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

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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.

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

Mit steigenden arbeitslosen Zahlen wird die Aktie erstmal keinen weiteren Schub bekommen. Würde hier bei 130 Euro wieder einsteigen.

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