Nayax (NYAX)

• Market cap: $1.02B
• 1 day: 0.29%
• 5 days: 2.07%
• 1 month: -3.54%
• 3 months: 8.50%
• 6 months: 27.69%
• Year to date: 38.67%
• 1 year: 47.79%
• 5 years: 0.50%
• 10 years: 0.50%

About: Nayax Ltd is an end-to-end retail technology platform for unattended commerce. It provides consumers with digital, cashless payments, 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 address 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: 900

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $123M [Q2] → $156M (+$33.2M) [Q3]

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

6% more funds holding

Funds holding: 33 [Q2] → 35 (+2) [Q3]

0.91% more ownership

Funds ownership: 15.76% [Q2] → 16.68% (+0.91%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

Research analyst outlook

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

• Low target: $28 0% upside
• Avg. target: $32 14% upside
• High target: $38 35% upside

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

Keefe, Bruyette & Woods Sanjay Sakhrani 58% 1-year accuracy 19 / 33 met price target	7% upside $30	Market Perform Maintained	9 Dec 2024
B. Riley Securities Josh Nichols 47% 1-year accuracy 8 / 17 met price target	35% upside $38	Buy Initiated	19 Nov 2024
Barclays John Coffey 14% 1-year accuracy 1 / 7 met price target	0% downside $28	Equal-Weight Maintained	15 Oct 2024