B+
Bull case
25%
Probability
Target price
$250.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
PAYC
Paycom SoftwareBNYSE / Commercial & Professional Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$225.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$180.00
Analysis reference price unavailable
Analysis 2026-08-08 · 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 2026-08-08
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+66.1
Score
AI commentary
The SEC 8-K confirms a Q2 beat and raised outlook, while secondary coverage reports an initially positive market reaction. No verified post-print analyst revisions or durable closing-price follow-through are available, so the memo remains a cautious monitoring view. Social, options, short-interest, and employee-sentiment data are unavailable.
RankAlpha Sentiment Codex - 2026-08-08
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators
Impact
tentative
Confidence
-
AI events
2026-08-05eventQ2 2026 beat and raised FY26 outlookHigh impact
Paycom reported Q2 revenue of $531.2 million, non-GAAP EPS of $2.78, recurring and other revenue growth of 11%, and adjusted EBITDA of $235.0 million. The company also raised full-year revenue and adjusted EBITDA guidance. [#SEC-8K-2026-08-05]
2026-08-15catalystPost-earnings estimate and target digestionMedium impact
The company-source beat and guidance raise create scope for positive estimate revisions, but verified post-print analyst target, rating, and estimate changes are unavailable. Treat this as a monitoring catalyst rather than assumed upside.
2026-12-31catalystExecution against raised 2026 guidanceHigh impact
Management now guides to $2.197-$2.212 billion of 2026 revenue, 8%-9% recurring and other revenue growth, and $1.007-$1.022 billion of adjusted EBITDA, implying approximately 46% midpoint margin. Sustained recurring-revenue growth and automation execution could support further rerating. [#SEC-8K-2026-08-05]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-08 • Updated nightlySource: Internal modelMethodology