NCR Voyix (NYSE:VYX) Announces Quarterly Earnings Results

NCR Voyix (NYSE:VYX) announced its quarterly earnings data on Thursday. The company reported $0.31 EPS for the quarter, topping analysts’ consensus estimates of $0.29 by $0.02, FiscalAI reports. NCR Voyix had a negative net margin of 2.15% and a positive return on equity of 5.08%. The company had revenue of $720.00 million during the quarter, compared to the consensus estimate of $690.52 million. During the same quarter in the prior year, the firm earned $0.22 EPS. NCR Voyix’s quarterly revenue was up 5.6% on a year-over-year basis. NCR Voyix updated its FY 2026 guidance to 0.930-0.960 EPS.

Here are the key takeaways from NCR Voyix’s conference call:

• The company completed a multi‑year modernization into a single scalable platform, showcased at NRF and has signed more than 20 platform contracts (including enterprise deals such as Chipotle, 7‑Eleven Philippines, and Colruyt), with a deployment backlog expected to roll out over 9–18 months.
• Q4 revenue was $720M (+6%) with adjusted EBITDA of $130M (+17%) and non‑GAAP EPS $0.31 (+48%); 2026 guidance expects reported revenue of $2.21–2.325B (down 13–18% due to the ODM shift) while adjusted EBITDA is guided to $440–445M and non‑GAAP EPS to $0.93–0.96.
• The phased hardware transition to Ennoconn began in January and is on track to finish by March 31, 2026, moving hardware to a sourcing‑and‑commission model that should improve margins and working capital but requires significant restructuring and one‑time cash outlays.
• Services remain a key differentiator (>50% of revenue) and payments are being centralized via the Voyix Connect gateway (Corpay certified, WEX certification expected), enabling deeper payments integration, new referral partnerships, and cross‑sell opportunities.
• The SMB restaurant business showed weakness from legacy offerings, and management plans to address it by launching the cloud‑native Aloha Next store‑in‑a‑box in H2 2026 to improve competitiveness and stem attrition.

NCR Voyix Price Performance

Shares of NYSE:VYX traded down $0.86 on Thursday, hitting $8.23. The company had a trading volume of 3,584,982 shares, compared to its average volume of 1,857,152. The company has a current ratio of 1.13, a quick ratio of 0.94 and a debt-to-equity ratio of 1.30. The company has a market cap of $1.14 billion, a PE ratio of -18.70 and a beta of 1.45. NCR Voyix has a 52-week low of $7.55 and a 52-week high of $14.67. The business has a 50 day moving average of $10.09 and a 200 day moving average of $11.14.

NCR Voyix News Roundup

Here are the key news stories impacting NCR Voyix this week:

• Positive Sentiment: Q4 results beat expectations — EPS $0.31 vs. consensus $0.29 and revenue $720M vs. $690.5M, showing year‑over‑year revenue growth and an improving earnings trend. NCR Voyix (VYX) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: FY‑2026 guidance was reiterated/updated to EPS $0.930–0.960 (above consensus ~$0.92) and revenue guidance roughly $2.2–2.3B, supporting the company’s forward profitability outlook. NCR Voyix Q4 Press Release and Guidance
• Neutral Sentiment: Brokerage coverage remains generally favorable — the consensus across brokers is an average rating of “Moderate Buy,” which underpins analyst support but leaves room for divergence on valuation. NCR Voyix Given Average Rating of “Moderate Buy” by Brokerages
• Negative Sentiment: Needham cut its price target from $15 to $12 (while keeping a Buy rating). The lower target narrows implied upside and likely pressured the stock despite the beat and guidance. Needham Lowers Price Target

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on VYX. Needham & Company LLC cut their target price on NCR Voyix from $15.00 to $12.00 and set a “buy” rating for the company in a research note on Thursday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $13.00 price objective on shares of NCR Voyix in a report on Thursday. The Goldman Sachs Group decreased their target price on shares of NCR Voyix from $13.00 to $11.50 and set a “neutral” rating on the stock in a research report on Tuesday, January 13th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of NCR Voyix in a research note on Monday, December 29th. Finally, Zacks Research cut shares of NCR Voyix from a “strong-buy” rating to a “hold” rating in a research note on Thursday, November 13th. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $14.21.

Institutional Investors Weigh In On NCR Voyix

Several hedge funds have recently modified their holdings of the company. Parkside Financial Bank & Trust raised its position in shares of NCR Voyix by 34.7% in the fourth quarter. Parkside Financial Bank & Trust now owns 4,743 shares of the company’s stock valued at $48,000 after buying an additional 1,221 shares during the last quarter. Swiss National Bank grew its stake in NCR Voyix by 0.6% in the 3rd quarter. Swiss National Bank now owns 253,659 shares of the company’s stock worth $3,183,000 after acquiring an additional 1,600 shares during the period. PNC Financial Services Group Inc. raised its holdings in NCR Voyix by 15.7% in the 4th quarter. PNC Financial Services Group Inc. now owns 14,883 shares of the company’s stock valued at $152,000 after acquiring an additional 2,017 shares during the last quarter. Loomis Sayles & Co. L P lifted its stake in shares of NCR Voyix by 0.3% during the 4th quarter. Loomis Sayles & Co. L P now owns 966,435 shares of the company’s stock worth $9,858,000 after purchasing an additional 2,761 shares during the period. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of NCR Voyix during the fourth quarter worth $28,000. 97.00% of the stock is owned by institutional investors and hedge funds.

About NCR Voyix

NCR Voyix is a technology company formed through the spin-off of NCR Corporation’s financial and digital commerce business. The company designs, manufactures and supports self-service solutions for banking and retail environments, with core offerings that include ATMs, kiosks, point-of-sale terminals and payment software. By blending hardware, cloud-based applications and managed services, NCR Voyix aims to help financial institutions and merchants modernize customer experiences and streamline transaction processing.

Building on more than a century of heritage under the NCR name, NCR Voyix leverages decades of engineering expertise and innovation in transaction automation.