NCR Voyix (NYSE:VYX) Issues Earnings Results

NCR Voyix (NYSE:VYX) released its quarterly earnings data on Thursday. The company reported $0.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.08 by $0.02, FiscalAI reports. The business 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 company’s revenue was down 1.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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 on Friday, reaching $8.37. 3,375,362 shares of the company’s stock were exchanged, compared to its average volume of 2,258,009. The company’s fifty day simple moving average is $6.94 and its 200 day simple moving average is $9.15. NCR Voyix has a 52 week low of $6.02 and a 52 week high of $14.67. The company has a current ratio of 1.06, a quick ratio of 0.83 and a debt-to-equity ratio of 1.19. The stock has a market capitalization of $1.16 billion, a PE ratio of 22.01 and a beta of 1.41.

Wall Street Analyst Weigh In

VYX has been the topic of a number of recent research reports. DA Davidson decreased their price target 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. The Goldman Sachs Group lowered their price target on shares of NCR Voyix from $9.00 to $8.00 and set a “neutral” rating for the company in a report on Tuesday, April 14th. Needham & Company LLC reduced their price objective on NCR Voyix from $15.00 to $12.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $13.00 target price on shares of NCR Voyix in a report on Thursday, February 26th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of NCR Voyix in a research report on Friday, March 27th. Six research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $13.75.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in VYX. Boston Partners lifted its holdings in NCR Voyix by 16.0% during 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. State Street Corp raised its stake in shares of NCR Voyix by 0.8% during the fourth quarter. State Street Corp now owns 5,730,485 shares of the company’s stock valued at $58,451,000 after acquiring an additional 45,452 shares in the last quarter. Dimensional Fund Advisors LP grew its stake in NCR Voyix by 9.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 4,935,263 shares of the company’s stock worth $50,341,000 after purchasing an additional 427,449 shares in the last quarter. Masters Capital Management LLC increased its holdings in NCR Voyix by 10.5% during the 3rd quarter. Masters Capital Management LLC now owns 2,100,000 shares of the company’s stock worth $26,355,000 after purchasing an additional 200,000 shares during the period. Finally, Wellington Management Group LLP increased its holdings in NCR Voyix by 45.8% during the 4th quarter. Wellington Management Group LLP now owns 1,963,223 shares of the company’s stock worth $20,025,000 after purchasing an additional 616,261 shares during the period. Hedge funds and other institutional investors 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.