VYX · NYSE · Information Technology Services

NCR Voyix (VYX)

Runs point-of-sale, self-checkout, payments, and kitchen software for retailers and restaurants.

$7.41
vs last close+0.11 (+1.58%)
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NCR Voyix CorporationVYX
Information Technology

The company sells a cloud-to-edge commerce platform combining point-of-sale, self-checkout, payments, and kitchen and back-office software across two segments, Retail and Restaurants, with recurring software and services revenue now outweighing one-time hardware sales.

Two segments anchor the business: Retail, spanning convenience and fuel, grocery, and department and specialty stores; and Restaurants, covering quick-service, table-service, and fast-casual dining. Both run on one cloud-to-edge platform pairing point-of-sale and self-checkout hardware with kitchen, back-office, and loyalty software.

Recurring software, services, and payments revenue now outweighs one-time hardware sales, with hardware itself shifted to a net-commission arrangement with a manufacturing partner. Operations span roughly thirty countries, concentrated mainly in the United States.

The company traces to a Dayton, Ohio cash-register maker founded in 1884, later spun off from its former parent's ATM business and separated from its digital-banking unit to sharpen focus on shopping and dining technology.

A data-center ransomware incident and a separate episode of fraudulent electronic disbursements are still working through insurance-recovery and cost-recoupment.

Company facts

CEOJames G. Kelly
ListedDec 31, 1996
ExchangeNYSE
HeadquartersAtlanta, GA
CountryUnited States
Employees13,500
CIK0000070866
ISINUS62886E1082

Market cap$1.00B
EPS (ttm)$0.4051
P/E (ttm)18.00
ROE6.7%
P/B0.8867
P/S0.3966
Dividend yieldDiv yield
Beta1.35vs XLK −0.62

Price target$11.50+57.8%Average of 15 analysts
ConsensusBuy12 of 15 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026NeedhamReiterate
Rating: Target: $20
Rating: BuyTarget: $14
May 11, 2026Goldman SachsReiterate
Rating: Target: $14
Rating: NeutralTarget: $9
Feb 26, 2026Stifel NicolausTarget
Target: $16
Target: $12
Feb 26, 2026RBC CapitalTarget
Target: $19
Target: $13
Sep 29, 2025UBSTarget
Target:
Target: $18

Next report
Nov 5, 26
in 44 days
EPS estimate
$0.27
Revenue estimate
$538.8M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.08$0.09$0.19$0.31$0.31$0.10$0.17Pending
Estimate$0.06$0.02$0.14$0.22$0.29$0.06$0.15$0.27
Surprise−233.3%+350.0%+35.7%+40.9%+6.9%+75.0%+13.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$682.0M$617.0M$666.0M$684.0M$720.0M$606.0M$523.0MPending
Estimate$533.3M$646.4M$667.5M$690.5M$690.5M$579.6M$515.9M$538.8M
Surprise+27.9%−4.5%−0.2%−0.9%+4.3%+4.6%+1.4%
Estimate$0.27
ReportedDue Nov 5, 2026
Estimate$538.8M
ReportedDue Nov 5, 2026
View details

Debt to equity97.20%
Current ratio107.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$711.0M$682.0M$617.0M$666.0M$684.0M$720.0M$606.0M$523.0M
Net income$1.08B−$11.0M−$17.0M$0−$19.0M$98.0M−$5.0M$2.0M
Net margin152.2%0.0%0.0%0.0%0.0%13.6%0.0%0.4%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$15.0M$2.0M−$20.0M$14.0M$60.0M$17.0M$12.0M$14.0M
YoY growth−37.5%Turned profitLoss widenedTurned profit+300.0%+750.0%Turned profit0.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $237.0M · Total debt $1.10B · Total assets $3.85B · Shareholders' equity $1.13B

Revenue
$523.0M
Operating income
$14.0M
Net income
$2.0M
View details

No dividends on record.

Institutions118.94%164.21M shares
306 holders · as of Jun 30, 2026
Insiders0.76%1.05M shares
16 holders · as of Sep 2, 2026
Strategic holders10.42%14.39M shares
1 holder · as of Feb 4, 2020
Adds to130.12%

138.07M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 130.12%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
16.34%22.56Mas of Jun 30, 2026
Greenhouse Funds LLLPInstitution
14.41%19.90Mas of Jun 30, 2026
Wells Fargo & CompanyStrategic
10.42%14.39Mfiled Feb 4, 2020
Greenhouse Long Only Master Fund LPInstitution
8.07%11.14Mfiled May 15, 2026
Shapiro Capital Management LLCInstitution
7.85%10.83Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 13, 2026Beimnet Tadeleofficer: EVP & President, Restaurants−12,750$8.20
View details

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Compare

CompanyPriceChange
NCR Voyix$7.41+1.58%$1.00B18.07.60.4−21.5%
Toast$30.10+1.01%$17.28B38.219.62.5+23.1%
P.A.R. Technology$15.29+0.79%$625.7M13.71.3+18.7%
Diebold Nixdorf$64.52+1.81%$2.15B20.710.10.6+1.4%
Shift4 Payments$39.55+0.46%$3.59B67.45.90.7−35.4%
Lightspeed Commerce$9.59+0.31%$1.32B14.01.1+5.8%
Block$78.80+1.14%$46.37B139.117.21.9+9.3%
Oracle$151.80+2.18%$427.95B23.317.86.0+29.6%
Fiserv$46.44−0.06%$24.78B8.96.31.2−10.0%
Median30.713.81.2+7.6%