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LON:BOKU

Boku Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old 129.85p Technology - Software - InfrastructureAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
129.85p
Buy <=wait / entry
118.33p
Trim >=take some off
165.00p
Thesis breakA disclosed adverse renegotiation of MNO contracts that materially compresses un...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Channel partnership launch with Stripe
  • 47 new payment connections for merchants across 24 markets
  • 11% underlying revenue growth to $66.5M with FY2026 guidance $135-142M revenue and $38-42M EBITDA
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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