Paycom Software stock extends post-earnings rally as guidance and analyst estimates point to 2026 growth
Paycom Software stock has extended its post-earnings rally, trading above $220 after a strong Q2 2026 performance that exceeded analyst expectations and led to increased full-year guidance. The company's revenue rose 9.8% year over year, and its innovative Beti technology, which allows employees to run their own payroll, is highlighted as a key driver for future growth. Analysts anticipate continued double-digit revenue and EPS growth into 2027, with positive revisions following the strong Q2 report.
S&P 500 Futures Decline in Premarket Trading; Freedom Holding, Paycom Software Lag
S&P 500 futures showed a decline in premarket trading. Despite the overall market trend, Strategy Inc. (MSTR) and BitMine Immersion Technologies Inc. (BMNR) saw gains, rising 10.0% and 8.1% respectively. The article highlights these specific company movements within the broader premarket decline.
Automatic Data Processing (ADP) Stock May Be Fully Priced After Weak Jobs Data
Automatic Data Processing (ADP) stock appears to be fairly priced, trading near its intrinsic value according to a Discounted Cash Flow (DCF) model and P/E ratio analysis. While ADP has delivered solid long-term returns, recent weak jobs data and a modest premium compared to industry peers suggest limited upside potential from its current share price of US$269.31. Investors are advised to consider whether ADP's future cash generation and earnings growth can sustain its current valuation.
Paycom Software Inc. stock outperforms competitors on strong trading day
Paycom Software Inc. (PAYC) saw its stock rise by 2.99% to $222.16 on Wednesday, outperforming the broader market. This gain contributed to the stock's second consecutive day of increases, occurring on a positive trading day where the S&P 500 and Dow Jones Industrial Average also saw modest gains.
Paycom stock rises after Q2 beats and 2026 outlook
Paycom Software Inc. (PAYC) saw its stock rise after reporting strong Q2 2026 results, including adjusted EPS of $2.78 and revenue of $531.2 million, surpassing consensus estimates. The company also raised its 2026 revenue outlook to $2.197 billion-$2.212 billion and adjusted EBITDA to $1.007 billion-$1.022 billion. Despite a current market valuation above the average analyst price target, the company's profitability and recurring subscription model, along with a declared quarterly dividend, are driving investor interest.
Paycom Software Inc. stock outperforms competitors despite losses on the day
Paycom Software Inc. (PAYC) saw its stock price decline by 1.81% to $214.19 on Monday, experiencing its second consecutive day of losses. This occurred during a general market downturn where the S&P 500 Index fell 0.52% and the Dow Jones Industrial Average dropped 0.51%. Despite the losses, the headline suggests Paycom still outperformed some competitors, though specific comparative data isn't provided in the body.
Here's How Much a $1000 Investment in Paycom Software Made 10 Years Ago Would Be Worth Today
A $1000 investment in Paycom Software (PAYC) made ten years ago would now be worth $4,295.59, representing a 329.56% gain, outperforming the S&P 500 and gold over the same period. Analysts are optimistic about PAYC's future due to its HCM platform, new product adoption, accelerating revenue growth, and aggressive share buybacks, despite competition and potential risks.
Is Paycom Software (PAYC) Overvalued On Strong Earnings And Higher Revenue Guidance?
Paycom Software (PAYC) recently reported strong quarterly results with higher sales, revenue, and net income, alongside increased earnings per share and positive revenue guidance through 2026. Despite a significant recent share price surge, the stock is considered overvalued by a discounted cash flow (DCF) model, which estimates its fair value at $151.44 compared to its current price of $218.13. However, a price-to-earnings (P/E) ratio analysis suggests less valuation stretch compared to peers, creating a split perspective on its true fair value.
Paycom Software Inc. stock outperforms competitors despite losses on the day
Paycom Software Inc. (PAYC) shares declined 2.46% on Friday, closing at $218.13, even as the broader market also experienced losses with the S&P 500 and Dow Jones Industrial Average falling. Despite the daily dip, Paycom's stock performance outpaced its competitors. The company's shares are currently 7.02% below its 52-week high of $234.60, achieved on August 25th.
TD Cowen Names Top Software Stock Pick
TD Cowen has designated Paycom Software Inc (NYSE:PAYC) as its top software stock pick following the company's strong second-quarter earnings, which surpassed analyst expectations. Paycom also raised its full-year guidance and improved its free cash flow outlook. The company recently launched an AI-driven Asset Management solution, expanding its total addressable market.
Why First Advantage (FA) Is Down 8.0% After Equity Raise And Higher 2026 Revenue Guidance – And What's Next
First Advantage (FA) recently completed a US$277.5 million equity offering and raised its full-year 2026 revenue guidance to US$1.67 billion to US$1.71 billion, reflecting new contract wins and FA 5.0 growth initiatives. Despite these positive developments and a return to profitability, the stock dropped 8.0%. Investors are advised to consider the impact of potential dilution, customer concentration risk, and the company's ability to maintain growth in a competitive market.
Paycom Software Inc (PAYC) Stock Up 5.8% and Still Undervalued -- GF Score: 84/100
Paycom Software Inc (PAYC) saw its stock rise by 5.8% to $223.63 and is considered 16.4% undervalued based on its GF Value of $267.61. The company boasts a strong GF Score of 84/100, driven by excellent profitability and growth, despite a low momentum rank and no insider transactions in the last three months. Its current P/E ratio of 23.8x is significantly lower than its historical median, suggesting an attractive valuation.
Paycom Software Inc. stock outperforms competitors on strong trading day
Paycom Software Inc. (PAYC) saw its stock rise by 5.85% to $223.63, outperforming its competitors and the broader market on a strong trading day. This gain ended a four-day losing streak for the company. The positive performance occurred as both the S&P 500 Index and the Dow Jones Industrial Average also recorded increases.
Paycom Software (PAYC) Lifts Guidance After Q2 Beat, Is The Upside Already Priced In?
Paycom Software (PAYC) reported strong Q2 2026 results, raised its full-year revenue guidance, and announced share repurchases, leading to a significant 44.22% stock price surge in the last 30 days. Despite this recent rally, the stock's one-year return is still down 3.71%. While a valuation narrative suggests PAYC is 39.5% overvalued at $211.28 compared to a fair value of $151.44, its P/E ratio of 19.2x is below the industry average, presenting a mixed picture for potential new investors.
35 defensive backs from 10 conferences and one independent make Thorpe list
The Oklahoma Sports Hall of Fame and Jim Thorpe Association have released the 2026 Paycom Jim Thorpe Award Preseason Watch List, featuring 35 top defensive backs from various conferences and one independent university. The award, honoring the best defensive back in college football, previously went to Caleb Downs of Ohio State in 2025. The list is subject to change as the season progresses, with semifinalists and finalists to be announced later in the year, leading up to the winner's announcement in December.
Paycom Software (PAYC) director reports bona fide 1,000-share stock gift
Paycom Software, Inc. director Craig E. Boelte reported a bona fide gift of 1,000 shares of common stock on August 10, 2026, valued at $0.00 per share. Following this transaction, Boelte directly holds 175,353 shares, including 1,353 unvested restricted shares. This transaction was filed as a Form 4 with the SEC.
Royal Bank of Canada Cuts Position in Paycom Software, Inc. $PAYC
Royal Bank of Canada significantly reduced its stake in Paycom Software by 64.6% in the first quarter. Despite RBC's divestment, other institutional investors increased their holdings, with hedge funds and institutions collectively owning 87.77% of Paycom's stock. The company reported strong Q1 earnings, beating revenue and EPS estimates, declared a dividend, and maintains a consensus "Hold" rating from analysts.
Cetera Investment Advisers Reduces Position in Paycom Software, Inc. $PAYC
Cetera Investment Advisers reduced its stake in Paycom Software (NYSE:PAYC) by 43.8% in the first quarter, selling 10,307 shares and retaining 13,212 shares valued at $1.61 million. Institutional investors collectively own 87.77% of the company. Paycom exceeded quarterly earnings expectations with $2.78 EPS and $531.2 million in revenue, leading analysts to raise price targets, although the consensus rating remains "Hold" with an average target of $204.69.
The Manufacturers Life Insurance Company Reduces Holdings in Paycom Software, Inc. $PAYC
The Manufacturers Life Insurance Company significantly reduced its stake in Paycom Software, Inc. (NYSE:PAYC) by 65.9% in the first quarter, selling 24,729 shares and leaving them with 12,801 shares valued at $1.56 million. Other institutional investors also adjusted their holdings in PAYC, with some increasing and others acquiring new positions. The stock currently holds an average "Hold" rating from analysts with an average price target of $204.69.
Paycom Software Inc (PAYC) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Paycom Software Inc (PAYC), detailing its current earnings forecast score, average price target, and analyst ratings. It highlights that PAYC ranks 318 out of 484 in the Software & IT Services industry, with analysts generally recommending a "Hold" trend. The article also includes expected future revenue and EPS figures, alongside a comparison with peer companies.
Trex Company, Inc. (TREX) Stock forecasts
Argus has raised its target price for Trex Company, Inc. (TREX) to $49.00. Trex Co Inc manufactures wooden alternative decking products and offers various outdoor products. The report provides a summary of the company's offerings and its current stock details.
Fluent Financial LLC Purchases Shares of 19,410 Paycom Software, Inc. $PAYC
Fluent Financial LLC has acquired 19,410 shares of Paycom Software, Inc. (NYSE:PAYC), valued at approximately $2.44 million, making it a significant holding in their portfolio. This comes after Paycom exceeded second-quarter earnings expectations with strong revenue growth and raised its 2026 forecasts, driven by automation and AI-driven efficiency. Despite positive financial results and analyst price target increases, overall analyst sentiment for PAYC remains mixed with an average "Hold" rating.
Glenmede Trust Co. NA Sells 28,677 Shares of Paycom Software, Inc. $PAYC
Glenmede Trust Co. NA significantly reduced its stake in Paycom Software, Inc. (NYSE:PAYC) during the first quarter, selling 28,677 shares and cutting its holdings by 91.9%. This reduction occurred despite Paycom reporting better-than-expected Q2 results, driven by revenue growth and AI-driven efficiency, leading management to raise its 2026 forecasts. While several analysts lifted price targets, the consensus rating for Paycom remains a "Hold" due to mixed sentiment regarding its valuation.
Sei Investments Co. Decreases Stake in Paycom Software, Inc. $PAYC
Sei Investments Co. significantly reduced its stake in Paycom Software, Inc. by 89.8% in the first quarter, selling over 136,000 shares. Despite this, other institutional investors increased their holdings, and Paycom recently reported strong Q2 earnings, beating estimates and raising its 2026 forecast, driven by automation and AI. Analysts have mixed views, with some upgrading price targets while others remain cautious due to valuation concerns.
Paycom Software, Inc. (PAYC) Stock forecasts
Morningstar updated its fair value estimate for Paycom Software (PAYC) to $170 from $144, citing improved profitability outlook due to automation efficiencies. Paycom is a cloud-based human capital management provider offering payroll, compliance, and HR solutions on a unified, modular platform, billing customers on a subscription basis.
Paycom Software (PAYC) Is Up 31.1% After AI-Driven Margin Gains and Higher 2026 Outlook
Paycom Software (PAYC) reported strong Q2 2026 results, surpassing revenue and earnings expectations, and raised its full-year 2026 revenue outlook. The company highlighted AI-driven efficiencies and automation as key drivers for margin expansion and improved free cash flow, alongside continued capital returns through buybacks and dividends. While the upgraded guidance reinforces Paycom's near-term catalysts, the report also acknowledges the risk that widespread AI adoption in HR could challenge its differentiation and pricing power.
Janus Henderson Group PLC Has $2.82 Million Stock Holdings in Paycom Software, Inc. $PAYC
Janus Henderson Group PLC significantly increased its stake in Paycom Software, Inc. (NYSE:PAYC) by 467.2% in Q1, now holding 23,200 shares valued at $2.82 million. Paycom reported strong Q2 earnings, exceeding analyst estimates with $531.2 million in revenue and $2.78 EPS, driven by automation and AI, and subsequently raised its 2026 outlook. Despite mixed analyst sentiment with a consensus "Hold" rating, several firms have raised their price targets for PAYC.
Paycom Software Q2 Earnings Call Highlights
Paycom Software exceeded Q2 expectations with a 10% revenue increase to $531 million and a 20% rise in GAAP net income. The company raised its full-year 2026 revenue and adjusted EBITDA outlook, citing broad-based revenue strength, growing demand for automation, and improving operating efficiency. Paycom also repurchased approximately 2.6 million shares and approved a quarterly dividend, while expanding its product offerings with new automation and AI-driven solutions like Asset Management and Project Arc.
Paycom Software Q2 Earnings Call Highlights
Paycom Software (PAYC) reported strong second-quarter results, surpassing expectations with a 10% year-over-year revenue increase to $531 million and a 20% rise in GAAP net income. The company raised its full-year 2026 revenue and adjusted EBITDA outlook, projecting total revenue between $2.197 billion and $2.212 billion, driven by automation demand and improving operating efficiency. Paycom also highlighted new product releases focusing on AI and automation, such as a career and succession planning solution and Asset Management, expanding its market reach.
EPAM Systems, Inc. (EPAM) Stock Forecasts
EPAM Systems, Inc. (EPAM) reported earnings, with softness in North America and the software sector overshadowing the company's cost discipline. EPAM is a global IT services firm specializing in platform engineering, software development, and consulting services. The company has diversified its delivery locations after previously having large engineering bases in Ukraine, Belarus, and Russia.
Fair Isaac Corporation (FICO) Stock Forecasts
This article provides a stock forecast for Fair Isaac Corporation (FICO), detailing a lowered target price of $1,174.00 by Argus on August 5, 2026. FICO, founded in 1956, is recognized for its widely used FICO credit scores. The report encourages upgrading to premium for full access to research and insights.
Paylocity Holding Corporation (PCTY) Stock Forecasts
Morningstar has raised its fair value estimate for Paylocity Holding Corporation (PCTY) to $150, citing new customer growth that drove above-expectations performance. Paylocity offers cloud-based human capital management solutions, including payroll, compliance, and HR management, and has expanded to unify back-office operations across HR, finance, and IT on a single platform. The current price of PCTY is $150.42.
Paycom stock delivers 71% return after Fair Value signal
Paycom Software, Inc. (NYSE:PAYC) achieved a 70.82% return over the past six months, validating InvestingPro’s Fair Value analysis which had identified the stock as significantly undervalued in late February 2026. This performance demonstrates the effectiveness of their multi-methodology valuation approach in identifying intrinsic worth and profitable entry points. The stock's rally was further fueled by strong Q2 2026 earnings, leading to analyst upgrades and a new Fair Value estimate of $292, suggesting further upside.
Paycom Software, Inc. $PAYC Position Boosted by Reinhart Partners LLC.
Reinhart Partners LLC significantly increased its stake in Paycom Software, Inc. (NYSE:PAYC) by 20.1% in the second quarter, bringing its total holding to 1.22 million shares valued at approximately $153.3 million. This increase follows Paycom's better-than-expected second-quarter results, with revenue up 9.8% to $531.2 million and non-GAAP EPS of $2.78, leading management to raise its 2026 outlook. Despite several price target increases from analysts, the consensus rating for PAYC remains "Hold" with an average target price below its current trading level, indicating mixed sentiment.
Market Wrap: Stocks Up 3.7%, Led by Technology
The Morningstar US Total Market Index gained 3.69% for the week ending August 7, primarily driven by strong performance in the technology sector, which rose 7.30%. Software companies Atlassian and Palantir Technologies were among the top stock gainers, while companies like Cogent Communications and TripAdvisor were among the biggest losers. The report also detailed changes in bond yields, commodity prices, and listed upcoming economic events.
Paycom Software, Inc. (PAYC) Stock Forecasts
Paycom Software, Inc. (PAYC) has received an updated stock forecast from Morningstar, increasing its fair value estimate to $170 from $144. The report, published on August 6, 2026, highlights that automation efficiencies are bolstering Paycom's profitability outlook. Paycom is a cloud-based human capital management provider specializing in payroll, compliance, and HR management solutions delivered via a unified, modular platform.
Five9, Inc. (FIVN) Stock forecasts
Five9, Inc. (FIVN) offers cloud-native contact center software through its Intelligent CX platform, combining telephony, omnichannel engagement, and various modules into a cloud-based contact-center-as-a-service. The company recently achieved a significant customer win and continues to see AI driving revenue acceleration. Morningstar rated the stock at a current price of $33.99, noting its economic moat and stewardship.
United Rentals Stock Rides A 6-Day Winning Streak To A 10% Gain
United Rentals (
CELZ Stock Surges As New Diabetes Patent Fuels Momentum
Creative Medical Technology Holdings Inc. (CELZ) stock surged over 22% after receiving a USPTO Notice of Allowance for a new patent covering exosome-based immunotherapy for Type 1 diabetes, strengthening its MyeloCelz platform. While this patent boosts the company's intellectual property and potential for future partnerships, it does not include new clinical data or regulatory approvals. The company's financials show minimal revenue and significant losses, indicating it remains an early-stage, high-risk clinical story driven by speculative trading momentum.
PAYCOM SOFTWARE, INC. : MIZUHO RAISES TARGET PRICE TO $160 FROM $130
Mizuho has increased its price target for Paycom Software Inc. (NYSE: PAYC) to $160 from the previous $130, while maintaining a neutral rating on the stock. This adjustment reflects an updated valuation by the firm.
PAYC Q2 Earnings Call Centers on Automation and Raised Outlook (Revised)
Paycom Software, Inc. (PAYC) reported strong Q2 2026 earnings, exceeding expectations with non-GAAP earnings of $2.78 per share and revenues of $531.2 million. The company raised its full-year revenue and adjusted EBITDA outlook, attributing the success to automation, broad-based growth, and strategic investments in AI. PAYC also emphasized its expanding product footprint, increased sales capacity, and significant capital returns through share repurchases.
PAYC Q2 Earnings Call Centers on Automation and Raised Outlook (Revised)
Paycom Software, Inc. (PAYC) reported strong second-quarter 2026 results, exceeding revenue and earnings expectations, leading management to raise its full-year outlook. The company highlighted automation as a key driver of client value and internal efficiency, with CEO Chad Richison noting significant savings from AI infrastructure investments. PAYC is also expanding its product footprint and sales capacity, while actively returning capital to shareholders through share repurchases.
Align Technology, Inc. (ALGN) Stock forecasts
Align Technology (ALGN) is the leading manufacturer of clear aligners, with its Invisalign product dominating over 90% of the market since its 1998 FDA approval. The company recently reported mixed earnings, where better-than-expected case volume was offset by weak scanner sales. The stock currently trades at $169.78.
MEXC to List HTZ and CAVA Stock Futures With 0-Fee Trading on Aug 7
MEXC announced it will list HTZ (Hertz Global Holdings Inc) and CAVA (CAVA Group, Inc.) Stock Futures on its Futures market starting August 7, 2026, at 06:40 (UTC). These new listings offer 20x max leverage with cross & isolated margin modes and will have 0 trading fees for a limited time for select users. The article provides company descriptions for both HTZ and CAVA, along with important notes regarding corporate actions, circuit breakers, and regional availability of these products.
Fair Isaac Corporation (FICO) Stock forecasts
Argus has raised its target price for Fair Isaac Corporation (FICO) to $1,499.00, noting that the company is a leading applied analytics firm primarily known for its widely used FICO credit scores. FICO was founded in 1956 and currently has a price of $1037.64. The report was published on July 29, 2026.
How Tactical Buyers Should Play Costco Today
This article advises tactical buyers to wait for a pullback in Costco's stock (COST) to the $820-$860 range for a better entry point, despite strong fundamentals. While Costco shows accelerating comparable sales and high membership renewal rates, its current valuation (trailing P/E of 48) leaves little room for error. The author suggests patience would improve the risk-reward profile, potentially aligning with the stock's five-year average forward P/E.
Analysts’ Top Technology Picks: Paycom (PAYC), Array Technologies (ARRY)
Three analysts have issued bullish sentiments on technology stocks Paycom (PAYC), Array Technologies (ARRY), and Digital Turbine (APPS). Jared Levine of TD Cowen maintained a Buy rating for Paycom with a $244.00 price target, while Jeff Osborne of TD Cowen also maintained a Buy for Array Technologies with a $12.00 target. Rohit Kulkarni from Roth MKM maintained a Buy rating for Digital Turbine, setting a price target of $17.50.
Paycom Software Inc. stock outperforms competitors on strong trading day
Paycom Software Inc. (PAYC) saw its stock surge by 23.55% to $215.97 on a generally down day for the market, outperforming the S&P 500 and Dow Jones Industrial Average. Despite the strong performance, the stock closed 13.25% below its 52-week high. This gain occurred while the broader market indices experienced declines.
12 Industrials Stocks Moving In Wednesday's After-Market Session
This article details the after-market performance of 12 industrial stocks on Wednesday, categorizing them as gainers or losers. It highlights companies like Forward Air and Paycom Software seeing increases following Q2 earnings reports, while Fluence Energy and Onterris experienced declines, also after releasing their latest quarterly results. The market cap and percentage change for each stock are provided.
Paycom Stock Jumps After Q2 Earnings Beat And Guidance Hike
Paycom Software Inc. (PAYC) saw its stock jump by over 23% after reporting strong Q2 2026 earnings that beat Wall Street expectations for both earnings and revenue. The company also raised its full-year 2026 revenue and adjusted EBITDA guidance, signaling confidence in continued growth. This performance, coupled with a maintained quarterly dividend and a new Asset Management tool, has attracted significant attention from traders.
