By the Top Tier Newswire AI Desk · August 7, 2026 at 12:05 AM ET · reviewed against 11 wire stories
PAYCOM SOFTWARE INC (PAYC) is up +23.55% in the latest session. Our newswire has captured 11 stories on PAYC across 7 sources in the last 36 hours, with AI sentiment reading bullish (avg 60/100).
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PAYC stock is up 23.55% to $215.97 in today’s session, driven by Paycom Software Inc’s strong second-quarter performance and multiple analyst upgrades. The company raised its full-year revenue and adjusted EBITDA guidance following better-than-expected results, including improved profit margins and free cash flow. This has prompted several analysts to raise their price targets, contributing to the sharp rise in the stock.
What Happened
Paycom delivered a strong Q2 2026, with revenue and adjusted EBITDA margins exceeding expectations. The company announced an upward revision of its full-year 2026 guidance, forecasting revenue between $2.197 billion and $2.212 billion and adjusted EBITDA between $1.007 billion and $1.022 billion. Management attributed the performance to expanded automation releases and continued cost efficiency. The COO, Peck Randall, sold $351,000 in shares on May 18, 2026, according to SEC filings. Analysts at Baird, Deutsche Bank, Guggenheim, and BTIG raised their price targets on Paycom, with some increasing them by more than $100 per share. TD Cowen and UBS also raised their price targets and maintained Buy ratings.
What The Data Shows
Paycom’s fundamentals support its recent rally, with a trailing twelve-month revenue growth of 9.4% and a net margin of 22.4%. The stock has a P/E ratio of 20.4 and a beta of 0.72, suggesting it is less volatile than the broader market. The 52-week range is $104.90 to $248.95, and the stock is currently trading near the upper end of that range. Insider activity has been limited, with one insider sale reported in the last 90 days. Congressional trades include recent sales and purchases by Donald J. Trump and others, but these do not appear to directly influence the stock’s recent performance.
What To Watch
The company’s updated guidance and analyst upgrades suggest continued momentum. Investors should monitor the company’s progress on automation initiatives and Project Arc, as well as any further analyst actions or insider activity.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
PAYC · Aug 7 session (5-min) · -0.48% vs prior close · updated 8:56 PM ETAI sentiment, last 36h · averaged over 11 stories · 60/100 bullish
The headlines behind the move
Story flow · 8 stories on the wire, last 36h · hover or tap a dot for the headline
4d agoMarketChameleonBULLISH 73Earnings
Paycom Raises Full-Year Outlook Following Strong Q2: Profit Margins and Free Cash Flow Show Upward Momentum
August 6, 2026
Paycom delivered a robust second quarter for 2026, with revenue and adjusted EBITDA margins climbing, and management raising full-year guidance. Despite significant share repurchases and dividend payouts, the company maintains healthy profit margins and a growing free cash flow margin.
4d agoThe FlyBULLISH 61Analyst
Paycom Price Target Raised To 245 From 183 At Baird
4d agoThe FlyBULLISH 56Analyst
Paycom Price Target Raised To 205 From 140 At Deutsche Bank
Deutsche Bank raised the firm’s price target on Paycom (PAYC) to $205 from $140 and keeps a Hold rating on the shares. Published first on TheFly – the ultimate sour...
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