Should You Buy Sell or Hold This Mid Cap Stock-DAY

Acrobull Canada Advisory Inc.

August 06			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Dayforce Inc.	DAY-NYSE	Technology		$8.507 Billion	Medium

Dayforce Inc., together with its subsidiaries, operates as a human capital management (HCM) software company in the United States, Canada, Australia, and internationally. The company offers Dayforce, a cloud HCM platform that provides human resources, payroll and tax, workforce management, wallet, benefits, and talent intelligence functionalities; and Powerpay, a cloud HR and payroll solution for the small business market.

Recent Highlights

CEO Statement- Dayforce maintained strong momentum through the second quarter, with year-to-date bookings increasing by more than 40% compared to the prior year,” said David Ossip, Chair and CEO of Dayforce. “Our consistent ability to deliver 12-to-1 system simplification continues to resonate with organizations of all sizes and across industries, helping us attract new customers and demonstrate clear value.

Supporting our long-term growth potential, we are seeing a steady pace of customer go-lives, as more organizations realize the benefits of our unified platform. We believe we are well-positioned for the AI era, driven by strong adoption of our existing AI capabilities and our single-database HCM architecture — designed with robust data privacy and security at its core. This gives us a structural advantage in scaling AI-powered innovations that deliver lasting value for our customers and enhance our operations.

Second Quarter 2025 Highlights

Total revenue for the period reached $464.7 million, reflecting a growth of 9.8% on both a GAAP and constant currency basis. Excluding float, total revenue amounted to $417.3 million, an increase of 11.5% on a GAAP and constant currency basis.

Dayforce's recurring revenue, excluding float, totaled $315.5 million, marking a 13.6% increase, or 13.5% on a constant currency basis.

Operating profit stood at $42.3 million, up from $14.1 million in the prior period. Adjusted operating profit was $124.9 million, compared to $94.9 million.

Net income was $21.3 million, a notable improvement from the net loss of $1.8 million, resulting in a net profit margin of 4.6%, compared to a negative margin of (0.4%) last year. Adjusted net income increased to $98.2 million, up from $76.2 million.

Adjusted EBITDA for the period reached $147.2 million, an increase from $116.3 million, with an adjusted EBITDA margin of 31.7%, compared to 27.5% in the prior period.

Stock Observation- Building on their strong performance this period—with total revenue reaching $464.7 million, representing a 9.8% year-over-year increase—they are confident in their trajectory for continued growth. Excluding float, revenue rose 11.5% to $417.3 million, reflecting robust underlying demand and operational execution. Looking ahead, they anticipate sustained double-digit growth as they continue to expand their customer base, invest in innovation, and drive further efficiencies across their platform. While remaining mindful of macroeconomic dynamics, their solid fundamentals and consistent performance position them well to deliver ongoing value to their stakeholders.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull Canada Advisory Inc. maintains Customer Choose Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull Canada Advisory Inc. only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull Canada Advisory Inc. would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull Canada Advisory Inc. is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull Canada Advisory Inc. does not guarantee returns.

Acrobull Recommendation Based on Evaluation

Current Market Price	$53.21 USD
Acrobull Recommendation	Buy
Target Price	$59.25
RSI Level	14 Day RSI 34
Total Shares Outstanding	159.88 Million
Shares held by Insiders Shares held by Institutions Risk Factor Stop Loss	1.21% 115.30% Medium 5%