Paylocity Holding Corp (NASDAQ:PCTY) Fits the 'Affordable Growth' Investment Strategy
Paylocity Holding Corp (NASDAQ:PCTY) has been identified as a stock fitting the "Affordable Growth" (GARP) investment strategy due to its solid growth trajectory, reasonable valuation, and strong earnings. The company, operating in the cloud-based human capital management sector, exhibits sustained revenue and EPS growth, with analysts projecting continued expansion. Despite some noted concerns regarding financial stability with a lower Altman-Z score, its strong solvency measures and high profitability metrics support its appeal as an affordable growth opportunity.
Does Paylocity (PCTY) Pair Slower Growth Guidance With Buybacks To Redefine Its Long-Term Edge?
Paylocity (PCTY) recently reported Q2 fiscal 2026 results including higher revenue and net income, but issued slower revenue growth guidance for the full year. The company also completed a significant share repurchase program. Analysts note management's focus on AI-enhanced HR tools and expanded product modules, suggesting these factors, alongside buybacks, are redefining Paylocity's investment narrative despite a more moderate growth outlook.
Mizuho Remains Bullish on Paylocity Holding (PCTY) Post Earnings
Mizuho reiterated a Buy rating on Paylocity Holding Corporation (PCTY) with a $150 price target after the company reported strong fiscal Q2 2026 results, including significant revenue growth and improved cash flows. Despite some post-earnings price target adjustments from other firms like Baird and TD Cowen, the overall sentiment remains positive, recognizing Paylocity's robust performance in its cloud-based software solutions. The article also provides a disclaimer about its content and promotes an unrelated AI stock report.
Baird Cited Solid Margins and Free Cash Flow for Paylocity Holding Corporation (PCTY)
Baird, TD Cowen, and BMO Capital recently adjusted price targets for Paylocity Holding Corporation (PCTY), with all maintaining Outperform or Buy ratings. Analysts highlighted PCTY's solid Q2 performance, strong competitive position, AI-driven advantages, and progress in margins and free cash flow, despite some recurring growth being lighter than expected. Paylocity also released a revised fiscal year 2026 forecast, projecting significant revenue growth and adjusted EBITDA.
Baird Cited Solid Margins and Free Cash Flow for Paylocity Holding Corporation (PCTY)
Baird and other firms lowered their price targets for Paylocity Holding Corporation (PCTY) despite the company's solid Q2 performance and strong margins and free cash flow. Paylocity has been recognized for its competitive position, AI-driven advantages, and efforts in expanding its product suite and scaling profits amidst an industry slowdown. The company also released a revised forecast for fiscal year 2026, projecting revenue growth and adjusted EBITDA figures.
Mizuho Remains Bullish on Paylocity Holding (PCTY) Post Earnings
Mizuho reiterated a Buy rating and $150 price target on Paylocity Holding Corporation (PCTY) after the company announced strong fiscal Q2 2026 financial results, including significant revenue growth and improved cash flow margins. Other firms like Baird and TD Cowen also adjusted their price targets while maintaining positive ratings, highlighting the company's progress and robust position in cloud-based software solutions. The article also touches upon the company's valuation and strategic outlook.
Baird Cited Solid Margins and Free Cash Flow for Paylocity Holding Corporation (PCTY)
Baird, TD Cowen, and BMO Capital lowered their price targets for Paylocity Holding Corporation (PCTY) but maintained Outperform/Buy ratings, citing solid margins, free cash flow, and Q2 performance. The company’s forecast for fiscal year 2026 anticipates recurring revenue between $1.62 billion and $1.63 billion, and adjusted EBITDA between $622.5 million and $630.5 million. Paylocity, a cloud-based payroll and HCM software provider, is recognized for its strong competitive position and AI-driven advantages despite a recent industry slowdown.
3 HCM Stocks to Consider After January's Strong U.S. Jobs Report
Following a strong January U.S. Jobs report, this article highlights three Human Capital Management (HCM) stocks—Workday (WDAY), Paylocity (PCTY), and Automatic Data Processing (ADP)—that may be attractive buy-the-dip opportunities. These stocks, having experienced a software selloff, are presented as potential rebound candidates in 2026 due to their current valuations and projected growth. The article details each company's financial outlook, stock performance, and reasons why they might appeal to investors.
Paylocity Holding Corp (PCTY) Shares Down 3.33% on Feb 11
Paylocity Holding Corp (PCTY) shares dropped by 3.33% on February 11th, reaching an intraday low of $109.00 before closing at $109.98. While this is significantly below its 52-week high, analysts forecast an average target price of $166.58, suggesting a 51.47% upside. GuruFocus's GF Value estimate of $240.32 further indicates a potential upside of 118.51%.
What You Can Learn From Paylocity Holding Corporation's (NASDAQ:PCTY) P/E After Its 25% Share Price Crash
Paylocity Holding Corporation experienced a 25% share price drop in the last month, contributing to a 47% decline over the past year. Despite this, its P/E ratio of 25.6x is still higher than half of U.S. companies. Analysts predict an 18% annual EPS growth for PCTY over the next three years, exceeding the market's 12% forecast, which helps justify its elevated P/E ratio.
Paylocity Holding Corp (PCTY) Trading 3.28% Higher on Feb 10
Paylocity Holding Corp (PCTY) shares rose 3.28% on February 10, closing at $115.86. Wall Street analysts have an average one-year price target of $168.04 for PCTY, suggesting a 45.04% upside, with a consensus "Outperform" rating. GuruFocus estimates a one-year fair value of $240.68, indicating an even larger potential upside.
Paylocity (PCTY) Loses 24.8% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
Paylocity (PCTY) has experienced a significant 24.8% decline in its stock price over the past four weeks. However, technical analysis using the Relative Strength Index (RSI) suggests the stock is now oversold, indicating a potential trend reversal. This is further supported by a 1% increase in consensus EPS estimates from Wall Street analysts and a Zacks Rank #2 (Buy), pointing towards a likely rebound.
BTIG lowers Paylocity stock price target to $150 on growth outlook
BTIG has lowered its price target for Paylocity Holding (NASDAQ:PCTY) to $150 from $180, while maintaining a Buy rating. This adjustment follows Paylocity's Q2 results, which exceeded revenue expectations, and an upward revision to its fiscal year 2026 revenue guidance. Another analyst, Citizens, also adjusted their price target downwards despite strong earnings.
Paylocity stock hits 52-week low at 122.75 USD By Investing.com
Paylocity Holding Corp. stock recently reached a new 52-week low of $122.75, reflecting a significant downturn over the past year. Despite a 40.07% decline in 12 months, InvestingPro analysis suggests the stock might be undervalued, highlighting strong gross profit margins and an oversold RSI. Recent Q2 2026 earnings surpassed expectations, with varied analyst ratings from Needham, BTIG, and Citizens, indicating mixed perspectives on its future performance.
Paylocity stock sinks 7% after Q2 report and outlook, as Wall Street trims targets
Paylocity stock fell 7% after its Q2 earnings report, despite raising its full-year outlook and highlighting strong cash generation. Analysts trimmed price targets due to concerns about "lackluster demand" in the HR and payroll software sector. The company reported a 10.4% increase in total revenue to $416.1 million and provided optimistic guidance for Q3 and fiscal year 2026, but Wall Street remained cautious, citing broader industry slowdowns.
Paylocity stock hits 52-week low at 122.75 USD
Paylocity Holding Corp. (PCTY) shares recently dropped to a 52-week low of $122.75, reflecting a significant decline of over 40% in the last year. Despite the stock downturn, analytical data suggests the company may be undervalued with strong fundamentals, including high gross profit margins and more cash than debt. Analysts have mixed price targets but generally maintain Buy or Market Outperform ratings, indicating an expectation of future recovery.
Stifel Lowers Paylocity Holding (PCTY) Price Target to $165
Stifel has reaffirmed its "Buy" rating for Paylocity Holding (PCTY) but has reduced the price target from $188 to $165, a 12.23% decrease, reflecting updated market conditions as of February 6, 2026. This adjustment follows several other analyst rating changes for PCTY in recent months. Paylocity, a cloud-based human capital management and payroll platform, has an average target price of $176.32 from 21 analysts, suggesting a 49.34% upside from its current price of $118.07.
Paylocity Holding Corp SEC 10-Q Report
Paylocity Holding Corp has released its Q3 10-Q report, demonstrating strong financial performance with a 10% year-over-year revenue increase to $416.1 million and a net income of $50.2 million. The company is actively investing in sales and marketing expansion, research and development, and has broadened its platform capabilities through the acquisition of Airbase Inc., reflecting its commitment to continued growth and market leadership.
Multiple Insiders Sold Paylocity Holding Shares Presenting Weak Signs For Investors
Multiple insiders at Paylocity Holding Corp. have sold shares over the past year, which could be a concerning sign for investors, although the sales occurred at a higher price than the current stock value. While there were no insider purchases, the company still boasts significant insider ownership at 20%, valued at US$1.3 billion. This suggests management's interests are aligned with shareholders, despite the recent selling activity.
PCTY Q4 Deep Dive: Product Expansion and Broker Channel Drive Guidance Upside
Paylocity (PCTY) reported Q4 CY2025 revenue and non-GAAP profit ahead of Wall Street expectations, with sales up 10.4% year-on-year. The company's guidance for the next quarter and the full year also surpassed analyst estimates, driven by product expansion, especially AI-powered HR tools, and strong performance in its broker channel. Despite the positive results, the market responded negatively to the news.
Demystifying Paylocity Holding: Insights From 6 Analyst Reviews
Over the past three months, six analysts have evaluated Paylocity Holding, resulting in diverse outlooks. The average 12-month price target for PCTY is $173.50, a 2.8% decrease from the previous average, with estimates ranging from $150.00 to $188.00. Paylocity Holding demonstrates strong financial health with positive revenue growth of 12.46%, an exceptional net margin of 11.76%, and efficient asset utilization, despite a market capitalization below industry benchmarks.
Needham reiterates Buy rating on Paylocity stock, citing solid results
Needham has reaffirmed its Buy rating and a $250.00 price target for Paylocity Holding (NASDAQ:PCTY) after the company's strong second-quarter results. The research firm noted revenue outperformance and robust gross profit margins, highlighting positive sales performance from new solutions and strategic investment in product development. Despite some analysts adjusting price targets downward, the overall sentiment remains cautiously positive, with the stock trading significantly below its fair value.
Paylocity Holding Corporation (NASDAQ:PCTY) Q2 2026 Earnings Call Transcript
Paylocity Holding Corporation (NASDAQ:PCTY) reported strong Q2 2026 financial results, exceeding revenue and adjusted EBITDA expectations, leading to increased fiscal year guidance. The company highlighted robust growth in recurring revenue, attributing success to a differentiated platform combining HCM, finance, and IT, enhanced AI capabilities, and strong sales and operational execution. Paylocity emphasized its consistent client retention and ongoing investments in product innovation and internal automation.
Paylocity Q2 2026 Earnings: Profit $50.2M, Revenue $416.1M | Fiscal Forecast - News and Statistics
Paylocity Holding Corp. (PCTY) reported robust financial results for its fiscal second quarter of 2026, exceeding Wall Street expectations. The company posted a profit of $50.2 million, or 92 cents per share, with adjusted earnings reaching $1.85 per share. Revenue for the period was $416.1 million, also surpassing analyst forecasts, and Paylocity provided an optimistic outlook for the current quarter and the full fiscal year.
Earnings call transcript: Paylocity Q2 2026 earnings beat expectations
Paylocity Holding Corp. (PCTY) reported strong Q2 2026 earnings, surpassing analyst expectations with an EPS of $0.92 and revenue of $416.1 million, reflecting 10% year-over-year growth. The company maintains a strong client retention rate and continues to invest in AI and product innovation, contributing to increased guidance for fiscal 2026. Despite a modest stock increase post-earnings, Paylocity projects continued revenue growth and improved profitability, driven by operational efficiency and strategic investments.
Paylocity Holding Corp (NASDAQ:PCTY) Beats Q2 Profit Estimates, Raises Full-Year Outlook
Paylocity Holding Corp (NASDAQ:PCTY) exceeded its Q2 2026 profit estimates and slightly surpassed revenue expectations, with non-GAAP EPS of $1.85 against an anticipated $1.69. Despite positive financial results and raised full-year guidance, the stock experienced a decline in after-hours trading. The company highlighted strong cash generation, aggressive capital return through share repurchases, and strategic execution in its latest earnings report.
Paylocity's (NASDAQ:PCTY) Q4 CY2025: Beats On Revenue
Paylocity (NASDAQ:PCTY) reported strong Q4 CY2025 results, exceeding Wall Street's revenue and profit expectations. The HR and payroll software provider saw a 10.4% year-on-year revenue increase and provided better-than-expected guidance for the next quarter and full year. Despite a slight dip in stock value immediately after the announcement, the company highlighted its continued momentum, operational execution, and investments in AI and automation.
Paylocity: Fiscal Second Quarter Earnings Overview
Paylocity Holding Corp. reported strong fiscal second-quarter results, surpassing analysts' expectations for both earnings per share and revenue. The company announced a net income of $50.2 million, with adjusted earnings of $1.85 per share against a consensus estimate of $1.57. Paylocity also provided optimistic revenue guidance for the upcoming quarter and the full fiscal year.
Earnings To Watch: Paylocity (PCTY) Reports Q4 Results Tomorrow
Paylocity (PCTY) is set to report its Q4 results after market close on Thursday. Analysts expect 8.4% year-on-year revenue growth to $408.6 million and adjusted earnings of $1.60 per share. The stock has outperformed expectations in the past but faces a sector-wide sell-off ahead of the announcement.
Paylocity, Qualys, 8x8, BlackLine, and AppLovin Shares Plummet, What You Need To Know
Shares of several technology companies, including Paylocity, Qualys, 8x8, BlackLine, and AppLovin, experienced significant drops in the afternoon trading session. This broad-based sell-off was attributed to investor fears about potential disruption from artificial intelligence, leading to a "basket-style reaction" across the market. Notably, a recent scathing report from a short-seller also alleged that AppLovin had ties to a global money laundering syndicate, further contributing to its stock's high volatility and year-to-year decline.
Paylocity stock hits 52-week low at $135.33 amid challenging year
Paylocity Holding Corp. (PCTY) stock has hit a new 52-week low of $135.33, reflecting a challenging year with significant declines. Despite this, InvestingPro analysis indicates potential undervaluation. Recent company news includes shareholder approval for equity plan amendments, an upgrade to "Buy" by Guggenheim, and increased price targets from TD Cowen and KeyBanc Capital Markets, suggesting some positive outlooks amid the volatility.
Cantor Fitzgerald reiterates Overweight rating on Paylocity stock By Investing.com
Cantor Fitzgerald has reiterated an Overweight rating and a $190.00 price target for Paylocity Holding (NASDAQ:PCTY), indicating a 43% upside from its current price. Despite industry headwinds like market saturation and intense competition, Paylocity has sustained 13.3% revenue growth and is expanding into Finance and IT. The firm also highlighted Paylocity's share repurchase program and potential market share gains from broker partners.
Paylocity Holding Corp (PCTY) Shares Gap Down to $132.84 on Jan 29
Shares of Paylocity Holding Corp (PCTY) gapped down 5.58% to $132.84 on January 29, reaching its 52-week low. Wall Street analysts have an average target price of $192.80 for PCTY, suggesting a 45.14% upside, with a consensus "Outperform" rating. GuruFocus estimates the fair value (GF Value) at $237.78, indicating a potential 79% upside.
Cantor Fitzgerald reiterates Overweight rating on Paylocity stock
Cantor Fitzgerald has reiterated an Overweight rating and a $190.00 price target for Paylocity Holding (NASDAQ:PCTY), indicating a 43% upside from its current price. Despite industry headwinds like market saturation and slowing employment, Paylocity maintains 13.3% revenue growth, expanded into Finance and IT, and continues a significant share repurchase program. Other analysts like Guggenheim, KeyBanc Capital Markets, and TD Cowen also maintain positive ratings, reflecting confidence in the company's growth and strategic initiatives.
Paylocity stock hits 52-week low at $135.33 amid challenging year
Paylocity Holding Corp. (PCTY) stock has hit a 52-week low at $135.33, reflecting a challenging year with significant declines of -31.78% over one year and -26.09% over six months. Despite the downturn, InvestingPro analysis suggests the stock may be undervalued. This comes amidst recent positive news including shareholder approval for equity plan amendments, analyst upgrades from Guggenheim and TD Cowen, and a reiterated Overweight rating from KeyBanc Capital Markets due to confidence in future growth and AI initiatives.
Sawgrass Asset Management LLC Takes Position in Paylocity Holding Corporation $PCTY
Sawgrass Asset Management LLC has acquired a new stake in Paylocity Holding Corporation (NASDAQ: PCTY), purchasing 57,486 shares valued at approximately $9.16 million. Analyst consensus rates Paylocity as a "Moderate Buy" with an average price target of $204.05, despite some recent price target trims. The company recently surpassed earnings estimates with an EPS of $1.75 and revenue of $408.17 million, representing a 12.5% year-over-year increase.
Is Renewed Bullish Coverage Around Paylocity’s (PCTY) Earnings Call Reframing Its Cloud HCM Moat?
Paylocity Holding Corporation (PCTY) is drawing renewed investor attention ahead of its Q2 fiscal 2026 earnings call on February 5, 2026, primarily due to recent bullish analyst coverage, including a 'Buy' rating from BTIG. This coverage re-emphasizes Paylocity's fundamentals and technical setup in cloud HCM despite its modest 8-9% revenue growth guidance and competitive pressures. The upcoming earnings call will be crucial for insights into management's strategy, competition, and adoption of new modules, helping investors reassess the company's risk and reward balance.
Paylocity Holding Corporation (NASDAQ:PCTY) Given Average Recommendation of "Moderate Buy" by Brokerages
Twenty-two brokerage firms have given Paylocity Holding Corporation (NASDAQ:PCTY) an average recommendation of "Moderate Buy," with a consensus one-year price target of $204.05. The company recently surpassed quarterly earnings and revenue estimates and is projected to achieve $4.36 EPS for the current year. Insider activity included a CFO stock sale, and institutional investors hold a significant portion of the company's shares.
Paylocity (PCTY) Backed by TD Cowen’s Positive View and Healthy Earnings Forecasts
TD Cowen analyst Jared Levine and Citi analyst Steve Enders both reiterated their "Buy" ratings for Paylocity Holding Corporation (PCTY). Levine increased his price target to $188, suggesting a 33% upside, while Enders raised his to $179, indicating a 26% upside. The positive outlook for the cloud-based HR and payroll solutions provider is based on revised forecasts, upcoming Q2 results, and broader revisions in the software segment.
Paylocity sets Q2 FY26 earnings call for Feb. 5 | PCTY Stock News
Paylocity (NASDAQ: PCTY) has scheduled its second-quarter fiscal 2026 earnings conference call for Thursday, February 5, 2026, at 4:00 PM CT (5:00 PM ET). A live webcast will be available on the company’s Investor Relations website, and a press release with the results will be issued in advance. Paylocity, headquartered in Schaumburg, IL, provides cloud-based HR, finance, and IT solutions.
Paylocity Holding Corp (NASDAQ:PCTY) Presents a Compelling Mix of Fundamental Strength and Technical Setup
Paylocity Holding Corp (NASDAQ:PCTY) is highlighted as an attractive investment due to its strong fundamental health, including high profitability and consistent growth in a cloud-based HCM and payroll software market. Despite a recent downtrend, technical analysis indicates stabilization and a potential upward move, marked by a "Pocket Pivot" signal and a resistance level that, if broken, could signal a new rising phase. While its valuation is moderate, the combination of sound financials and a positive technical setup suggests a compelling risk-reward balance for growth investors.
Barclays Lowers Price Target for Paylocity Holding (PCTY) | PCTY Stock News
Barclays analyst Raimo Lenschow has lowered the price target for Paylocity Holding (PCTY) from $175.00 to $164.00 but maintained an "Equal-Weight" rating. This adjustment comes amidst other recent analyst rating changes, with several firms maintaining or raising their price targets for the cloud-based human capital management company. The average target price from 21 analysts is $192.80, suggesting a potential upside of 29.34% from the current price.
Summit Creek Advisors LLC Has $15.46 Million Stock Holdings in Paylocity Holding Corporation $PCTY
Summit Creek Advisors LLC reduced its stake in Paylocity Holding Corporation by 11.3% in Q3, now holding 97,051 shares valued at $15.46 million. Despite this, other institutions like AQR Capital and Norges Bank significantly increased or initiated positions, pushing institutional ownership to nearly 94.76%. Paylocity recently surpassed Q3 earnings and revenue estimates, reporting $1.75 EPS and $408.17 million in revenue, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $205.16.
2 Cash-Heavy Stocks Worth Investigating and 1 Facing Challenges
This article analyzes three companies with significant cash positions, identifying one to sell and two to watch. Paylocity (PCTY) is flagged due to disappointing growth, slowing demand, and unchanged operating margins. Incyte (INCY) and Clover Health (CLOV) are highlighted as promising due to strong revenue growth, improved free cash flow margins, and customer acquisition success, respectively.
AllianceHCM appoints former Paylocity president to board of directors
AllianceHCM has appointed Michael Haske, former President and COO of Paylocity, to its Board of Directors. Haske, with nearly 30 years of experience in scaling SaaS and HCM organizations, is expected to contribute to AllianceHCM's platform innovation and national expansion. Paylocity, his previous company, reported strong financial results and is considered undervalued according to InvestingPro data.
AllianceHCM appoints former Paylocity president to board of directors By Investing.com
AllianceHCM has appointed Michael Haske, former President and COO of Paylocity, to its Board of Directors. Haske brings nearly 30 years of experience in SaaS and Human Capital Management (HCM) organizations and played a key role in Paylocity's growth and IPO. This appointment supports AllianceHCM's focus on platform innovation and national expansion within the hospitality, healthcare, and professional services sectors.
AllianceHCM Appoints Former Paylocity President Michael Haske to Board of Directors to Fuel AI-Driven Growth
AllianceHCM has announced the appointment of Michael Haske, former President of Paylocity, to its Board of Directors. Haske brings extensive experience in SaaS and HCM organizations, with a focus on product strategy, AI-driven innovation, and enterprise operations. His addition is expected to help AllianceHCM accelerate platform innovation and expand its national presence in the HCM market.
AI payroll firm brings in leader who helped grow Paylocity past $1B
AllianceHCM has appointed Michael Haske, former Paylocity President, to its Board of Directors to spearhead its AI-driven growth initiatives. Haske brings extensive experience in SaaS and HCM, having helped Paylocity scale to over $1 billion in annual revenue and playing a key role in its IPO. His appointment aims to accelerate AllianceHCM's platform innovation, national expansion, and operational scaling while maintaining its culture and client service focus.
AllianceHCM appoints former Paylocity president to board of directors By Investing.com
AllianceHCM has appointed Michael Haske, former President and COO of Paylocity, to its Board of Directors. Haske brings nearly 30 years of experience in scaling SaaS and HCM organizations, having significantly contributed to Paylocity's growth to over $1 billion in annual revenue and its IPO. This appointment comes as AllianceHCM focuses on platform innovation and national expansion, leveraging Haske's expertise to enhance their technology and high-touch service model.
AllianceHCM Appoints Former Paylocity President Michael Haske to Board of Directors to Fuel AI-Driven Growth
AllianceHCM has appointed Michael Haske, former President and COO of Paylocity, to its Board of Directors. Haske brings extensive experience in SaaS and HCM, including AI-driven innovation and scaling high-growth organizations. His appointment aims to strengthen AllianceHCM's leadership as it accelerates platform innovation and expands its market footprint, leveraging his expertise to enhance the company's "high-touch service model" with sophisticated technology.
