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Nayax Ltd. (NYAX) Stock News

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Nayax Ltd. provides a global commerce enablement, payments, and loyalty platform for merchants operating unattended and retail environments. Its news commonly covers cashless payment acceptance, operations management, Internet of Things software, point-of-sale devices, loyalty tools, and retail inventory capabilities used across vending, micro markets, self-service kiosks, laundromats, amusement, ticketing, car wash, and EV charging settings.

Recurring updates for NYAX include quarterly and annual results, transaction and connected-device metrics, product showcases for unattended retail and specialty retail, and partnerships that extend Nayax payment technology into EV charging networks, charging-management software, embedded payments, and card-present commerce.

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Block (XYZ) raised its 2026 outlook alongside four other payments and fintech companies reporting third-quarter growth and higher annual forecasts. Block's gross profit rose 22% year over year to $3.24 billion; it now guides to $12.626 billion for 2026.

Riskified (RSKD) revenue grew 41% to $115.2 million, and its annual revenue forecast rose to $427 million–$433 million. Nayax (NYAX) revenue increased 23% to $128 million, with a $1.1 million net loss. After completing its IPS Group acquisition, Nayax expects annual revenue including IPS of $530 million–$540 million.

Corpay (CPAY) revenue increased 18% to $1,381.9 million and net income rose 36% to $378.4 million. Flywire (FLYW) revenue grew 25.1% to $250.3 million; its $74.5 million net income included an approximately $39.2 million non-cash tax benefit. Both raised their 2026 outlooks.

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Nayax (NYAX) reported third-quarter 2026 revenue of $128 million, with growth accompanied by a net loss and higher adjusted earnings. Revenue rose 23% year over year, while recurring revenue reached $93.5 million, or 73% of sales. Gross margin increased to 49.6% from 49.3%. A $1.1 million net loss compared with $3.5 million net income a year earlier; adjusted EBITDA, a non-IFRS earnings measure, rose 32.9% to $24.2 million. Free cash flow increased to $10 million from $3.9 million.

Nayax completed the $350 million cash acquisition of IPS Group on October 1, 2026. Including IPS, the company expects full-year revenue of $530 million–$540 million and adjusted EBITDA of approximately $90 million–$95 million, while reaffirming its original outlook excluding IPS. At September 30, cash, cash equivalents and short-term deposits totaled $453 million, with debt of $491 million; both included $150 million borrowed to finance IPS.

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Nayax (NYAX) will release its third-quarter 2026 earnings on November 11, 2026, before U.S. markets open. The company will hold an English-language earnings call at 8:30 a.m. Eastern Time and a Hebrew-language call at 10:00 a.m. Eastern Time. CEO and Chairman Yair Nechmad, Chief Financial Officer Sagit Manor and Chief Strategy Officer Aaron Greenberg will speak.

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Nayax (NYAX) announced a distribution partnership with Allied Electronics to bring its outdoor payment solution to fuel retailers across the United States. The partnership covers Nayax Fuel’s VPOS Media 5, a payment terminal for fuel dispensers. Allied supplies forecourt systems, including the NeXGen PRIME controller, which operate at tens of thousands of locations nationwide.

Nayax Fuel will also present its fuel retail solutions at the NACS Show, October 7–9, 2026, at the Las Vegas Convention Center, booth C6385.

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Nayax (NYAX) completed its acquisition of smart parking provider IPS Group from Windjammer Capital Investors in a $350 million all-cash transaction. The purchase was on a cash-free, debt-free basis and funded with cash on hand and approximately $150 million of new debt from Poalim Tech and First International Bank of Israel.

Nayax expects IPS to contribute approximately $20-22 million in revenue and greater than $5 million in Adjusted EBITDA, an adjusted earnings measure, from October 1 through December 31, 2026. IPS's full-year 2026 revenue is expected to exceed $90 million, with more than 60% recurring revenue and approximately 20% organic growth over FY 2025. Expected full-year Adjusted EBITDA is approximately $21 million, with approximately 80% free cash flow conversion. Nayax expects immediate accretion to gross margin, Adjusted EBITDA margin, adjusted earnings per share and free cash flow conversion.

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Nayax (NYAX) and Getnet announced a payments partnership for unattended businesses across Latin America and Iberia.

The agreement combines Nayax’s payment technology with Getnet’s local acquiring network for operators of vending machines, electric-vehicle chargers and self-service kiosks. Nayax plans to begin rolling out through Getnet’s network in Chile within the coming weeks, followed progressively by Spain, Portugal, Brazil, Mexico and Argentina.

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Windjammer Capital announced it has signed a definitive agreement to sell its portfolio company IPS Group to Nayax (NASDAQ; TASE: NYAX) for $350 million on a cash-free, debt-free basis. IPS, based in San Diego, provides mission-critical smart parking infrastructure and a fully integrated platform of meters, mobile apps, enforcement, permitting, payment solutions and SaaS analytics to municipalities, universities and parking operators across North America, the UK and Ireland.

Windjammer acquired IPS in December 2020 and reports it supported new product development, leadership expansion and a shift toward a more recurring revenue model, positioning IPS as a technology-enabled provider of a full-suite smart parking ecosystem. Harris Williams advised on the transaction and Kirkland & Ellis served as legal counsel.

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Nayax (Nasdaq/TASE: NYAX) signed a definitive agreement to acquire IPS Group, a smart parking and curb management technology provider, from Windjammer Capital Investors in an all-cash deal valuing IPS at $350 million on a cash-free, debt-free basis. The price represents about 17x 2026E Adjusted EBITDA, or roughly 12x including expected run-rate synergies of more than $8 million by 2029.

According to Nayax, IPS is expected to generate over $90 million revenue in FY 2026 with more than 60% recurring revenue, around 20% organic growth versus 2025, and about $21 million Adjusted EBITDA and strong free cash flow. Nayax expects the deal to be immediately accretive to gross margin, Adjusted EBITDA margin, Adjusted EPS and free cash flow conversion, and to expand its addressable cashless opportunity to roughly $342 billion by 2029. The transaction will be funded with cash on hand and about $150 million of new committed debt, resulting in estimated net leverage of 3.8x at closing, with a target of below 3.0x by end of 2027. IPS’s management is expected to continue leading the business from San Diego, with closing anticipated in Q4 2026, subject to regulatory approvals and customary conditions.

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Nayax (Nasdaq: NYAX) reported Q2 2026 revenue of $122.6 million, up 28.2% year over year, including 24% year-to-date organic growth and 21.4% organic growth for the quarter. Recurring revenue from SaaS and payment processing rose 24.0% to $87.7 million (72% of revenue), while POS devices revenue grew 40.2% to $34.9 million.

Gross margin was 46.9%; recurring margin improved to 54.3% but hardware margin declined to 28.1%. Higher stock-based compensation and financial expenses drove a net loss of $10.1 million, versus prior-year net income of $11.7 million, though Adjusted EBITDA increased to $14.1 million. Key KPIs, including total transaction value (+29.1% to $2.1 billion), customers (+19.8% to 125,400) and ARPU (+12.6% to $251), all improved. Nayax ended the quarter with $304 million in cash and $349 million in debt, reaffirmed 2026 revenue guidance of $510–$520 million and Adjusted EBITDA of $85–$90 million, but cut 2026 free cash flow conversion guidance to 5–10%.

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Nayax (Nasdaq: NYAX) has filed an application with the Connecticut Department of Banking to establish Nayax America Bank, a non-depository innovation bank proposed to be headquartered in Fairfield County, Connecticut and wholly owned by newly formed Nayax USA Holdings.

The proposed bank would focus on embedded financial services for U.S. business customers, offering corporate cards, controlled-spend programs and working-capital solutions such as merchant cash advances and equipment financing, delivered via the Nayax platform, while not accepting deposits, offering consumer products, or operating branches.

Nayax also launched Yellow Account, an account and deposit service for SMB customers, operated by Nayax with Adyen as sponsoring bank holding deposits. North America generates about 40% of Nayax’s global revenue, and the proposed charter is described as a next step in its U.S. regulatory strategy, subject to a roughly six-month review with no guaranteed approval.

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FAQ

What is the current stock price of Nayax (NYAX)?

Nayax (NYAX) last closed at $51.05.

What is the market cap of Nayax (NYAX)?

The market cap of Nayax (NYAX) is approximately $1.9B.