Automatic Data Processing (ADP) faces stable fundamentals ahead of its fiscal Q2 results, and the company is expected to benefit from AI product launches and "operating efficiencies," RBC Capital Markets said Thursday in a report.
Q2 results are expected to match consensus to a "modest beat" with ADP likely to a reiterate full-year guidance and key operating metrics, and margins should improve as acquisition-related costs drop out of comparisons, the report said.
RBC expects Q2 earnings of $2.58 a share on revenue of $5.34 billion, both above consensus, with full-year EPS of $11 on revenue of $21.8 billion, also ahead of estimates.
ADP is focusing on operational efficiencies by scaling its Embedded Payroll offering, RBC said.
"The company is well positioned for potential labor market volatility due to its broad suite of clients ranging from small businesses to large enterprises," the report said.
RBC reiterated its sector perform rating on ADP stock with a price target of $290.
Q2 results are due on Jan. 28.
Price: 259.92, Change: -0.28, Percent Change: -0.11
Comments