Overview

• Global payments processor's Q4 revenue rose 6% yr/yr, meeting analyst expectations

• Adjusted EPS for Q4 missed analyst expectations

• Company signed agreement to acquire CrediaBank's merchant acquiring business

Outlook

• Euronet expects 2026 adjusted earnings growth of 10%-15%

• Company anticipates improved Money Transfer margins in 2026

• Economic stress and immigration uncertainty are current challenges

Result Drivers

• MERCHANT EXPANSION - Euronet added ~3,700 new acquiring merchants and signed an agreement to acquire CrediaBank’s merchant acquiring business, expanding its distribution and payments footprint

• DIGITAL CONTENT DISTRIBUTION - Expanded epay digital content distribution with Revolut to 20 countries, enhancing digital offerings

• RESTRUCTURING CHARGE - A $20.4 mln charge in Money Transfer segment aimed to optimize operations and support future growth

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the business support services peer group is "buy"

• Wall Street's median 12-month price target for Euronet Worldwide Inc is $100.00, about 42.5% above its February 11 closing price of $70.19

• The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 7 three months ago

Press Release: ID:nGNX4RzqkQ

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)