NCR Voyix (NYSE:VYX) Issues Quarterly Earnings Results

by · The Cerbat Gem

NCR Voyix (NYSE:VYXGet Free Report) announced 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 company had revenue of $606.00 million for the quarter, compared to the consensus estimate of $579.57 million. NCR Voyix had a return on equity of 11.38% and a net margin of 2.20%.The firm’s revenue for the quarter was down 1.8% compared to the same quarter last year. During the same period last year, the firm earned $0.09 EPS. 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 VYX stock traded up $0.28 during mid-day trading on Friday, hitting $8.37. 3,375,362 shares of the stock were exchanged, compared to its average volume of 2,258,009. The firm has a fifty day moving average of $6.94 and a 200 day moving average of $9.15. The company has a quick ratio of 0.83, a current ratio of 1.06 and a debt-to-equity ratio of 1.19. NCR Voyix has a 52-week low of $6.02 and a 52-week high of $14.67. The company has a market cap of $1.16 billion, a PE ratio of 22.01 and a beta of 1.41.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. DA Davidson cut their price target on NCR Voyix from $17.00 to $14.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. The Goldman Sachs Group cut their price target on NCR Voyix from $9.00 to $8.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 14th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of NCR Voyix in a research report on Friday, March 27th. Needham & Company LLC cut their price target on NCR Voyix from $15.00 to $12.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $13.00 price target on shares of NCR Voyix in a research report on Thursday, February 26th. Six equities research 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 data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $13.75.

View Our Latest Stock Analysis on VYX

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of VYX. Boston Partners lifted its stake in NCR Voyix by 16.0% in the 3rd quarter. Boston Partners now owns 5,796,446 shares of the company’s stock valued at $72,650,000 after buying an additional 799,058 shares in the last quarter. Marshall Wace LLP purchased a new position in NCR Voyix in the 4th quarter valued at about $7,215,000. Wellington Management Group LLP lifted its stake in NCR Voyix by 45.8% in the 4th quarter. Wellington Management Group LLP now owns 1,963,223 shares of the company’s stock valued at $20,025,000 after buying an additional 616,261 shares in the last quarter. Millennium Management LLC lifted its stake in NCR Voyix by 458.4% in the 3rd quarter. Millennium Management LLC now owns 643,019 shares of the company’s stock valued at $8,070,000 after buying an additional 527,858 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its stake in NCR Voyix by 35.4% in the 4th quarter. Goldman Sachs Group Inc. now owns 1,949,023 shares of the company’s stock valued at $19,880,000 after buying an additional 509,674 shares in the last quarter. 97.00% of the stock is owned by hedge funds and other institutional investors.

NCR Voyix Company Profile

(Get Free Report)

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.

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