Nayax (NYAX)

• Market cap: $1.58B
• 1 day: -1.09%
• 5 days: -3.69%
• 1 month: 7.60%
• 3 months: 19.24%
• 6 months: 56.86%
• Year to date: 41.78%
• 1 year: 78.17%
• 5 years: 53.04%
• 10 years: 53.04%
• Sector: Technology
• Industry: Software - Infrastructure

About: Nayax Ltd is an end-to-end retail technology platform for unattended commerce. It provides consumers with digital, cashless payments, and connected commerce experiences, enhancing consumer conversion and loyalty. Its platform addresses the entire unattended commerce value chain, including a payments infrastructure, a commerce software suite, a consumer engagement platform, and integrated POS devices. The company addresses a broad range of retail verticals, including all types of vending machines, coffee machines, unattended checkout counters, self-service kiosks, ticketing machines, car wash stations, gaming machines, amusement rides, laundromats, EV charging stations, and many more.

Employees: 1,130

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $178M [Q4 2024] → $201M (+$22.5M) [Q1 2025]

3% more funds holding

Funds holding: 38 [Q4 2024] → 39 (+1) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]

0.62% less ownership

Funds ownership: 16.81% [Q4 2024] → 16.19% (-0.62%) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $40 6% downside
• Avg. target: $44 2% upside
• High target: $47 10% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Sanjay Sakhrani	6% downside $40	Market Perform Maintained	14 May 2025
B. Riley Securities Josh Nichols	10% upside $47	Buy Maintained	14 May 2025