NCR Voyix Corporation (VYX)

Over the past six months, NCR Voyix's stock has experienced significant fluctuations. The stock was down 35.6% over the past six months as of May 7, 2026, and had a year-to-date return of -30.84% as of April 20, 2026. Key events include the spin-off from NCR Corporation in October 2023 and the sale of its cloud-based digital banking business in August 2024. The company reported strong Q3 2025 earnings on November 6, 2025, and robust first-quarter 2026 results on May 7, 2026, surpassing both earnings and revenue forecasts. Following the Q1 2026 earnings announcement, the stock experienced a 10.95% increase in pre-market trading on May 7, 2026. The company has been undergoing significant restructuring, including addressing stranded costs from past spin-offs and divestments, labor rationalization, and new infrastructure investments. In March 2026, NCR Voyix entered an agreement to sell its Japan bank technology solutions business.

For 2026, NCR Voyix expects its revenue seasonality to broadly align with that of 2025, with adjusted EBITDA growth more heavily weighted towards the fourth quarter. The Retail segment is projected to see a 3% increase in software and services sales in 2026, supported by growth in platform sites and a strong customer acquisition pipeline. The Restaurants segment demonstrates stable performance, with a 1% increase in Annual Recurring Revenue (ARR) and consistent customer additions. There has been weak demand in the small and medium-sized business (SMB) sector, which has impacted adjusted EBITDA margins. The company's strategic initiatives, such as the Voyix Commerce Platform applications, are seeing strong demand and customer engagement globally.

NCR Voyix Corp. operates in the Technology sector, focusing on Information Technology Services and Application Software. Its core business segments are Retail Solutions and Hospitality Solutions (Restaurants). The company is the world's largest supplier of POS software, including NCR Voyix Aloha POS for restaurants and NCR Emerald for retail. They offer self-checkout solutions and the Voyix Commerce Platform (VCP), a cloud-native API platform. They provide end-to-end solutions for the retail industry, encompassing POS systems, self-checkout kiosks, and inventory management software. For the hospitality sector, they offer restaurant POS systems, Kitchen Display Systems (KDS), loyalty programs, online ordering, and white-labeled websites and mobile applications. They also provide managed IT services, cloud solutions, network security, installation, and maintenance services. The company is transitioning its point-of-sale and self-checkout hardware to an outsourced design and manufacturing model.

NCR Voyix Corp., headquartered in Atlanta, Georgia, has a global presence, serving customers in over 35 countries. The United States accounts for approximately 60% of its 2024 revenue. The company has offices and operations across Europe, Asia-Pacific, and the Americas.

NCR Voyix has a strong brand reputation, rooted in a history of innovation dating back to its founding as National Cash Register in 1884. The company is recognized as a global leader in providing innovative technology solutions for businesses. In December 2025, NCR Voyix was again recognized as the world's largest supplier of point-of-sale (POS) software, leading in global retail installations and reclaiming the top spot for new restaurant deployments. There is no readily available information indicating specific negative events that have significantly impacted NCR Voyix's brand reputation in the past year.

As of May 2025, institutional investors hold approximately 70.79% of NCR Voyix's stock. Major institutional owners include BlackRock, Inc., Greenhouse Funds LLLP, and Vanguard Group Inc. Other significant institutional shareholders include Shapiro Capital Management Llc, Fuller & Thaler Asset Management, Inc., Boston Partners, State Street Corp, and First Pacific Advisors, LP. Richard McGuire is a significant individual shareholder, owning 10.86 million shares, representing 7.81% of the company.