rying to figure out if NCR Voyix is actually undervalued or if the market’s just not buying the turnaround story. They’re pushing more into software/recurring revenue and margins are ticking up, but overall growth is still kinda meh.
What do you all think would actually move the stock? A couple strong earnings beats? Bigger recurring revenue share? Some big contract wins? Clearer free cash flow?
Basically, is this a hidden value play or just a value trap?