Is NCR Atleos’ $200M Buyback and ATM Expansion Shaping Its Value Proposition for Investors (NATL)?

• NCR Atleos Corporation recently reported higher net income and earnings per share for the second quarter of 2025, announced a new US$200 million share repurchase program, reaffirmed its 2025 guidance, and revealed expanded ATM partnerships with FCTI Inc. and Casey's.
• The FCTI collaboration points to one of the largest single service endpoint ATM deployments in the U.S. market, underscoring NCR Atleos' expanding reach in self-service financial solutions.
• We'll explore how the substantial share buyback authorization strengthens NCR Atleos' investment narrative and potential long-term shareholder value.

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NCR Atleos Investment Narrative Recap

To own NCR Atleos stock today, you have to believe that banks and retailers will maintain a significant reliance on self-service cash infrastructure despite rapidly expanding digital and fintech competition. While recent Q2 earnings growth and expanded ATM partnerships support the critical near-term catalyst, recurring revenue from ATM-as-a-Service and ongoing hardware refreshes, the core long-term risk of declining cash usage and shrinking ATM dependence remains, and the recent news does not materially change that risk profile.

The most relevant development is the US$200 million share repurchase program, which underscores the company’s confidence in its financial trajectory and the potential to enhance shareholder returns. This move coincides with improving net income and a reaffirmed 2025 outlook, reinforcing near-term optimism for earnings and cash flow generation tied to NCR Atleos’ core ATM business.

However, investors should also keep in mind the potential impact if accelerating digital banking trends begin to materially reduce cash usage and recurring revenue, as ...

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

NCR Atleos' outlook projects $4.9 billion in revenue and $376.6 million in earnings by 2028. This is based on analysts expecting 4.4% annual revenue growth 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 15% upside to its current price.

Exploring Other Perspectives

Fair value opinions from three Simply Wall St Community members vary widely, ranging from US$16 to US$45 per share. These diverse views contrast with the current focus on NCR Atleos’ recurring ATM-as-a-Service revenue growth and invite you to consider multiple scenarios for future value.

Explore 3 other fair value estimates on NCR Atleos - why the stock might be worth as much as 15% 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 2 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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