Company Overview - Paycom Software (PAYC) shares increased by 4.4% to $129.84 in the last trading session, following a period of 20.6% loss over the past four weeks, indicating a significant rebound in stock performance [1] - The company specializes in human-resources and payroll software, with a focus on AI-led products that enhance customer experience and operational efficiency [2] Financial Performance - Paycom is expected to report quarterly earnings of $2.44 per share, reflecting a year-over-year increase of 5.2%, with revenues projected at $542.71 million, a 9.9% rise from the previous year [3] - The consensus EPS estimate has been revised down by 0.9% over the last 30 days, which may indicate potential challenges in maintaining stock price appreciation [4] Market Position - Paycom's recent stock performance is contrasted with other companies in the same industry, such as Pinterest (PINS), which saw a 4.3% decline in its stock price and a 23.3% loss over the past month [4] - Both Paycom and Pinterest currently hold a Zacks Rank of 3 (Hold), suggesting a neutral outlook in the market [4][5]

We came across a bullish thesis on Paycom Software, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on PAYC. Paycom Software, Inc.'s share was trading at $134.75 as of January 30th. PAYC’s trailing and forward P/E were 16.69  and 13.16 respectively according to Yahoo Finance. Applied Digital (APLD) Targets Hyperscaler Deal; Craig-Hallum Maintains Buy Photo by Christopher Gower on Unsplash Paycom Software, Inc. provides a cloud-based human capital manage ...

leading provider of comprehensive, cloud-based human capital management software, today announced new findings from a Nucleus Research study highlighting the substantial value gained by organizations using Paycom's fullsolution automation. Among the organizations interviewed, primary benefits included avoided costs and increased productivity stemming from greater data visibility, the retirement of old systems and. OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (NYSE: PAYC) ("Paycom†), a ...

Paycom Software delivers cloud-based HR and payroll solutions to small and mid-sized U.S. businesses through a unified SaaS platform.Sather Financial Group Inc increased its stake in Paycom Software,(PAYC 2.93%) according to a January 26, 2026, SEC filing.What happenedSather Financial Group Inc disclosed in a Securities and Exchange Commission (SEC) filing dated January 26, 2026, that it bought an additional 18,035 shares of Paycom Software during the fourth quarter. The estimated value of these purchases w ...

Paycom Software, Inc. (NYSE:PAYC) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 15, BMO Capital reduced its price objective on the company’s stock to $175.00 from $190.00, while maintaining a “Market Perform” rating. The research firm highlighted the contraction in broader software multiples as the main reason for the reduction in price target. BMO Capital Reduces PT on Paycom Software (PAYC) Stock The firm opines that the likelihood of further multiple compression is ...

Core Viewpoint - Paycom Software, Inc. has announced the return of Jeff York as chief sales officer, effective January 23, 2026, replacing Amy Walker who is moving to a consulting role [1] Company Leadership Changes - Jeff York previously served as CSO at Paycom from 2007 to 2021 and has been working as Paycom's Leadership Strategist since then [1] - Amy Walker is transitioning from her role as CSO to a consulting position within the company [1]

The first time I bought Paycom Software ( PAYC ) was in 2019 and even this first buy is in the red after more than six years. Comparing the performance of PAYC to the stock market development over the same timeI am a private investor, focused on long-term dividend growth investing. My investing career started more than 15 years ago. All companies I am investing in are analyzed thoroughly by myself before an investment decision is made. By writing articles on Seeking Alpha, I hope to inform other investors a ...

Core Viewpoint - The fourth quarter of 2025 experienced a sharp 5% sell-off followed by a quick recovery, with global stocks reaching all-time highs, influenced by concerns over a potential AI bubble and subsequent strong earnings from NVIDIA [4][5]. Portfolio Performance & Attribution - The Polen Global Growth Composite Portfolio returned -2.5% gross of fees and -2.7% net of fees in Q4 2025, underperforming the MSCI All Country World Index, which returned +3.3% [7]. - Top relative contributors included Eli Lilly, Alphabet, and Shopify, while Oracle, Paycom Software, and CoStar Group were the largest detractors [7][8]. - Eli Lilly's stock rallied over 40% in Q4 due to strong financial results and a favorable agreement on drug pricing, despite earlier concerns [8]. - Oracle's performance reversed from the previous quarter, primarily due to skepticism regarding its future revenue tied to OpenAI, impacting its stock negatively [9]. Portfolio Activity - New positions were initiated in Tencent Holdings and Spotify, while positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday were eliminated to fund these investments [10][11]. - Tencent has shown consistent earnings growth of over 30% annually for the past three years, and its valuation is considered reasonable for sustainable revenue growth [11]. - Spotify is viewed as a leading streaming network with significant growth potential, expecting over 20% annual free cash flow growth for the next five years [12]. Outlook - The datacenter capital expenditure cycle is expected to continue, driven by increasing demand and supportive government policies, suggesting a favorable environment for growth in revenues and earnings for key players [17]. - The portfolio is positioned to deliver above-average earnings growth, with a focus on sectors outside of the AI and datacenter themes, ensuring resilience regardless of market drivers [18].

Core Viewpoint - Paycom Software Inc. (NYSE:PAYC) is currently priced at $149.84, reflecting a 1.60% increase in the current market session, but has seen a decline of 6.58% over the past month and 26.99% over the past year, raising questions about its valuation despite current performance [1]. Group 1: P/E Ratio Analysis - The P/E ratio is a critical metric that compares the current share price to the company's earnings per share (EPS), helping long-term investors assess performance against historical data and industry benchmarks [3]. - Paycom Software Inc. has a P/E ratio of 18.32, which is lower than the aggregate P/E ratio of 29.3 in the Professional Services industry, suggesting that the stock may be undervalued or that investors expect it to perform worse than its peers [4]. - A lower P/E ratio can indicate undervaluation but may also reflect a lack of expected future growth from shareholders, highlighting the need for a comprehensive analysis beyond just the P/E ratio [7][8].

Company Overview - Paycom's stock has decreased by over 70% since its peak in late 2021 and is down more than 40% from its 52-week high [1] - The company reported a 9% year-over-year revenue growth in Q3 2025, with a GAAP net income margin of 22% [1] AI Integration - Paycom does not face a significant threat from AI to its business model, as it already offers outcomes through its product Beti [2] - The company has launched an AI product named IWant, which allows users to query their data via voice or text, marking a significant release since its founding [2] Product Innovation - In 2021, Paycom introduced Beti, an automated payroll platform that allows employees to manage their own payroll, which has led to a decline in other revenue types but provided substantial value to clients [3] - The company is positioned to capture market share as competitors struggle with the evolving software landscape [8] Market Context - The software industry is expected to undergo significant transformation due to advancements in AI, with some companies likely to thrive while others may struggle [4][7] - Concerns about AI disrupting the software industry have been prevalent, with predictions that traditional SaaS pricing models may become obsolete by 2028 [5] Valuation and Growth Prospects - Paycom's stock is trading at approximately 16 times the average analyst estimate for 2025 earnings, which is considered reasonable given its growth potential [8] - The company's revenue is projected to exceed $2 billion in 2025, indicating a solid growth trajectory [8]