NCR Voyix (NYSE:VYX) Issues Earnings Results

NCR Voyix (NYSE:VYX) released its quarterly earnings results on Thursday. The company reported $0.10 earnings per share for the quarter, topping the consensus estimate of $0.08 by $0.02, FiscalAI reports. The business had revenue of $606.00 million for the quarter, compared to the consensus estimate of $579.57 million. NCR Voyix had a net margin of 2.20% and a return on equity of 11.38%. The company’s quarterly revenue was down 1.8% on a year-over-year basis. During the same period last year, the firm earned $0.09 earnings per share. NCR Voyix updated its FY 2026 guidance to 0.890-0.920 EPS.

Here are the key takeaways from NCR Voyix’s conference call:

• The company reported early commercial traction for its Voyix Commerce Platform with 21 new platform contracts through Q1 and approximately $293 million of remaining contract value, which management says will ramp into recurring revenue over time.
• Adjusted EBITDA rose 5% to $78 million and margin expanded 80 basis points to 12.9%, driven by recurring software/services growth and cost actions, while retail adjusted EBITDA increased 20% year?over?year.
• Management highlighted AI, data and network effects as strategic differentiators — examples include Picklist Assist live in ~60,000 lanes, >300 third?party integrations, and one customer processing ~115 million transactions in a month — which management expects to deepen customer lock?in and product value.
• Near?term headwinds include continued SMB softness in restaurants and declining hardware/installation revenue amid the shift to an ODM model (recognized as net commission revenue), and an April transition and divestiture activity contributed to a GAAP loss in the quarter.

NCR Voyix Price Performance

Shares of NYSE:VYX traded up $0.28 during trading on Friday, hitting $8.37. 3,375,362 shares of the company’s stock were exchanged, compared to its average volume of 2,258,009. The business’s 50-day simple moving average is $6.94 and its 200 day simple moving average is $9.15. The company has a market cap of $1.16 billion, a price-to-earnings ratio of 22.01 and a beta of 1.41. NCR Voyix has a 52-week low of $6.02 and a 52-week high of $14.67. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.06 and a quick ratio of 0.83.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Parkside Financial Bank & Trust raised its position in shares of NCR Voyix by 34.7% during the fourth quarter. Parkside Financial Bank & Trust now owns 4,743 shares of the company’s stock valued at $48,000 after buying an additional 1,221 shares during the last quarter. Swiss National Bank increased its holdings in NCR Voyix by 0.6% in the 3rd quarter. Swiss National Bank now owns 253,659 shares of the company’s stock valued at $3,183,000 after acquiring an additional 1,600 shares during the last quarter. PNC Financial Services Group Inc. lifted its stake in NCR Voyix by 15.7% in the 4th quarter. PNC Financial Services Group Inc. now owns 14,883 shares of the company’s stock worth $152,000 after purchasing an additional 2,017 shares in the last quarter. Hsbc Holdings PLC boosted its holdings in shares of NCR Voyix by 15.6% during the 4th quarter. Hsbc Holdings PLC now owns 15,611 shares of the company’s stock valued at $159,000 after purchasing an additional 2,103 shares during the last quarter. Finally, Loomis Sayles & Co. L P boosted its holdings in shares of NCR Voyix by 0.3% during the 4th quarter. Loomis Sayles & Co. L P now owns 966,435 shares of the company’s stock valued at $9,858,000 after purchasing an additional 2,761 shares during the last quarter. 97.00% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently commented on VYX. Weiss Ratings restated a “sell (d)” rating on shares of NCR Voyix in a research note on Friday, March 27th. Stifel Nicolaus set a $12.00 price target on NCR Voyix in a report on Thursday, February 26th. Royal Bank Of Canada restated an “outperform” rating and issued a $13.00 price target on shares of NCR Voyix in a research report on Thursday, February 26th. DA Davidson decreased their price objective on NCR Voyix from $17.00 to $14.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Finally, Needham & Company LLC cut their price objective on NCR Voyix from $15.00 to $12.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Six analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $13.75.

About NCR Voyix

NCR Voyix is a technology company formed through the spin-off of NCR Corporation’s financial and digital commerce business. The company designs, manufactures and supports self-service solutions for banking and retail environments, with core offerings that include ATMs, kiosks, point-of-sale terminals and payment software. By blending hardware, cloud-based applications and managed services, NCR Voyix aims to help financial institutions and merchants modernize customer experiences and streamline transaction processing.

Building on more than a century of heritage under the NCR name, NCR Voyix leverages decades of engineering expertise and innovation in transaction automation.