PAYC

Paycom Software, Inc. (PAYC) | Rumor.io

Paycom Software

PAYC

Attention (50-day avg)0%

Attention rank (50-day avg)#966

Bullish sentiment (50-day avg)100%

Price to earnings ratio23.3

Market capitalization9.9B

Earnings per share9.46

Dividend yield (TTM)0.68%

Revenue (annual)2.1B

Net income (annual)453.4M

Social

What share of all stock conversation is about PAYC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Aug 27

PAYcom has seen significant price appreciation, with a +127% increase from its low of $104.90 and a +59.83% gain over the past month.
The company's earnings have been strong, with a 10% increase in recurring revenue and a guided year-over-year growth rate of 7-8%.
PAYcom has been actively buying back its stock, retiring about 20% of the share count in the first half of the year.

Generated by AI

Sentiment

Of the messages about PAYC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +0.41	63.91% -35.18
Bearish	—	—	0% -0.41	36.09% +35.18

Bullish· Dec 27

PAYC is a strong contender to outperform in the next year, according to a recent update.
The company's growth prospects are comparable to those of CRM, a well-established player in the industry.
AXON's potential for outperformance in the next year is significant enough to warrant a separate mention.

Bearish· May 2

Paycom Software, Inc. (PAYC) trades at a high 26X sales multiple, potentially overvalued.
The company's closed-platform strategy has been a misstep, as clients have opted for open-platform solutions.
PAYC's earnings guidance was likely too optimistic, contributing to the 12% stock price drop.

Generated by AI

Topics

Of the messages about PAYC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	4.44%	63.97%
Technical Analysis	—	—	41.11%	5.42%
Macro	—	—	24.44%	6.55%
Analysts	—	—	15.56%	11.87%
Earnings	—	—	14.44%	12.18%
Controversies	—	—	0%	0%

Earnings· May 1

Paycom Software's Q1 earnings reported revenue of $499.9M, a 10.7% increase YoY, driven by recurring revenue streams.
The company's Q1 EPS was $4.37, up 112% YoY, and non-GAAP net income was $147M, or $2.59 per diluted share.
For Q2, Paycom expects revenue of $434-438M, and for FY2024, the company reaffirmed revenue guidance of $1.86-1.885B.

Analysts· Feb 9

Analysts are maintaining or raising their price targets for Paycom Software, with Piper Sandler raising its target to $505 and Mizuho raising its target to $350.
Needham analyst Ryan MacDonald maintains a Buy rating but lowers the price target from $640 to $450, while Stifel analyst Brad Reback lowers the price target to $420 from $460.
Analysts are generally optimistic about Paycom Software, with a 82% buy consensus among 23 analysts, and many expecting strong growth due to continued new customer acquisition and salesforce growth.

Announcements· Nov 2

Paycom Software, Inc. (PAYC) reported a revenue shortfall and dismal 2024 guidance, causing its stock to tank.
Hagens Berman issued a statement regarding the revenue shortfall and guidance, citing potential legal action.
Paycom Software, Inc. (PAYC) was a focus of attention on social media, with some users highlighting its performance.

Technical Analysis· Nov 1

$PAYC has filled its 149-150 gap left open from Feb 2019, and a bounce is expected.
$PAYC has reached a potential support level at $143, and a breakdown failure could lead to a bounce to $153.8.
$PAYC has been identified as a potential long-term add, with potential support levels at $115 and $98/99, and a target price of $160.

Generated by AI

Community

Of the messages about PAYC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	48.63%	46.16%
Newcomers	—	100%	51.37%	53.84%

Regulars· May 31

The Co-CEO of Paycom Software, Chris Thomas, has resigned, and the reason is unclear, with the company only providing a formal press release announcing the resignation in an 8-K filing.
Paycom Software's stock price has dropped 7% following the resignation of Co-CEO Chris Thomas.
The company has promoted Randy Peck to Chief Operating Officer, and some investors see this as an opportunity to buy the dip in Paycom Software's stock.

Newcomers· Mar 11

Newcomers to PAYC are focusing on building a Discounted Cash Flow (DCF) model to estimate the stock's intrinsic value, using business fundamentals, peer analysis, and analyst estimates.
The DCF model is sensitive to assumptions, particularly growth rates (17.8% initial and 4.0% terminal) and discount rates (11.7%), which are subject to adjustment and may impact the estimated valuation.
The stock's intrinsic value is estimated at $181.11 per share, based on enterprise value ($9.9B) and net cash ($217.8M), but this needs to be compared to the current market price.

Generated by AI

News

Paycom's Growth Outlook Constrained by Payroll-Heavy Revenue Mix, BofA Says

20h agofinance.yahoo.com

BofA assumes Paycom stock coverage with underperform rating

23h agoInvesting.com

Paycom Software (PAYC) Following Its Sharp Rebound, Is The Valuation Story Already Priced In?

Paycom Software (PAYC) is back on investor radar after recent share price swings, with the stock now around $220.46. The move has sharpened focus on its valuation and underlying human capital management business. Recent moves in Paycom Software highlight a mixed picture. The share price is down 5.1% over the past month but up 70.7% across 90 days. At the same time, the 1-year total shareholder return of 2.3% and 5-year total shareholder return decline of 55.2% show that recent momentum...

4d agoYahoo Finance

KeyBanc raises Paycom Software stock price target on margin confidence

8d agoInvesting.com

Paycom: Recovery Started With More To Come (NYSE:PAYC)

Paycom (PAYC) Q2 2026 earnings: revenue +10%, EPS +48%, raised guidance and aggressive buybacks.

11d agoSeeking Alpha

Paycom stock surges 65% after InvestingPro Fair Value signal By Investing.com

14d agoInvesting.com

Also Discussed

Investors talking about PAYC also mention

#	Name	Attention
1	Paylocity Holding CorporationPCTY	0%0
2	Qualys, Inc.QLYS	0%-0.01
3	Appfolio IncAPPF	0%0
4	Veeva Systems Inc.VEEV	0%0
5	Automatic Data Processing Inc.ADP	0%0
6	Paychex Inc.PAYX	0%0
7	Kinsale Capital Group, Inc.KNSL	0%0
8	COUP - Coupa Software Incorporated	——
9	Okta Inc. Class A Common StockOKTA	0.01%+0
10	Alarm.com Holdings IncALRM	0%0

Paycom Software, Inc.

Technology
Software - Application

Paycom Software, Inc. is a cloud-based human capital management software company that helps organizations manage payroll, HR administration, talent acquisition, time and labor, benefits, and employee self-service in a single platform. Paycom’s software is designed to automate routine workforce processes and give employees direct access to their own employment data, reducing manual data entry and improving data consistency across HR and payroll operations. The company serves businesses of all sizes, with a strong focus on small and mid-sized employers, and supports the full employment lifecycle from recruitment and onboarding through ongoing workforce management and post-employment administration. Headquartered in Oklahoma City, Oklahoma, Paycom operates as a provider of software-as-a-service tools that are used across a broad range of industries to simplify core people-management functions.

Website

Location

7501 West Memorial Road

Oklahoma City, OK, 73142

United States

Social

What share of all stock conversation is about PAYC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Aug 27

PAYcom has seen significant price appreciation, with a +127% increase from its low of $104.90 and a +59.83% gain over the past month.
The company's earnings have been strong, with a 10% increase in recurring revenue and a guided year-over-year growth rate of 7-8%.
PAYcom has been actively buying back its stock, retiring about 20% of the share count in the first half of the year.

Generated by AI

Sentiment

Of the messages about PAYC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +0.41	63.91% -35.18
Bearish	—	—	0% -0.41	36.09% +35.18

Bullish· Dec 27

PAYC is a strong contender to outperform in the next year, according to a recent update.
The company's growth prospects are comparable to those of CRM, a well-established player in the industry.
AXON's potential for outperformance in the next year is significant enough to warrant a separate mention.

Bearish· May 2

Paycom Software, Inc. (PAYC) trades at a high 26X sales multiple, potentially overvalued.
The company's closed-platform strategy has been a misstep, as clients have opted for open-platform solutions.
PAYC's earnings guidance was likely too optimistic, contributing to the 12% stock price drop.

Generated by AI

Topics

Of the messages about PAYC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	4.44%	63.97%
Technical Analysis	—	—	41.11%	5.42%
Macro	—	—	24.44%	6.55%
Analysts	—	—	15.56%	11.87%
Earnings	—	—	14.44%	12.18%
Controversies	—	—	0%	0%

Earnings· May 1

Paycom Software's Q1 earnings reported revenue of $499.9M, a 10.7% increase YoY, driven by recurring revenue streams.
The company's Q1 EPS was $4.37, up 112% YoY, and non-GAAP net income was $147M, or $2.59 per diluted share.
For Q2, Paycom expects revenue of $434-438M, and for FY2024, the company reaffirmed revenue guidance of $1.86-1.885B.

Analysts· Feb 9

Analysts are maintaining or raising their price targets for Paycom Software, with Piper Sandler raising its target to $505 and Mizuho raising its target to $350.
Needham analyst Ryan MacDonald maintains a Buy rating but lowers the price target from $640 to $450, while Stifel analyst Brad Reback lowers the price target to $420 from $460.
Analysts are generally optimistic about Paycom Software, with a 82% buy consensus among 23 analysts, and many expecting strong growth due to continued new customer acquisition and salesforce growth.

Announcements· Nov 2

Paycom Software, Inc. (PAYC) reported a revenue shortfall and dismal 2024 guidance, causing its stock to tank.
Hagens Berman issued a statement regarding the revenue shortfall and guidance, citing potential legal action.
Paycom Software, Inc. (PAYC) was a focus of attention on social media, with some users highlighting its performance.

Technical Analysis· Nov 1

$PAYC has filled its 149-150 gap left open from Feb 2019, and a bounce is expected.
$PAYC has reached a potential support level at $143, and a breakdown failure could lead to a bounce to $153.8.
$PAYC has been identified as a potential long-term add, with potential support levels at $115 and $98/99, and a target price of $160.

Generated by AI

Community

Of the messages about PAYC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	48.63%	46.16%
Newcomers	—	100%	51.37%	53.84%

Regulars· May 31

The Co-CEO of Paycom Software, Chris Thomas, has resigned, and the reason is unclear, with the company only providing a formal press release announcing the resignation in an 8-K filing.
Paycom Software's stock price has dropped 7% following the resignation of Co-CEO Chris Thomas.
The company has promoted Randy Peck to Chief Operating Officer, and some investors see this as an opportunity to buy the dip in Paycom Software's stock.

Newcomers· Mar 11

Newcomers to PAYC are focusing on building a Discounted Cash Flow (DCF) model to estimate the stock's intrinsic value, using business fundamentals, peer analysis, and analyst estimates.
The DCF model is sensitive to assumptions, particularly growth rates (17.8% initial and 4.0% terminal) and discount rates (11.7%), which are subject to adjustment and may impact the estimated valuation.
The stock's intrinsic value is estimated at $181.11 per share, based on enterprise value ($9.9B) and net cash ($217.8M), but this needs to be compared to the current market price.

Generated by AI

Paycom Software

Social

Aug 27

Bullish· Dec 27

Bearish· May 2

Earnings· May 1

Analysts· Feb 9

Announcements· Nov 2

Technical Analysis· Nov 1

Regulars· May 31

Newcomers· Mar 11

Paycom's Growth Outlook Constrained by Payroll-Heavy Revenue Mix, BofA Says

BofA assumes Paycom stock coverage with underperform rating

Paycom Software (PAYC) Following Its Sharp Rebound, Is The Valuation Story Already Priced In?

KeyBanc raises Paycom Software stock price target on margin confidence

Paycom: Recovery Started With More To Come (NYSE:PAYC)

Paycom stock surges 65% after InvestingPro Fair Value signal By Investing.com

Also Discussed

Paycom Software, Inc.

Company Information

Location

Paycom's Growth Outlook Constrained by Payroll-Heavy Revenue Mix, BofA Says

BofA assumes Paycom stock coverage with underperform rating

Paycom Software (PAYC) Following Its Sharp Rebound, Is The Valuation Story Already Priced In?

KeyBanc raises Paycom Software stock price target on margin confidence

Paycom: Recovery Started With More To Come (NYSE:PAYC)

Paycom stock surges 65% after InvestingPro Fair Value signal By Investing.com

Also Discussed

Social

Aug 27

Bullish· Dec 27

Bearish· May 2

Earnings· May 1

Analysts· Feb 9

Announcements· Nov 2

Technical Analysis· Nov 1

Regulars· May 31

Newcomers· Mar 11