Paycom Software Inc. stock outperforms competitors despite losses on the day
Shares of Paycom Software Inc. (PAYC) decreased by 4.98% to $114.71 on Friday, marking its second consecutive day of losses. Despite this, the stock underperformed the broader market, as the S&P 500 Index (SPX) rose by 0.69% and the Dow Jones Industrial Average (DJIA) increased by 0.47%. The article highlights PAYC's daily performance against a generally favorable market session.
Paychex Stock & Service: Is This Payroll Giant Still Worth Your Money?
This article examines Paychex (PAYX), a payroll, HR, and benefits platform, to determine its value for both businesses and investors. It explores Paychex's services for small to mid-sized US businesses, highlighting its strengths in compliance and support, while also discussing its competition and user feedback. The piece concludes that Paychex is a reliable, dividend-paying stock for long-term investors and a solid, if not always flashy, provider for businesses prioritizing compliance and support.
Reassessing ADP (ADP) After A 29% One-Year Share Price Decline
Automatic Data Processing (ADP) has experienced a 29.1% share price decline over the last year, prompting a reassessment of its valuation. Despite this, Simply Wall St's analysis, using a Discounted Cash Flow (DCF) model and Price vs. Earnings (P/E) ratio, suggests ADP is currently undervalued. The DCF model estimates a 50.5% undervaluation with a fair value of $439.09 per share, while its P/E ratio of 20.65x is below its estimated Fair Ratio of 30.02x, indicating further undervaluation.
Paycom Software, Inc. Appoints Shane Hadlock, as President, Effective from February 18, 2026
Paycom Software, Inc. has announced the appointment of Shane Hadlock as President, effective February 18, 2026. Mr. Hadlock will also retain his title of Chief Client Officer and serve as the company's sole principal operating officer, with Randy Peck reporting to him. This promotion follows Hadlock's extensive tenure at Paycom, including roles as Chief Client Officer and Chief Technology Officer, and over 30 years of experience in technology.
TriNet Group (TNET) Leads Mid-Cap Industrials with Lowest RSI
TriNet Group (TNET) has the lowest Relative Strength Index (RSI) of 27 among mid-cap industrial stocks, indicating potential undervaluation. Despite a mixed financial performance including a low Altman Z-Score and insider selling, the company's valuation metrics suggest it is trading near historical lows. High institutional ownership and analyst target prices indicate potential upside for investors.
Paycom Software Inc (PAYC) Trading Down 3.88% on Feb 19
Paycom Software Inc (PAYC) experienced a 3.88% drop in mid-day trading on February 19, with its stock price falling to $119.41. Despite this decline, analysts project an average target price of $156.82, implying a 31.34% upside, and the stock holds an "Outperform" recommendation from brokerage firms. GuruFocus estimates a one-year fair value of $262.41, suggesting a potential upside of nearly 120%.
Paycom Software (PAYC) Appoints Shane Hadlock as New President
Paycom Software (PAYC) has appointed Shane Hadlock as its new President and Chief Client Officer, effective February 18, 2026. Hadlock, who has been with Paycom for nearly 14 years and possesses over 30 years of technology experience, will now serve as the company's sole principal operating officer. This strategic leadership change aims to strengthen Paycom's executive team and align with market demands, with Chad Richison continuing as CEO and Chairman.
Paycom Elevates Shane Hadlock to President and CCO
Paycom has promoted Shane Hadlock to President and Chief Client Officer, making him the sole principal operating officer and increasing his base salary to $700,000. This move reflects Paycom's focus on client-centric operations and its automation strategy, with Hadlock overseeing client-focused and operational aspects. The company's board also amended bylaws to redefine the president's role and broaden the definition of principal competitors, enhancing governance flexibility.
Paycom promotes Shane Hadlock to president, effective immediately
Paycom Software, Inc. has promoted Shane Hadlock to President and Chief Client Officer, effective immediately. Hadlock will oversee strategic operations and the company's automation strategy, bringing nearly 14 years of experience at Paycom and previous leadership roles at Hertz. This announcement follows recent news of Paycom's 2026 revenue guidance falling short of market expectations, leading to adjusted price targets from several analyst firms.
Paycom Promotes Shane Hadlock to President
Paycom Software, Inc. has announced the promotion of Shane Hadlock to president and chief client officer, effective immediately. Hadlock will oversee strategic operations, cross-functional alignment, and Paycom's full-solution automation strategy, leveraging nearly 14 years of experience within the company. CEO Chad Richison highlighted Hadlock's role in driving client outcomes and operational excellence, while Hadlock expressed enthusiasm for continuing Paycom's mission of innovation and automation.
New president at Paycom (NYSE: PAYC) as Shane Hadlock takes role
Paycom Software, Inc. announced the appointment of Shane Hadlock as its new President and Chief Client Officer, effective immediately. He will serve as the sole principal operating officer, with his annual base salary increased to $700,000. Additionally, Paycom updated its bylaws to clarify the President's role and revise the definition of "Principal Competitor."
Paycom Promotes Shane Hadlock to President
Paycom Software, Inc. has promoted Shane Hadlock to President and Chief Client Officer. Hadlock will oversee strategic operations, cross-functional alignment, and the company's full-solution automation strategy. He brings nearly 14 years of experience at Paycom, along with previous leadership roles at Hertz, to his new position.
Paycom Promotes Shane Hadlock to President
Paycom Software, Inc. has promoted Shane Hadlock to President, where he will also retain his role as chief client officer. In this new capacity, Hadlock will oversee the company's strategic operations, cross-functional alignment, and the execution of its full-solution automation strategy. Chad Richison, Paycom founder and CEO, highlighted Hadlock's instrumental role in driving meaningful outcomes for clients and his strong leadership in operational excellence, attributing Paycom's long-term growth to his ability to unify teams and strengthen processes.
Paycom promotes Shane Hadlock to president, effective immediately By Investing.com
Paycom Software, a provider of cloud-based human capital management software, has appointed Shane Hadlock as president and chief client officer, effective immediately. Hadlock will oversee strategic operations and the company's automation strategy, bringing nearly 14 years of experience at Paycom to this role. This announcement comes amid recent stock declines and adjusted analyst price targets following the company's 2026 revenue guidance.
The PEPM Death Spiral: How AI Automation is Cannibalizing the Human Capital Management Sector
The Human Capital Management (HCM) software sector is experiencing a "Productivity Paradox" due to AI automation, which is reducing the need for human HR managers and eroding the traditional per-employee-per-month (PEPM) revenue model. This shift has led to stagnating subscriber growth, stock sell-offs, and a pivot towards outcome-based and consumption-based pricing models as companies like Paycom, Workday, and Paylocity adapt to the "AI-first" hiring philosophy. The crisis suggests a broader challenge for the SaaS industry, forcing a re-evaluation of value from headcount to AI-driven outcomes.
The Top 5 Analyst Questions From Paycom's Q4 Earnings Call
Paycom's Q4 results met revenue and non-GAAP profit expectations, but shares fell due to declining operating margins and concerns about slower growth despite product success. Analysts focused on understanding the drivers behind future growth, the impact of sales execution, and retention assumptions. The company emphasized new client acquisitions and investments in sales capacity as key growth factors.
Analysts Are Bullish on These Technology Stocks: Powerfleet (AIOT), Rigetti Computing (RGTI)
The article highlights bullish sentiments from financial analysts regarding technology stocks Powerfleet (AIOT) and Rigetti Computing (RGTI), as well as Porch Group (PRCH). Analysts from Barrington, Wedbush, and B. Riley Securities have maintained Buy ratings on these companies, citing significant upside potential based on their target prices. The report details specific price targets, analyst ratings, and success rates for each stock.
The Bull Case For Paycom Software (PAYC) Could Change Following Softer 2026 Guidance And AI Adoption Trends
Paycom Software's investment narrative is shifting due to softer 2026 revenue guidance of 6-7% growth, despite strong Q4 2025 results and increased AI adoption. While profit margins are improving, the tempered outlook raises questions about the previously anticipated rapid acceleration from AI tools like IWant™. Investors should re-evaluate their expectations for growth, moving towards efficiency and client stickiness rather than high-speed expansion.
The Truth About Paycom Software Inc.: Is This HR Tech Stock a Silent Wreck or a Comeback Story?
This article examines Paycom Software Inc., an HR tech stock that has seen significant volatility, moving from a market darling to experiencing a substantial price drop. It explores whether the current lower valuation presents a value opportunity or if it's a warning sign, analyzing the company's product, growth story, and competition. The piece concludes by advising potential investors to conduct thorough research, understand the company's long-term prospects, and consider their own risk tolerance before investing.
Analysts’ Opinions Are Mixed on These Technology Stocks: Interlink Electronics (LINK) and Paycom (PAYC)
This article summarizes analyst opinions on two technology stocks: Interlink Electronics (LINK) and Paycom (PAYC). Mark Murphy from J.P. Morgan maintained a Hold rating for Paycom with a $140 price target, while the consensus for Paycom is a Moderate Buy with a $148.21 target. The article also notes that TipRanks – Anthropic downgraded Paycom to Hold recently.
Paycom Is a Leading Human Capital Management Software Provider
Paycom is identified as a leading provider of human capital management (HCM) software, offering a unified record system for payroll and human resources. Their solutions encompass various categories, including payroll, talent acquisition, talent management, HR management, and time and labor. A recent analyst note suggests a potential slowdown in revenue growth for 2026 based on their latest earnings outlook.
Citigroup Has Lowered Expectations for Paycom Software (NYSE:PAYC) Stock Price
Citigroup lowered its price target for Paycom Software (NYSE:PAYC) from $185 to $128, maintaining a "neutral" rating, following multiple firms trimming targets after the company's weak 2026 revenue guidance. Although Paycom slightly beat Q4 estimates, its cautious outlook for the current year triggered a selloff, pushing the stock near 52-week lows. Despite these concerns, a study highlighted strong ROI from Paycom's AI product "IWant," and high institutional ownership may contribute to long-term stability.
Paycom Software FY 2025 Margin Compression Tests Bullish Long Term Narratives
Paycom Software (PAYC) reported FY 2025 revenues of US$544.3 million and a basic EPS of US$2.07 for Q4, with full-year revenues of US$2.1 billion and basic EPS of US$8.13. The company experienced margin compression, with net margins decreasing from 26.7% to 22.1% year-over-year. This has led to debates between bullish and bearish investors regarding the company's long-term growth prospects, with some citing AI tools and market penetration as drivers for future growth, while others focus on the recent earnings trend and valuation.
Insperity PEO Review and Pricing in 2026
Insperity offers comprehensive HR solutions for small and midsize businesses (SMBs), providing both PEO (co-employment) and HRO (HR outsourcing) models. The service excels in payroll processing, benefits administration, risk management, and extensive employee training resources, helping SMBs scale and reduce employee turnover. While it has a five-employee minimum for PEO services and doesn't list pricing online, its flexible contract structure and dedicated support team make it a top choice, earning an editor's rating of 9.5/10.
Are Wall Street Analysts Predicting Paycom Software Stock Will Climb or Sink?
Paycom Software (PAYC) has underperformed the broader market, with its stock declining 42.2% over the past 52 weeks and 24.9% year-to-date. The company's recent Q4 2025 earnings showed revenue and EPS in line with expectations, but a miss on full-year revenue guidance and indications of slowing demand led to a nearly 5% stock drop. Despite a consensus "Moderate Buy" rating from analysts, one analyst from Jefferies recently lowered the price target due to concerns about the company's future performance.
ADP Award And US$6b Buyback Contrast With Recent Sentiment Signals
Automatic Data Processing (ADP) recently received Software Finder's Excellence Award and authorized a new US$6 billion share repurchase program. These positive developments are presented amid mixed analyst views and recent insider selling. The article suggests investors monitor how these contrasting signals, including strong brand recognition, capital returns, analyst caution, and insider sales, might affect ADP's future performance.
Is Reynolds Consumer Products (NASDAQ:REYN) Shaping The Future of Nasdaq 100 ETF
Reynolds Consumer Products (REYN) is highlighted as a leader in the consumer goods sector, demonstrating strong financial performance and product innovation. The article suggests its market prominence and stability make it relevant for discussions regarding the Nasdaq 100 ETF. To access the full article content, readers are prompted to log in or create an account.
Paycom Is a Leading Human Capital Management Software Provider
Paycom is a human capital management (HCM) software provider specializing in unified record systems for payroll and HR. The company targets organizations with 50 to 10,000 employees, offering solutions in payroll, talent acquisition, talent management, HR management, and time and labor. A recent analyst note suggests a possible slowdown in revenue growth for 2026.
PAYC Stock Price, Forecast & Analysis | PAYCOM SOFTWARE INC (NYSE:PAYC)
This article provides a detailed analysis of Paycom Software Inc. (NYSE: PAYC) including its stock price performance, technical and fundamental ratings, financial highlights, and analyst forecasts. PAYC currently trades at $125.31, with analysts projecting a 61.27% increase to an average price target of $202.09. The company receives a strong fundamental rating of 7/10 from ChartMill, recognized for its profitability and financial health.
Jefferies Adjusts Paycom Software (PAYC) Price Target to $130
Jefferies has maintained a "Hold" rating on Paycom Software (PAYC) but significantly lowered its price target to $130 from $190, a 31.58% reduction. This adjustment follows similar price target reductions by other analysts, reflecting a cautious outlook for the company, which provides human capital management software-as-a-service primarily to midsize U.S. businesses. Despite these adjustments, the average target price from 17 analysts suggests a 41.42% upside from the current price, with GuruFocus estimating a 129.79% upside based on its GF Value.
Jefferies Financial Group Lowers Paycom Software (NYSE:PAYC) Price Target to $130.00
Jefferies Financial Group has re-evaluated Paycom Software (NYSE:PAYC), lowering its price target to $130 from $190 while maintaining a "hold" rating, citing cautious sentiment despite a slight EPS beat in Q4. This adjustment comes amidst a recent revenue miss and a weak FY-2026 revenue outlook that has led to several analyst downgrades and a decline in share value. The stock is currently trading around $119.46, with other firms also adjusting their targets, reflecting increased near-term volatility.
JPMorgan Cuts Paycom Software Price Target to $140 From $220
JPMorgan has reduced its price target for Paycom Software (PAYC) to $140 from $220. This adjustment follows a trend of several other financial institutions, including Deutsche Bank, BTIG Research, Barclays, BMO Capital, Jefferies, Stifel, Cantor Fitzgerald, Citigroup, Mizuho, Guggenheim, TD Cowen, KeyBanc, and Baird, also lowering their price targets for the company. The widespread revisions come after Paycom Software's Q4 2025 earnings report and their forecast for weak 2026 revenue.
New Study Finds Paycom’s IWant Has Delivered Significant ROI
A new study commissioned by Paycom Software, Inc. and conducted by Forrester Consulting reveals that Paycom's IWant™ AI engine delivers significant return on investment (ROI) for clients, projected at up to 431% over three years. The study highlights IWant's effectiveness in saving thousands of hours annually for managers, executives, and employees by streamlining access to workforce information. This efficiency gain contributes to better decision-making and empowers employees, making HR processes more accessible.
Form DEF 14A CIENA CORP For: Mar 26
This DEF 14A filing from CIENA CORP outlines the company's proxy statement for its Annual Meeting on March 26, 2026. Key items for stockholder vote include the election of three Class II Directors, the ratification of PricewaterhouseCoopers LLP as the independent auditor, and an advisory vote on named executive officer compensation. The document also details Ciena's strong fiscal 2025 performance, corporate governance practices, executive compensation philosophy, and sustainability efforts.
Paycom Software (NYSE:PAYC) Shares Gap Down After Analyst Downgrade
Paycom Software (NYSE:PAYC) experienced a significant gap down in its share price following an analyst downgrade from KeyCorp, which cut its price target from $250 to $195. The company's Q4 earnings narrowly beat EPS estimates but missed revenue expectations and provided weak FY-2026 revenue guidance, leading to multiple analyst downgrades and the stock hitting a 52-week low. Despite some positive sentiment like a declared quarterly dividend, the overall analyst consensus remains a "Hold" with an average target price of $188.
Paycom Software (NYSE:PAYC) Given New $195.00 Price Target at KeyCorp
KeyCorp reduced its price target for Paycom Software (NYSE:PAYC) to $195.00 from $250.00 but maintained an "overweight" rating, suggesting a significant upside. This follows several other analysts lowering their price targets after Paycom's Q4 earnings, which slightly beat EPS estimates but missed revenue expectations and provided weak guidance for FY2026. Despite the target cuts, the company reported positive Q4 EPS growth and declared a quarterly dividend, while institutional investors have adjusted their positions.
Paycom's Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
Paycom Software, Inc. (PAYC) reported better-than-expected financial results for the fourth quarter of 2025, with both earnings per share and revenues exceeding Zacks Consensus Estimates. The company's non-GAAP earnings rose 5.6% year over year to $2.45 per share, and revenues increased 10.2% to $544.3 million, driven by strong sales, international expansion, and AI integration. Paycom also provided its revenue and adjusted EBITDA guidance for 2026, forecasting continued growth.
New Study Finds Paycom’s IWant Has Delivered Significant ROI
A new study commissioned by Paycom and conducted by Forrester Consulting has revealed that Paycom's IWant™ AI engine delivers significant return on investment. The study projected a three-year ROI of up to 431% for a composite organization, highlighting substantial savings in manager and employee hours. This demonstrates IWant's impact on streamlining workflows, enhancing decision-making, and improving overall organizational efficiency across various levels.
New Study Finds Paycom’s IWant Has Delivered Significant ROI
A new study commissioned by Paycom and conducted by Forrester Consulting reveals that Paycom’s IWant, an AI engine for human capital management, delivers significant return on investment. The study projected a three-year ROI of up to 431% for a composite organization, highlighting substantial savings in manager, executive leadership, and employee hours. This demonstrates IWant's impact on organizational efficiency and financial benefits across various industries.
Paycom Software, Inc. (NYSE:PAYC) Q4 2025 Earnings Call Transcript
Paycom Software, Inc. (NYSE:PAYC) reported its Q4 and full-year 2025 earnings, missing EPS expectations ($2.07 reported vs. $2.44 expected) but achieving strong revenue growth and record adjusted EBITDA margins. The company highlighted its focus on full solution automation, client ROI, and world-class service, which led to an increased annual revenue retention rate of 91% and significant productivity gains for clients using their AI-driven products like IWant. Despite a strong performance in 2025, Paycom provided a more conservative growth outlook for 2026, aiming for 6-7% total revenue growth, while emphasizing opportunities in new logo acquisition and continued technological advancement in automation.
Rollins Posts Downbeat Results, Joins Paycom Software, Cisco, Applovin And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
Rollins Inc. reported weaker-than-expected quarterly financial results, causing its shares to drop sharply in pre-market trading. Several other major companies, including Paycom Software, Cisco, AppLovin, and Inspire Medical Systems, also saw their stock prices decline following their respective earnings reports or financial guidance. This collective downturn indicates a challenging pre-market session for these big stocks.
Is ADP’s (ADP) New HR Award And Data Focus Quietly Reframing Its Competitive Moat?
ADP Inc. has been recognized with an Excellence Award for its HR software performance and customer satisfaction, coinciding with increased attention on its National Employment Report Pulse. This dual focus highlights ADP's role as both a leading HR platform and a significant employment data source. While these achievements bolster brand credibility and operational strength, investors are still urged to consider rising competition in HR tech and potential pricing pressures, despite ADP's strong cash generation and dividend increases.
TD Cowen Adjusts Price Target on Paycom Software to $137 From $184, Maintains Buy Rating
TD Cowen has adjusted its price target for Paycom Software (PAYC) to $137, down from $184, while continuing to maintain a Buy rating on the stock. This update comes amidst a series of downward revisions by various financial institutions for Paycom Software's price target, following the company's Q4 2025 earnings and 2026 revenue guidance. Despite these reductions, TD Cowen's Buy rating suggests continued confidence in the company's long-term prospects.
Paycom (PAYC) Q4 2025 Earnings Call Transcript
Paycom Software (PAYC) reported strong Q4 and full-year 2025 results, exceeding initial revenue and profit outlooks, driven by operational gains, automation, and cost discipline. While the 2026 revenue guidance indicates a moderation in growth rates, management emphasized investments in AI, automation, and sales expansion as key priorities. Client retention improved to 91%, and the company continues to focus on new logo additions and cross-sell opportunities within a substantial addressable market.
Paycom Software Issues Below-Expectations 2026 Revenue Forecast | Market Update - News and Statistics
Paycom Software has forecasted its 2026 revenue to be between $2.18 billion and $2.20 billion, falling below Wall Street's average analyst estimate of $2.23 billion. The company attributes this conservative outlook to macroeconomic challenges, including businesses delaying HR and payroll software purchases due to tighter budgets and potential slowdowns in hiring among its core small-to-medium business client base. Following the announcement, Paycom's shares dropped over 7% in extended trading, despite the company exceeding analyst revenue estimates for the quarter ending December 31 ($544.3 million vs. $543 million).
Paycom (PAYC) Q4 2025 Earnings Call Transcript
Paycom Software (PAYC) reported strong Q4 and full-year 2025 results, exceeding initial outlooks with total revenue of $544 million and $2.05 billion respectively. Despite a slightly more cautious 2026 revenue growth guidance (6-7% total, 7-8% recurring), management emphasized that this reflects guidance discipline rather than weakening demand. Key strategic priorities include investments in automation and AI, sales force expansion, improving client retention (up to 91% in 2025), and capitalizing on new logo additions in a perceived underserved market.
Paycom Software Inc (NYSE:PAYC) Stock Falls on Cautious 2026 Revenue Outlook Despite In-Line Q4
Paycom Software Inc (NYSE:PAYC) reported in-line Q4 2025 results but saw its stock fall in after-hours trading due to a cautious 2026 revenue outlook that was below analyst expectations. While the company achieved 10.2% revenue growth in Q4 and 9% for the full year 2025, its forecast of $2.175 billion to $2.195 billion for 2026 implies slower growth than the Street anticipated. Despite solid fundamentals, including high retention and a debt-free balance sheet, investors reacted negatively to the projected deceleration in growth.
Paycom's (NYSE:PAYC) Q4 CY2025 Earnings Results: Revenue In Line With Expectations But Stock Drops
Paycom (NYSE:PAYC) reported Q4 CY2025 earnings, with revenue meeting Wall Street expectations at $544.3 million, a 10.2% year-on-year increase. However, the company's full-year revenue guidance for 2026 came in 1.9% below analyst estimates, and the stock dropped following the announcement. Despite beating EBITDA expectations, the forward guidance suggests a potential slowdown in demand.
Paycom Q4 Earnings: Net Income $113.8M, Revenue Tops Forecasts | 2025 Results - News and Statistics
Paycom Software Inc. announced its financial results for the fourth quarter and full year, surpassing analyst expectations. The company reported a net income of $113.8 million for Q4 and annual revenue of $2.05 billion. Paycom also provided revenue guidance for the upcoming year, projecting $2.17 billion to $2.19 billion.
Paycom: Q4 Earnings Snapshot
Paycom Software Inc. (PAYC) reported strong fourth-quarter earnings, with net income of $113.8 million and adjusted earnings of $2.45 per share, exceeding analyst expectations. The company also surpassed revenue forecasts, posting $544.3 million for the quarter. For the full year, Paycom achieved a profit of $453.4 million on revenues of $2.05 billion and projects 2026 full-year revenue to be between $2.17 billion and $2.19 billion.
