Paycom Software, Inc.
No SEC Form 4 filings for $PAYC in the last 30 days.
See all $PAYC insider activity →TD Cowen named Paycom Software (NYSE:PAYC) a top software pick after the company’s Q2 results beat analyst expectations and it raised full-year guidance. Paycom reported Q2 revenue of $531.2 million and adjusted EPS of $2.78. TD Cowen expects shares could rise more than 10% on improved free cash flow, and other firms raised price targets.
Paycom (PAYC) reported Q2 2026 results: total revenue $531.2M (+9.8% YoY), recurring and other revenue $505.2M (95.1% of total), adjusted EBITDA $235.0M (44.2% margin), and GAAP net income $107.4M ($2.34/share). Fiscal 2026 guidance: revenue $2.197B-$2.212B and adjusted EBITDA $1.007B-$1.022B. The company also outlined $650M+ free cash flow and large share repurchases.
Paycom (NYSE:PAYC) Q2 earnings call highlighted improved cash-flow outlook tied to process and labor efficiencies, with management aiming to narrow EBITDA and free-cash-flow margins. CEO Chad Richison discussed automation and AI products, including career planning, Asset Management, and Project Arc. Paycom repurchased 2.6M shares for $346M in Q2 and 11M shares for $1.4B in 1H 2026.
Over the past 7 days, alphai's AI scored 2 news stories mentioning PAYC (Paycom Software, Inc.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent PAYC coverage spans earnings, financial news and market movers.
The article frames a bullish setup for PAYC based on an earnings beat, raised guidance, and improved free cash flow outlook.
Guidance raise plus strong recurring revenue and margin expansion supports a bullish repricing case, but leverage and buyback funding via revolver add balance-sheet sensitivity.
Capital returns and ongoing product expansion were emphasized, supporting a constructive medium-term view of cash generation and demand.
Small full-year estimate raise is a mild positive catalyst for PAYC.
Guidance raise plus earnings beat likely drives near-term momentum and supports upward revisions to FY estimates.
alphai scores every news story that mentions PAYC with an AI model for sentiment and relevance, and aggregates insider trades from Paycom Software, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
TD Cowen named Paycom Software (NYSE:PAYC) a top software pick after the company’s Q2 results beat analyst expectations and it raised full-year guidance. Paycom reported Q2 revenue of $531.2 million and adjusted EPS of $2.78. TD Cowen expects shares could rise more than 10% on improved free cash flow, and other firms raised price targets.
3 min readPaycom (PAYC) reported Q2 2026 results: total revenue $531.2M (+9.8% YoY), recurring and other revenue $505.2M (95.1% of total), adjusted EBITDA $235.0M (44.2% margin), and GAAP net income $107.4M ($2.34/share). Fiscal 2026 guidance: revenue $2.197B-$2.212B and adjusted EBITDA $1.007B-$1.022B. The company also outlined $650M+ free cash flow and large share repurchases.
7 min readPaycom (NYSE:PAYC) Q2 earnings call highlighted improved cash-flow outlook tied to process and labor efficiencies, with management aiming to narrow EBITDA and free-cash-flow margins. CEO Chad Richison discussed automation and AI products, including career planning, Asset Management, and Project Arc. Paycom repurchased 2.6M shares for $346M in Q2 and 11M shares for $1.4B in 1H 2026.
5 min readStocks were pressured as software and tech shares fell despite expectations for strong Q2 earnings. Bloomberg Intelligence projects Q2 earnings up 23%, with AI spending driving nearly 60% of S&P 500 EPS growth. Datadog, Salesforce, Palantir, and others declined. Memory chipmakers dropped after Sandisk and Western Digital forecast weaker revenue. Rate-hike odds and bond yields also moved.
7 min readPaycom (NYSE: PAYC) shares rose 21.4% after the company reported Q2 adjusted EPS of $2.78 versus $2.38 expected and revenue of $531.2 million, up 9.8% year over year, beating forecasts. Paycom also raised full-year revenue guidance to $2.20 billion at the midpoint and provided stronger-than-expected EBITDA guidance.
3 min readPaycom (PAYC) shares rose about 13% pre-open after the company reported stronger-than-expected Q2 2026 results. Adjusted EPS was $2.78 vs $2.38 expected, and revenue was $531.2M vs $513.1M. Paycom raised full-year revenue guidance to $2.197–$2.212B and adjusted EBITDA to $1.007–$1.022B, and repurchased about 2.6M shares. Analysts lifted price targets.
4 min readPaycom Software (PAYC) reported second-quarter results with higher net income than the prior year. The amended release corrects non-GAAP EPS. The company reported Q2 bottom-line profit of $107.4 million. Paycom also forecast 2026 revenue of $2.197B to $2.212B and adjusted EBITDA of $1.007B to $1.022B, according to the company.
3 min readPaycom (NYSE:PAYC) reported Q2 CY2026 results with revenue up 9.8% year on year to $531.2 million, exceeding Wall Street estimates by 3.5%, according to the company. Full-year revenue guidance midpoint was $2.20 billion, 0.7% above estimates. Non-GAAP EPS was $2.78, 16.8% above consensus. The stock rose 7.2% to $187.50 after results.
6 min readPaycom Software, Inc. (PAYC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 payc-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Paycom Software, Inc. Reports Second Quarter 2026 Results Second Quarter Total Revenues of $531 million, up 10% year-over-year Second Quarter GAAP Net Income of $107 million, representing 20% of total revenues, or $2.34 per d
4 min readPaycom (NYSE: PAYC) is set to report Q2 results Wednesday after market close. The company’s prior quarter revenue was $571.8 million, up 7.8% year over year. Current expectations call for Q2 revenue growth of 6.1%. Analysts’ estimates have been largely reconfirmed, and Paycom has an average analyst price target of $152.25 versus a $168.74 share price.
3 min read
