ADP shares have risen 33.4% over the past six months, outpacing the industry's 30.3% return and the Zacks S&P 500 Composite's 19.1% gain over the same period. The payroll and HR services company ended fiscal 2026 with Employer Services business bookings up 6% year over year to $2.2 billion, and management guided to 4-7% bookings growth for fiscal 2027, partly driven by its AI platform known as the Zone. ADP Assist agents launched in January 2026 and are now accessible to nearly all of the company's more than 1.1 million clients, with 3.1 million unique active users holding 12 million conversations during fiscal 2026. The Zone reached 48% of the company's service population by year-end, ahead of target, and associates using it performed 96% of their service work on the platform. ADP's Lyric enterprise product posted a 94% year-over-year increase in live clients and a 50% improvement in pipeline, with new logos contributing 70% of opportunities. ADP currently carries a Zacks Rank #3 (Hold).
Dell Technologies Inc
NVIDIA CorporationAutomatic Data Processing IncADP's Employer Services bookings rose 6% to $2.2B with 4-7% growth guided for fiscal 2027, driven by AI platform Zone adoption and Lyric enterprise client growth.
Aeroports de Paris SA