NCR Voyix (NYSE:VYX) Announces Earnings Results, Beats Estimates By $0.02 EPS

NCR Voyix (NYSE:VYX) posted its quarterly earnings data on Thursday. The company reported $0.31 EPS for the quarter, beating analysts’ consensus estimates of $0.29 by $0.02, FiscalAI reports. The business had revenue of $720.00 million during the quarter, compared to analysts’ expectations of $690.52 million. NCR Voyix had a return on equity of 11.26% and a net margin of 1.71%.The business’s revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.22 earnings per share. 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 Stock Down 7.5%

NYSE VYX traded down $0.62 during trading on Friday, reaching $7.63. 4,696,197 shares of the company’s stock were exchanged, compared to its average volume of 1,910,198. The company has a 50 day moving average price of $9.99 and a two-hundred day moving average price of $11.09. The stock has a market cap of $1.06 billion, a P/E ratio of 26.29 and a beta of 1.45. NCR Voyix has a 1 year low of $7.36 and a 1 year high of $14.67. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.94 and a current ratio of 1.13.

More NCR Voyix News

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

• Positive Sentiment: Q4 earnings and revenue beat consensus — NCR Voyix reported $0.31 EPS vs. $0.29 consensus and revenue of $720M (up 5.6% YoY), which supports the fundamental recovery thesis for the business. Zacks: VYX Q4 Beat
• Positive Sentiment: Company raised FY2026 guidance modestly above consensus — management set EPS guidance of $0.93–$0.96 (vs. consensus ~$0.92) and revenue guidance roughly in line with expectations, which is a constructive sign for 2026 profitability. (See company release and slide deck for details.) Press Release / Slide Deck
• Positive Sentiment: Brokerage consensus remains skewed to buy — analysts’ average rating is “Moderate Buy,” which suggests continued institutional support even as some targets are adjusted. AmericanBankingNews: Broker Ratings
• Neutral Sentiment: Company posted the full Q4 earnings presentation and call materials — useful for investors wanting detail on segment performance, margin drivers and where management expects growth to come from next year. Seeking Alpha: Q4 Presentation
• Negative Sentiment: Needham cut its price target from $15 to $12 — even though the firm kept a “buy” rating, the lower target reduces analyst upside and likely contributed to intraday selling pressure. Benzinga: Needham Target Cut
• Negative Sentiment: Technical and valuation headwinds — VYX is trading below its 50- and 200-day moving averages and near its 52-week low, which can amplify downside as momentum-focused traders exit positions (higher-than-average volume today). MarketBeat: Stock Snapshot

Hedge Funds Weigh In On NCR Voyix

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Royal Bank of Canada increased its stake in NCR Voyix by 130.9% in the first quarter. Royal Bank of Canada now owns 51,798 shares of the company’s stock valued at $505,000 after purchasing an additional 29,366 shares during the last quarter. AQR Capital Management LLC grew its position in shares of NCR Voyix by 56.5% in the 1st quarter. AQR Capital Management LLC now owns 60,111 shares of the company’s stock valued at $586,000 after buying an additional 21,698 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in NCR Voyix by 5.1% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 86,956 shares of the company’s stock worth $848,000 after acquiring an additional 4,181 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in NCR Voyix by 27.7% in the first quarter. Goldman Sachs Group Inc. now owns 1,672,423 shares of the company’s stock valued at $16,306,000 after acquiring an additional 362,834 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in NCR Voyix by 13.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 408,773 shares of the company’s stock valued at $3,986,000 after acquiring an additional 49,642 shares during the last quarter. 97.00% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

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

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.