Adyen

“Köpte denna rätt nyligen pga bra köpläge - stabilt fundament, tillväxt och bättre uppsida än de flesta europeiska aktier jag sett. Men dyr som fan och fladdrar och rör sig irrationellt - brutalt glapp mellan sentiment och kurs.”

“we have 4 brands and 4 separate Adyen contracts and I'm losing my mind. 4 brands across DE, AT, and NL, each with its own PSP contract, its own reconciliation flow, its own local payment method setup. Every time we launch a new brand our fi…”more

“Adyen is excellent at payments + optimization, but: Less breadth Fewer “expansion vectors” 👉 More surface area = more ways to grow revenue per customer.”

“Leading payment processor adyen is trading at 24x 2026 EPS and 13x PE ex cash! 31.5m shares 4.5B cash equity + 6.3B cash payable to merchants (float du a processing 1.4T ) stock a 866euro EPS 2026 ~39euro This is 20% organic grower business…”more

“It's a B2B payments infrastructure company, with no visible brand for the consumer and a model that's difficult to analyze from the outside: opaque pricing, long-term contracts, and operational metrics (take rate, processed volume, merchant…”more

“I'm expected to receive a Senior SWE offer from Adyen in the next few days. I see VERY mixed things on glassdoor/blind/etc. Some people say it's great and complain about tc.. which to me is way higher. Some people say to avoid at all cost c…”more