Jefferies analyst Hannes Leitner maintained a Buy rating on BOKU today and set a price target of p334.00.
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Hannes Leitner has given his Buy rating due to a combination of factors, including Boku’s strong 2025 performance, where total payment volume expanded sharply while revenue and EBITDA rose at an even faster pace. He highlights particularly robust growth in the EMEA region, which appears to benefit from increasing bundling activity, underscoring the company’s ability to scale its platform efficiently and capture regional demand.
He also notes supportive foreign-exchange dynamics that provided a meaningful tailwind in the second half, further amplifying reported growth. In addition, the early 2026 share repurchases signal management’s confidence in the equity’s intrinsic value, and the company’s own commentary about entering 2026 with strong momentum reinforces his view that Boku remains well positioned for continued expansion, justifying a Buy recommendation.
Leitner covers the Technology sector, focusing on stocks such as Adyen, BOKU, and Nexi S.p.A.. According to TipRanks, Leitner has an average return of 11.1% and a 56.52% success rate on recommended stocks.