NCR Voyix (NYSE:VYX) Issues Quarterly Earnings Results

NCR Voyix (NYSE:VYX) posted its quarterly earnings data on Wednesday. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.15 by $0.02, FiscalAI reports. NCR Voyix had a net margin of 2.53% and a return on equity of 11.23%. The company had revenue of $523.00 million during the quarter, compared to analyst estimates of $515.95 million. During the same quarter last year, the business posted $0.19 earnings per share. The company’s revenue was down 21.5% on a year-over-year basis. NCR Voyix updated its FY 2026 guidance to 0.890-0.920 EPS.

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

• Recurring revenue increased 3% year over year and adjusted EBITDA rose 5% to $98 million, while adjusted EBITDA margin expanded 460 basis points to 18.7%.
• Voyix Commerce Platform momentum continued, with 25 signed contracts, $286 million in remaining contract value, 10 customers live across more than 2,000 lanes, and 16 active customer labs.
• Retail showed solid underlying performance, including 6% recurring-revenue growth, 15% growth in recurring software revenue, more than 40 new customers, and a 20% increase in adjusted EBITDA.
• Restaurant revenue declined 6% excluding the hardware transition, with weaker SMB demand, delayed hardware refreshes, and the Brazil divestiture contributing to a 15% decline in restaurant adjusted EBITDA.
• Management maintained full-year 2026 guidance for revenue of $2.188 billion-$2.303 billion, adjusted EBITDA of $432 million-$447 million, and adjusted EPS of $0.89-$0.92, while noting that enterprise buying cycles remain lengthy and hardware demand may stay cautious into 2027.

NCR Voyix Trading Down 3.3%

NYSE:VYX traded down $0.28 on Friday, hitting $8.11. 620,307 shares of the stock were exchanged, compared to its average volume of 2,248,149. The company’s 50-day moving average price is $7.88 and its 200 day moving average price is $7.80. NCR Voyix has a 52 week low of $6.02 and a 52 week high of $13.81. The stock has a market capitalization of $1.12 billion, a price-to-earnings ratio of 20.26 and a beta of 1.39. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.91 and a current ratio of 1.07.

Analyst Ratings Changes

A number of research firms recently commented on VYX. Needham & Company LLC increased their price target on NCR Voyix from $12.00 to $14.00 and gave the stock a “buy” rating in a research report on Thursday. Royal Bank Of Canada boosted their price objective on NCR Voyix from $10.00 to $13.00 and gave the stock an “outperform” rating in a research note on Thursday. The Goldman Sachs Group increased their target price on NCR Voyix from $8.00 to $9.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of NCR Voyix in a report on Wednesday, June 24th. Five analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $14.00.

Hedge Funds Weigh In On NCR Voyix

Several hedge funds have recently added to or reduced their stakes in the stock. Boston Partners raised its stake in NCR Voyix by 16.0% during the 3rd quarter. Boston Partners now owns 5,796,446 shares of the company’s stock worth $72,650,000 after buying an additional 799,058 shares during the period. Marshall Wace LLP acquired a new position in NCR Voyix in the fourth quarter valued at about $7,215,000. Wellington Management Group LLP increased its holdings in shares of NCR Voyix by 45.8% in the fourth quarter. Wellington Management Group LLP now owns 1,963,223 shares of the company’s stock worth $20,025,000 after acquiring an additional 616,261 shares in the last quarter. Millennium Management LLC increased its holdings in shares of NCR Voyix by 458.4% in the third quarter. Millennium Management LLC now owns 643,019 shares of the company’s stock worth $8,070,000 after acquiring an additional 527,858 shares in the last quarter. Finally, Goldman Sachs Group Inc. raised its position in shares of NCR Voyix by 35.4% during the fourth quarter. Goldman Sachs Group Inc. now owns 1,949,023 shares of the company’s stock worth $19,880,000 after purchasing an additional 509,674 shares during the period. Institutional investors and hedge funds own 97.00% of the company’s stock.

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.