Paycom Software, Inc. (PAYC) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

BULLISH

Paycom has been recognized as a top payroll product in G2's Summer 2026 Grid Reports, achieving the number one spot in the Implementation Index. User feedback specifically highlights the company's ease of implementation and its effectiveness in automating HR and payroll tasks. This recognition underscores Paycom's strengths in streamlining payroll processes and ensuring compliance with state and federal tax regulations. Investors will want to watch how this positive user sentiment translates into continued client acquisition and retention in the coming trading days.

PAYC|Company Info

Sector

Technology

Industry

Software - Application

Exchange

NYQ

Country

United States

Website

paycom.com

Symbol

PAYC

Description

Paycom Software, Inc. delivers a comprehensive, cloud-based human capital management (HCM) platform designed for small to mid-sized businesses within the United States. This software-as-a-service (SaaS) solution streamlines the entire employee lifecycle, from initial recruitment to post-employment processes. Paycom's integrated platform offers a suite of applications covering talent acquisition, time and labor management, payroll processing, and talent management, providing businesses with a centralized hub for all HR functions. The platform also provides managers with mobile capabilities, enabling them to handle critical tasks on the go, along with tools for compliance, employee communication, and data analytics. Founded in 1998 and headquartered in Oklahoma City, Paycom focuses on providing businesses with the tools needed to efficiently manage their workforce.

PAYC|Earnings Snapshot

Earnings Summary

Paycom Software, Inc. provides a comprehensive, cloud-based human capital management (HCM) platform tailored for small to mid-sized U.S. businesses, streamlining the entire employee lifecycle from recruitment to post-employment. Operating within the Software - Application industry, Paycom's integrated SaaS solution covers talent acquisition, payroll, time management, and talent management, offering a centralized HR hub. The company, founded in 1998, focuses on efficiency and compliance for its clients. Examining recent performance, Paycom's Q1 2026 reported an EPS of $3.15 against an estimate of $3.05, and revenue of $571.9 million against an estimate of $575.8 million. This followed a Q4 2025 where EPS was $2.45 versus an estimate of $2.48, with revenue at $544.3 million against an estimate of $553.9 million. The Q1 2026 results showed a positive EPS beat and a slight revenue miss, while Q4 2025 also featured an EPS miss and a revenue miss. Prior to this, Q3 2025 saw an EPS miss ($1.94 actual vs. $1.97 estimate) and a revenue miss ($493.3 million actual vs. null estimate), and Q2 2025 reported an EPS beat ($2.06 actual vs. $1.78 estimate) with revenue at $483.6 million (no estimate provided). Historically, Paycom has demonstrated a mixed beat/miss pattern in its most recent quarters, with an EPS beat in Q1 2026 but misses in Q3 2025 and Q4 2025, alongside revenue misses in Q4 2025 and Q3 2025. The company beat estimates in 2 of the last 4 reported quarters for EPS where estimates were available. Revenue growth trends have shown some deceleration in the most recent reported quarters compared to earlier periods where data was available, though specific year-over-year growth figures are not consistently provided across all periods. Recent news highlights Paycom's recognition as a top payroll product in G2's Summer 2026 Grid Reports, specifically noting ease of implementation and effectiveness in automating HR and payroll tasks. This user sentiment underscores the company's core strengths. Additionally, Q1 2026 results showed revenue up 8% and EPS up 23%, leading to reiterated 'Strong Buy' ratings from analysts. Management has maintained an active share repurchase program, though guidance has been noted as softer than some peers, and the stock has underperformed over the past year, with recent short-term momentum showing potential rebuilding. Looking ahead, investors will be watching for sustained positive momentum following recent short-term gains and the impact of positive user sentiment from industry recognition on client acquisition. Key will be whether the company can translate its operational efficiency and market demand into stronger revenue growth and consistent beats against analyst estimates in upcoming quarters, particularly given the noted softer guidance compared to some competitors. The market's assessment of Paycom's current valuation in light of future growth prospects will also be a critical watch point.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$2.38	-	-
Q1'26	$3.05	$3.15	+3.3%
Q4'25	$2.48	$2.45	-1.4%
Q3'25	$1.97	$1.94	-1.6%
Q2'25	$1.78	$2.06	+15.6%
Q1'25	$2.56	$2.80	+9.4%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q2'26	$523M	-	-
Q1'26	$576M	$572M	-0.7%
Q4'25	$554M	$544M	-1.7%
Q3'25	-	$493M	-
Q2'25	-	$484M	-
Q1'25	-	$531M	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

PAYC Stock Snapshot

PAYC is currently trading at $131.96, giving Paycom Software, Inc. a market cap of 6.35B and a P/E ratio of 13.5. Today's range spans $131.50–$137.33, with shares opening at $132.93 and moving down $0.86 (0.6%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 67/100.

Over the past year PAYC has traded between $104.90 and $267.76 - the current price is +25.8% off the 52-week low and -50.7% from the high.

For Technology exposure with leverage to company-specific outcomes, Paycom Software, Inc. (PAYC) is showing the right signals: 86/100 (BUY), sentiment bullish at 67/100, price $131.96 (near 52-week lows within $104.90–$267.76). (P/E: 13.5) At 6.35B in market cap, this small-cap has the growth profile that can attract multiple expansion on positive catalysts - a dynamic that larger-cap peers simply can't replicate.

News sentiment (67/100, bullish) plays a larger role in small-cap price discovery than in mega-cap names, because the analyst coverage base is narrower and each incremental news item carries more weight in the information set. For PAYC — 6.35B in Technology market cap, technical score 86/100 (BUY), price $131.96 (near 52-week lows) — a sustained improvement in the news backdrop could accelerate the bullish technical thesis toward the upper end of the $104.90–$267.76 range faster than fundamental models would suggest.

News Sentiment Analysis

Sentiment gathered from recent headlines

67/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Paycom has been recognized as a top payroll product in G2's Summer 2026 Grid Reports, securing the number one spot in the Implementation Index. The company also received high marks for its payroll compliance capabilities, particularly concerning state and federal taxes. These accolades highlight Paycom's effectiveness in streamlining payroll processes and automating HR functions for its clients.

What did this article say?

Paycom Software (PAYC) reported Q1 results with revenue slightly surpassing expectations and continued earnings growth. Management has actively repurchased shares, even amidst softer guidance compared to industry peers. While the stock has underperformed over the past year, recent 30- and 90-day returns indicate a potential rebuilding of positive momentum from a lower base. The current valuation is being scrutinized to determine if it reflects excessive caution or already prices in future growth.

What did this article say?

Paycom Software demonstrated robust financial performance in Q1 2026, reporting an 8% increase in revenue and a significant 23% rise in earnings per share. This fundamental strength underpins a reiterated 'Strong Buy' rating for the stock. The analysis suggests the current valuation presents an opportunity for investors.

What did this article say?

Paycom (PAYC) is featured in a Q1 earnings review of the HR software sector, highlighting the benefits of cloud-based solutions like cost savings and ease of use. The sector collectively beat revenue estimates, with guidance in line, leading to stable stock performance. Paycom's "Beti" technology, which empowers employees to manage their own payroll, is noted as a key innovation within its comprehensive human capital management platform.

What did this article say?

Argus Research has increased its price target for PAYC to $155.00, reflecting a positive assessment of the company's prospects. This adjustment suggests continued confidence from analysts in PAYC's growth trajectory and market position. Investors should monitor management commentary for further insights into the drivers behind this target increase.

What did this article say?

Paycom Software (PAYC) is identified as a strong momentum stock, indicating positive investor interest and potential for continued upward price movement. This classification suggests that the company's recent performance and market perception are contributing to its attractiveness. Traders should monitor the factors driving this momentum and any shifts in market sentiment.

What did this article say?

Paycom Software's recent strong earnings report may not fully reflect its underlying operational performance due to a significant boost from unusual items. The company recognized US$42 million in unusual items, which artificially inflated profits. Analysts caution that this one-time boost is unlikely to repeat, potentially leading to a decline in reported profits next year if not offset by organic growth. Investors should scrutinize the sustainability of earnings beyond these non-recurring gains.

What did this article say?

Paycom's first quarter results exceeded analyst expectations, driven by strong client engagement and the expansion of its automation and AI-enabled HR solutions. Management highlighted the success of offerings like Beti and IWant in eliminating manual processes, contributing to revenue growth and margin expansion. The company reaffirmed its full-year revenue guidance, signaling continued confidence in its strategic direction.

What did this article say?

Paycom Software (PAYC) is highlighted as a strong value stock, driven by its consistent financial performance and strategic market positioning. The company's ability to deliver robust earnings growth, coupled with its innovative product offerings, underpins its appeal to value-oriented investors. This assessment suggests sustained operational strength and a favorable outlook for PAYC.

What did this article say?

Argus Research has increased its price target for PAYC to $151.00. This upward revision suggests a positive outlook from the analyst firm regarding the company's future performance and valuation. Investors should note this adjustment as a signal of potential upside.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

PAYC·Paycom Software, Inc.

EPS

Revenue

PAYC Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

Recent News Coverage

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