Sell? | |
| PayPal PYPL shares have dropped 13.7% year to date, largely due to intensifying competition in the fintech sector. Rivals like Visa Inc. V, Mastercard Incorporated MA, Apple Pay and Adyen continue to expand their offerings, challenging PayPal’s dominance in digital payments. Broader macroeconomic pressures and uncertainty surrounding the tariff policy have also dampened investor sentiment. Compared to its peers, PayPal’s performance has been notably weaker. While PYPL has struggled, Visa shares have climbed 10.3%, and Mastercard has risen 4.5% over the same timeframe, highlighting PayPal’s relative underperformance in a competitive and uncertain market environment. However, before rushing to sell this stock or capitalize on the dip, it’s crucial to assess whether PayPal has the growth potential and determine if the current challenges could meaningfully affect its performance.Zacks Investment Research Image Source: Zacks Investment Research Tailwinds and Challenges That Could Shape PayPal’s Outlook PayPal’s evolution from a payments provider to a comprehensive, end-to-end strategic commerce partner, focusing on personalized experiences and leveraging data to create a dynamic smart wallet for consumers, marks a pivotal shift in its business model. The company is converging into a single PayPal platform to harness the full potential of its two-sided network, supporting both consumers and merchants. PayPal is positioning itself as a comprehensive commerce partner for merchants, expanding its role beyond that of a traditional payments processor. PayPal’s focus on enhancing branded checkout, person-to-person (P2P) services and Venmo has supported growth in active user accounts. In the first quarter of 2025, transaction margin dollars rose 7% year over year to $3.72 billion, driven by strong performance across omnichannel commerce, Venmo and Payment Service Provider (“PSP”). Venmo revenues surged 20%, contributing 18% to the total payment volume. The company remains on track with its intention to extend its successful U.S. omnichannel strategy to global markets, with NFC functionality scheduled to roll out in Germany during the second quarter and in the U.K. in the third quarter. PayPal’s Buy Now Pay Later (“BNPL”) business is gaining strong traction, with first-quarter volume rising more than 20% and monthly active accounts up 18% year over year. BNPL users spend 33% more and make 17% more transactions, on average, highlighting its effectiveness in driving consumer engagement. To build on this momentum, PayPal is rolling out targeted awareness campaigns across key markets, including the U.K., Germany, Australia, France, Italy and Spain, aiming to drive broader adoption and reinforce its position in the BNPL space. This augurs well for long-term growth. PayPal’s growing network of strategic partners, including Coinbase Global COIN, Fiserv, Adyen, Amazon, Global Payments and Shopify, is bolstering its growth outlook. Earlier this year, PayPal deepened its collaboration with Coinbase to accelerate the adoption, distribution and usage of its PayPal USD (“PYUSD”) stablecoin, giving Coinbase users direct access to PYUSD. However, while necessary, investments in product modernization (branded platform, AI), Venmo expansion and geographic rollout (NFC in Germany, UK omnichannel) are likely to keep weighing on margin improvement in the near term. Moreover, despite a strong first quarter, PayPal held steady on its full-year outlook, pointing to macroeconomic uncertainties such as geopolitical tensions and tariff-related risks as reasons for caution. Story Continues PayPal Shares Trading Cheap PayPal shares are trading cheap, as suggested by the Value Score of B. In terms of forward 12-month P/E, PYPL stock is trading at 13.74X compared with the Zacks Financial Transaction Services industry’s 22.48X. The stock is cheaper than competitors, including Visa and Mastercard. Shares of Visa and Mastercard are currently trading at P/E of 28.11X and 31.82X, respectively.Zacks Investment Research Image Source: Zacks Investment Research PYPL’s Estimate Revisions Exhibit Positive Trend PayPal’s estimate revisions reflect a positive trend for the second quarter, as well as for the full years 2025 and 2026, though the same for the third quarter is not that impressive and is going south. The Zacks Consensus Estimate for 2025 earnings is pegged at $5.08 per share, suggesting 9.25% growth over 2024. The consensus mark for second-quarter 2025 earnings is pegged at $1.30 per share, calling for 9.2% growth over the figure reported in the year-ago quarter.Zacks Investment Research Image Source: Zacks Investment Research Final Take on PYPL Stock PayPal’s strategic transformation is underway, supported by a broad user base, a trusted brand and a revitalized leadership team. Execution across core initiatives, from branded checkout and Venmo to BNPL and international omnichannel, demonstrates early success. However, stiff competition, a challenging macroeconomic environment and margin trade-offs temper the near-term outlook. The stock is currently trading at a discount compared to its peers, but it may be wise to hold off on any decisions until there is more clarity on macroeconomic conditions and policy changes, as well as their potential effects on PayPal. So, it seems prudent for investors to wait for a more favorable point to start accumulating the stock. For existing shareholders, staying invested could be a reasonable choice, given the company’s robust portfolio, expanding partner base and growth opportunities in the evolving fintech space. PayPal currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PayPal Holdings, Inc. (PYPL) : Free Stock Analysis Report Mastercard Incorporated (MA) : Free Stock Analysis Report Visa Inc. (V) : Free Stock Analysis Report Coinbase Global, Inc. (COIN) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments |
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| 30.06.25 11:30:22 | Parnassus Growth Equity Fund Sold Its Stake in Adyen N.V. (ADYEY) | |
| Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Fund (Investor Shares) returned -8.59% (net of fees), outperforming the Russell 1000 Growth Index’s -9.97% decline. In the first quarter, post-election optimism, driven by reduced regulation and a business-friendly environment, drifted away to concerns over fiscal and tariff uncertainties, which increased volatility and raised fears of a recession. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Parnassus Growth Equity Fund highlighted stocks such as Adyen N.V. (OTC:ADYEY). Based in Amsterdam, the Netherlands, Adyen N.V. (OTC:ADYEY) is a payments platform. The one-month return of Adyen N.V. (OTC:ADYEY) was -2.90%, and its shares gained 53.88% of their value over the last 52 weeks. On June 27, 2025, Adyen N.V. (OTC:ADYEY) stock closed at $18.38 per share, with a market capitalization of $58.18 billion. Parnassus Growth Equity Fund stated the following regarding Adyen N.V. (OTC:ADYEY) in its Q1 2025 investor letter: "We remain overweight in Financials despite selling two positions—MSCI and Adyen N.V. (OTC:ADYEY)—and deploying the proceeds to higher-conviction ideas. Adyen stock had risen since our 2023 purchase, but with no significant improvement in competition, we expect future upside to be limited. We sold the profitable position and redeployed capital to Brown & Brown for its defensive characteristics." A data analyst at their desk, using the company's back-end infrastructure to uncover insights. Adyen N.V. (OTC:ADYEY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. While we acknowledge the potential of Adyen N.V. (OTC:ADYEY) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of ADYEY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Story Continues READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. View Comments |
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