PAYCOM SOFTWARE WKN: A1XFVG ISIN: US70432V1026 Kürzel: PAYC Forum: Aktien Thema: Hauptdiskussion

Paycom (PAYC) Q2 CY2024 Highlights: Revenue: $437.5 million vs analyst estimates of $436.4 million (small beat) EPS (non-GAAP): $1.62 vs analyst estimates of $1.60 (1.2% beat) Revenue Guidance for Q3 CY2024 is $446.5 million at the midpoint, roughly in line with what analysts were expecting The company reconfirmed its revenue guidance for the full year of $1.87 billion at the midpoint

Paycom Software, Inc. (NYSE: PAYC) has announced an increase and extension of its stock repurchase plan. The board of directors has authorized $1.5 billion for repurchases through Aug. 15, 2026, up from the previous $676 million available. CEO Chad Richison highlighted Paycom's leading product, resilient business model, and strong balance sheet with no debt. The company has already repurchased approximately 2.3 million shares (4% of the company) since July 2022 for about $413 million. Paycom will continue to opportunistically buy back stock at attractive valuations relative to peers. The repurchase plan's timing, number, and value of shares will be determined by a board committee, considering market conditions and other factors.

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Hm. Da muss ja die Vermutung drin stecken, dass das Wachstum massiv schrumpft..... Nachlaufen? 🤔

Liegt am Ausblick, ich persönlich finde die Kursreaktion überzogen.

Guidance Paycom Soft sees Q2 2024 revenue of $434.00M-$438.00M versus the analyst consensus of $442.10M. Paycom Soft sees FY 2024 revenue of $1.86B-$1.89B versus the analyst consensus of $1.87B.

Kann mir das einer erklären? Beat fürs Quartal und Guidance gleich gelassen fürs Jahr also 10%+ runter?

Komische Kursentwicklung für earning beat

https://za.investing.com/news/paycom-soft-earnings-beat-by-014-revenue-topped-estimates-3122021