Overview

* ACI Q3 revenue up 7% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 exceeds analyst estimates

* Company announces $500 mln share repurchase authorization

Outlook

* ACI Worldwide ( ACIW ) raises full-year 2025 revenue guidance to $1.730 bln-$1.754 bln

* Company expects full-year 2025 adjusted EBITDA of $495 mln-$510 mln

Result Drivers

* RECURRING REVENUE GROWTH - Recurring revenue in Q3 rose 10% yr/yr, indicating strong demand for ACI's services

* ACI CONNETIC LAUNCH - Signed first customer for ACI Connetic, reflecting early demand for cloud-native payments hub

* OPERATIONAL EXCELLENCE - Co attributes high-value growth to disciplined operational execution and innovation in products like Speedpay

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $482.36 $465.30

Revenue mln mln (6

Analysts

)

Q3 Beat $1.09 $0.80 (6

Adjusted Analysts

EPS )

Q3 Net Beat $91.25 $79.80

Income mln mln (6

Analysts

)

Q3 Beat $171 mln $160.50

Adjusted mln (6

EBITDA Analysts

)

Q3 Beat $127.71 $119.50

Operatin mln mln (6

g income Analysts

)

Q3 Beat $118.12 $103.70

Pretax mln mln (6

Profit Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the financial technology (fintech) peer group is "buy"

* Wall Street's median 12-month price target for ACI Worldwide Inc ( ACIW ) is $60.00, about 19.6% above its November 5 closing price of $48.24

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)