NCR Voyix (NYSE:VYX) Issues Earnings Results, Beats Estimates By $0.02 EPS

NCR Voyix (NYSE:VYX) released its quarterly earnings results on Thursday. The company reported $0.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.29 by $0.02, FiscalAI reports. The firm had revenue of $720.00 million for the quarter, compared to the consensus estimate of $690.52 million. NCR Voyix had a positive return on equity of 5.08% and a negative net margin of 2.15%.The company’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period last year, the business posted $0.22 EPS. NCR Voyix updated its FY 2026 guidance to 0.930-0.960 EPS.

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

• The company completed a multi‑year modernization into a single scalable platform, showcased at NRF and has signed more than 20 platform contracts (including enterprise deals such as Chipotle, 7‑Eleven Philippines, and Colruyt), with a deployment backlog expected to roll out over 9–18 months.
• Q4 revenue was $720M (+6%) with adjusted EBITDA of $130M (+17%) and non‑GAAP EPS $0.31 (+48%); 2026 guidance expects reported revenue of $2.21–2.325B (down 13–18% due to the ODM shift) while adjusted EBITDA is guided to $440–445M and non‑GAAP EPS to $0.93–0.96.
• The phased hardware transition to Ennoconn began in January and is on track to finish by March 31, 2026, moving hardware to a sourcing‑and‑commission model that should improve margins and working capital but requires significant restructuring and one‑time cash outlays.
• Services remain a key differentiator (>50% of revenue) and payments are being centralized via the Voyix Connect gateway (Corpay certified, WEX certification expected), enabling deeper payments integration, new referral partnerships, and cross‑sell opportunities.
• The SMB restaurant business showed weakness from legacy offerings, and management plans to address it by launching the cloud‑native Aloha Next store‑in‑a‑box in H2 2026 to improve competitiveness and stem attrition.

NCR Voyix Stock Performance

VYX stock traded down $0.64 during midday trading on Thursday, reaching $8.45. The stock had a trading volume of 1,487,138 shares, compared to its average volume of 1,797,643. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.94 and a current ratio of 1.13. NCR Voyix has a 52-week low of $7.55 and a 52-week high of $14.67. The stock has a market cap of $1.17 billion, a PE ratio of -19.35 and a beta of 1.45. The firm has a fifty day simple moving average of $10.09 and a two-hundred day simple moving average of $11.14.

Analyst Upgrades and Downgrades

VYX has been the topic of several research reports. Weiss Ratings reissued a “sell (d)” rating on shares of NCR Voyix in a research report on Monday, December 29th. Zacks Research downgraded shares of NCR Voyix from a “strong-buy” rating to a “hold” rating in a report on Thursday, November 13th. Finally, The Goldman Sachs Group cut their target price on shares of NCR Voyix from $13.00 to $11.50 and set a “neutral” rating for the company in a research report on Tuesday, January 13th. Five equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $15.64.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of VYX. Royal Bank of Canada grew its holdings in NCR Voyix by 130.9% in the first quarter. Royal Bank of Canada now owns 51,798 shares of the company’s stock valued at $505,000 after purchasing an additional 29,366 shares during the period. AQR Capital Management LLC boosted its position 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 acquiring an additional 21,698 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in NCR Voyix by 5.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 86,956 shares of the company’s stock worth $848,000 after purchasing an additional 4,181 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of NCR Voyix by 27.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,672,423 shares of the company’s stock worth $16,306,000 after purchasing an additional 362,834 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of NCR Voyix by 13.8% in 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 valued at $3,986,000 after purchasing an additional 49,642 shares in the last quarter. 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.