Riskified Maintains Buy Rating from Truist Financial

Truist Financial analyst Terry Tillman reaffirmed a Buy rating on Riskified, citing the company's recent earnings release showing a quarterly revenue of $82.39 million and a GAAP net loss of $13.89 million. Tillman has a 3-star rating and a 46.48% success rate. Additionally, D.A. Davidson's Clark Wright also maintained a Buy rating on Riskified, while TR | OpenAI – 4o reiterated a Hold rating.

Riskified Ltd (NYSE: RSKD), a leading AI-powered fraud management and risk intelligence platform, released its Q2 2025 earnings report on August 18, 2025. The company reported a quarterly revenue of $81.1 million, representing a 3% year-over-year increase, and a GAAP net loss of $13.89 million. Despite the net loss, Riskified continues to demonstrate strong financial performance, with its seventh consecutive quarter of positive Adjusted EBITDA, reaching $2.1 million in Q2 2025 [1].

Analysts have reacted to the earnings report, with Truist Financial analyst Terry Tillman reaffirming a Buy rating on Riskified. Tillman cited the company's recent earnings release showing a quarterly revenue of $82.39 million and a GAAP net loss of $13.89 million. Tillman has a 3-star rating and a 46.48% success rate [2].

D.A. Davidson's Clark Wright also maintained a Buy rating on Riskified, while TR | OpenAI – 4o reiterated a Hold rating. The analysts' differing opinions reflect the market's mixed reactions to Riskified's financial performance and growth prospects.

Riskified's Q2 2025 results highlight the company's continued focus on profitability and strategic growth initiatives. The company's AI-powered platform separates legitimate from fraudulent identities, leading to increased revenue, decreased costs, and improved customer experiences. Riskified's strong competitive position in the eCommerce fraud prevention market is further demonstrated by its head-to-head pilot results against next-generation competitors, consistently showing lower chargeback rates and higher approval rates [1].

Looking ahead, Riskified is pursuing multiple growth opportunities, including growing with existing merchants, winning new merchants, land and expand strategies, geographic expansion, new categories, and platform sales. The company's modular machine learning infrastructure enables rapid product development and adaptation to evolving fraud patterns. Despite the positive outlook, investors should note the premarket trading decline of 7.03%, which may indicate some market concerns about the company's valuation or growth trajectory [1].

References:
[1] https://www.investing.com/news/company-news/riskified-q2-2025-slides-seventh-consecutive-quarter-of-positive-ebitda-93CH-4197522
[2] https://mlq.ai/stocks/price-targets/?analyst=Terry%20Tillman