Company Reports

Nice's second quarter beat FactSet consensus while 2026 EPS guidance was raised modestly. Cloud growth was 12.6%, cloud backlog growth was 19%, and artificial intelligence backlog growth was 72%. Shares were down 6% intraday on Aug. 5.

Nice's strong first-quarter results were offset by weak second-quarter guidance and a downgrade in 2026 cloud growth guidance. Shares fell 23% on May 6.

We have reviewed our moat ratings in the global technology sector due to potential disruption from artificial intelligence.

Nice provides cloud and on-premises software solutions that serve the customer engagement and financial crime and compliance markets. Most of its revenue is generated in the US, but international expansion has become a bigger priority.

Nice delivered a fourth-quarter top- and bottom-line beat versus FactSet consensus, strong backlog growth, and an upgrade to 2026 guidance. Shares rallied 13% on Feb 19.

Nice provides cloud and on-premises software solutions that serve the customer engagement and financial crime and compliance markets. Most of its revenue is generated in the US, but international expansion has become a bigger priority.

At its investor day on Nov. 17, Nice released midterm guidance indicating it's investing heavily in the next few years to capture artificial intelligence-driven growth. Shares have since fallen 20%.

Nice provides cloud and on-premises software solutions that serve the customer engagement and financial crime and compliance markets. Most of its revenue is generated in the US, but international expansion has become a bigger priority.

Nice's third-quarter results were at the top end of guidance, and cloud backlog growth was 15%. Shares rose 6% intraday.

Nice's second-quarter top and bottom lines beat FactSet consensus, third-quarter guidance was in line, and 2025 earnings per share guidance was raised slightly. Regardless, the shares fell 13% on Aug. 14.

Nice announced that it has entered into a definitive agreement to acquire Cognigy for $955 million. Cognigy is the global leader in conversational and agentic artificial intelligence for customer experience.

Nice provides cloud and on-premises software solutions that serve the customer engagement and financial crime and compliance markets. Most of its revenue is generated in the US, but international expansion has become a bigger priority.

Nice provides cloud and on-premises software solutions that primarily serve the customer engagement market and the financial crime and compliance, or FC&C, market. Most of its revenue is generated in the US, but international expansion has become a bigger priority.

Nice's results were broadly in line with FactSet consensus. A landmark deal worth more than $100 million in total contract value was announced along with a new $500 million share buyback.

Nice announced fiscal 2025 cloud revenue growth guidance of 12% with fourth-quarter results. Shares fell 14%.

Nice provides cloud and on-premises software solutions that primarily serve the customer engagement market as well as the financial crime and compliance, or FC&C, market. The majority of revenue is generated in the US, but international expansion has become a bigger priority.

Nice provides cloud and on-premises software solutions that primarily serve the customer engagement market as well as the financial crime and compliance, or FC&C, market. The majority of revenue is generated in the US, but international expansion has become a bigger priority.

Nice shares fell 8.5% despite beating FactSet consensus and after fiscal 2024 EPS guidance was raised. We think the market reacted negatively to guidance for fiscal 2024 organic cloud revenue growth being slightly downgraded to 16%-17%, from at least 18%.

Nice reported second-quarter results that were slightly ahead of FactSet consensus on revenue and profits. Shares rose 4% intraday, but strong stock performance in recent days is mainly recovering lost ground after competitor Five9 announced a weak outlook in its updated fiscal 2024 guidance. Highlights in the quarter included 26% cloud revenue growth and Scott Russell was announced as the new CEO. We’re lifting our fair value estimate modestly to $275 from $265 on slightly higher revenue growth estimates and increased shares being repurchased at undervalued levels, in our opinion.

Nice provides cloud and on-premises software solutions that primarily serve the customer engagement market as well as the financial crime and compliance, or FC&C, market. The majority of revenue is generated in the US, but international expansion has become a bigger priority.