Paycom (PAYC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
ADP publishes the jobs data Wall Street watches every month, but its own payroll counts now tell a different story about where the labor market is actually heading.
Paycom Software delivered strong Q2 2026 results, with revenue up 10% and EPS up 48%, driven by operating leverage and share buybacks. PAYC raised full-year 2026 guidance, now targeting 7–8% revenue growth and improved adjusted EBITDA margin to 46%, reflecting business momentum and new product releases. Capital allocation remains opportunistic; aggressive buybacks funded by free cash flow and some debt, with leverage expected to stay moderate.
Tidal Investments LLC raised its stake in shares of Paycom Software, Inc. (NYSE: PAYC) by 187.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,543 shares of the software maker's stock after buying an additional 9,487