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LON:BOKU

Boku Inc

SPECULATIVE BUY 2026-08-01 Updated today 98.00p Technology - Software - InfrastructureAWAIT ENTRY
49

Position levels

Currenttoday
98.00p
Buy <=wait / entry
83.33p
Trim >=take some off
110.00p
Thesis breakThe investment thesis is invalidated by a second material FY26 revenue guidance ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case16%100 / 10016.0
Base case48%62 / 10029.8
Bear case36%10 / 1003.6
Weighted conviction49 / 100 - SPECULATIVE BUY

Top risks

  • Signed significant partnership with Stripe enabling indirect market routes
  • Completed first cross-border UPI transactions in India and processed first PIX transactions in Brazil
  • FY26 revenue guidance lowered to $135-142 million from prior market expectations of $155 million
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.