Paylocity Holding Corp
No SEC Form 4 filings for $PCTY in the last 30 days.
Paylocity Holding’s Q4 2026 earnings call said recurring revenue rose 12.4% and ARPU grew 5% to about $37,200, supported by its unified HCM, finance and IT platform and broker channel sales. Management highlighted Ignite AI, acquisitions of Aidora and Grayscale, retention above 92%, and fiscal 2027 guidance including potential 120 to 140 bps adjusted EBITDA margin tailwind and $1.3B remaining buyback authorization.
Paylocity (NASDAQ: PCTY) shares rose about 2.5% after the company reported Q2 2026 results. Revenue was $444.7 million, up 11% year over year, and adjusted EPS was $1.84, 14.2% above expectations. Q3 revenue and full-year EBITDA guidance reportedly beat forecasts, though next-quarter revenue growth is guided to 8.3% vs 11% in Q2.
Paylocity (NASDAQ:PCTY) reported Q2 CY2026 revenue of $444.7M, up 11% year on year, exceeding expectations. Non-GAAP EPS was $1.84, 14.2% above consensus. Next-quarter revenue guidance was $442M at the midpoint, slightly above estimates. The stock rose 2.1% to $146.01 after results.
Over the past 7 days, alphai's AI scored 4 news stories mentioning PCTY (Paylocity Holding Corp). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.
Recent PCTY coverage spans earnings, market movers and sector analysis.
Paylocity Holding’s Q4 2026 earnings call said recurring revenue rose 12.4% and ARPU grew 5% to about $37,200, supported by its unified HCM, finance and IT platform and broker channel sales. Management highlighted Ignite AI, acquisitions of Aidora and Grayscale, retention above 92%, and fiscal 2027 guidance including potential 120 to 140 bps adjusted EBITDA margin tailwind and $1.3B remaining buyback authorization.
Earnings beat plus EBITDA guidance support near-term upside, but decelerating revenue growth guidance raises risk of multiple compression if follow-through disappoints.
Beat on revenue and non-GAAP EPS, but next-year revenue guidance implies demand slowdown versus recent growth.
The filing provides fresh earnings datapoints and a specific accounting policy change that should lift FY 2027 adjusted EBITDA margins, alongside continued buybacks.
Earnings are the near-term catalyst, with the text framing a deceleration in YoY revenue growth and continued analyst estimate stability.
alphai scores every news story that mentions PCTY with an AI model for sentiment and relevance, and aggregates insider trades from Paylocity Holding Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Paylocity Holding’s Q4 2026 earnings call said recurring revenue rose 12.4% and ARPU grew 5% to about $37,200, supported by its unified HCM, finance and IT platform and broker channel sales. Management highlighted Ignite AI, acquisitions of Aidora and Grayscale, retention above 92%, and fiscal 2027 guidance including potential 120 to 140 bps adjusted EBITDA margin tailwind and $1.3B remaining buyback authorization.
7 min readPaylocity (NASDAQ: PCTY) shares rose about 2.5% after the company reported Q2 2026 results. Revenue was $444.7 million, up 11% year over year, and adjusted EPS was $1.84, 14.2% above expectations. Q3 revenue and full-year EBITDA guidance reportedly beat forecasts, though next-quarter revenue growth is guided to 8.3% vs 11% in Q2.
4 min readPaylocity (NASDAQ:PCTY) reported Q2 CY2026 revenue of $444.7M, up 11% year on year, exceeding expectations. Non-GAAP EPS was $1.84, 14.2% above consensus. Next-quarter revenue guidance was $442M at the midpoint, slightly above estimates. The stock rose 2.1% to $146.01 after results.
4 min readPaylocity Holding Corp (PCTY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 pcty-20260804xex991.htm EX-99.1 Document Exhibit 99.1 press release Paylocity Announces Fourth Quarter and Fiscal 2026 Financial Results • Q4 2026 Recurring & Other Revenue of $415.6 million, up 12.4% year-over-year • Q4 2026 Total Revenue of $444.7 million, up 11.0% ye
6 min readPaylocity (NASDAQ: PCTY) is set to report earnings Tuesday after market close. Last quarter, it reported revenue of $502.3 million, up 10.5% year over year, and beat adjusted operating income estimates, with full-year EBITDA guidance above analysts’ expectations. For this quarter, analysts expect 7.7% revenue growth. The average analyst price target is $153.26 versus $137.88.
4 min readInvesting.com reports that Citi says sentiment in HR software stocks has improved, citing lower short interest and stabilized fundamentals. Citi keeps a Buy rating on Paylocity (PCTY) as its top pick, pointing to stronger web traffic versus peers and a clearer path to sustained revenue growth. Citi also notes AI investments could affect Paylocity’s FY2027 guidance.
4 min readStocks including ServiceNow (+4.3%) and Salesforce (+2.4%) rose as investors rotated from semiconductors into enterprise software. Paylocity (+5.4%), Rapid7 (+5.8%) and Braze (+5.6%) also gained. The article cites ServiceNow raising its Now Assist AI contract target to $1.5B and Salesforce scaling Agentforce, alongside DigitalOcean’s AI contract and RPO guidance.
7 min readPaylocity (NASDAQ: PCTY) said it will acquire Aidora, an AI-native leave management compliance software provider. Paylocity said the deal expands its leave management capabilities by automating regulated leave processes using natural language interactions. Paylocity expects no material impact on first-quarter or fiscal 2027 results and will give guidance at its next earnings release.
2 min readStocks in software rose as investors rotated from semiconductors into beaten-down software. DigitalOcean’s preliminary results and guidance cited AI-driven contracted revenue, with RPO expected to exceed $800M and revenue growth guided to ~29%. ServiceNow and Salesforce gained ~4%; PagerDuty (PD) and Paylocity (PCTY) each rose ~4% amid broader SaaS repricing.
4 min readGuggenheim analyst John DiFucci upgraded Salesforce (CRM) and ServiceNow (NOW) to Buy, citing valuation support after AI-disruption fears and arguing near-term AI monetization is unlikely. The read-through lifted enterprise SaaS peers, including MongoDB (MDB) +6.6%, Paylocity (PCTY) +5.7%, and Braze (BRZE) +5.8%. Oracle also rose ~2% on analyst-list inclusion and an AI product.
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