以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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ADYEN
16 atoms · 跨 6 天 · 首见 2026-05-07 · 最近 2026-06-22
三色: 🟦 fact 4 · 🟥 take 12 · stance ▲6/▼5/◆1
来源: X 4 · 卖 7
时态: fresh:15 · stale:1
标签: 好数字:11 · 好思考:2 · 好观点:2 · 好信源:1
叙事 (narrative) (4)
- 2026-06-22 · GMV分析预示2026年增速加速
GMV analysis points to 2026 growth accel
tags: 好思考 · → daily
- 2026-06-22 · AI对电商的影响方向
AI being a neutral to positive tailwind as agents could further accel eComm growth
tags: 好思考 · → daily
- 2026-06-22 · 2026年并购可能性
1pp on M&A in 2026
tags: 好观点 · → daily
- 2026-06-01 · 市场份额增长
BNP Paribas estimates Adyen now holds roughly 30% share of its European TAM
tags: 好数字 · → daily
value: qty=~30% of European TAM
预测 (forecast) (7)
- 2026-06-22 · Q2有机增长预期
Fred Boulan expects solid 20.6% organic growth for ADYEN Q2
tags: 好数字 · → daily
value: qty=20.6%
- 2026-06-22 · Q2有机增速同比加速
Q2 accelerating from 20% cc to 21.1% organic growth
tags: 好数字 · → daily
value: qty=21.1% from 20% cc
- 2026-06-22 · 交易量增速预期
Expect volume growth of 25.1%, around 280bps above consensus
tags: 好数字 · → daily
value: qty=25.1%
- 2026-06-22 · take rate假设
More prudent take rate assumptions of 16.1bps vs consensus at 16.4bps
tags: 好数字 · → daily
value: qty=16.1bps vs consensus 16.4bps
- 2026-06-01 · 目标价下调
BNP Paribas cut its PT to €890
tags: 好数字 · → daily
value: qty=€890 (from ?) · direction=cut
- 2026-06-01 · 营收预测下调
BNP Paribas lowered 2027-28 revenue estimates by 3-4%
tags: 好数字 · → daily
value: qty=-3-4% (2027-28)
- 2026-06-01 · EBITDA预测下调
BNP Paribas lowered EBITDA estimates by 2-8%
tags: 好数字 · → daily
value: qty=-2-8% (2027-28)
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-06-01
[老旧] · 评级下调
BNP Paribas downgraded Adyen to Neutral
tags: 好观点 · → daily
value: rating=Neutral (from ?)
事实 (fact) (4)
- 2026-06-11 · YTD 股价跌幅
Adyen NV 跌幅: -42.81%
tags: 好数字 · → daily
value: qty=-42.81% · date=YTD
- 2026-06-02 · 一年回报率
$ADYEN -49%
tags: 好数字 · → daily
value: qty=-49% · date=one year
- 2026-05-11 · hiring aggressively
$ADYEN and $TOST are hiring aggressively.
tags: 好信源 · → daily
value: date=2026-05-11
- 2026-05-07 · 全年业绩指引保持不变
kept full year guidance
tags: 好数字 · → daily
时间轴 (近 20)
- 2026-06-22 ·
forecast · Q2有机增长预期 · → daily
- 2026-06-22 ·
forecast · Q2有机增速同比加速 · → daily
- 2026-06-22 ·
forecast · 交易量增速预期 · → daily
- 2026-06-22 ·
forecast · take rate假设 · → daily
- 2026-06-22 ·
narrative · GMV分析预示2026年增速加速 · → daily
- 2026-06-22 ·
narrative · AI对电商的影响方向 · → daily
- 2026-06-22 ·
narrative · 2026年并购可能性 · → daily
- 2026-06-11 ·
fact · YTD 股价跌幅 · → daily
- 2026-06-02 ·
fact · 一年回报率 · → daily
- 2026-06-01 ·
position · 评级下调 · → daily
- 2026-06-01 ·
forecast · 目标价下调 · → daily
- 2026-06-01 ·
narrative · 市场份额增长 · → daily
- 2026-06-01 ·
forecast · 营收预测下调 · → daily
- 2026-06-01 ·
forecast · EBITDA预测下调 · → daily
- 2026-05-11 ·
fact · hiring aggressively · → daily
- 2026-05-07 ·
fact · 全年业绩指引保持不变 · → daily
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