B+
Bull case
25%
Probability
Target price
$59.00
Analysis reference price unavailable
Analysis 2026-09-27 · RankAlpha Sentiment Codex
ACIW
ACI WorldwideCNasdaq / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$50.00
Analysis reference price unavailable
Analysis 2026-09-27 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$40.00
Analysis reference price unavailable
Analysis 2026-09-27 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-27
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+45.3
Score
AI commentary
Recent company announcements are constructive, particularly Solaris’s live deployment, but their incremental revenue impact is unquantified. The September 25 anchor is $49.51; no reliable post-announcement price attribution or analyst revisions were established. The stored earnings-document row concerns MRVL, not ACIW, and was excluded. Social, options, short-interest and employee sentiment data are unavailable; zeros above denote unavailable data, not neutral measurements.
RankAlpha Sentiment Codex - 2026-09-27
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-30eventCranium Ventures acquisition closingMedium impact
ACI expects its acquisition of Cranium Ventures to close in Q3 2026, subject to conditions. Its card-switching technology is intended to accelerate ACI Connetic for Cards, but financial terms were not disclosed and closing has not been confirmed. [#PR-ACI-2026-09-01] Company release
2026-09-30catalystSwift ledger capability showcaseMedium impact
ACI plans live demonstrations of Connetic routing for payments orchestrated through Swift’s ledger at Sibos on September 30. This is a product showcase, not evidence of customer deployment or revenue. [#PR-ACI-2026-09-22] Company release
2026-12-31eventSecond-half bookings and renewal executionMedium impact
ACI raised 2026 revenue guidance to $1.895–$1.925 billion and adjusted EBITDA guidance to $545–$560 million, but expects Q4 to carry roughly 60% of second-half revenue because of high-margin Payment Software license-renewal timing. Q2 net new ARR bookings fell 25% year over year, making contract conversion an important check. The next reporting date is not confirmed. [#8-K-2026-08-06] SEC Exhibit 99.1
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-27 • Updated nightlySource: Internal modelMethodology