PAYC Paycom Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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22:48
Apr 05
Apr 05
The stock has fallen ~70% from its 2021 peak partly on AI disruption fears, yet the company is integrating AI into its platform (IWant) and already automated its core service (Beti), while maintaining 9% YoY sales growth and ~22% GAAP net income margin. The market's overreaction to AI risk has created a valuation disconnect for a profitable company with a recurring revenue model and a history of double-digit growth. PAYC is cheap with a margin of safety, assuming a conservative 10% forward EPS CAGR, making it a long-term value investment. Growth slowdown persists beyond temporary trend; AI disruption materializes differently than expected; intense competition in HCM space pressures pricing.
HIGH
15:07
Mar 20
Mar 20
Paycom is being deleted from S&P 500 and moving to S&P Small Cap index in today's rebalance.
LOW
22:32
Mar 06
Mar 06
Announces index removal for Paycom, no directional view or commentary provided.
LOW
About PAYC Analyst Coverage
Buzzberg tracks PAYC (Paycom) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked. Latest voices: u/pravchaw, James Seyffart.