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LON:BOKU

Boku Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 112.00p Technology - Software - InfrastructureAWAIT ENTRY
ACTIONABLEMethodology gates passed
58

Position levels

Currenttoday
112.00p
Buy <=wait / entry
93.33p
Trim >=take some off
130.00p
Thesis breakA material loss or adverse renegotiation of a major MNO contract disclosed via S...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case49%62 / 10030.4
Bear case26%10 / 1002.6
Weighted conviction58 / 100 - OPPORTUNISTIC BUY

Top risks

  • Signed significant partnership with global PSP Stripe enabling indirect market routes
  • Processed first transactions on PIX in Brazil and UPI in India
  • FY26 revenue guidance lowered to $135-142 million below 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.