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Paycom (PAYC) reported earnings 30 days ago. What's next for the stock?
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Paycom Software, Inc. offers a differentiated, unified HCM platform with high retention, robust organic growth, and a strong balance sheet, targeting U.S. mid-market clients. Recent AI-driven innovations like IWant and Beti enhance PAYC's competitive edge user experience and may drive higher-than-expected growth and client stickiness. Growth is decelerating, with 2026 revenue guidance at 6-7%, but improved cash flow conversion and reduced capex support valuation upside and capital return potential.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Paycom Software, Inc. is upgraded to Buy after a 46% share price decline and improved profitability, now trading at a low 11x forward P/E. PAYC's Q4 results showed 10% revenue growth, expanding margins, and robust cash generation, despite a slowdown in top-line growth guidance for 2026. Flagship products like Beti and the new AI offering IWant are driving record 91% revenue retention and enhancing long-term profitability.
Paycom Software, Inc. (PAYC) Q4 2025 Earnings Call Transcript
Paycom Software (PAYC) came out with quarterly earnings of $2.45 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.32 per share a year ago.
PAYC heads into Q4 earnings with steady EPS and revenue growth expectations, driven by AI-powered products and recurring revenue strength.
Paycom (PAYC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.