InsidersTradesSigma
Follow the Nayax Ltd. stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Technology sector, Nayax Ltd. has logged 52 insider filings. Market capitalisation: €1.9bn. The latest transaction was reported on 9 September 2026 (Cession). Among the most active insiders: Furman Carly Lisanne. The full history is accessible without an account.
52
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€2m
27 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Nayax Ltd. Buy (bullish), based on 3 analysts. Average price target: US$76.00.
44Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 19,615 of 29,064 companies
40.3
score / 100
Value32
Quality48
FCF yld0.6%
Earn yld1.9%
EV/EBITDA30.9x
ROE3.5%
Gross mgn48%
Net mgn8.9%
Debt/EBITDA4.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 9 September 2026
Declarations52 total
65 shares@ US$51.810.0002% mcap2.9% of flowOrdinary SharesSEC:0001976408-26-000817:0
123 shares@ US$52.680.0003% mcap100.0% of flowOrdinary SharesSEC144:0001976408-26-000801
96 shares@ US$52.310.0003% mcap2.5% of flowOrdinary SharesSEC:0001976408-26-000805:0
77 shares@ US$52.310.0002% mcap2.4% of flowOrdinary SharesSEC:0001976408-26-000806:0
123 shares@ US$52.38640.0003% mcap2.6% of flowOrdinary SharesSEC:0001976408-26-000803:0
34 shares@ US$52.310.0001% mcap31.2% of flowOrdinary SharesSEC:0001976408-26-000804:0
38 shares@ US$52.980.0001% mcap51.1% of flowOrdinary SharesSEC:0001976408-26-000788:0
75,000 shares@ US$33.7079Ordinary SharesSEC:0001976408-26-000776:1
75,000 shares@ US$33.70790.15% mcap46.7% of flowOrdinary SharesSEC:0001976408-26-000776:0
70,000 shares@ US$33.70790.14% mcap43.6% of flowOrdinary SharesSEC:0001976408-26-000776:2
15,605 shares@ US$33.70790.030% mcap9.7% of flowOrdinary SharesSEC:0001976408-26-000776:3
20 shares@ US$52.610.0001% mcap45.4% of flowOrdinary SharesSEC:0001976408-26-000746:0
276 shares@ US$68.270.0011% mcap11.7% of flowOrdinary SharesSEC144:0001976408-26-000691
55 shares@ US$68.20290.0002% mcap2.6% of flowOrdinary SharesSEC:0001976408-26-000698:0
221 shares@ US$69.23180.0009% mcap10.7% of flowOrdinary SharesSEC:0001976408-26-000698:1
109 shares@ US$63.660.0004% mcap15.5% of flowOrdinary SharesSEC144:0001976408-26-000596
54 shares@ US$63.660.0002% mcap5.0% of flowOrdinary SharesSEC144:0001976408-26-000595
214 shares@ US$63.660.0008% mcap6.6% of flowOrdinary SharesSEC144:0001976408-26-000598
74 shares@ US$63.660.0003% mcap24.1% of flowOrdinary SharesSEC144:0001976408-26-000597
214 sharesOrdinary SharesSEC:0001976408-26-000604:1
79 sharesOrdinary SharesSEC:0001976408-26-000604:0
110 sharesOrdinary SharesSEC:0001976408-26-000600:0
109 sharesOrdinary SharesSEC:0001976408-26-000600:1
54 sharesOrdinary SharesSEC:0001976408-26-000602:0
110 shares@ US$68.000.0004% mcap16.8% of flowOrdinary SharesSEC144:0001976408-26-000587
25 of 52 declarations
关于 Nayax Ltd.
Nayax Ltd. 是一家技术驱动型支付和忠诚度公司，在美国纳斯达克上市，股票代码为 NYAX。从行业角度来看，该公司处于支付、嵌入式软件、物联网连接和互联自助服务设备的远程车队管理的交汇点。Nayax 成立于 2014 年，最初在无人零售和自动售货领域建立了声誉，随后将其平台扩展到更广泛的自动化商业渠道和全渠道支付用例。虽然其公司总部设在以色列，但 Nayax 也通过其在马里兰州的 Nayax LLC 保持着美国的法律和商业足迹，这支持了其接触北美客户和资本市场的能力。（[nayax.com](https://www.nayax.com/about/?utm_source=openai)） Nayax 的商业模式以一个集成平台为中心，该平台结合了支付终端、远程管理软件、连接服务、忠诚度工具和相邻的金融服务。该公司主要服务于自动售货机、电动汽车充电站、自助洗衣店、游乐和娱乐设备、微型市场以及其他无人零售环境的运营商。其核心价值主张是帮助商家接受更多支付方式，远程监控设备，并通过一个统一的堆栈管理收入和运营。这种硬件+软件+服务的模式支持经常性收入的产生，增加客户粘性，并深化公司在其已安装基础中的作用。（[ir.nayax.com](https://ir.nayax.com/news/news-details/2026/Nayax-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx?utm_source=openai)） Nayax 的竞争定位得益于其在碎片化但正在整合的市场中，将支付受理与运营软件和数据智能捆绑在一起的能力。该公司报告称，其全球业务遍及 12 个办事处，拥有约 1,200 名员工，与 80 多个商家收单机构和支付方式进行了集成，并且客户群不断增长。最近的运营更新表明持续的增长势头，2025 年收入达到 $400.4 million，经常性收入增长，2026 年收入指引为 $510 million 至 $520 million，这突显了该业务的规模化发展态势及其不断改善的盈利轨迹。（[nayax.com](https://www.nayax.com/news/nayax-and-chargesmart-ev-strategically-partner-to-deliver-advanced-omnichannel-payment-solutions-for-u-s-ev-drivers/?utm_source=openai)） 最近的战略发展表明 Nayax 正在超越其最初的无人零售利基市场。该公司已在电动汽车充电领域扩大了合作关系和产品集成，包括美国的举措，并进一步进入 SaaS 平台的嵌入式支付领域。这些举措强化了 Nayax 正在从以自动售货为中心的参与者发展成为一个具有国际影响力的更广泛的商业赋能平台的说法。对于投资者而言，NYAX 代表了一只成长型科技股，与数字支付的长期普及、经常性软件驱动收入以及不断扩大的自助服务和嵌入式商业应用相关联。（[ir.nayax.com](https://ir.nayax.com/news/news-details/2025/Nayax-Partners-with-Unipaas-to-Launch-Fully-Integrated-Card-Present-Payments-Solution-for-UK-SaaS-Platforms/default.aspx?utm_source=openai)）
