NiCE (NASDAQ:NICE) Releases FY 2026 Earnings Guidance

NiCE (NASDAQ:NICE) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 11.060-11.260 for the period, compared to the consensus EPS estimate of 10.690. The company issued revenue guidance of $3.2 billion-$3.2 billion, compared to the consensus revenue estimate of $3.2 billion. NiCE also updated its Q3 2026 guidance to 2.730-2.830 EPS.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on NICE shares. Wedbush reduced their target price on NiCE from $120.00 to $100.00 and set a “neutral” rating for the company in a report on Wednesday, June 10th. Royal Bank Of Canada restated an “outperform” rating and issued a $130.00 price objective on shares of NiCE in a research note on Wednesday, June 10th. Morgan Stanley decreased their target price on NiCE from $148.00 to $130.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Rosenblatt Securities reiterated a “buy” rating and set a $130.00 target price on shares of NiCE in a research note on Thursday. Finally, Cantor Fitzgerald restated a “neutral” rating and set a $104.00 price target on shares of NiCE in a research report on Wednesday, June 10th. Seven equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $129.50.

NiCE Stock Down 1.9%

Shares of NICE stock traded down $1.89 on Thursday, reaching $97.46. The company’s stock had a trading volume of 492,819 shares, compared to its average volume of 744,678. NiCE has a 12-month low of $83.10 and a 12-month high of $156.37. The company has a market capitalization of $5.70 billion, a P/E ratio of 11.55, a PEG ratio of 1.07 and a beta of 0.74. The stock’s 50 day simple moving average is $94.08 and its 200-day simple moving average is $103.09.

NiCE (NASDAQ:NICE) last posted its earnings results on Wednesday, August 5th. The technology company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.63 by $0.07. The business had revenue of $782.29 million during the quarter, compared to analysts’ expectations of $766.27 million. NiCE had a return on equity of 17.42% and a net margin of 17.57%.The firm’s revenue was up 7.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.01 earnings per share. NiCE has set its FY 2026 guidance at 11.060-11.260 EPS and its Q3 2026 guidance at 2.730-2.830 EPS. Research analysts expect that NiCE will post 9.08 EPS for the current year.

NiCE News Summary

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: NiCE reported second-quarter adjusted EPS of $2.70, above the $2.63 analyst consensus, while revenue of $782.3 million also exceeded estimates of $766.3 million. Revenue increased approximately 8% year over year, led by 12.6% growth in cloud revenue to $609.0 million. NiCE second-quarter 2026 results
• Positive Sentiment: Full-year 2026 adjusted EPS guidance of $11.06 to $11.26 is above the $10.69 consensus forecast, signaling management remains confident in profitability. Rosenblatt Securities reaffirmed its “buy” rating and set a $130 price target, implying substantial upside from recent trading levels. Rosenblatt Securities rating
• Positive Sentiment: NiCE is extending its AI customer-experience platform to the AWS European Sovereign Cloud, targeting regulated European markets. The partnership could expand NiCE’s addressable market and strengthen its position in compliance-sensitive cloud deployments. NiCE AWS European Sovereign Cloud announcement
• Neutral Sentiment: Concentrix and Currys won NiCE’s International CX Excellence Award for customer-engagement improvements. The recognition supports NiCE’s industry visibility and customer outcomes but is unlikely to have a material near-term effect on revenue or valuation. Concentrix and Currys win NiCE CX Excellence Award
• Negative Sentiment: Third-quarter revenue guidance of $780 million to $790 million is below the $795.3 million consensus estimate, creating a near-term growth concern. Although the EPS forecast of $2.73 to $2.83 exceeds expectations, investors may be placing greater emphasis on the softer revenue outlook.
• Negative Sentiment: Quarterly EPS declined from $3.01 a year earlier, despite higher revenue. The stock also remains below its 200-day moving average, reflecting lingering concerns about growth and earnings momentum.

Institutional Investors Weigh In On NiCE

A number of institutional investors and hedge funds have recently bought and sold shares of NICE. Tower Research Capital LLC TRC bought a new position in shares of NiCE in the 2nd quarter worth $40,000. Legal & General Group Plc bought a new stake in shares of NiCE during the 2nd quarter worth $65,000. Steward Partners Investment Advisory LLC grew its position in NiCE by 14.3% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 845 shares of the technology company’s stock worth $96,000 after acquiring an additional 106 shares in the last quarter. Kestra Advisory Services LLC purchased a new position in NiCE in the fourth quarter worth $98,000. Finally, Smartleaf Asset Management LLC increased its stake in NiCE by 81.1% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,083 shares of the technology company’s stock valued at $122,000 after acquiring an additional 485 shares during the last quarter. 63.34% of the stock is owned by hedge funds and other institutional investors.

About NiCE

NiCE Ltd is a global software provider specializing in solutions for customer engagement, financial crime prevention, public safety, workforce optimization and border security. Its product offerings include cloud-native and on-premises platforms that leverage advanced analytics, artificial intelligence and automation to help organizations enhance customer experiences, streamline operations and ensure regulatory compliance. NiCE’s portfolio addresses the needs of contact centers, financial institutions, government agencies and enterprises across a broad range of industries.

In customer engagement, NiCE delivers tools for omnichannel interaction management, real-time and historical analytics, workforce management, and quality management.