NCR Voyix (VYX) Reaffirms Revenue Guidance as Losses Narrow—Is the Digital Turnaround Taking Hold?

• NCR Voyix Corporation recently announced its second quarter 2025 earnings, reporting revenue of US$666 million versus US$722 million a year earlier and a narrowed quarterly loss, while maintaining its full-year revenue guidance of US$1.995 billion to US$2.02 billion.
• Despite a year-over-year revenue decline, the company reduced its net losses and reaffirmed its outlook, signaling potential progress in operational efficiency during a period of continued business transformation.
• We'll examine how NCR Voyix's reaffirmed guidance and improving loss trends could influence the company's digital transformation investment narrative.

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NCR Voyix Investment Narrative Recap

To own NCR Voyix stock, investors need confidence in its multi-year pivot from hardware to cloud-based and SaaS payment solutions, benefiting from global digital transformation trends. The latest quarterly results, narrower losses despite continuing revenue declines, do not materially alter the most important near-term catalyst: accelerating recurring software revenue growth, while the largest risk remains sustained top-line pressure from persistent hardware sales declines.

Among recent announcements, NCR Voyix’s confirmation of its full-year revenue guidance stands out as most relevant, as it reflects management’s continued commitment to steadying the business during this transformative period. This stable outlook provides some reassurance to those watching for consistent execution on margin improvements and software-driven growth.

However, it is worth noting that unlike gaining recurring revenue momentum, the ongoing risk from structural declines in legacy hardware sales is something investors should be aware of...

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

NCR Voyix's narrative projects $1.9 billion revenue and $224.2 million earnings by 2028. This requires a 10.9% annual revenue decline and an earnings increase of $299.2 million from the current earnings of -$75.0 million.

Uncover how NCR Voyix's forecasts yield a $15.88 fair value, a 26% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided three independent fair value estimates for NCR Voyix, spanning from US$15.88 to US$52.27 per share. Views on risks to recurring revenue expansion differ widely, so consider multiple viewpoints before making any conclusions about the company’s potential.

Explore 3 other fair value estimates on NCR Voyix - why the stock might be worth just $15.88!

Build Your Own NCR Voyix 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 Voyix research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free NCR Voyix research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NCR Voyix's 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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