In a report released today, Hannes Leitner from Jefferies maintained a Buy rating on BOKU, with a price target of p334.00.
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Hannes Leitner has given his Buy rating due to a combination of factors that point to sustained growth and operational momentum at Boku. He expects the upcoming 2025 trading update to confirm that the strong performance seen in the first half has carried into the second, including robust year‑on‑year revenue expansion supported by increasing transaction volumes. A key driver in his view is the ongoing deployment of local payment methods with major global merchants, which is accelerating total payment volume and reinforcing Boku’s strategic position in alternative payments.
In addition, Leitner highlights supportive foreign exchange dynamics, particularly in currencies like the Japanese yen and Korean won, which provide a modest uplift to reported results and justify slightly higher forecasts. He is comfortable maintaining estimates above market consensus for both 2025 and 2026, reflecting confidence in Boku’s ability to outperform expectations. Over the longer term, he sees meaningful compounding potential from the scaling of local payment methods and the development of treasury-related offerings, strengthening the investment case and underpinning his Buy recommendation.
Leitner covers the Technology sector, focusing on stocks such as Adyen, BOKU, and Wise PLC Class A. According to TipRanks, Leitner has an average return of 15.1% and a 62.15% success rate on recommended stocks.