Nov. 2 at 2:36 AM
$PCTY "Heads up alert! Only three days until Upcoming earnings on Tuesday, 11/4/2025 for
$PCTY
Neutral (5.0)
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In evaluating Paylocity Holding Corporation (PCTY), recent market sentiment appears mixed, reflecting broader concerns regarding the labor market and its implications for payroll processing firms.
The company's stock has been under pressure, as indicated by Barclays' recent downgrade of its price target from
$196 to
$175 while maintaining an equal weight rating.
This adjustment highlights skepticism around the stock's near-term performance amidst a backdrop of job cuts reported by major corporations, suggesting potential challenges in revenue growth for payroll processors.
However, Paylocity's strategic partnerships, such as the multi-year agreements with the Vegas Golden Knights and the New York Islanders, position it favorably within the sports sector, potentially enhancing brand visibility and market reach.
Financially, Paylocity exhibits a P/E ratio that is competitive within the mid-cap segment, although specifics regarding EPS growth and revenue forecasts remain critical metrics for investors to monitor.
The company's recent performance reflects a slight recovery, with total shareholder return hovering around flat, indicating a cautious optimism among investors.
As for upcoming earnings reports, Paylocity is scheduled to release its Q1 FY26 results on November 4th.
Analysts are closely watching this report, especially given the mixed signals from recent performance and broader sector dynamics.
Historical performance shows that Paylocity has been able to maintain steady revenue growth, but with heightened scrutiny from analysts regarding the impact of macroeconomic factors on its earnings potential.
Consensus estimates suggest that while there may be modest growth, the market is bracing for potential volatility in the wake of labor market concerns, which could influence investor sentiment post-earnings.
In terms of sector performance, the payroll processing and HR technology sector has faced headwinds due to economic uncertainties and the implications of AI on workforce management.
The overall sentiment in this sector remains cautious, with many firms experiencing stock price volatility as they navigate these challenges.
Companies within this space are being evaluated not only on their historical performance but also on their adaptability to evolving market conditions and technological advancements.
- Funds were net buyers of
$PCTY during the previous reporting quarter.
- Funds with large holdings in
$PCTY include:
- GW&K Investment Management LLC, MV:
$70MM. Fund Rank: 76%
- Ensign Peak Advisors, MV:
$29MM. Fund Rank: 67%
- Conestoga Capital Advisors LLC, MV:
$23MM. Fund Rank: 62%
- Canada Pension , MV:
$17MM. Fund Rank: 78%
- Granahan Investment Management Inc, MV:
$15MM. Fund Rank: 59%
www.granahan.com
- Last 10 days performance: -7%
- Last 30 days performance: -9%
- Last 90 days performance: -22%
Some of the latest news articles:
- Title: Payroll Processors Continue to Slide. What the Charts of Paylocity Holding, Paycom Software Say.
Publication Date: 10/30/2025 8:28:00 PM, Source: yahoo
URL: https://finance.yahoo.com/m/59d5289c-5ab2-3f92-adb9-ac2fc275c8f1/payroll-processors-continue.html?.tsrc=rss
- Title: Paylocity Holding (NASDAQ:PCTY) Could Become A Multi-Bagger
Publication Date: 10/28/2025 6:05:18 PM, Source: yahoo
URL: https://finance.yahoo.com/news/paylocity-holding-nasdaq-pcty-could-180518677.html?.tsrc=rss
- Title: Barclays Lowered the PT on Paylocity Holding Corporation (PCTY), Keeps Equal Weight
Publication Date: 10/28/2025 3:27:17 PM, Source: yahoo
URL: https://finance.yahoo.com/news/barclays-lowered-pt-paylocity-holding-152717721.html?.tsrc=rss
- Title: Paylocity Skates Into NHL Arena with Vegas Golden Knights Deal
Publication Date: 10/19/2025 7:08:07 AM, Source: yahoo
URL: https://finance.yahoo.com/news/paylocity-skates-nhl-arena-vegas-070807428.html?.tsrc=rss
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