Paycom Software, Inc.
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BMO Capital Markets raised price targets for Paychex (to $118), Paycom (to $235), and Wolters Kluwer (to $82), citing a positive outlook for human capital management and payroll stocks due to improved labor market conditions. The firm noted that payroll services remain resilient despite AI advancements. BMO expects Paychex to report moderate revenue upside and strong earnings performance later this month.
Paycom (NYSE:PAYC) reported Q2 revenue of $531.2M, up 9.8% YoY, beating estimates by 3.5%. Paychex (NASDAQ:PAYX) reported $1.61B in revenue, up 12.5% YoY, in line with expectations. Paylocity (NASDAQ:PCTY) reported $444.7M in revenue, up 11% YoY, beating estimates by 3.1%. All three stocks have risen since reporting results.
Paycom (PAYC) reported Q2 2026 revenue of $531M (+10% YoY) and GAAP net income of $107M (+20% YoY). The company raised full-year revenue and adjusted EBITDA guidance to $2.212B and $1.022B, respectively. PAYC shares are up 51% YTD, with strong institutional support and positive fundamental trends.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning PAYC (Paycom Software, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent PAYC coverage spans earnings, corporate actions and insider activity.
In the last 30 days, PAYC insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($670K). The most active reporter was Hadlock Terrell Shane, President/Chief Client Officer, with 3 filings.
Analyst upgrade may boost PAYC momentum.
Strong earnings beat and guidance raise.
Strong earnings beat and higher guidance likely support further price appreciation.
Positive earnings surprise and guidance raise likely support further upside.
The leveraged buyback reduces share count, boosts EPS and supports a higher EBITDA outlook, likely supporting further price appreciation.
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.
BMO Capital Markets raised price targets for Paychex (to $118), Paycom (to $235), and Wolters Kluwer (to $82), citing a positive outlook for human capital management and payroll stocks due to improved labor market conditions. The firm noted that payroll services remain resilient despite AI advancements. BMO expects Paychex to report moderate revenue upside and strong earnings performance later this month.
2 min readPaycom (NYSE:PAYC) reported Q2 revenue of $531.2M, up 9.8% YoY, beating estimates by 3.5%. Paychex (NASDAQ:PAYX) reported $1.61B in revenue, up 12.5% YoY, in line with expectations. Paylocity (NASDAQ:PCTY) reported $444.7M in revenue, up 11% YoY, beating estimates by 3.1%. All three stocks have risen since reporting results.
3 min readPaycom (PAYC) reported Q2 2026 revenue of $531M (+10% YoY) and GAAP net income of $107M (+20% YoY). The company raised full-year revenue and adjusted EBITDA guidance to $2.212B and $1.022B, respectively. PAYC shares are up 51% YTD, with strong institutional support and positive fundamental trends.
2 min readPaycom raised full-year guidance, with its stock up 36.2% since reporting. Intuit reported $4.35B revenue, up 13.7% YoY, but missed EPS guidance, causing a 3.4% stock decline. BILL reported $436.2M revenue, up 13.8% YoY, with mixed guidance. Marqeta reported $176M revenue, up 17% YoY, but missed revenue guidance, causing a 9.2% stock decline.
3 min readPaycom Software (PAYC) repurchased 20% of its shares for $1.4 billion, funded partly by a $900 million credit line. The stock rose 98.81% from April to August 2026. Q2 revenue grew 10% to $531 million, and adjusted EBITDA guidance was raised to $1.007 billion to $1.022 billion. The company cut R&D expenses and expects $650 million in free cash flow for the year.
3 min readUBS raised its price target on Paycom Software (NYSE:PAYC) to $285 from $205, citing progress in its transformation and strong execution. The stock has gained 50% year-to-date, with shares trading at $239.10. Paycom reported Q2 2026 revenue of $531.2M, beating estimates, and raised its full-year guidance. Analysts Guggenheim and BTIG also increased their price targets.
2 min readHadlock Terrell Shane (President/Chief Client Officer) sold 2,818 shares of Paycom Software, Inc. (PAYC) at an average of $237.82 ($237.00–$240.07, $0.67M total) across 3 trades over 2026-08-27 to 2026-08-28.
1 min readPaychex (PAYX) and peers reported Q2 earnings, with revenues beating estimates by 1.7% on average. PAYX reported $1.61B revenue, up 12.5% YoY, meeting expectations. Paycom (PAYC) outperformed with $531.2M revenue, up 9.8% YoY, and raised full-year guidance. Asure Software (ASUR) grew 23.2% but missed billings estimates. Paylocity (PCTY) reported $444.7M revenue, up 11% YoY, and beat adjusted operating income estimates.
3 min readTD 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.
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