How Investors May Respond To NCR Atleos (NATL) Revenue Growth Amid Earnings Miss

• NCR Atleos Corporation recently presented at the Stephens Annual Investment Conference 2025 in Nashville, following a quarterly earnings release that featured a 4.5% year-on-year revenue increase, slightly ahead of analyst estimates.
• The company’s stronger top-line growth contrasted with a significant earnings per share miss, spotlighting the challenge of converting rising sales into improved profitability.
• To better understand how NCR Atleos' earnings miss amid revenue growth could affect long-term expectations, we'll explore its updated investment narrative.

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NCR Atleos Investment Narrative Recap

To be a shareholder in NCR Atleos, you need confidence in the ongoing demand for self-directed banking and managed ATM services, especially as the industry undergoes digital transformation. The recent earnings news, stronger revenue outpacing analyst forecasts but missing on earnings per share, does not materially impact the company's main short-term catalyst, which remains the hardware refresh cycle, though it highlights pressure on margins as the biggest risk right now.

Among recent announcements, the launch of a new ATM-as-a-Service partnership with Moto to expand UK access is particularly relevant. This move directly supports recurring revenue growth by increasing NCR Atleos' installed base, underscoring continued customer demand for managed ATM networks and providing near-term visibility as hardware replacements and integrated services are rolled out.

In contrast, margin pressure arising from growing competition and the difficulty of translating new contracts into higher per-share earnings is information that investors should be aware of, especially...

Read the full narrative on NCR Atleos (it's free!)

NCR Atleos' projections forecast $4.9 billion in revenue and $376.6 million in earnings by 2028. This reflects a 4.4% annual revenue growth rate and a $248.6 million increase in earnings from the current $128.0 million.

Uncover how NCR Atleos' forecasts yield a $44.67 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members submitted four fair value estimates for NCR Atleos, ranging from US$16.92 to US$45.17 per share. While earnings growth is expected to be strong, perspectives differ widely on long-term sustainability in the face of potential margin compression.

Explore 4 other fair value estimates on NCR Atleos - why the stock might be worth as much as 22% more than the current price!

Build Your Own NCR Atleos Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your NCR Atleos research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free NCR Atleos research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NCR Atleos' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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