NCR Voyix (NYSE:VYX) Posts Earnings Results, Beats Expectations By $0.02 EPS

NCR Voyix (NYSE:VYX) released its earnings results on Thursday. The company reported $0.10 EPS for the quarter, beating the consensus estimate of $0.08 by $0.02, FiscalAI reports. The company had revenue of $606.00 million for the quarter, compared to analyst estimates of $579.57 million. NCR Voyix had a net margin of 2.20% and a return on equity of 11.38%. The firm’s quarterly revenue was down 1.8% compared to the same quarter last year. During the same quarter 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 Trading Up 3.4%

Shares of VYX stock traded up $0.28 during trading hours on Friday, reaching $8.37. The company’s stock had a trading volume of 3,375,362 shares, compared to its average volume of 2,258,009. The company has a current ratio of 1.06, a quick ratio of 0.83 and a debt-to-equity ratio of 1.19. NCR Voyix has a one year low of $6.02 and a one year high of $14.67. The stock has a market capitalization of $1.16 billion, a P/E ratio of 22.01 and a beta of 1.41. The firm’s fifty day simple moving average is $6.94 and its 200 day simple moving average is $9.15.

Analyst Ratings Changes

Several research analysts have recently commented on VYX shares. 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 report on Thursday, March 5th. Stifel Nicolaus set a $12.00 target price on NCR Voyix in a report on Thursday, February 26th. The Goldman Sachs Group reduced 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. Royal Bank Of Canada reiterated an “outperform” rating and issued a $13.00 price objective on shares of NCR Voyix in a research report on Thursday, February 26th. Finally, Needham & Company LLC dropped 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 research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, NCR Voyix presently has a consensus rating of “Moderate Buy” and a consensus price target of $13.75.

Institutional Trading of NCR Voyix

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd bought a new stake in NCR Voyix in the fourth quarter valued at $28,000. Kestra Advisory Services LLC purchased a new position in NCR Voyix during the 4th quarter valued at $29,000. Parkside Financial Bank & Trust raised its holdings in NCR Voyix by 34.7% in the 4th quarter. Parkside Financial Bank & Trust now owns 4,743 shares of the company’s stock worth $48,000 after purchasing an additional 1,221 shares in the last quarter. Graham Capital Management L.P. purchased a new stake in shares of NCR Voyix in the 4th quarter worth about $128,000. Finally, FourThought Financial Partners LLC purchased a new stake in shares of NCR Voyix in the 3rd quarter worth about $130,000. Hedge funds and other institutional investors own 97.00% of the company’s stock.

NCR Voyix Company Profile

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.