Adyen's Stock Plummets While Revenue Doubles
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy UBER?
Source: NASDAQ.COM
- Significant Stock Decline: Adyen's stock has plummeted 66% over the past five years, despite the company doubling its revenue and net income during this period, reflecting market concerns about its future prospects, particularly after management lowered the fiscal 2026 outlook.
- Continuous Market Share Growth: Adyen has consistently gained market share in the payments sector, with processed transaction volume increasing by 12% year-over-year in the second half of 2025, and 19% when excluding an unprofitable customer, indicating the strength of its product offerings.
- Exceptional Profit Margins: The company achieved a 54% pretax income margin in the second half of last year, coupled with a 21% increase in net revenue, demonstrating its ability to attract customers without significant discounts or marketing pushes, thereby reinforcing its market position.
- Future Growth Expectations: Management anticipates revenue growth of 20% to 22% in 2026, slightly below analyst expectations but still above the overall payments market growth, with EBITDA margins expected to exceed 55% by 2028.
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Analyst Views on UBER
Wall Street analysts forecast UBER stock price to rise
32 Analyst Rating
28 Buy
3 Hold
1 Sell
Strong Buy
Current: 75.950
Low
72.00
Averages
107.10
High
150.00
Current: 75.950
Low
72.00
Averages
107.10
High
150.00
About UBER
Uber Technologies, Inc. operates a technology platform that uses network and technology to power movement from point A to point B. It develops and operates technology applications supporting a variety of offerings on its platform (platform(s)). Its segments include Mobility, Delivery and Freight. Mobility products connect consumers with drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Delivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, the Delivery segment provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. The Freight segment connects carriers with shippers on its platform, and gives carriers upfront, pricing and the ability to book a shipment. The Freight segment also includes transportation management and other logistics service offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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