Euronet Worldwide: A Bullish Thesis for the Future of Fintech.

Tuesday, Sep 16, 2025 12:58 pm ET1min read
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Euronet Worldwide reported Q2 results with revenue of $1.07B and EPS of $2.56, slightly below consensus, but reiterated full-year EPS growth guidance of 12-16%. The company acquired CoreCard for $248M, strengthening its push to be valued as a fintech and expanding its software mix and global reach. With EPS forecasted at $7.85 in FY25, the risk/reward is attractive, and P14 Capital maintains a growing 7% position, targeting 8-10%.

Euronet Worldwide Inc. (EEFT) reported its second-quarter (Q2) financial results on September 12, 2025, with revenue of $1.07 billion and earnings per share (EPS) of $2.56, slightly below the consensus estimate. Despite the slight miss, the company reiterated its full-year EPS growth guidance of 12-16%. This positive outlook underscores Euronet's commitment to expanding its market presence and technological capabilities.

One of the key strategic moves for Euronet was the acquisition of CoreCard Corporation for approximately $248 million. This acquisition strengthens Euronet's push to be recognized as a major player in the fintech sector. CoreCard's software solutions, including CoreCREDIT, CoreENGINE, and CoreISSUE, will expand Euronet's software mix and enhance its global reach. The integration of CoreCard's technology is expected to create synergies and drive revenue growth.

Analysts have maintained a positive outlook on Euronet. DA Davidson has maintained a 'Buy' rating on EEFT with a price target of $130 Analyst Maintains 'Buy' Rating for EEFT with $130 Price Target | EEFT Stock News[2]. Peter Heckmann, the analyst at DA Davidson, noted that the company's strong market performance and consistent analyst ratings reflect a sustained confidence in Euronet's financial prospects. Oppenheimer, led by analyst Rayna Kumar, also maintained an 'Outperform' rating, raising the price target from $135 to $137 on July 2, 2025 Analyst Maintains 'Buy' Rating for EEFT with $130 Price Target | EEFT Stock News[2].

Euronet's EPS forecast for fiscal year 2025 (FY25) is $7.85, indicating a risk/reward profile that is attractive to investors. P14 Capital maintains a growing 7% position in Euronet, targeting an 8-10% increase CoreCard Corporation Stock[1].

In conclusion, Euronet Worldwide's Q2 results and the CoreCard acquisition position the company favorably for future growth. The company's strong financial performance and strategic acquisitions indicate a promising outlook for investors.

References
CoreCard Corporation Stock[1] https://www.marketscreener.com/quote/stock/CORECARD-CORPORATION-14835050/
Analyst Maintains 'Buy' Rating for EEFT with $130 Price Target | EEFT Stock News[2] https://www.gurufocus.com/news/3106251/analyst-maintains-buy-rating-for-eeft-with-130-price-target-eeft-stock-news

Euronet Worldwide: A Bullish Thesis for the Future of Fintech.

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