Growth Outlook

Adyen’s stock plummeted by up to 20% after the payments giant issued a 2026 net revenue growth forecast of 20-22%, falling short of analyst expectations. The company cited a robust pipeline and customer cohort maturation for its outlook, while acknowledging macroeconomic uncertainties influencing market volume growth. Second-half payment volumes also missed some estimates. Despite current results being “largely okay,” the guidance may not overcome negative sentiment in the payments sector. This sharp decline underscores investor sensitivity to growth forecasts in the tech and payments industry.

Marpai, Inc. (MRAI) announced its Q3 2025 results, demonstrating a continued turnaround driven by cost discipline and operational efficiency. Operating expenses decreased by 24%, and the operating loss narrowed by 9%. The company’s sales pipeline is strong, with double-digit new client contracts signed. MarpaiRx, the company’s integrated PBM offering, is a key differentiator. Marpai completed a PIPE, securing $3.9 million. Marpai anticipates achieving profitability in Q1 2026, fueled by a robust deal pipeline.