NCR Atleos Corporation (NATL)

NCR Atleos Corp. was publicly listed with an IPO in 2023. Over the past year, the stock price has increased by 15.57%, outperforming the S&P500 Index by 1.96%. Key events include the Q3 CY2025 earnings report, where the company beat revenue expectations but missed profit per share estimates and announced share repurchase plans. The Q1 FY2025 earnings call highlighted strong growth in services and software revenue, particularly in ATM as a Service, despite a slight decrease in core revenue. Recent stock performance shows daily fluctuations, with the closing stock price at $40.17 as of February 6, 2026.

While detailed seasonality data is limited, hardware revenue is expected to be stronger in the second quarter of 2025, with management projecting 2025 to be the best hardware year since 2019. ATM as a Service revenue is expected to follow a similar growth pattern as the previous year, indicating consistent demand for service-led solutions throughout the year.

NCR Atleos Corp. is a financial technology company specializing in self-service banking solutions, spun off from NCR Voyix in 2023. It provides technology and services for financial institutions and retailers to enhance self-directed banking experiences. The company offers ATM and ITM technology, software solutions like its Digital First ATM platform, and services such as installation, maintenance, and managed services, including ATM as a Service. It also operates the Allpoint Network, the largest retail surcharge-free ATM network in the U.S. Revenue is generated through hardware sales, software licensing, managed services, transaction fees, and branding arrangements.

NCR Atleos Corp. has a significant global presence with solutions deployed in over 160 countries. Headquartered in Atlanta, Georgia, it employs approximately 20,000 people worldwide. Its operations span the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific region.

NCR Atleos has been recognized for its workplace culture, ranking #12 in Newsweek's 2025 Top 100 Global Most Loved Workplaces list. Recent press releases and business activities indicate a focus on innovation and strategic partnerships, including advancements in ATM concepts, the appointment of a new CIO, and collaborations with financial institutions like Epirus Bank and Kuwait Finance House. Research also highlights strong support for protecting Americans' right to pay with cash.

NCR Atleos Corporation has a substantial institutional ownership base, with 574 institutional owners and shareholders holding a total of 91,985,592 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Alliancebernstein L.P., State Street Corp., Coliseum Capital Management, LLC, Victory Capital Management Inc., Fmr Llc, Engine Capital Management, LP, and Fuller & Thaler Asset Management, Inc.