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PAPAYC

Paycom Software, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$PAYC·$12B·Software - Application·Technology
$218.13-2.5%1Y+1.0%
Mentions · last 7 days
2026-08-07: 25 posts2026-08-08: 6 posts2026-08-09: 4 posts2026-08-10: 10 posts2026-08-11: 3 posts2026-08-12: 1 posts2026-08-13: 9 posts60-32%
Price updated 16h ago·X counts updated 2d ago
PAPAYC
$PAYCPaycom Software, Inc.
$218.13-2.46%60 posts-32%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PAYC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Paycom up 40%+ YTD after founder Chad Richison aggressively bought back cheap shares — AI-related capex returns are landing.

Paycom Software is the enterprise HCM (human capital management) SaaS provider — payroll, time tracking, and increasingly AI-driven workflow automation for mid-market and enterprise customers. The 2026 story is that the founder's aggressive buyback timing plus AI-capex-returns-landing is validating the turnaround.

  • The Q2 mechanics were exceptional: revenue of $531M grew ~10% YoY at an 83% gross margin and 32% operating margin, EPS of $2.78 beat consensus of $2.38 by 17% — for a business at 23x TTM PE with 23% ROIC and consensus FY26 EPS of $10.89 putting the forward at ~21x, that's the specific value-plus-quality combination that supports the multi-quarter re-rating.
  • The founder-driven capital-allocation story is the specific structural anchor: founder Chad Richison aggressively bought back cheap shares (framed as identifying opportunity) — that's the specific insider-conviction signal that separates a real turnaround from a temporary bounce, and the AI-related capex returns landing validate management's execution on the specific product-level investments.
  • The tape confirms accelerating: shares sit at the 92nd percentile of the 52-week range, +49% vs the 50-day and +54% vs the 200-day — that's the specific pattern of a market re-rating a name after multiple quarters of skepticism, and the multi-thousand-dollar wins on PAYC LEAPS calls (+$14K, +$48K) plus the near-doubling since the SaaSpocalypse lows earlier in the year reflect specific retail-positioning momentum.

What extends the accelerating trajectory is the Nov 4 print confirming Q2's revenue trajectory continues plus specific commentary on customer-adoption of AI-driven features; what interrupts it is a competitive move from Workday or ADP on the mid-market seat-pricing that compresses Paycom's take-rate, or a slowdown in the specific labor-market-tailwind driving payroll-per-employee metrics.

Agrees with X sentimentThe bullish X read has the specific facts right — the 25-40% YTD run, founder Chad Richison aggressively buying back cheap shares, AI-related capex returns landing, multi-thousand-dollar wins on PAYC LEAPS calls (+$14K, +$48K), and the near-doubling since the SaaSpocalypse lows earlier in the year are all real and support the accelerating trajectory.

What to watch: Nov 4 Q3 earnings — revenue trajectory, AI-feature customer adoption, and any Workday/ADP competitive commentary. A mid-market seat-pricing competitive move or labor-market-tailwind slowdown is what interrupts the trajectory.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-08-13

Paycom rallies 25-40% YTD after strong results with founder Chad Richison aggressively buying back cheap shares (frames as identifying opportunity), delivering AI-related capex returns. Users celebrate multi-thousand-dollar wins on PAYC LEAPS calls (+$14K, +$48K), calling it nearly doubled since the SaaSpocalypse lows earlier in the year and fighting the jobs+AI debate nicely.

Read the AI verdict + X sentiment for $PAYC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud-based human capital management and payroll SaaS for US small and mid-size businesses, with Beti self-service payroll as a differentiator.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $PAYC.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
80.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$2.78$2.38+16.8%
Q1 2026May 6, 2026$3.15$2.99+5.4%
Q4 2025Feb 11, 2026$2.45$2.44+0.4%
Q3 2025Nov 5, 2025$1.94$1.95-0.5%
Next earningsWed, Nov 4·consensus EPS $2.62

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$531.2M+9.8%83.2%31.7%$2.34$372.7M
Q1 FY26$571.9M+7.8%80.1%36.8%$3.05$181.3M
Q4 FY25$544.3M+10.2%79.1%28.9%$2.07$122.6M
Q3 FY25$493.3M+9.2%77.9%22.8%$1.97$77.9M

Forward consensus

3-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.2B$2.2B – $2.2B$10.89$10.43 – $11.4215
FY27$2.3B$2.3B – $2.4B$12.27$11.16 – $14.9115
FY28$2.5B$2.5B – $2.7B$13.07$11.93 – $13.817

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.87%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+43.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+50.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 18Randall PeckCOO2.5K sh$351K
+ 16 other (12 awards · 2 gifts · 2 inkinds) in window

See when $PAYC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 103
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for PAYC (PAYC) dated 2026-07-10. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 103
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for PAYC (PAYC) dated 2026-07-10. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Paycom Software, Inc. (PAYC) disclosed an officer or director change (Item 5.02) on 2026-07-09. Also disclosed: Item 7.01. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
8-KMaterial agreementApr 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KOfficer or director changeMar 268-K — Item 5.02: Officer or director change
8-KMaterial agreementMar 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-K/AOfficer or director change (amended)Feb 198-K/A — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD
+ 15 other (4 13Gs · 3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Paycom Software Inc (PAYC) Stock Up 5.8% and Still Undervalued -- GF Score: 84/100gurufocus.com·2d agoOklahoma Sports Hall of Fame and Jim Thorpe Association Proudly Reveal the Paycom Jim Thorpe Award 2026 Preseason Watch Listgurufocus.com·3d agoOklahoma Sports Hall of Fame and Jim Thorpe Association Proudly Reveal the Paycom Jim Thorpe Award 2026 Preseason Watch Listbusinesswire.com·3d agoPaycom Software Q2: Stellar Performance, But It Got Away Too Quickly; Hold The Line (Downgrade)seekingalpha.com·5d agoPaycom Software Q2 Earnings Call Highlightsmarketbeat.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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