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    NCR Voyix (VYX) Could Be 35% Undervalued After Sbarro Restaurant Tech Rollout

    Simply Wall St·10/24/2026 19:33:43
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    Sbarro’s decision to roll out NCR Voyix (VYX) Aloha Next and Voyix Pay across nearly 300 U.S. locations provides additional evidence of how its restaurant software strategy is playing out.

    The latest Sbarro rollout lands at a moment when NCR Voyix shares have rallied, with a 7 day share price return of 10.69% and a 30 day gain of 17.67%. However, the year to date share price return is still down 14.91% and the 1 year total shareholder return has declined 28.90%, so recent momentum is improving off a weak longer term base.

    Capture this shift toward recurring restaurant tech like NCR Voyix by screening for other software driven platforms with improving fundamentals using our curated 21 high quality undiscovered gems.

    NCR Voyix now trades at US$8.39 while the average analyst target sits near US$12.67, and internal fair value work points even higher. Is the recent rebound closing that gap, or just starting to narrow it?

    Most Popular Narrative: 35% Undervalued

    NCR Voyix closed at $8.39 against a narrative fair value of $12.86, which frames the recent rally as a move within a still wide valuation gap rather than the end of it.

    Successful transformation toward recurring SaaS and cloud-based models, evidenced by a 16% YoY increase in platform sites and a steady increase in software ARR, is associated with improving gross and EBITDA margins and reduced hardware exposure. This positions the company for potential double-digit earnings and free cash flow growth as hardware revenue becomes a smaller portion of the mix.

    See why 3 investors see NCR Voyix as 35% undervalued.

    Result: Fair Value of $12.86 (UNDERVALUED)

    Still, the narrative around NCR Voyix weakens quickly if hardware revenue keeps declining or if transition costs, tariffs and restructuring charges squeeze already thin margins.

    Find out about the key risks to this NCR Voyix narrative.

    Next Steps

    Mixed signals on NCR Voyix so far. If you want a clearer picture, pressure test the upside and downside by checking the 2 key rewards and 3 important warning signs.

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