Nayax Ltd Stock Price, News & Analysis

Nayax (Nasdaq: NYAX) completed an expanded Israeli offering of Series A Notes and Series 1 Warrants on December 10, 2025, selling 518,381 Units at NIS 1,091 per Unit for aggregate gross proceeds of NIS 565.6 million (~$176 million).

Net proceeds are ~NIS 558.4 million (~$173.1 million) to be used for general corporate purposes, including potential acquisitions. Notes carry a fixed 5.9% annual interest rate and mature on September 30, 2030, with principal repaid in four installments from Sept 2027–Sept 2030 (10%, 10%, 40%, 40%). Each Unit includes three warrants exercisable into one ordinary share at a base price of NIS 177.80 (current adjusted price NIS 158.16, ~22% premium to Dec 9 close); warrants expire March 31, 2027.

Nayax (Nasdaq: NYAX) completed a tender offer to qualified investors in Israel, expanding its Series A Notes and Series 1 Warrants and accepting 518,381 Units for aggregate gross proceeds of NIS 565,553,671 (approximately $175.4M), with net proceeds of about NIS 560M (~$174M). Each Unit consists of NIS 1,000 principal of Notes and three Warrants. The Notes bear a fixed 5.9% annual interest, mature on Sept 30, 2030, and repay principal in four annual installments starting Sept 2027 (10%, 10%, 40%, 40%). Each Warrant converts to one share at a strike of NIS 177.80 (current adjusted strike NIS 158.01, ~6.4% premium) and expires Mar 31, 2027. Closing is subject to regulatory approvals.

Nayax (Nasdaq: NYAX; TASE: NYAX) is considering an Israel-only public offering by expanding its existing Series A Notes and Series 1 Warrants. Each offered unit will consist of NIS 1,000 par value of Series A Notes plus three Series 1 Warrants, each warrant exercisable into one ordinary share. The company plans a tender to Israeli qualified investors on December 8, 2025, with no minimum tender price and an early commitment fee of 0.40% of the total consideration based on the minimum price.

The offering will be subject to board approval, publication of a shelf offering report under the shelf prospectus dated August 23, 2023, and TASE listing approval. The company intends to use net proceeds for general corporate purposes including potential acquisitions. There is no assurance the offering will be completed or on what terms.

Nayax (Nasdaq: NYAX) announced the acquisition of Lynkwell, an AI-enabled EV charging platform, in a simultaneous sign-and-close transaction on Dec 4, 2025. The implied effective purchase price is $25.9M cash for 100% of the business, plus an additional earnout tied to profitability within 12 months post-closing. Lynkwell reported audited 2024 revenue of $17.1M and serves hundreds of utilities, funding programs, government contracts, and fleets including two of North America’s largest fleets. The deal was unanimously approved by both companies’ boards and was funded from Nayax’s cash on hand, with expected revenue and operational synergies from integration.

Nayax (NASDAQ: NYAX) reported Q3 2025 revenue of $104.3M (up 25.7% year-over-year) and Organic Revenue growth ~24.7%. Processing revenue grew 33% and recurring revenue reached $77.1M (74% of total). Gross margin improved to 49.3%; Adjusted EBITDA was $18.2M (17.5% margin) and net income was $3.5M. Cash and short-term deposits totaled $172.8M versus total debt of $156.2M. Operationally, total transaction value was $1.763B, managed devices ~1.433M, customers 109,571, dollar-based NRR 122% and churn 2.8%.

The company reaffirmed 2025 Organic Revenue growth of at least 25% but lowered inorganic revenue and Adjusted EBITDA outlook due to delayed M&A, updating 2025 revenue guidance to $400M–$405M and Adjusted EBITDA to $60M–$65M.

Nayax (Nasdaq: NYAX) announced at Nayax Connect LATAM on Nov 5, 2025 that it has signed a non-binding letter of intent and entered into exclusivity to acquire Integral Vending, its exclusive Mexico distributor since 2015.

The proposed deal aims to convert a decade-long partnership into a strategic platform to accelerate Nayax's expansion across Latin America, building on two recent Brazil acquisitions and existing Spanish and Portuguese support. The transaction is expected to be signed and closed by end of Q4 2025, subject to negotiations and closing conditions, and is not expected to contribute meaningfully to 2025 revenue given timing.

Nayax (Nasdaq: NYAX) will release third quarter 2025 earnings on Wednesday, November 19, 2025, before U.S. markets open. The company said CEO and Chairman Yair Nechmad and CFO Sagit Manor will host two conference calls — in English and in Hebrew — with live webcast access.

English call: 8:30 a.m. ET / 3:30 p.m. Israel Time (pre-registration available). Hebrew call: 9:30 a.m. ET / 4:30 p.m. Israel Time. A replay will be available until December 3, 2025, and an archive will be posted on Nayax investor relations.

Nayax (NASDAQ: NYAX) on Oct 8, 2025 announced a strategic partnership with ChargeSmart EV to serve as ChargeSmart’s preferred cashless payments provider across the United States. The agreement calls for expanded deployment of Nayax VPOS Touch card readers and expects to support the launch of thousands of new DC fast chargers over the coming years.

ChargeSmart will adopt Nayax’s Commerce SDK for EV charging, launching in the U.S. in the coming weeks, to unify in-app and on-site payments on a single Nayax platform and reduce reliance on multiple payment vendors.

RetailPro, a Nayax (NASDAQ: NYAX) company, has announced a strategic partnership with Onebeat to integrate AI-powered inventory optimization into retail operations. The partnership combines RetailPro's POS software with Onebeat's real-time AI intelligence to help retailers optimize inventory allocation, pricing, and replenishment.

The integration enables continuous analysis of store and SKU-level micro-data to drive higher sell-through, reduce stockouts, and minimize excess inventory. This collaboration follows Nayax's acquisition of Retail Pro International in late 2023, furthering their mission to provide advanced retail management solutions including flexible cloud solutions, loyalty programs, and marketing tools.