Payments Stock Down 30% Draws $6 Million Bet as Company Posts $4 Billion in Revenue

3 hours ago 1

Jonathan Ponciano, The Motley Fool

Sun, March 15, 2026 astatine 6:46 PM CDT 4 min read

On February 17, 2026, Solas Capital Management disclosed a caller presumption successful Euronet Worldwide (NASDAQ:EEFT), acquiring 73,494 shares successful the 4th quarter. The shares were worthy $5.59 cardinal astatine quarter’s end.

According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Solas Capital Management established a caller involvement successful Euronet Worldwide, acquiring 73,494 shares. The quarter-end worth of the presumption stood astatine $5.59 million.

This was a caller presumption successful Euronet Worldwide, representing 3.17% of Solas Capital Management, LLC’s 13F reportable AUM aft the filing.
Top holdings aft the filing included:
- NASDAQ: FENC: $19.72 cardinal (11.2% of AUM)
- NASDAQ: EPSN: $16.45 cardinal (9.3% of AUM)
- NYSE: SNDA: $14.86 cardinal (8.4% of AUM)
- NASDAQ: ACOG: $12.79 cardinal (7.3% of AUM)
- NYSE: MOH: $11.86 cardinal (6.7% of AUM)
As of Friday, shares of Euronet Worldwide were priced astatine $71.13, down 30% implicit the anterior twelvemonth and vastly underperforming the S&P 500’s astir 20% summation successful the aforesaid period.

Metric

Value

Market capitalization	$3 billion
Revenue (TTM)	$4.24 billion
Net income (TTM)	$309.5 million
Price (as of Friday)	$71.13

Euronet Worldwide delivers outgo and transaction processing solutions, including ATM and POS services, prepaid mobile airtime, physics outgo products, and planetary wealth transportation services.
The institution generates gross chiefly done transaction fees from its ATM/POS network, prepaid merchandise distribution, and wealth transportation operations crossed a planetary footprint.
Its main customers see fiscal institutions, retailers, merchants, agents, and idiosyncratic consumers seeking physics outgo and wealth transportation solutions.

Euronet Worldwide operates a large-scale payments infrastructure, managing tens of thousands of ATMs and extended POS and wealth transportation networks worldwide. The institution leverages its technology-driven level to service divers clients successful the fiscal services and retail sectors, emphasizing secure, efficient, and accessible physics transactions. Its planetary scope and multi-segment concern exemplary supply competitory advantages successful the fast-evolving payments industry.

Sharp sell-offs successful profitable fintech infrastructure companies tin make antithetic opportunities for diligent investors, and that whitethorn beryllium the lens done which this latest concern should beryllium viewed.

Euronet operates a planetary payments backbone that softly powers millions of transactions crossed ATMs, point-of-sale networks, prepaid platforms, and cross-border remittances. The institution finished 2025 with much than 56,000 installed ATMs and an tremendous wealth transportation and payments web spanning much than 200 countries.

Despite that scale, the banal has struggled implicit the past year, adjacent arsenic the underlying concern continues to grow. Revenue roseate to astir $4.24 cardinal successful 2025, up astir 6% twelvemonth implicit year, portion nett income ticked up to astir $309 million. Adjusted net per stock reached $9.61, reflecting 12% maturation from the anterior year.

With absorption expecting adjusted net to turn different 10% to 15% successful 2026 arsenic integer wealth transfer, merchant acquiring, and planetary payments enlargement summation traction, it seems wide wherefore a money similar Solas mightiness take to measurement successful now.

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