
Nov 5, 2026
ACI Worldwide Raises 2026 EBITDA Forecast to $565M
ACI Worldwide (NASDAQ:ACIW) reported third-quarter 2026 revenue of $427 million, surpassing analyst estimates despite a year-over-year decline. The company raised its 2026 adjusted EBITDA forecast to $550 million–$565 million and maintained its revenue guidance for the full year. This performance was driven by a 4% increase in recurring revenue and an 86% surge in net new annual recurring revenue bookings.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Nov 5, 2026
ACI Worldwide Lifts Earnings Outlook Despite a 12% Drop in Quarterly Revenue
ACI Worldwide reported a 12% year-over-year drop in third-quarter revenue to $427 million, primarily due to license renewals shifting to the final quarter of the year. Despite this, the payments software maker raised its 2026 adjusted EBITDA forecast for the third time this year, expecting a significant portion of its annual earnings to come in Q4. The company is also advancing its cloud payments platform, ACI Connetic, and exploring USDC stablecoin settlements.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Nov 5, 2026
ACI Worldwide Misses On EPS As Renewal Timing Guts Q3, But An Accelerating ARR Engine And A Third EBITDA Raise Shift The Burden To Q4
ACI Worldwide (ACIW) reported third-quarter earnings of $0.32 per share, missing consensus estimates, primarily due to the timing of license renewals shifting to Q4. Despite the GAAP miss, the company's adjusted diluted EPS was $0.54, and it beat its own guidance while raising its full-year adjusted EBITDA outlook for the third consecutive quarter. The report highlighted strong operating cash flow and accelerating net new ARR bookings, though Q4 performance is crucial for hitting full-year targets.
Company relevance
100.00%
Company sentiment
Neutral
Overall sentiment
Neutral

Oct 29, 2026
ACI Worldwide partners with Circle to deploy USDC settlement
ACI Worldwide, a payments technology company, has partnered with Circle to integrate stablecoin settlement into existing banking and payment infrastructure. The collaboration will combine ACI Connetic, ACI's cloud-native payments orchestration platform, with Circle's infrastructure for its US dollar-backed stablecoin USDC. The initial implementation will focus on Colombia to explore the modernization of the nation’s payments landscape.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish