Adyen raised its 2026 net revenue growth forecast to 21-23 percent on Thursday, August 13, from a previous range of 20-22 percent, sending its shares up about 11 percent and making the Dutch payments processor the best performer on Europe's STOXX 600 index.
The guidance upgrade was driven by the recent acquisitions of Talon.One and Orb, Adyen's first deals in its 20-year history, co-CEO Pieter van der Does told Reuters. The two deals - loyalty platform Talon.One and billing platform Orb - closed on July 1, 2026, with the company valuing Talon.One at around 750 million euros and Orb at 335 million dollars, adding adjacent services to Adyen's payments platform. Van der Does said there are no plans to buy another payments company: "I think it's better for merchants to move to Adyen than the merchants that are on such a payment service to be acquired and being forced to move to Adyen."
The stock's jump offered some relief after a year in which Adyen lost more than a third of its market value. The shares had come under pressure after the company reported weaker processed volumes in February and issued a cautious outlook for the year. Adyen, which handles payments for customers including Spotify and Microsoft and competes with PayPal and Stripe in North America, has kept expanding as the pandemic-driven shift to online shopping accelerated the adoption of digital payments.