Paycom Software (PAYC) Continues to Be in a Funk as Profit Estimates Drop
Paycom Software (PAYC) has cut profit estimates the past two quarters. Now I’m wondering if digital HR is a saturated market.
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Paycom Software (PAYC) has cut profit estimates the past two quarters. Now I’m wondering if digital HR is a saturated market.
Amazon (AMZN) shows its past the sluggish growth of 2023 as it delivered accelerated revenue growth in every division last qtr.
Fiserv (FI) delivered a solid quarter with 15% profit growht as POS system Clover and money transfer app Zelle lead the way.
Chipotle (CMG) continues to get more out of each store as same store sales increased 8.4% last qtr with help from Chipotlanes.
AMD (AMD) is seeing strong demand for its new AI infrastructure from big enterprises including Meta, Amazon and Microsoft.
Tractor Supply (TSCO) seems to be in a slow-growth period. In addition, the stock doesn’t seem to have much upside at these levels.
McDonald’s (MCD) has a new concept called CosMc’s that just launched. CosMc’s specializes in cold drinks, like slushes and teas.
Alphabet (GOOGL) is implimenting AI into al its products. And this looks to be paying dividends in Search, Cloud and YouTube Ads.
Microsoft (MSFT) continues to climb higher as profits grow 20%-plus a quarter. But does the stock have the power to go higher?
Apple’s ) Vision Pro needs to be a catalyst for company profits to give the stock fuel to move higher. But I don’t envision it.
American Express (AXP) stock shot higher after the company reported earnings last qtr. And with a PE of 16, AXP is still cheap.
Visa (V) is growing good with stable growth in payments volume and processed transactions. Plus, its stock seems undervalued.