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5 stories mentioning PAYCUpdated 13d ago

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Wire

Automatic Data Processing Unlikely to See Valuation Lift Despite AWS Deal, UBS Says

Automatic Data Processing (ADP) is unlikely to see a meaningful valuation boost from its expanded cloud partnership with Amazon.com's (AMZN) Amazon Web Services, as macro and industry concerns continue to weigh on the human-resources software sector, UBS Securities said Tuesday in a report.ADP and AWS broadened their collaboration to move more of ADP's core payroll and tax systems onto AWS, including upgrades to its AI-driven tools and data platform. UBS said the initiative is strategically useful, though not enough to shift investor sentiment.Labor-market indicators point to low churn, with muted hiring and separations, UBS said. The firm continues to prefer Paycom Software (PAYC) on product-driven share gains and stronger capital return.UBS rates ADP stock neutral with a $290 price target.ADP shares fell 0.9% in Wednesday trading, Amazon dropped 2.1%, and Paycom declined 1.1%.Price: $265.66, Change: $-2.31, Percent Change: -0.86%

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Wire

UBS Adjusts Price Target on Paycom Software to $205 From $195, Maintains Buy Rating

Paycom Software (PAYC) has an average rating of hold and mean price target of $202.20, according to analysts polled by FactSet.Price: $215.46, Change: $+40.66, Percent Change: +23.26%

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Wire

Paycom Software Q2 Adjusted Earnings, Revenue Rise; Shares Jump After Hours

Paycom Software (PAYC) reported Q2 adjusted earnings late Wednesday of $2.78 per diluted share, up from $2.06 a year earlier.Analysts polled by FactSet expected $2.38.Revenue in the three months ended June 30 rose to $531.2 million from $483.6 million a year earlier.Analysts projected $513.1 million.The company expects full-year revenue of $2.197 billion to $2.212 billion. Analysts project $2.188 billion.Paycom shares jumped 8.2% in after-hours trading.

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Research

Research Alert: CFRA Keeps Buy Rating On Shares Of Paycom Software, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $19 to $150, 12.3x our 2027 EPS estimate, significantly below PAYC's three-year historical forward P/E average of 24.9x. We lift our 2026 EPS view by $0.53 to $10.73 and 2027's EPS view by $0.95 to $12.23. PAYC conservative 2026 guidance, which projects a revenue growth slowdown to 6%-7%, is a primary concern as it contrasts sharply with the company's current performance. This strength is evidenced by an expanding 48.2% adjusted EBITDA margin, robust 17% Y/Y growth in operating cash flow, and high 91% client retention, all fueled by the demonstrable ROI its AI-powered platform delivers to clients. Underscoring this internal confidence, management executed a massive $1.06B share repurchase in Q1, taking on $675M in debt to capitalize on what it views as a significant undervaluation. This aggressive, debt-funded capital return increases financial leverage but signals a profound belief in the company's long-term value proposition, despite the cautious near-term growth outlook.

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Research

Research Alert: Payc Delivers Q1 Beat, Returns $1b+ To Shareholders Despite Growth Deceleration

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PAYC delivered solid Q1 2026 results with revenue of $572M (+8%) and non-GAAP EPS of $3.15 (+13%), beating consensus by $0.16, while adjusted EBITDA margin expanded to 48.2%. Recurring revenue growth of 9% reflects moderation from historical double-digit expansion, consistent with management's conservative 2026 guidance of 6%-7% revenue growth. We believe PAYC's AI automation solutions including Beti, GONE, and IWant position the company as a differentiated leader, driving higher client engagement and satisfaction. Management emphasized confidence in long-term growth opportunities, noting only 5% of the total addressable market is currently served. Capital allocation remained aggressive with $1.06B in share repurchases and $17.7M in dividends, totaling over $1.08B in returns despite taking on $675M in new debt. Continued operational leverage and market share gains expected as the company leverages its employee-first technology platform to capture untapped market opportunity.

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