GET DAILY SIGNALSNCR Voyix (VYX) Q3 Results Show Revenue Drop but Strong Platform Momentum
Key Takeaways
- NCR Voyix reported third quarter 2026 revenue of $539 million, down 20% from $677 million a year earlier, largely reflecting the completion of its Hardware Business Transition.
- Non-GAAP diluted earnings per share (EPS, or profit allocated to each share of common stock) came in at $0.32, up from $0.30 in the prior-year period and above the roughly $0.27 consensus estimate.
- GAAP (Generally Accepted Accounting Principles) diluted EPS from continuing operations swung to $0.08 from a loss of $0.15, while net income from continuing operations reached $14 million versus an $18 million loss a year ago.
- Remaining Contract Value (RCV) on Voyix Commerce Platform applications surged to about $440 million, up 151% year over year and 54% sequentially, signaling strong customer demand.
- Adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) slipped 2% to $120 million, while the company reaffirmed full-year profit and cash-flow guidance but now expects revenue at the lower end of its range.
- For more context on NCR Voyix, explore its Major News, Today's Price Move, Price Targets, and Forecast on dedicated pages.
- To discover automated trading strategies, explore Tickeron's Trending AI Robots.
Why the Transition Matters Now
NCR Voyix continues its shift from hardware sales toward a software, services, and payments platform aimed at retailers and restaurants. This makes each quarter’s numbers particularly telling, as investors assess whether recurring software growth can offset the planned hardware revenue decline. The latest results indicate commercial progress through higher contract signings, even as headline revenue falls because of the hardware exit. In my view, the real test ahead is whether those bookings convert into steady, profitable revenue growth over time.
Quarterly Numbers in Detail
For the three months ended September 30, 2026, NCR Voyix posted total revenue of $539 million, a 20% decline from $677 million in the same period last year, mainly due to the Hardware Business Transition. Software and services revenue stayed flat at $500 million, while recurring revenue edged up to $428 million from $422 million and recurring software revenue rose to $208 million from $202 million.
Net income from continuing operations attributable to NCR Voyix reached $14 million, compared with an $18 million net loss a year earlier. GAAP diluted EPS from continuing operations improved to $0.08 from a loss of $0.15. Non-GAAP diluted EPS increased 7% to $0.32 from $0.30 and beat consensus estimates. Adjusted EBITDA fell 2% to $120 million from $123 million amid higher corporate costs.
The company kept its full-year 2026 guidance for Adjusted EBITDA of $432 million to $447 million and Non-GAAP diluted EPS of $0.89 to $0.92, though it now expects revenue toward the lower end of the $2,188 million to $2,303 million range.
How the Market Responded
Shares of VYX moved higher in early trading after the release, as investors balanced an earnings beat against softer revenue and a revised revenue outlook at the low end of prior guidance. The standout element was the sharp rise in future bookings alongside current revenue pressure, with RCV climbing notably while organic revenue excluding hardware turned negative. Pre-report sentiment had been measured, yet the contract value increase, initial Aloha Next deployment, and reaffirmed profitability targets seemed to provide reassurance despite near-term revenue softness.
What to Watch Going Forward
The key signal remains whether the jump in Remaining Contract Value flows through to recognized revenue. Management added 10 Voyix Commerce Platform contracts in the quarter, lifting total platform customers to 35, and noted deployments running at roughly 50 stores per week. I’m watching closely to see how quickly these scale and begin lifting recurring software and payments revenue.
Margins also deserve attention. The hardware shift has lifted gross and Adjusted EBITDA margins structurally, but investors will want evidence that cost discipline and operating leverage hold once transition benefits fade.
The restaurant segment stays a near-term concern. Excluding hardware, restaurant revenue fell 5% and payment sites slipped 1% to 8,400, reflecting ongoing pressure in the small and medium-sized business base. Management expects broader Aloha Next sales to support improvement in 2027 and beyond, so the rollout pace will be an important catalyst.
Using Tools in My Research Process
I also checked comparable names in the space with Tickeron’s AI Screener to see how VYX stacks up on technical and fundamental filters. It offers a quick way to scan for similar software and payments companies and surface emerging signals across the market.
Exploring AI-Powered Stock Discovery
When I want to dig deeper into sector peers or spot potential breakout ideas, Tickeron’s AI Screener has become a regular part of my workflow. The tool lets me apply custom filters for industry, market cap, technical patterns, volatility, and AI signals across thousands of stocks and ETFs. It helps surface trade ideas and comparable companies more efficiently than manual searches, which is useful when tracking names like NCR Voyix alongside other software and payments players. I find it especially handy for monitoring how platform bookings or margin trends are playing out across the group.
Disclaimer
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
Momentum Indicator for VYX turns positive, indicating new upward trend
VYX saw its Momentum Indicator move above the 0 level on October 09, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 94 similar instances where the indicator turned positive. In 70 of the 94 cases, the stock moved higher in the following days. The odds of a move higher are at 74%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for VYX just turned positive on October 08, 2026. Looking at past instances where VYX's MACD turned positive, the stock continued to rise in 31 of 45 cases over the following month. The odds of a continued upward trend are 69%.
VYX moved above its 50-day moving average on October 19, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for VYX crossed bullishly above the 50-day moving average on October 23, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 56%.
The 50-day moving average for VYX moved above the 200-day moving average on November 04, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +12.04% 3-day Advance, the price is estimated to grow further. Considering data from situations where VYX advanced for three days, in 207 of 289 cases, the price rose further within the following month. The odds of a continued upward trend are 72%.
The Aroon Indicator entered an Uptrend today. In 138 of 201 cases where VYX Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 69%.
Bearish Trend Analysis
The RSI Indicator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where VYX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 76%.
VYX broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 21 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 38 (best 1 - 100 worst), indicating steady price growth. VYX’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 62 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.470) is normal, around the industry mean (2.873). P/E Ratio (24.049) is within average values for comparable stocks, (18.687). Projected Growth (PEG Ratio) (0.010) is also within normal values, averaging (2.284). Dividend Yield (0.000) settles around the average of (0.239) among similar stocks. P/S Ratio (0.394) is also within normal values, averaging (139.965).
The Tickeron SMR rating for this company is 80 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 91 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. VYX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock worse than average.
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General Information
a provider of products and services which enable businesses to connect, interact and transact with their customers
Industry InformationTechnologyServices
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