Overview

• NCR Voyix Q3 revenue declines yr/yr but beats analyst expectations

• Adjusted EPS for Q3 beats consensus, reflecting operational improvements

• Adjusted EBITDA for Q3 surpasses analyst estimates, indicating strong performance

Outlook

• NCR Voyix expects 2025 revenue between $2,650 mln and $2,670 mln

• Company projects 2025 software and services revenue of $1,980 mln to $1,990 mln

• NCR Voyix forecasts 2025 adjusted EBITDA of $420 mln to $435 mln

Result Drivers

• RECURRING REVENUE GROWTH - Co reports ARR increased to $1.7 bln from $1.6 bln in prior year, driven by software ARR growth

• STRATEGIC PARTNERSHIPS - Co expands payment capabilities through partnerships with WEX and Corpay, enhancing commercial fuel transactions

• COST MANAGEMENT - Improved adjusted EBITDA attributed to cost management and operational efficiencies

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the it services & consulting peer group is "buy"

• Wall Street's median 12-month price target for NCR Voyix Corp is $16.00, about 28.6% above its November 5 closing price of $11.43

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw44jcPZa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)