ACI WORLDWIDE, INC. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
ACI Worldwide reported Q2 2026 revenue of $430 million (+7% YoY; +6% constant currency), with adjusted EBITDA of $91 million (+12%). The company signed two U.S. customers for its ACI Connetic cloud-native platform across eight U.S. payment networks. ACI raised full-year 2026 revenue guidance to $1.895B–$1.925B (from $1.890B–$1.920B) and adjusted EBITDA to $545M–$560M (from $540M–$555M). YTD through Q2, the company repurchased 2.5 million shares for $107 million at average $42.75/share; $349 million remains on authorization.
Why this rating
Modest growth, margin expansion, and guidance raise are solid, but offset by Q2 ARR bookings down 25% YoY and TTM bookings down 15%. Repurchases ~3.2% of market cap YTD; modest relative to $3.3B market value. Connetic adoption progress is encouraging but early.
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