NYSE:PAYC • US70432V1026
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for PAYCOM SOFTWARE INC (PAYC).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-13 | Citigroup | Maintains | Neutral -> Neutral |
| 2026-02-12 | Cantor Fitzgerald | Maintains | Neutral -> Neutral |
| 2026-02-12 | Mizuho | Maintains | Neutral -> Neutral |
| 2026-02-12 | Guggenheim | Maintains | Buy -> Buy |
| 2026-02-12 | BMO Capital | Maintains | Market Perform -> Market Perform |
| 2026-02-12 | BTIG | Maintains | Buy -> Buy |
| 2026-02-12 | Keybanc | Maintains | Overweight -> Overweight |
| 2026-02-12 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2026-02-12 | Jefferies | Maintains | Hold -> Hold |
| 2026-01-29 | Cantor Fitzgerald | Maintains | Neutral -> Neutral |
| 2026-01-26 | UBS | Maintains | Buy -> Buy |
| 2026-01-12 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2026-01-08 | TD Cowen | Maintains | Buy -> Buy |
| 2025-12-23 | Citigroup | Maintains | Neutral -> Neutral |
| 2025-11-06 | TD Cowen | Maintains | Buy -> Buy |
| 2025-11-06 | Mizuho | Maintains | Neutral -> Neutral |
| 2025-11-06 | UBS | Maintains | Buy -> Buy |
| 2025-11-06 | Keybanc | Maintains | Overweight -> Overweight |
| 2025-11-06 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2025-11-06 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-11-06 | Jefferies | Maintains | Hold -> Hold |
| 2025-10-21 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2025-10-13 | Jefferies | Maintains | Hold -> Hold |
| 2025-09-26 | Guggenheim | Initiate | Buy |
| 2025-09-22 | TD Cowen | Upgrade | Hold -> Buy |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 1.694B 23.16% | 1.883B 11.19% | 2.052B 8.95% | 2.237B 9.03% | 2.403B 7.42% | 2.59B 7.78% | 2.746B 6.02% | 2.94B 7.06% | 3.081B 4.80% | 3.228B 4.77% | 3.379B 4.68% | |
| EBITDA YoY % growth | 565.27M 19.91% | 780.2M 38.02% | 743.5M -4.70% | 980.34M 31.85% | 1.071B 9.25% | 1.172B 9.43% | 1.243B 6.06% | 1.479B 18.99% | 1.615B 9.20% | N/A | N/A | |
| EBIT YoY % growth | 451.322M 19.18% | 634.3M 40.54% | 567.2M -10.58% | 767.15M 35.25% | 837.4M 9.16% | 939.75M 12.22% | 905.76M -3.62% | 971.04M 7.21% | 1.167B 20.18% | 1.258B 7.80% | N/A | |
| Operating Margin | 26.65% | 33.68% | 27.65% | 34.29% | 34.85% | 36.28% | 32.98% | 33.03% | 37.88% | 38.97% | N/A | |
| EPS YoY % growth | 7.78 26.30% | 8.20 5.40% | 9.25 12.80% | 10.23 10.60% | 11.42 11.67% | 13.83 21.07% | 15.09 9.07% | 16.99 12.64% | 18.59 9.42% | N/A | N/A |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 2.99 6.94% | 2.28 10.67% | 2.26 16.57% | 2.73 11.58% | 3.34 11.61% | 2.51 10.09% | 2.51 10.87% | 2.98 9.14% |
| Revenue Q2Q % growth | 576.51M 8.67% | 526.56M 8.88% | 551.9M 11.88% | 595.84M 9.47% | 642.24M 11.40% | 598.74M 13.71% | 602.65M 9.20% | 650.15M 9.11% |
| EBITDA Q2Q % growth | 273.78M 21.68% | 218.83M 12.68% | 223.28M -6.77% | 258.21M -22.55% | 306.09M 11.80% | 247.37M 13.04% | 243.58M 9.09% | 284.42M 10.15% |
| EBIT Q2Q % growth | 220.7M 19.23% | 167.96M 49.56% | 169.44M 50.48% | 206.34M 31.34% | 253.19M 14.72% | 188.35M 12.14% | 188.36M 11.17% | 225.76M 9.41% |
All data in USD
28 analysts have analysed PAYC and the average price target is 159.96 USD. This implies a price increase of 17.05% is expected in the next year compared to the current price of 136.66.
PAYCOM SOFTWARE INC (PAYC) will report earnings on 2026-05-05, after the market close.
The consensus EPS estimate for the next earnings of PAYCOM SOFTWARE INC (PAYC) is 2.99 USD and the consensus revenue estimate is 576.51M USD.
The consensus rating for PAYCOM SOFTWARE INC (PAYC) is 72.1429 / 100 . This indicates that analysts generally have a positive outlook on the stock.