Expected earnings growth of 28.8% with strongest consensus estimate improvement at 10.9% over 30 days. Accelerating revenue growth, margin expansion, and raised full-year guidance demonstrate momentum. Beta of 0.78 provides moderate volatility protection.
Strong historical returns (363.39% over 10 years), revenue growth of 9% YoY in 2025, accelerating revenue growth in Q2, margin expansion from automation efficiencies, raised full-year outlook, stock up 35.74% in past four weeks, and analyst consensus estimates moving upward with no downward revisions in past two months.
Despite the institutional investment, the article emphasizes significant concerns: stock has fallen 70% since 2021, revenue growth has decelerated from 30% to under 10%, and the company faces existential threats from AI replacing off-the-shelf software products. The author suggests average investors should consider alternatives, indicating structural challenges ahead.
Articles that tag PAYC but are mainly about other companies.
Zacks Rank #1 rating with expected earnings growth of 28.7% for fiscal 2026 and 15.1% for 2027. Strong earnings surprise history with average beat of 7.21% over trailing four quarters.
Paycom holds a Zacks Rank #1 (Strong Buy) with solid expected earnings growth of 28.8% in fiscal 2026 and 15.8% in 2027. The company has a consistent earnings surprise history, topping estimates in three of the trailing four quarters with an average surprise of 7.21%.
Mentioned only as a top holding (3.12% of XSHQ portfolio) with no performance commentary or analysis provided.
Passed screening criteria with positive estimate revisions (10.9% over 60 days), 28.8% expected 2026 earnings growth, Zacks Rank #1, and VGM Score of B. One-year gain of 8.7%.
Company is being removed from S&P 500 index. Removal will likely result in temporary selling pressure as index-tracking funds adjust portfolios, though underlying fundamentals may remain sound.
Articles and sentiment ratings from Massive / Polygon. Sentiment is the provider's model rating for this company, not Gainbot's view.
Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology
