PAYC

Paycom Software (PAYC), a human resources and payroll software company, demonstrates a strong track record of beating earnings estimates with an average surprise of 14.72% over the last two quarters. The stock currently has a positive Earnings ESP of +4.01% combined with a Zacks Rank #3 (Hold), suggesting another earnings beat is likely in the near term.

The article highlights two computer and technology stocks with positive Earnings Surprise Prediction (ESP) metrics that may deliver positive earnings surprises: Paycom Software (PAYC) with a +4.01% ESP ahead of its November 4, 2026 earnings report, and Palo Alto Networks (PANW) with a +0.82% ESP before its November 18, 2026 earnings release. Both stocks carry a Zacks Rank #3 (Hold) rating.

Zacks highlights two technology stocks with positive Earnings Surprise Prediction (ESP) metrics that could beat quarterly earnings expectations. ASML, a Hold-rated stock, has a +5.53% ESP ahead of its October 14, 2026 earnings report.

Paycom Software, rated Strong Buy, shows a +4.01% ESP before reporting on November 4, 2026. Both stocks' positive ESP signals suggest potential for earnings surprises that could drive stock price gains.

Workday announced a definitive agreement to acquire C1.ai, an agentic identity platform, to enhance identity governance and secure access management for AI agents across enterprises. The acquisition, expected to close in Q4 fiscal 2027, addresses a significant market gap where 95% of large U.S. companies operate autonomous agents but only 21% have mature governance capabilities. While the deal strengthens Workday's AI strategy and leverages its 11,500+ customer base, integration costs and competition from Oracle, ADP, and Paycom present challenges.

The article suggests that while the Vanguard S&P 500 ETF (VOO) is the world's largest ETF, large-cap stocks are currently overvalued with a Shiller P/E ratio near all-time highs. The author recommends considering the MarketDesk Focused US Momentum ETF (FMTM) as an alternative, which uses a quantitative strategy to identify 30-50 stocks with strong momentum. Despite its limited track record since July 2025, FMTM returned 29% over the past year and outperformed VOO during Q1 2026.

Keel Infrastructure (KEEL) shares have risen 27.7% over the past year, outperforming its industry, driven by progress in its high-performance computing (HPC) data center strategy. The company has advanced permits and fiber contracts at Moses Lake and Sharon sites, maintains $819 million in liquidity, and has exited Bitcoin mining to focus on HPC projects. Estimate revisions have been raised significantly for 2026-2027.