Repay (NASDAQ:RPAY) Earns "Buy" Rating from DA Davidson

Key Points

• DA Davidson reaffirmed a "Buy" on Repay with an $8 price target, implying roughly 123% upside, while MarketBeat's consensus rating remains a "Hold" with a $5.33 target.
• Multiple analysts have recently trimmed price targets or downgraded RPAY (Morgan Stanley, Stephens, UBS, Canaccord, Benchmark), leaving the street split at 3 Buys, 6 Holds, 1 Sell.
• Q1 revenue of $80.79M and EPS of $0.22 largely met expectations, but Repay reported a material net loss with an 83% negative net margin, and the stock dropped 10.4% to $3.59 amid investor concerns including a rejected unsolicited bid from Forager Capital.

Repay (NASDAQ:RPAY - Get Free Report)'s stock had its "buy" rating reaffirmed by DA Davidson in a report released on Tuesday,Benzinga reports. They currently have a $8.00 target price on the stock. DA Davidson's price objective would suggest a potential upside of 123.15% from the stock's current price.

Several other research firms also recently commented on RPAY. Morgan Stanley decreased their price objective on shares of Repay from $4.00 to $3.50 and set an "equal weight" rating on the stock in a report on Tuesday, March 10th. Stephens downgraded shares of Repay from an "overweight" rating to an "equal weight" rating and decreased their price objective for the company from $7.00 to $3.75 in a report on Tuesday. Canaccord Genuity Group decreased their price objective on shares of Repay from $12.00 to $8.00 and set a "buy" rating on the stock in a report on Monday, March 16th. UBS Group decreased their price objective on shares of Repay from $4.00 to $3.50 and set a "neutral" rating on the stock in a report on Wednesday, March 11th. Finally, Benchmark decreased their price objective on shares of Repay from $8.00 to $6.00 and set a "buy" rating on the stock in a report on Tuesday, March 10th. Three research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus price target of $5.33.

Repay Stock Down 10.4%

RPAY traded down $0.42 during trading on Tuesday, reaching $3.59. 893,772 shares of the stock were exchanged, compared to its average volume of 1,571,811. The stock has a market cap of $326.83 million, a P/E ratio of -1.19 and a beta of 1.88. Repay has a twelve month low of $2.30 and a twelve month high of $6.05. The stock's 50 day moving average price is $3.08 and its two-hundred day moving average price is $3.47. The company has a debt-to-equity ratio of 0.58, a quick ratio of 0.82 and a current ratio of 0.82.

Repay (NASDAQ:RPAY - Get Free Report) last issued its earnings results on Monday, May 4th. The company reported $0.22 earnings per share for the quarter, hitting analysts' consensus estimates of $0.22. The business had revenue of $80.79 million for the quarter, compared to the consensus estimate of $80.48 million. Repay had a negative net margin of 83.01% and a positive return on equity of 9.30%. Equities analysts expect that Repay will post 0.69 EPS for the current year.

Institutional Investors Weigh In On Repay

A number of institutional investors have recently modified their holdings of RPAY. Quarry LP bought a new stake in shares of Repay in the third quarter valued at about $26,000. Krilogy Financial LLC bought a new stake in shares of Repay in the first quarter valued at about $29,000. Chicago Partners Investment Group LLC bought a new stake in shares of Repay in the first quarter valued at about $36,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Repay in the fourth quarter valued at about $40,000. Finally, Jain Global LLC bought a new stake in shares of Repay in the fourth quarter valued at about $40,000. Institutional investors own 82.73% of the company's stock.

Key Headlines Impacting Repay

Here are the key news stories impacting Repay this week:

• Positive Sentiment: Q1 results largely met expectations — revenue of $80.8M slightly beat consensus and EPS of $0.22 matched estimates, which limits downside from a fundamentals standpoint in the near term. REPAY Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Company released its Q1 earnings materials and held the conference call; transcripts are available for investors evaluating management’s commentary on growth, margins and capital allocation. Repay Q1 2026 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Analyst downgrade: Stephens cut RPAY from “overweight” to “equal weight” and trimmed its price target from $7.00 to $3.75 — the new PT implies only modest upside from the current price, putting downward pressure on the stock. Analyst Downgrade Coverage
• Negative Sentiment: Governance/shareholder tension: Repay publicly rejected an unsolicited proposal from Forager Capital and, according to reporting, the board has not engaged with the bidder — fueling investor frustration and uncertainty around potential strategic alternatives or a near‑term takeover. Repay rejects unsolicited proposal from Forager Capital
• Negative Sentiment: Profitability concerns remain: despite the revenue beat and EPS in line, Repay reported a material net loss and an 83% negative net margin in recent filings — a structural profitability issue that keeps valuation multiples depressed and raises execution risk. MarketBeat Q1 coverage

About Repay

Repay Holdings Corp. Nasdaq: RPAY is a specialized financial technology company that delivers integrated payment solutions to businesses operating within key vertical markets. The company's platform enables merchants and service providers to accept a range of payment types, including credit and debit cards, automated clearing house (ACH) transfers and electronic checks. Repay's offerings are designed to seamlessly integrate with third-party software applications, such as enterprise resource planning, customer relationship management and point-of-sale systems, empowering industries such as utilities, telecommunications, automotive finance, healthcare, insurance, property management and education.

Tracing its roots to the formation of Pinnacle Payment Systems in 1997, Repay expanded its capabilities through strategic acquisitions, including Southeastern Integrated Solutions and Payliance, before completing a business combination with Thunder Bridge Acquisition II in 2019 to become a publicly traded company on the Nasdaq.

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