Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NCR Voyix (VYX)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
$9.43+7.16%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.03 → 1.03 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VYX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations improves to positive territory | NCR Voyix improved cash from operations from -$42M to $42M. | Intact | cash from operations falls below $0 million next year | Cash from operations: $59M FY2026-Q2; GAAP. Published target: >= $42 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 5, 202659,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a higher-risk business improvement and platform adoption thesis, not a proven durable compounder today. The thesis is on watch: management priorities are showing progress, but recent performance remains below its industry cohort and the overall signal has turned mixed.
VYX is described as cheap versus peers, while the valuation evidence also indicates a 0.72 premium versus peers, so the relative valuation picture is not fully consistent. The expectations gap is negative at 0.11, and the priced-in tag is justified with low fragility; the evidence does not support a clearer claim about what the market assumes.
Near term, the company has reported two recent earnings beats, and recurring revenue and commerce platform scale have grown. Management’s cash-flow priority is mixed, despite an outlook for higher adjusted free cash flow in 2026, and the company remains loss-making with high risk. A guidance cut on the next call is a stated downside trigger, though the current miss-risk tier is quiet.
Over the multi-year view, the thesis depends on continued growth in platform adoption and recurring revenue, alongside better cash generation. Near term, a guidance cut would weaken the case; easing rates or steadier results and guidance from major technology peers could support the sector backdrop.
Over the next 1 to 3 years, VYX has measurable platform and recurring-revenue progress, but its loss-making profile, high risk, and below-cohort performance leave execution as the central question. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Net loss shrank from -$17M to -$5M. |
| Intact |
| net income loss worsens beyond -$10 million next year |
Net income: $2M FY2026-Q2; GAAP. Published target: net income loss > -$5 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 5, 20262,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue stabilizes near guided $2.27 billion | Revenue is stabilizing near $2.3 billion guided for 2026. | Intact | annual revenue falls below $2.18 billion next year | Revenue: $523M FY2026-Q2; GAAP. Published target: revenue >= $2.26 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026523,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.98 → $1.03 · observed estimates
$2.18B → $2.17B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.98 | $2,179,543,500 | 6 / 6 |
| 2026-07-25 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-07-26 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-07-27 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-07-28 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-07-29 | $0.98 | $2,179,543,500 | 2 / 3 |
| 2026-07-30 | $0.98 | $2,179,543,500 | 2 / 3 |
| 2026-07-31 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-08-01 | $0.98 | $2,179,543,500 | 2 / 3 |
| 2026-08-02 | $0.98 | $2,179,543,500 | 2 / 3 |
| 2026-08-03 | $0.98 | $2,179,543,500 | 2 / 3 |
| 2026-08-04 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-08-05 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-08-06 | $0.98 | $2,167,852,200 | 5 / 5 |
| 2026-08-08 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-09 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-10 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-12 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-13 | $1.03 | $2,174,743,600 | 5 / 5 |
| 2026-08-14 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-15 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-16 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-17 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-18 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-19 | $1.03 | $2,174,763,600 | 2 / 3 |
| 2026-08-20 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-21 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-22 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-23 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-24 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-25 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-26 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-27 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-28 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-29 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-30 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-08-31 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-01 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-02 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-03 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-04 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-05 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-06 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-07 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-08 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-09 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-10 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-11 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-12 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-13 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-14 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-15 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-16 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-17 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-18 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-19 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-20 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-21 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-22 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-23 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-24 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-25 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-26 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-27 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-28 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-29 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-09-30 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-01 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-02 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-03 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-04 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-05 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-06 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-07 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-08 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-09 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-10 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-11 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-12 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-13 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-14 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-15 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-16 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-17 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-18 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-19 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-20 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-21 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-22 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-23 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-24 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-25 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-26 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-27 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-28 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-29 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-30 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-10-31 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-11-01 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-11-02 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-11-03 | $1.03 | $2,170,963,600 | 2 / 3 |
| 2026-11-04 | $1.03 | $2,170,963,600 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.