NCR Voyix (NYSE:VYX) Announces Earnings Results

NCR Voyix (NYSE:VYX) issued its quarterly earnings results on Thursday. The company reported $0.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.08 by $0.02, FiscalAI reports. NCR Voyix had a net margin of 2.20% and a return on equity of 11.38%. The business had revenue of $606.00 million for the quarter, compared to analyst estimates of $579.57 million. During the same quarter in the prior year, the business posted $0.09 EPS. NCR Voyix’s revenue for the quarter was down 1.8% compared to the same quarter last year. 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 Stock Performance

NYSE VYX traded up $0.28 during mid-day trading on Friday, reaching $8.37. 3,375,362 shares of the stock were exchanged, compared to its average volume of 2,258,009. The business’s 50 day moving average is $6.94 and its 200-day moving average is $9.15. NCR Voyix has a 1 year low of $6.02 and a 1 year high of $14.67. The company has a market capitalization of $1.16 billion, a P/E ratio of 22.01 and a beta of 1.41. The company has a debt-to-equity ratio of 1.19, a quick ratio of 0.83 and a current ratio of 1.06.

Institutional Trading of NCR Voyix

A number of hedge funds have recently added to or reduced their stakes in VYX. Royal Bank of Canada boosted its holdings in NCR Voyix by 130.9% during the first quarter. Royal Bank of Canada now owns 51,798 shares of the company’s stock worth $505,000 after buying an additional 29,366 shares in the last quarter. AQR Capital Management LLC boosted its holdings in NCR Voyix by 56.5% during the first quarter. AQR Capital Management LLC now owns 60,111 shares of the company’s stock worth $586,000 after buying an additional 21,698 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in NCR Voyix by 5.1% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 86,956 shares of the company’s stock worth $848,000 after buying an additional 4,181 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in NCR Voyix by 27.7% during the first quarter. Goldman Sachs Group Inc. now owns 1,672,423 shares of the company’s stock worth $16,306,000 after buying an additional 362,834 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in NCR Voyix by 13.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 408,773 shares of the company’s stock worth $3,986,000 after buying an additional 49,642 shares in the last quarter. 97.00% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on VYX. Royal Bank Of Canada restated an “outperform” rating and set a $13.00 price target on shares of NCR Voyix in a research note on Thursday, February 26th. The Goldman Sachs Group cut their price target on shares of NCR Voyix from $9.00 to $8.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 14th. Stifel Nicolaus set a $12.00 price objective on shares of NCR Voyix in a research note on Thursday, February 26th. DA Davidson cut their price objective on shares of 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, Weiss Ratings reiterated a “sell (d)” rating on shares of NCR Voyix in a research note on Friday, March 27th. Six research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, NCR Voyix has an average rating of “Moderate Buy” and a consensus price target of $13.75.

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.