Paycom Software, Inc. (NYSE:PAYC) is one of the Oversold Fundamentally Strong Stocks to Buy Right Now. On January 8, TD Cowen analyst Jared Levine reduced the price objective on the company’s stock to $184 from $200 while keeping a “Buy” rating, as reported by The Fly. Notably, the firm updated estimates to reflect the latest Fed Funds rate expectations as well as thoughts ahead of the upcoming Q4 2025 results. TD Cowen Lowers PT on Paycom Software (PAYC) Stock In a different update, Citi reduced the pri ...

Core Viewpoint - Paycom Software has experienced a significant decline in stock value, down approximately 72% from its all-time high in November 2021, raising questions about whether this represents a broken story or a high-quality business undergoing a valuation reset, potentially presenting a buying opportunity [1] Group 1: Valuation Reset - Paycom specializes in payroll and human resources software, with a revenue base that is predominantly recurring, making the stock's drastic decline unexpected [3] - The high valuation in 2021 set a challenging growth expectation, and any signs of slowing growth prompted investors to reassess the stock's valuation [4] - Revenue growth has slowed significantly, with a 9.1% year-over-year increase in Q3 2025 compared to 30.4% growth in Q3 2021, indicating a dramatic deceleration [5] Group 2: Recent Performance - The third-quarter results for 2025 showed a sequential deceleration in growth, with 9.1% top-line growth down from 10.5% in Q2 [6] - Despite the deceleration, management projects approximately 9% total revenue growth for 2025, and share repurchases are becoming increasingly important to the investment thesis [8] Group 3: Profitability - Paycom's third-quarter growth of 9.1% is still considered solid, with recurring revenue growth at 10.6% year-over-year, representing about 95% of total revenue [9] - Profitability metrics are strong, with adjusted EBITDA margin increasing from 37.9% in the previous year to 39.4% in Q3 2025, and non-GAAP earnings per share rising 16.2% year-over-year to $1.94 [10]

Core Insights - The article discusses the importance of understanding the limitations of financial predictions and the inherent uncertainties involved in market analysis [2][3] Group 1 - Financial analysts provide median estimates for predictions and projections, which are subject to uncertainty [2] - The accuracy of price targets mentioned in the article is not guaranteed and should not be used as investment advice [2] - The past performance of investments does not guarantee future results, highlighting the unpredictable nature of the market [3]

Group 1 - Citi lowered the price target on Paycom (PAYC) to $185 from $191 while maintaining a Neutral rating on the shares [1] - The firm adjusted its models in the application software group after discussions with management [1] - Companies are experiencing a stable but uncertain demand environment, with some relief from the reopening of the U.S. government [1] Group 2 - Citi has named Pegasystems (PEGA) as its new top pick, highlighting the company's leadership in artificial intelligence monetization [1] - The firm also sees growth opportunities at Blackline (BL) and Workiva (WK) [1]

OKLAHOMA CITY--(BUSINESS WIRE)--Paycom Software, Inc. (NYSE: PAYC) ("Paycom†), a leading provider of comprehensive, cloud-based human capital management software, announced a new multiyear partnership with NBA champion and All-Star Jalen (JDub) Williams. The partnership will kick off with Williams starring in Paycom's latest campaign promoting its groundbreaking command-driven AI engine, IWant. Paycom Software, Inc. (NYSE: PAYC) ("Paycom†), a leading provider of comprehensive, cloud-based human capital ...

With a market cap of $9.4 billion, Paycom Software, Inc. (PAYC) is a U.S.-based provider of cloud-based human capital management (HCM) solutions delivered through a software-as-a-service model for small to mid-sized businesses. The company offers an integrated platform that manages the entire employee life cycle, from recruitment and onboarding to payroll, benefits, and retirement. Companies valued less than $10 billion are generally described as “mid-cap” stocks, and Paycom Software fits right into that ...

Core Points - Caleb Downs from Ohio State University has been awarded the 2025 Paycom Jim Thorpe Award, recognizing him as the top defensive back in college football based on performance, athletic ability, and character [1] Group 1 - The award was announced during The Home Depot College Football Awards on ESPN [1] - The Paycom Jim Thorpe Award is presented by the Oklahoma Sports Hall of Fame and the Jim Thorpe Association [1]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Summary of Paycom Conference Call Company Overview - **Company**: Paycom - **Industry**: Human Capital Management (HCM) Software Key Points and Arguments Performance and Strategy - Paycom reported a successful year with a focus on world-class service, client value achievement, and full-solution automation [1][2] - Client satisfaction levels have improved significantly, indicating successful service enhancements [5][6] - The company has seen a recurring revenue growth of 10% and an Adjusted EBITDA of 43% [11] Market Position and Opportunities - Paycom currently captures only 5% of the total addressable market, indicating substantial growth potential [9] - The company plans to double down on sales efforts and open several new offices in the next two to three years [11][69] - There is a strong emphasis on increasing sales capacity and improving client retention through enhanced service and product offerings [15][36] Product Development and Innovation - The introduction of the "I-Want" feature has streamlined user interaction, allowing employees to access services without extensive training [20][21] - Automation of routine decisions, such as time-off requests, has been highlighted as a significant value-add for clients, reducing management burden [29][30] - Paycom's focus on decision logic and automation is expected to drive further efficiencies for clients, enhancing overall satisfaction and retention [34][39] Competitive Landscape - Paycom believes its competitive advantage lies in its unique product offerings and the ability to automate processes effectively, which competitors struggle to replicate [40][42] - The company is not overly concerned about macroeconomic factors impacting its growth strategy, focusing instead on internal capabilities and market opportunities [11][47] Future Outlook - Paycom is optimistic about its growth trajectory into 2026, with plans to enhance sales strategies and expand market presence [16][68] - The company is committed to maintaining strong margins while pursuing growth, ensuring that increased sales do not negatively impact profitability [69] AI and Technology Integration - Paycom manages its own data centers and is exploring AI applications to enhance product efficiency and client service [57][58] - The company is cautious about AI implementation, ensuring it adds value without complicating user experience [60][61] Additional Important Insights - Paycom has seen a trend of clients returning after experiencing higher total costs with competitors, emphasizing the value of its automation capabilities [5] - The company is focused on aligning its sales and marketing efforts to better communicate the value proposition to clients [45][50] - There is a recognition of the need for continuous improvement in internal processes to maximize client value and satisfaction [66][67]

A month has gone by since the last earnings report for Paycom Software (PAYC) . Shares have added about 1.3% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Paycom due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Paycom Software, Inc. before we dive into how investors and analysts have ...