Equity Profile

ACIW

ACI Worldwide, Inc.

Information TechnologyApplication Software$4.4B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

ACI Worldwide, Inc. (ACIW) is a technology company that provides software solutions for electronic payments....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will help investors gauge ACIW's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share, which is critical in the competitive tech landscape.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ACIW Q2-2026 Earnings Preview

Context

Company Snapshot

ACI Worldwide, Inc. (ACIW) is a technology company that provides software solutions for electronic payments. As digital transactions continue to grow, ACIW plays a crucial role in enabling secure and efficient payment processing for businesses worldwide.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+75.92%

Avg Stock Reaction

+2.89%

Last Quarter Recap

In Q1-2026, ACIW reported an impressive EPS of $0.61, significantly beating expectations by over 110%. The stock reacted positively, gaining 7.81% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about ACIW's upcoming earnings, especially given its strong performance in the previous quarter.

Bull Case

If ACIW continues its trend of beating EPS estimates, it could signal strong demand for its payment solutions, leading to further stock gains.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given ACIW's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

How is revenue growth trending compared to previous quarters?

Understanding revenue growth will help assess the company's market position and future prospects in the competitive tech landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate ACIW's ability to sustain its growth momentum, especially given its recent performance.

Supporting Evidence

ACI Worldwide has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing a significant move, suggesting that traders expect volatility that may not align with consensus expectations.

Key Risk

If ACIW reports an EPS below $0.29, it could challenge the current optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will determine if ACIW can maintain its growth trajectory and investor confidence.

Bull Confirmed If

Earnings per share exceeding $0.61 would confirm the bullish case.

Bear Confirmed If

Any EPS below $0.29 could signal a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±13.49%

Historical Avg

±6.8%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±13.5% while ACIW has averaged ±6.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

42.8%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACIW beats expectations, history suggests a potential stock increase of around 2.89%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 11.70% in such scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships.
2Insights into the competitive landscape and how ACIW is positioning itself.
3Management's outlook on revenue growth for the upcoming quarters.
4Comments on operational efficiencies and cost management strategies.
5Any guidance on future product innovations or technology advancements.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

Company Snapshot

ACI Worldwide, Inc. (ACIW) is a technology company that provides software solutions for electronic payments....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will help investors gauge ACIW's financial health this quarter.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and capture market share, which is critical in the competitive tech landscape.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ACIW Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+75.92%

Avg Stock Reaction

+2.89%

Last Quarter Recap

In Q1-2026, ACIW reported an impressive EPS of $0.61, significantly beating expectations by over 110%. The stock reacted positively, gaining 7.81% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about ACIW's upcoming earnings, especially given its strong performance in the previous quarter.

Bull Case

If ACIW continues its trend of beating EPS estimates, it could signal strong demand for its payment solutions, leading to further stock gains.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given ACIW's history of beating EPS estimates, this number will be crucial for investor confidence and stock performance.

How is revenue growth trending compared to previous quarters?

Understanding revenue growth will help assess the company's market position and future prospects in the competitive tech landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate ACIW's ability to sustain its growth momentum, especially given its recent performance.

Supporting Evidence

ACI Worldwide has consistently beaten EPS estimates, indicating strong operational execution.

The options market is pricing a significant move, suggesting that traders expect volatility that may not align with consensus expectations.

Key Risk

If ACIW reports an EPS below $0.29, it could challenge the current optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will determine if ACIW can maintain its growth trajectory and investor confidence.

Bull Confirmed If

Earnings per share exceeding $0.61 would confirm the bullish case.

Bear Confirmed If

Any EPS below $0.29 could signal a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±13.49%

Historical Avg

±6.8%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±13.5% while ACIW has averaged ±6.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

42.8%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACIW beats expectations, history suggests a potential stock increase of around 2.89%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 11.70% in such scenarios.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships.
2Insights into the competitive landscape and how ACIW is positioning itself.
3Management's outlook on revenue growth for the upcoming quarters.
4Comments on operational efficiencies and cost management strategies.
5Any guidance on future product innovations or technology advancements.