PAYCTechnology · Software - ApplicationThe 21 Wall Street analysts covering Paycom Software, Inc. hold a median 12-month price target of $210 — -7.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 5 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Paycom Software, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (95): Analysts have, on balance, been raising their forecasts.
Accruals (46): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on PAYC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −7.0% from it.
Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Sept 2026 | Keybanc | Maintains | Overweight | $270 → $280 |
| 1 Sept 2026 | UBS | Maintains | Buy | $205 → $285 |
| 1 Sept 2026 | UBS | Maintains | Buy | — |
| 25 Aug 2026 | JP Morgan | Maintains | Neutral | $140 → $264 |
| 25 Aug 2026 | JP Morgan | Maintains | Neutral | — |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | $136 → $194 |
| 7 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 6 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 6 Aug 2026 | Barclays | Maintains | Equal-Weight | $154 → $210 |
| 6 Aug 2026 | BTIG | Maintains | Buy | — |
| 6 Aug 2026 | BTIG | Maintains | Buy | $160 → $230 |
| 6 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | $135 → $195 |
| 6 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | — |
| 6 Aug 2026 | Guggenheim | Maintains | Buy | $180 → $225 |
| 6 Aug 2026 | Guggenheim | Maintains | Buy | — |
| 6 Aug 2026 | Keybanc | Maintains | Overweight | — |
| 6 Aug 2026 | Keybanc | Maintains | Overweight | $195 → $270 |
| 6 Aug 2026 | Stifel | Maintains | Hold | $120 → $200 |
| 6 Aug 2026 | Stifel | Maintains | Hold | — |
| 6 Aug 2026 | TD Cowen | Maintains | Buy | $149 → $244 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PAYC appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Oct 2026, Paycom Software, Inc. returned +12.9% against +17.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 32% of US stocks
Cheaper than 26% of US stocks
Cheaper than 6% of US stocks
Cheaper than 24% of US stocks
Higher than 51% of US stocks
Higher than 58% of US stocks
Higher than 93% of US stocks
Higher than 88% of US stocks
Higher than 84% of US stocks
Higher than 91% of US stocks
Higher than 90% of US stocks
Higher than 61% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Paycom Software, Inc. has a market value of $10.0B and an enterprise value of $10.6B.
Revenue in the twelve months to 30 June 2026: $2.1B. The latest quarter grew 9.8% year on year.
Net income over the same four quarters: $487.7M, a 22.8% net margin.
Diluted earnings per share, trailing twelve months: $9.41.
Free cash flow in the twelve months to 30 June 2026: $570.6M.
Paycom Software, Inc. spent $1.7B on share buybacks and $77.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 23.4×; forward P/E: 15.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.68%, paying out 16% of earnings.
Paycom Software, Inc. employs 5,770 people — $371K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Paycom Software, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
ADP, whose monthly jobs data is closely watched by Wall Street, has cautioned that the labor market is cooling, noting that its own payroll counts point to a slowdown in hiring momentum.
Why it matters — A cooling labor market could signal softer demand for payroll and HR services, making ADP's outlook relevant to companies like PAYC that operate in the same space.
Zacks Investment Research highlights the Zacks Earnings ESP as a method for identifying potential earnings surprises, and flags two computer and technology stocks as candidates that could beat earnings estimates. The article suggests investors should keep these stocks on their radar.
Why it matters — PAYC watchers may be interested in the earnings-surprise screening method and how it could apply to computer and technology stocks like Paycom.
Paycom reported strong Q2 2026 results with revenue up 10% and EPS up 48%, driven by operating leverage and share buybacks. The company raised its full-year 2026 guidance, now targeting 7-8% revenue growth and an improved adjusted EBITDA margin of 46%.
Why it matters — Paycom's raised guidance and improved margins signal strengthening business momentum for shareholders tracking the company's financial trajectory.
Zacks Investment Research highlighted Paycom (PAYC) among the top staffing services stocks, citing AI adoption, strong execution, resilient demand and growth as the reasons the company stands out in the industry.
Why it matters — A PAYC watcher would care because the item identifies the company as a standout in the staffing services industry, pointing to AI adoption and operational execution as notable drivers.
Zacks Investment Research identifies Paycom Software (PAYC) as a top momentum stock for the long term, highlighting the company through its Zacks Style Scores system designed to help investors find top-rated stocks based on investing style.
Why it matters — PAYC watchers would care because the Zacks Style Scores recognition signals the company's strong momentum characteristics among investors using this screening tool.
The 21 Wall Street analysts covering Paycom Software, Inc. have a median 12-month price target of $210, with estimates ranging from $160 to $285. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Paycom Software, Inc., 6 rate it a Buy, 13 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Paycom Software, Inc. 82 out of 100 across roughly 4,600 US stocks as at 5 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Oct 2026, Paycom Software, Inc. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (95 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies -7.0% from the last close, and Ticker Nerd's factor model ranks Paycom Software, Inc. 82 out of 100 as at 5 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Paycom Software, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PAYC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $160 to $285 over the next 12 months.
Paycom Software, Inc. returned +12.9% over the 12 months to 5 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Paycom Software, Inc. is a cloud-based human capital management software company that helps organizations manage payroll, HR administration, talent acquisition, time and labor, benefits, and employee self-service in a single platform.
The most recent item we track (24/7 Wall Street, 3 Oct 2026): "ADP Warns of Cooling Labor Market While Its Own Business Feels the Chill". ADP, whose monthly jobs data is closely watched by Wall Street, has cautioned that the labor market is cooling, noting that its own payroll counts point to a slowdown in hiring momentum.
Paycom Software, Inc. is a cloud-based human capital management software company that helps organizations manage payroll, HR administration, talent acquisition, time and labor, benefits, and employee self-service in a single platform. Paycom’s software is designed to automate routine workforce processes and give employees direct access to their own employment data, reducing manual data entry and improving data consistency across HR and payroll operations. The company serves businesses of all sizes, with a strong focus on small and mid-sized employers, and supports the full employment lifecycle from recruitment and onboarding through ongoing workforce management and post-employment administration. Headquartered in Oklahoma City, Oklahoma, Paycom operates as a provider of software-as-a-service tools that are used across a broad range of industries to simplify core people-management functions.
CEO Mr. Chad R. Richison · 5,770 employees · United States · https://www.paycom.com
