NiCE (NASDAQ:NICE) Announces Quarterly Earnings Results

NiCE (NASDAQ:NICE) issued its quarterly earnings results on Wednesday. The technology company reported $2.84 earnings per share for the quarter, beating the consensus estimate of $2.78 by $0.06, FiscalAI reports. NiCE had a return on equity of 15.46% and a net margin of 13.86%. The company had revenue of $790.70 million during the quarter, compared to the consensus estimate of $785.75 million. During the same period in the previous year, the firm posted $3.18 EPS. NiCE’s revenue was up 8.0% on a year-over-year basis.

Here are the key takeaways from NiCE’s conference call:

• NICE reported Q3 revenue of $791 million, up 8%, and adjusted EPS of $2.84, both above the high end of guidance. It raised its full-year EPS outlook to $11.12–$11.32 and expects operating margin to finish slightly above its prior 25%–26% range.
• Cloud revenue grew 10.6% in Q3, or 12.2% excluding a one-time $10 million customer credit; NICE now expects full-year cloud growth of approximately 12%. Management cited slower AI revenue ramps, weaker growth in standalone workforce management and connectivity, delayed financial-crime cloud migrations, and a softer-than-usual Q4 seasonal uplift.
• AI ARR grew 46% year over year to $392 million, while CXone backlog increased 27%; management also highlighted major enterprise wins and Cognigy’s strongest quarter of the year for deal volume and new customers. However, executives said converting AI demand and backlog into revenue is taking time as large enterprises prioritize security, governance, and deployment at scale.
• International revenue grew 33% year over year, with international cloud revenue up 50% on a constant-currency basis, supported by partner momentum and new Cognigy wins. NICE said international markets and its partner ecosystem remain important growth opportunities.
• NICE plans to reduce its global workforce by approximately 5%, with $15 million–$20 million in restructuring charges expected, primarily in Q4. It also lowered its 2026 free-cash-flow margin outlook to 10%–12% reported, citing non-recurring costs, partner investment, and higher cash taxes.

NiCE Trading Down 6.0%

Shares of NASDAQ NICE traded down $6.40 during midday trading on Wednesday, hitting $99.87. The company’s stock had a trading volume of 1,451,408 shares, compared to its average volume of 686,011. The stock has a fifty day moving average price of $111.02 and a 200 day moving average price of $105.04. The firm has a market capitalization of $5.84 billion, a price-to-earnings ratio of 14.59, a P/E/G ratio of 1.23 and a beta of 0.77. NiCE has a one year low of $83.10 and a one year high of $136.52.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Rosenblatt Securities reiterated a “buy” rating and issued a $130.00 price target on shares of NiCE in a research note on Thursday, August 6th. Oppenheimer raised NiCE from a “market perform” rating to an “outperform” rating and set a $150.00 target price on the stock in a report on Wednesday, September 30th. Weiss Ratings upgraded shares of NiCE from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, October 2nd. Citigroup reaffirmed a “neutral” rating on shares of NiCE in a research note on Thursday, August 6th. Finally, DA Davidson increased their price objective on shares of NiCE from $110.00 to $115.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Eight investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $131.71.

Insider Activity at NiCE

In other news, VP Udi Dayan sold 500 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $100.00, for a total value of $50,000.00. Following the completion of the sale, the vice president owned 500 shares of the company’s stock, valued at approximately $50,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.02% of the company’s stock.

NiCE News Roundup

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Q3 revenue rose 8% year over year to $790.7 million, ahead of the $785.75 million consensus estimate. Cloud revenue grew 10.6% to $622.7 million, and GAAP EPS of $2.84 topped the $2.78 estimate. NiCE said results exceeded its guidance ranges. NiCE Q3 results
• Positive Sentiment: NiCE is extending its AI customer-service push in EMEA beyond enterprise pilots, offering potential for broader adoption, though the article provided no financial impact or timing. NiCE EMEA AI expansion
• Negative Sentiment: Non-GAAP earnings fell, despite revenue growth and a GAAP EPS beat. That weaker earnings trend may be tempering investor reaction to the quarterly results. NiCE Q3 earnings report
• Negative Sentiment: The company plans to cut about 5% of its workforce—reported as roughly 500 employees. The move could reduce costs, but also adds uncertainty around execution and signals a significant restructuring. NiCE workforce reduction

NiCE Company Profile

NICE Ltd. (NASDAQ: NICE) is a technology company that provides cloud-based software and artificial intelligence solutions for customer experience, employee engagement, and business operations. Its platforms help organizations manage customer interactions across voice, digital, and other communication channels while using analytics and automation to improve service and operational performance.

The company’s portfolio includes NICE CXone, a cloud customer experience platform that supports contact-center operations, workforce management, analytics, and digital engagement.