Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Smith Salley Wealth Management Buys 8,853 Shares of Automatic Data Processing, Inc. $ADP
Smith Salley Wealth Management significantly increased its stake in Automatic Data Processing (NASDAQ:ADP) by 945.8% in Q3, purchasing an additional 8,853 shares to hold a total of 9,789 shares valued at $2.873 million. Automatic Data Processing exceeded Q3 earnings estimates, issued strong FY2026 guidance, and increased its quarterly dividend to $1.70 per share. The company currently holds a MarketBeat consensus rating of "Hold" with an average target price of $306.42 among analysts.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BEARISH
Paycom Software stock under pressure: Is PAYC a value opportunity or a value trap?
Paycom Software's stock (PAYC) has recently declined due to reassessed growth expectations, increased competition in the cloud HR sector, and mixed analyst signals. Despite a solid underlying business, investors are debating whether the current low valuation represents a value opportunity or a trap, as the stock has shown near-flat performance over the last year. The market is seeking consistent execution and positive surprises in growth and margins to justify a rebound.
Dec 31, 2025 • Finviz
SOMEWHAT-BEARISH
ADP Downgraded to Underperform as Jefferies Flags Structural Headwinds
Jefferies downgraded Automatic Data Processing, Inc. (NASDAQ:ADP) to Underperform, cutting its price target to $230 from $245, citing market saturation, scaled competitors, and falling interest rates as significant headwinds for 2025. Despite solid Q1 2026 results and strategic advancements like the Pequity acquisition, the analyst believes ADP's medium-term targets will be challenging to achieve. The firm acknowledged management's capabilities but expressed a "shaky" fundamental outlook for the company.
Dec 31, 2025 • MSN
BEARISH
ADP downgraded to underperform as Jefferies flags structural headwinds
Jefferies has downgraded Automatic Data Processing (ADP) to an "underperform" rating, citing several structural headwinds that are expected to challenge the company's growth. These include increased competition from modern payroll solutions and pressure on its interest income due to macroeconomic factors. This downgrade suggests a more cautious outlook for ADP's financial performance.
Dec 30, 2025 • Yahoo Finance
SOMEWHAT-BEARISH
ADP Downgraded to Underperform as Jefferies Flags Structural Headwinds
Jefferies analyst Samad Samana downgraded Automatic Data Processing, Inc. (NASDAQ: ADP) to Underperform, citing market saturation, increased competition, and falling interest rates as structural headwinds that will make the company's medium-term targets difficult to achieve. Despite solid Q1 2026 results including 7% revenue and adjusted EPS growth, the downgrade reflects concerns about future growth. ADP is a global provider of cloud-based Human Capital Management solutions, and the report suggests that certain AI stocks may offer better upside potential with less downside risk.
Dec 30, 2025 • Insider Monkey
NEUTRAL
ADP Downgraded to Underperform as Jefferies Flags Structural Headwinds
Jefferies analyst Samad Samana downgraded Automatic Data Processing, Inc. (NASDAQ: ADP) to Underperform from Hold, citing structural headwinds such as market saturation, competition, and falling interest rates. Despite ADP reporting solid fiscal Q1 2026 results including 7% revenue and adjusted EPS growth and the acquisition of Pequity, Jefferies expressed concerns about the company's fundamental outlook for 2025 and its medium-term targets. The firm lowered its price target for ADP to $230 from $245.