William Blair Weighs in on Nayax's Q3 Earnings (NASDAQ:NYAX)

Key Points

• William Blair has raised its Q3 2025 earnings estimate for Nayax Ltd. to $0.32 per share, an increase from the prior forecast of $0.23.
• Nayax reported earnings of $0.16 per share for the latest quarter, exceeding the consensus estimate of $0.10, alongside a revenue of $95.59 million.
• Institutional investors have significantly increased their stakes in Nayax, with notable increases including Bank of America raising its stake by 920.4% during the fourth quarter.

Nayax Ltd. (NASDAQ:NYAX - Free Report) - Investment analysts at William Blair lifted their Q3 2025 earnings per share (EPS) estimates for shares of Nayax in a note issued to investors on Wednesday, August 13th. William Blair analyst C. Kennedy now expects that the company will post earnings of $0.32 per share for the quarter, up from their previous forecast of $0.23. The consensus estimate for Nayax's current full-year earnings is ($0.16) per share.

Nayax (NASDAQ:NYAX - Get Free Report) last announced its quarterly earnings data on Wednesday, August 13th. The company reported $0.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.10 by $0.06. Nayax had a return on equity of 5.32% and a net margin of 6.06%.The business had revenue of $95.59 million during the quarter, compared to analysts' expectations of $99.16 million. Nayax has set its FY 2025 guidance at EPS.

Several other equities analysts have also commented on NYAX. Wall Street Zen lowered Nayax from a "strong-buy" rating to a "buy" rating in a report on Sunday, June 1st. B. Riley reiterated a "buy" rating and issued a $47.00 price objective (up previously from $44.00) on shares of Nayax in a report on Wednesday, May 14th. Keefe, Bruyette & Woods boosted their target price on Nayax from $40.00 to $50.00 and gave the stock a "market perform" rating in a research note on Wednesday, July 9th. Jefferies Financial Group reiterated a "buy" rating on shares of Nayax in a research note on Tuesday, May 13th. Finally, UBS Group boosted their price objective on shares of Nayax from $39.00 to $43.00 and gave the stock a "neutral" rating in a research report on Thursday, August 14th. Three equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $42.00.

Nayax Stock Down 0.3%

Shares of NYAX traded down $0.14 during midday trading on Friday, reaching $46.29. The stock had a trading volume of 3,396 shares, compared to its average volume of 11,200. The company has a market cap of $1.64 billion, a price-to-earnings ratio of 81.21 and a beta of 0.23. The company's fifty day simple moving average is $45.60 and its two-hundred day simple moving average is $41.21. Nayax has a 1-year low of $22.06 and a 1-year high of $52.46. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.68 and a quick ratio of 1.59.

Hedge Funds Weigh In On Nayax

Large investors have recently modified their holdings of the business. Y.D. More Investments Ltd raised its position in Nayax by 6.6% in the second quarter. Y.D. More Investments Ltd now owns 1,170,927 shares of the company's stock worth $59,025,000 after acquiring an additional 72,751 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its stake in Nayax by 2.5% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 663,061 shares of the company's stock valued at $22,415,000 after buying an additional 16,200 shares in the last quarter. Ibex Investors LLC boosted its stake in shares of Nayax by 19.3% during the first quarter. Ibex Investors LLC now owns 416,015 shares of the company's stock valued at $14,039,000 after acquiring an additional 67,276 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of Nayax by 43.9% during the first quarter. Goldman Sachs Group Inc. now owns 294,430 shares of the company's stock worth $9,966,000 after buying an additional 89,886 shares in the last quarter. Finally, ARK Investment Management LLC acquired a new position in Nayax in the 1st quarter valued at $1,906,000. 34.87% of the stock is owned by hedge funds and other institutional investors.

About Nayax

Nayax Ltd., a fintech company, operates system and payment platform for multiple retailers in the United States, Europe, the United Kingdom, Australia, Israel, and rest of the world. The company offers AMIT 3.0, a machine-to-machine vending telemetry solution; Nayax Core, a management and monitoring software for vending machines and other unattended machines; MoMa, a mobile app for unattended machine; Tigapo back-office software suite, a cloud-based platform; EV Core, a smart, cloud-based management platform; Retail Management Cloud, a comprehensive attended retail management platform; Loyalty and Marketing Suite, a consumer engagement marketing and loyalty platform; Monyx Wallet, a digital wallet app enabling cashless payments with mobile phones; Weezmo, a consumer engagement and marketing platform; and Tigapo app, a proprietary mobile app to help family entertainment center businesses.