ADYEYAdyen N.V.
The schedule
- Thu12Nov
A quarterly business update focusing on processed volume metrics leading into the critical holiday shopping season.
- Thu11Feb
The primary annual reset for forward estimates, where 2027 operating leverage and capital allocation will be thoroughly tested against high multiples.
- Thu22Apr
A top-line focused update revealing consumer health and transaction volume growth in the new fiscal year.
Past
- Thu13Aug
Actual outcome: Bull · $12.59 at outcome
Adyen reported in-line earnings with expectations, but the stock rallied due to strong forward guidance signaling stabilization toward its 50% EBITDA margin target. Additionally, the company raised its 2026 revenue outlook and highlighted growth in in-person transaction volumes, reinforcing long-term value and strategic direction.
Adyen reports semi-annual results, where the market will demand proof of stabilization toward its long-term 50% EBITDA margin target amid intense pricing competition.
- Fri15May
Actual outcome: Bull · $10.90 at outcome
The stock rose 6.3% from the event to the outcome date, indicating a bull reaction. The price action suggests positive market sentiment despite mixed news, likely driven by strategic developments and forward guidance that signaled long-term growth potential.
- Wed11Feb
Actual outcome: Bear · $13.65 at outcome
Adyen's stock plummeted after the company reported a revenue miss and issued disappointing guidance for flat EBITDA margin growth, failing to demonstrate progress toward its long-term 50% margin target. Despite a slight beat on EPS, investors focused on the slowing top-line growth and the lack of margin expansion, causing the price to drop well below the bear floor to $11.39 by the run date.
