Hannes Leitner, an analyst from Jefferies, maintained the Buy rating on BOKU. The associated price target is p334.00.
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Hannes Leitner has given his Buy rating due to a combination of factors tied to Boku’s solid operational performance and outlook. He notes that the company slightly exceeded expectations on both revenue and EBITDA in H2, while also delivering a modest improvement in profit margins. Core direct carrier billing activity continued to grow at a healthy mid-teens rate, and although local payment methods showed some sequential deceleration, they still expanded strongly year-on-year. In addition, Boku’s ability to grow its own cash position by $35 million underscores robust cash generation and balance sheet strength.
Leitner also emphasizes that management’s 2026 guidance aligns with its longer-term targets of sustaining revenue growth above 20% and maintaining EBITDA margins above 30%, which is broadly consistent with market consensus. He interprets the guidance as conservatively set, suggesting room for upside if current momentum is maintained. Together, these elements support his view that Boku offers an attractive risk‑reward profile at current levels, justifying a Buy recommendation.
In another report released today, TipRanks – OpenAI also reiterated a Buy rating on the stock with a p244.00 price target.
BOKU’s price has also changed slightly for the past six months – from p207.000 to p222.000, which is a 7.25% increase.