Paycom Software, Inc.
No SEC Form 4 filings for $PAYC in the last 30 days.
Stocks 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.
Paycom (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.
Paycom (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.
Over the past 7 days, alphai's AI scored 7 news stories mentioning PAYC (Paycom Software, Inc.). Coverage has skewed bullish: 6 bullish, 1 neutral, and 0 bearish.
Recent PAYC coverage spans earnings, market movers and financial news.
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.
The earnings beat plus raised guidance and buybacks are likely to sustain near-term momentum and re-rate expectations for Paycom’s HCM automation strategy.
The amended earnings release and 2026 guidance ranges are the actionable items for PAYC positioning, with directionally positive bottom-line and forward outlook.
Results and guidance beat consensus, supporting near-term upside bias and potentially higher expectations for billings and EBITDA.
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.
Stocks 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 readAfter a drop in Treasury yields and concerns easing about the AI investment cycle, enterprise software stocks rose in the afternoon session. Asana (ASAN) gained 6.5%, Paycom (PAYC) 7.2%, Bentley Systems (BSY) 6.2%, PagerDuty (PD) 6.1%, and Upland Software (UPLD) 10.5%. Upland was cited as up 226% YTD and $4.89 per share.
5 min readHillside Wealth Management portfolio manager Jason Del Vicario of iA Private Wealth Inc. said he added to stocks he views as high-quality at favorable prices, citing buys in Copart (average US$32), Kinsale Capital Group (US$309), and Paycom (bought in 2024, added at US$114-121). He sold Kakaku.com after a private equity takeover. Fund performance is 6.8% YTD and -1.5% over one year (as of July 15).
6 min readThe article says investors rotated into oversold enterprise software as chip stocks fell. ServiceNow rose 4.3% and Salesforce gained 2.4%, while HubSpot jumped 5.1%, ZoomInfo rose 6.5%, and Paycom climbed 5.1%. It cites ServiceNow raising its Now Assist AI contract target to $1.5B and Salesforce scaling Agentforce, alongside a drop in the 10-year yield below 4.5%.
5 min read
