Nayax Ltd. (NYAX) AI Stock Analysis

Nayax Ltd. operates a comprehensive payment platform and telemetry system worldwide. Its hardware portfolio includes contactless and contact card readers such as VPOS TOUCH, VPOS FUSION, and ONYX, as well as the AMIT 3.0 M2M vending telemetry solution and the NOVA series of smart POS terminals. Beyond unattended point-of-sale hardware, the company provides electric vehicle charging stations, Monyx Wallet for digital mobile payments, and remote telemetry management for automated equipment. Nayax serves various unattended verticals, including vending machines, coffee machines, car washes, parking facilities, kiosks, amusement rides, and photo booths.

Between FY2020 and FY2025, revenue posted a five-year compound annual growth rate of 40.6%, expanding 38.0% in FY2025 to $433.5M. Gross margin stood at 44.7% in FY2025, while operating margin turned positive at 6.9% after registering -18.9% in FY2021 and -19.6% in FY2022. Net income reached $38.4M in FY2025 with diluted EPS of $0.68. For the trailing twelve months through June 30, 2026, revenue stood at $453.2M with an operating margin of -5.4% and diluted EPS of $0.21. In the latest quarter ended June 30, 2026, quarterly revenue grew 28.2% year-over-year, while quarterly earnings declined 83.9%.

As of June 30, 2026, Nayax held $304.1M in cash and short-term investments against total debt of $358.4M, resulting in net debt of $54.4M. Shareholders' equity was $245.4M, with a current ratio of 2.12 and a debt-to-equity ratio of 1.46. In FY2025, operating cash flow totaled $76.6M and capital expenditures were $5.8M, yielding free cash flow of $70.8M. Over five years, the company's share count increased 14.9%.

At $45.89, Nayax trades at a trailing price-to-earnings ratio of 218.5x and a forward P/E of 40.2x, compared to medians of 28.1x and 18.8x for its US-listed Technology peers. Its enterprise value-to-EBITDA multiple of 30.2x and price-to-sales ratio of 3.8x also exceed peer medians of 16.6x and 2.8x. Over the past year, the stock fell 1.2%, lagging the S&P 500 return of 16.8%, and currently sits 22.0% below its 200-day average.

Wall Street coverage includes 4 Strong Buy, 1 Buy, and 1 Hold ratings. The mean price target is $75.66, representing 64.9% upside compared to the last close of $45.89. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $519.2M and EPS of $0.92, representing 33.1% EPS growth. In FY2027, two analysts project revenue of $644.6M and EPS of $1.56. Nayax has beaten EPS estimates in 2 of the last 4 quarters, with its next earnings report scheduled for November 18, 2026.

This page is an AI-written research summary of Nayax Ltd. (NYAX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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