October 31, 2025 a 08:38 pm
PAYC: Analysts Ratings - Paycom Software, Inc.
Paycom Software, Inc. has shown a progressive shift towards a more conservative stance among analysts, with an increasing number of Hold ratings. The company's comprehensive and innovative cloud-based human capital management solutions cater to small and mid-sized companies, providing a consistent demand for their services. Despite this, shifts in market sentiment and economic conditions seem to be encouraging analysts to take a more reserved approach.
Historical Stock Grades
The recent data for Paycom Software, Inc. (PAYC) indicates a stable but conservative analyst sentiment. While there are no Strong Buy or Strong Sell ratings, the prevalent Buy and Hold recommendations suggest a consensus on the company's steady prospects.
| Rating | Number of Recommendations | Score Distribution |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 5 | |
| Hold | 15 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
Over the past months, the sentiment toward Paycom Software, Inc. has shifted from a mix of optimistic and conservative ratings to a predominantly cautious outlook.
- The number of Strong Buy ratings has decreased significantly, indicating a move away from aggressive optimism.
- Hold ratings have increased, pointing to a more conservative and risk-averse position by analysts.
- Overall, the number of Buy ratings has seen slight fluctuations but remains stable.
Percentage Trends
Analyzing the percentage trends provides further insight into shifts in analyst opinions. Here are some notable developments:
- Strong Buy recommendations have dwindled to a negligible percentage, underscoring reduced bullishness.
- The prevalence of Hold ratings highlights a burgeoning cautious sentiment, with these making up the majority of ratings.
- Buy ratings represent a stable minority, reflecting an enduring but cautious optimism about Paycom's long-term resilience.
Latest Analyst Recommendations
The latest recommendations emphasize the stability in analyst sentiments for PAYC, with few alterations seen recently.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-21 | Equal Weight | Equal Weight | Barclays |
| 2025-10-13 | Hold | Hold | Jefferies |
| 2025-09-22 | Buy | Hold | TD Cowen |
| 2025-09-17 | Buy | Buy | UBS |
| 2025-08-07 | Equal Weight | Equal Weight | Barclays |
Analyst Recommendations with Change of Opinion
A review of recent changes in opinion reveals selective upgrades amidst predominantly maintained stances.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-09-22 | Buy | Hold | TD Cowen |
| 2025-03-10 | Overweight | Sector Weight | Keybanc |
| 2024-01-05 | Hold | Buy | Jefferies |
| 2023-11-02 | Neutral | Buy | B of A Securities |
| 2023-11-01 | Market Perform | Outperform | TD Cowen |
Interpretation
The prevailing sentiment towards Paycom Software, Inc. indicates a cautious but steady outlook. The concentration of Hold ratings suggests that analysts perceive the stock's current valuation as appropriate but are wary of aggressive growth predictions. This conservatism might signal underlying market uncertainty or a careful approach awaiting clearer economic indicators. Nonetheless, the sparse Sell recommendations imply confidence in the company's sustainability and fundamental strength amidst the market's evolving dynamics.
Conclusion
Paycom Software, Inc.'s stock is characterized by stable yet cautious analyst sentiment. The increase in Hold ratings signifies a more conservative view of the company's near-term prospects, possibly influenced by broader economic uncertainties. Despite this, the presence of Buy recommendations affirms the company's long-term potential. Investors should weigh the company's innovative solutions and market position against the backdrop of a fluctuating economic landscape, considering both the opportunity for steady growth and the inherent market risks.