Information Technology·Application Software·$4.4B
ACI Worldwide Inc is a technology company that specializes in electronic payment systems and software solutions. Operating in the Information Technology sector, ACI plays a crucial role in facilitating secure and efficient transactions for businesses and consumers, especially as digital payments continue to grow in importance.
Earnings Per Share (EPS)
EPS is a key indicator of the company's profitability and will show how well ACI is managing costs and generating income.
Revenue Growth
Revenue growth will provide insights into the demand for ACI's products and services, reflecting overall business health.
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EPS Beat Streak
0Q
EPS Beat Rate
88%
Avg EPS Surprise
+62.96%
Avg Stock Reaction
+2.29%
In the last quarter, ACI reported an EPS of $0.90, matching analyst expectations but saw a decline in stock price by 4.05% the following day. The company has shown strong performance in previous quarters, consistently beating EPS estimates.
Management Promises & Guidance
Overall, investors are cautiously optimistic about ACI's upcoming earnings, given its history of beating EPS estimates. However, the lack of specific guidance leaves some uncertainty.
Bull Case
If ACI continues its trend of strong EPS surprises, it could signal robust demand and operational efficiency, potentially leading to a positive stock reaction.
Bear Case
On the other hand, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the recent volatility.
Earnings Per Share (EPS)
N/AEPS is a key indicator of the company's profitability and will show how well ACI is managing costs and generating income.
Revenue Growth
N/ARevenue growth will provide insights into the demand for ACI's products and services, reflecting overall business health.
Customer Retention Rate
N/AA high customer retention rate indicates satisfaction and loyalty, which is vital for recurring revenue in the software industry.
The print will turn on these two things.
Q1
What will the EPS be for Q1-2026?
Given ACI's strong track record of beating EPS estimates, this figure will be crucial in determining market sentiment post-earnings.
Q2
What insights can be shared about revenue growth and customer retention?
Understanding these metrics will help gauge the company's future performance and market position, especially in a competitive landscape.
Why consensus could be wrong
The consensus may underestimate ACI's ability to capitalize on the growing demand for digital payment solutions, which could lead to stronger-than-expected revenue growth.
Supporting Evidence
ACI has consistently beaten EPS estimates, indicating strong underlying performance.
The increasing shift towards digital payments suggests a favorable market environment for ACI's offerings.
Recent trends in customer acquisition and retention may not be fully reflected in current expectations.
Key Risk
If ACI's revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The market is debating ACI's ability to sustain its growth and profitability in a rapidly changing technology landscape.
Bull Confirmed If
An EPS of $1.00 or higher would confirm strong operational performance and investor confidence.
Bear Confirmed If
An EPS below $0.80 would raise concerns about the company's growth trajectory and market competitiveness.
Implied Move
±N/A
There is currently no options market data available to gauge investor sentiment leading up to the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If ACI beats expectations and raises guidance, history suggests a potential stock increase of around 2.29%, confirming strong operational health.
In-Line / Cautious
If results are in line with expectations but lack strong guidance, the stock may see a muted response as investors reassess future growth.
Miss
A miss on EPS could lead to a decline of around 6.22% based on historical patterns, indicating investor disappointment.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026