Repay Holdings Corp
Repay is a payment processing company headquartered in Atlanta, Georgia. It provides integrated electronic payment solutions to businesses and organizations with specific transaction needs, primarily in personal loans, automotive loans, receivables management and business-to-business markets. Its two reportable segments are Consumer Payments and Business Payments. Consumer Payments supports collecting payments and disbursing funds to consumers through card, ACH and other electronic payment processing, loan disbursements, and its RCS clearing and settlement platform. Business Payments helps clients collect or send payments to other businesses, with services including accounts payable automation, virtual credit cards, card and ACH processing. Repay also offers instant funding, communication services and payment channels including web, mobile, text, phone and point-of-sale options. It makes money by charging fees to process payments; its sales combine direct representatives with integrations through software providers.
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Canaccord Genuity kept its Buy rating on Repay Holdings but reduced its price target from $8 to $7, a 12.5% cut. The new target suggests a 55.9% upside from the Nov 9 closing price of $4.49, according to the firm.
Repay reported Q3 revenue of $65M from KUBRA, up 8% YoY. Political media revenue was $7.1M, with full-year forecast raised to $16M-$18M. Business payments revenue grew 99%. The company invested $14M in a bank reseller partnership, impacting free cash flow. Full-year outlook maintained, but organic growth and free cash flow targets lowered. Repay (NASDAQ: RPAY) plans to detail long-term financial framework on Dec. 7.
Repay Holdings Corp (RPAY) filed an SEC Form 8-K — Results of Operations and Financial Condition. REPAY Reports Third Quarter 2026 Financial Results Reported GAAP revenue growth of 97% and organic revenue growth 1 of 14% year-over-year, including a 9-point contribution from political media revenue Raises Expected Annualized Cost Synergy Run-Rate Exiting 2026 to $11 Million, U
Over the past 7 days, AlphAI's AI scored 11 news stories mentioning RPAY (Repay Holdings Corp). Coverage has skewed bearish: 2 bullish, 1 neutral, and 8 bearish.
Recent RPAY coverage spans earnings, financial news and technology.
In the last 30 days, RPAY insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($174K). The most active reporter was Dempsey Tyler B, General Counsel, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The downgrade suggests reduced upside expectations for Repay Holdings.
Guidance downgrade and higher cash burn may weigh on the stock.
Strong quarterly performance and updated cost‑synergy guidance suggest upside pressure.
The integration could increase usage of REPAY's payment solutions in the hospitality sector, potentially boosting transaction volumes.
The Visa partnership expands Repay's clearing and settlement capabilities, likely boosting revenue and market visibility.
AlphAI scores every news story that mentions RPAY with an AI model for sentiment and relevance, and aggregates insider trades from Repay Holdings Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Canaccord Genuity kept its Buy rating on Repay Holdings but reduced its price target from $8 to $7, a 12.5% cut. The new target suggests a 55.9% upside from the Nov 9 closing price of $4.49, according to the firm.
Repay reported Q3 revenue of $65M from KUBRA, up 8% YoY. Political media revenue was $7.1M, with full-year forecast raised to $16M-$18M. Business payments revenue grew 99%. The company invested $14M in a bank reseller partnership, impacting free cash flow. Full-year outlook maintained, but organic growth and free cash flow targets lowered. Repay (NASDAQ: RPAY) plans to detail long-term financial framework on Dec. 7.
Repay Holdings Corp (RPAY) filed an SEC Form 8-K — Results of Operations and Financial Condition. REPAY Reports Third Quarter 2026 Financial Results Reported GAAP revenue growth of 97% and organic revenue growth 1 of 14% year-over-year, including a 9-point contribution from political media revenue Raises Expected Annualized Cost Synergy Run-Rate Exiting 2026 to $11 Million, U
NxtEdge, a hospitality software provider, partnered with REPAY (NASDAQ: RPAY) to integrate REPAY's payment technology into NxtEdge's platform, enabling seamless vendor payments. The integration aims to automate accounts payable workflows for hospitality and food & beverage operators, improving efficiency and reducing manual processes.
Repay Holdings (RPAY) stock rose 3.8% after hours after announcing a partnership with Visa to resell Visa Platform Connect, enabling direct access to VisaNet for clients. The deal allows ISOs and ISVs to streamline payment processing, reducing costs and complexity. RPAY's clients gain real-time money movement capabilities and faster market entry.
Repay Holdings (RPAY) reported Q2 2026 revenue of $100.7 million, up 33% year over year, including one month of KUBRA acquisition contribution. Adjusted EBITDA was $36.3 million. Free cash flow was $27.4 million. 2026 guidance: revenue $490 million to $500 million and adjusted EBITDA $168.5 million to $176 million. Management targets leverage below 3.0x within 18 months.
Repay Holdings (RPAY) reported a Q2 loss of $11 million, or 13 cents per share. Adjusted earnings were 20 cents per share, and revenue was $100.7 million. The company expects full-year revenue of $490 million to $500 million, according to its earnings release.
Repay Holdings Corp (RPAY) filed an SEC Form 8-K — Results of Operations and Financial Condition. REPAY Reports Second Quarter 2026 Financial Results Sustained Organic Growth and Healthy Free Cash Flow during Q2 Reiterates 2026 Outlook that includes KUBRA contributions Strong Execution towards Run-Rate Synergies ATLANTA, August 10, 2026 -- Repay Holdings Corporation (NASDAQ:
Repay Holdings Corp (RPAY) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 rpay-ex10_1.htm EX-10.1 EX-10.1 Exhibit 10.1 REPAY HOLDINGS CORPORATION July 13, 2026 This agreement (the “ Cooperation Agreement ”) memorializes the understandings and agreements that Repay Holdings Corporation (the “ Company ”) and PCP Managers II, L.P. (the “ Investo
Gartner analyst George Brocklehurst said AI agents may disrupt SaaS consumption and pricing, with about $234B in SaaS capital outlays through 2030 exposed to “agentic arbitrage.” He expects IT budgets to shift toward results-driven services. The article lists 11 small-cap software infrastructure stocks; it highlights Repay Holdings (NASDAQ:RPAY) completing a June 18 proof of concept for USD Coin payments on Stellar.
