NYAX Nayax Ltd.
Price Chart
Executive Summary
Nayax filed a supplemental proxy statement for its May 19, 2026 annual meeting, revising proposals on director elections, compensation policy, CEO/chairman role, and new option grants for the CEO and CTO. The revised option grants tie vesting to aggressive share price targets ($120-$240), and the company highlights strong financial growth (28% revenue growth in 2025, gross margin 48.2%). The filing is routine governance with no new financial disclosures.
Actionable Insight
Monitor shareholder vote outcome on May 19; approval is likely given board recommendations. The new CEO/CTO option grants with high price targets signal management confidence but are long-term oriented. No immediate trading catalyst.
Key Facts
- Revenue grew 28% between 2024 and 2025, from $174M in 2022 to $400M in 2025.
- Gross margin improved from 34.6% in 2022 to 48.2% in 2025.
- Adjusted EBITDA turned from -$12.7M in 2022 to positive $61.1M in 2025.
- CEO and CTO each proposed 810,086 options with exercise price $70.22, vesting over 3 years subject to share price reaching $120-$240.
- Proposal 4 seeks approval for combined CEO/Chairman role for 6 months, after which the company expects to elect a separate chairman.
- Proposal 11 was withdrawn entirely.
Financial Impact
No new financial guidance; compensation changes have immaterial impact on financials.
Risk Factors
- Shareholder disapproval of revised proposals, though unlikely given board backing.
- Potential dilution from new option grants (approx. 2.16% of outstanding each for CEO and CTO).
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002535 |
| Document: zk2635278.htm | 0001178913-26-002535 |
| Document: 0001178913-26-002535-index-headers.html | 0001178913-26-002535 |
| Document: 0001178913-26-002535-index.html | 0001178913-26-002535 |
| Document: 0001178913-26-002535.txt | 0001178913-26-002535 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
6d ago
|
Insider Cluster
| $65.43 awaiting T+1 | awaiting T+1 | — | $67.84 (+3.68%) |
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Jun 8, 2026
6d ago
|
Insider Cluster
| $65.43 awaiting T+1 | awaiting T+1 | — | $67.84 (+3.68%) |
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Jun 8, 2026
6d ago
|
Insider Cluster
| $65.43 awaiting T+1 | awaiting T+1 | — | $67.84 (+3.68%) |
|
Jun 2, 2026
12d ago
|
Insider Cluster
| $68.80 $68.26 | ▼ −0.78% | ▼ −0.09% | $67.84 (−1.40%) |
|
May 20, 2026
25d ago
|
Insider Cluster
| $66.81 $67.03 | ▲ +0.33% | ▲ +0.14% | $67.84 (+1.54%) |
|
May 19, 2026
26d ago
|
6-K
| $66.81 $67.03 | ▲ +0.33% | ▲ +0.14% | $67.84 (+1.54%) |
|
May 19, 2026
26d ago
|
Insider Cluster
| $67.00 $66.81 | ▼ −0.28% | ▼ −1.32% | $67.84 (+1.25%) |
|
May 18, 2026
27d ago
|
Insider Cluster
| $63.78 $67.00 | ▲ +5.05% | ▲ +5.70% | $67.84 (+6.37%) |
|
May 12, 2026
4w ago
|
6-K
| $71.39 $68.51 | ▼ −4.03% | ▼ −4.60% | $67.84 (−4.97%) |
|
May 12, 2026
4w ago
|
Press Release
| $71.39 $68.51 | ▼ −4.03% | ▼ −4.60% | $67.84 (−4.97%) |
US Market Status
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