NCR Voyix Q4 revenue beats on launch of cloud-to-edge applications

NCR Voyix

26/02/2026 11:44

Overview

Unified commerce leader's Q4 revenue rose, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased $78 mln in shares during Q4

Outlook

Company sees 2026 revenue between $2.210 bln and $2.325 bln, down 13%-18% YoY

Company expects 2026 adjusted EBITDA to rise 4%-7% to $440-$455 mln

Company forecasts 2026 non-GAAP diluted EPS of $0.93-$0.96, up 3%-6%

Result Drivers

PLATFORM AGREEMENTS - Co signed long-term agreements with major retailers, boosting revenue

CLOUD-TO-EDGE SOLUTIONS - Launch of cloud-to-edge applications supported revenue growth

INCREASED PLATFORM SITES - Platform sites increased by 8%, contributing to revenue

Company press release: ID:nBw87MK7ra

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$720 mln
$690.05 mln (6 Analysts)
Q4 Adjusted EPS
Beat
$0.31
$0.29 (7 Analysts)
Q4 Adjusted EBITDA
Slight Beat*
$130 mln
$129.23 mln (6 Analysts)
Q4 EPS continuing operations
$0.49
Q4 Recurring Revenue
$1.70 bln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for NCR Voyix Corp is $16.00, about 76% above its February 25 closing price of $9.09

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 12 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)