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    How Investors Are Reacting To NCR Voyix (VYX) Reaffirming POS Lead And Growing Recurring Revenue

    Simply Wall St·12/18/2025 03:22:05
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    • NCR Voyix recently reported that it has retained its No. 1 global position in POS software installations across retail, reclaimed the top spot in new restaurant deployments, and reinforced its leadership in Grocery+ and convenience sectors.
    • Alongside this industry leadership, the company’s latest quarterly results showed stronger recurring software and services revenue with improved profitability margins, reflecting progress in its platform-led, AI-enabled digital commerce strategy.
    • Now, we’ll explore how NCR Voyix’s reaffirmed POS leadership and growing recurring revenue reshape the existing investment narrative for the company.

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    NCR Voyix Investment Narrative Recap

    To own NCR Voyix, you need to believe its shift to a software and services platform can offset pressure on traditional hardware and help move the business toward sustainable profitability. The reaffirmed No. 1 POS standing and stronger recurring revenue support that thesis in the near term, but do not remove the key risk that ongoing transition costs and rising investment needs could still weigh on margins.

    The recent Q3 2025 results, which showed higher recurring software and services revenue alongside improved profitability margins, are most relevant here. They connect directly to the POS leadership announcement by suggesting that NCR Voyix is beginning to translate its market position into a more resilient, higher quality revenue base that could be an important support for the stock’s main catalyst: execution on its platform-led, AI-enabled digital commerce model.

    Yet, behind the headlines, investors should also be aware of the risk that elevated CapEx, restructuring charges, and the cost of modernizing NCR Voyix’s platform could...

    Read the full narrative on NCR Voyix (it's free!)

    NCR Voyix's narrative projects $1.9 billion revenue and $224.2 million earnings by 2028. This implies a 10.9% yearly revenue decline and a $299.2 million earnings increase from -$75.0 million today.

    Uncover how NCR Voyix's forecasts yield a $16.12 fair value, a 56% upside to its current price.

    Exploring Other Perspectives

    VYX 1-Year Stock Price Chart
    VYX 1-Year Stock Price Chart

    Three members of the Simply Wall St Community currently value NCR Voyix between US$16.13 and US$52.27 per share, highlighting just how far opinions can spread. Against this backdrop, the company’s reaffirmed POS leadership and growing recurring revenue sit alongside ongoing margin pressure risks, which together may shape how its performance aligns with those community expectations over time.

    Explore 3 other fair value estimates on NCR Voyix - why the stock might be worth just $16.12!

    Build Your Own NCR Voyix Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.