NCR Voyix (VYX) | News Based Sentiment Analysis

• On September 1, 2025, NCR Voyix was highlighted as a "Fast-paced Mover" and a "Great Choice for Value" after passing a stock screen focused on momentum and bargain valuations, demonstrating a 16.1% gain over the past 12 weeks and a Price-to-Sales ratio of 0.68 – signaling potential for value-focused investors.
• Following the Q2 2025 results reported on August 7, 2025, which showed a 7.8% year-over-year revenue decline to $666 million, the company still managed a Non-GAAP diluted EPS beat of $0.19 versus expectations of $0.13, and importantly, swung to a $1 million profit from a $90 million loss in Q2 2024.
• A leadership transition occurred on September 3, 2025, with Anthony Radesca’s resignation as Chief Accounting Officer, but the departure was amicable; James Wise was appointed as the new Senior Vice President & Chief Accounting Officer, effective September 12, 2025, with a substantial compensation package including a $320,000 base salary and a $240,000 target long-term equity award for 2026.
• Institutional investment activity was mixed during the first week of September: Comerica Bank increased its stake in NCR Voyix on September 7, 2025, while Engaged Capital LLC and Northern Trust Corp both reduced their holdings on September 6, 2025, indicating varied perspectives among major investors.
• As of September 10, 2025, six analysts maintained a "Buy" rating for NCR Voyix (VYX), with a price target of $14.50, representing a 0.00% increase from the current stock price, while five analysts had a "Strong Buy" rating and an average price target of $14.20, forecasting a 10.94% increase over the next year, with a range of $11 to $17.
• CEO James G. Kelly presented at the Goldman Sachs Communacopia & Technology Conference in San Francisco, CA on September 10, 2025, providing a platform to communicate the company’s strategy and outlook to a key investor audience.
• Looking ahead to Q3 2025 earnings, estimated around November 6, 2025, the consensus EPS forecast is $0.19, based on two analysts, a significant improvement from the -$0.24 reported for the same quarter last year.
• The company reaffirmed its full-year 2025 guidance on August 7, 2025, expecting revenue between $2.575 billion and $2.650 billion, adjusted EBITDA between $420 million and $445 million, and adjusted EPS between $0.75 and $0.80.

The Investment Story: September was a month of mixed signals for NCR Voyix, with continued positive analyst ratings and a strategic leadership change offset by varied institutional investment activity and ongoing revenue challenges. The company is focused on improving profitability while navigating a complex market.

What It Means for Investors: The consistent "Buy" and "Strong Buy" ratings suggest potential upside, but the mixed institutional activity and revenue decline warrant caution. The reaffirmed guidance provides some stability, but investors should closely monitor Q3 earnings to assess the company's progress.

Looking Ahead: Investors should focus on the Q3 2025 earnings release around November 6, 2025, and monitor institutional investment trends for further clues about market sentiment. The company’s ability to stabilize revenue and improve profitability will be key.

The Bottom Line: NCR Voyix is demonstrating progress in its turnaround efforts, attracting analyst confidence and maintaining a reasonable valuation. While risks remain, the company's strategic initiatives and focus on profitability make it a potentially attractive investment for those willing to accept moderate volatility.