Should You Buy This Mid Cap Tech Stock-PAYC

Acrobull UK Advisory Services Ltd.

November 19			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Paycom Software Inc.	PAYC-NYSE	Technology		$9.076 Billion	Medium

Paycom Software, Inc. offers a cloud-based human capital management (HCM) solution through software-as-a-service, tailored for small to mid-sized businesses in the United States. The company provides the tools and data analytics required to manage the entire employee life cycle, from recruitment to retirement.

Recent Highlights

CEO Statement- We delivered another solid quarter marked by double-digit organic recurring revenue growth and continued margin expansion,” said Chad Richison, Paycom’s founder, CEO and chairman. “Our award-winning solutions—Beti, GONE and IWant—remain key differentiators in the marketplace and are contributing to a growing sales pipeline.

We remain committed to advancing full-solution automation and command-driven navigation, which are generating significant ROI for our clients and reshaping how executives, managers and employees interact with their HR and payroll data

Third Quarter 2025 Financial Highlights

For the third quarter of 2025, Paycom Software, Inc. reported total revenues of $493.3 million, marking a 9.1% increase compared to $451.9 million in the same period of the previous year. Recurring and other revenues totaled $466.5 million, reflecting a 10.6% year-over-year growth and accounting for 94.6% of total revenues.

GAAP net income for the quarter was $110.7 million, or $1.96 per diluted share, compared to GAAP net income of $73.3 million, or $1.31 per diluted share, in the prior year. The increase in GAAP net income includes a tax-adjusted gain of $26.3 million related to the modification of the company’s naming rights agreement.

Adjusted EBITDA for the quarter reached $194.3 million, an increase from $171.3 million in the prior-year period.

As of September 30, 2025, Paycom’s cash and cash equivalents totaled $375.0 million, compared to $402.0 million as of December 31, 2024. During the quarter, the company paid $21.1 million in cash dividends and repurchased 1,023,790 shares of common stock for a total of $223.4 million.

Stock Observation-Looking ahead, Paycom Software, Inc. remains well-positioned for continued growth, building on the momentum from the third quarter of 2025, where total revenues increased by 9.1% year-over-year to $493.3 million. As we continue to drive innovation and expand our sales pipeline, we expect to maintain strong revenue growth and deliver value to our clients, while enhancing operational efficiency and margin expansion in the quarters to come.

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 UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK 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 UK 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 UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$161.33 USD
Acrobull Recommendation	Buy
Target Price	$178.25 USD
RSI Level	36 RSI
Total Shares Outstanding	97.29 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	11.87% 95.63% Medium 5%