US · Technology · Software - Application
EPS came in at 1.95 against a street estimate of 2.13 — a miss of 8.5%.
Analysts rate Nice Ltd ADR a buy (9 buy, 5 hold, 0 sell out of 14) with an average price target of $132.77.
CONFIDENT NICE beat Q2 guidance on strong product revenue and delivered record AI bookings with 15% AI cloud ARR contribution. Cloud grew 12.6% YoY. Management raised FY26 EPS guidance and reiterated $3.5B revenue target for 2028, confident in AI-to-revenue conversion despite near-term deployment lags. Q2 2026 International cloud revenue +34% YoY constant currency, expanding in underpenetrated markets via partner ecosystem and strategic wins. Analysts pressed on bookings-to-revenue lag and competitive positioning vs. AI-native vendors. Management attributed delays to customer deployment rigor (data, governance, operating models), not demand weakness, and emphasized unified platform orchestration and mission-critical scale as unique durable moats. Confidence in H2 realization and 2028 targets reiterated. 2026-08-05…
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| Fund | Stake |
|---|---|
| Principal Financial Group Inc | 7.57% |
| Brandes Investment Partners & Co | 4.88% |
| Fidelity International Ltd | 4.56% |
| Harding Loevner L.P. | 4.31% |
| Clal Insurance Enterprises Holdings Ltd | 2.72% |
| MENORA MIVTACHIM HOLDINGS LIMITED | 2.46% |
| Neuberger Berman Group LLC | 1.96% |
| Artisan Partners Limited Partnership | 1.84% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 BUSINESS & SEGMENT HIGHLIGHTS • NICE reported three September 2026 updates through Form 6-K filings. • AOK PLUS, a German statutory health insurance | 2026-10-07 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • NICE filed a Form 6-K with the SEC for August 2026; the filing was dated September 9, 2026. • The filing contains four attach | 2026-09-09 |
| Current report (6-K) · Q3 2026 BUSINESS & SEGMENT HIGHLIGHTS • NICE reported several business and partnership updates in July 2026, focused mainly on artificial intelligence (AI), | 2026-08-06 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • NiCE reported second-quarter 2026 revenue of $782.3 million, up 7.6% year over year and above the high end of its guidance range. | 2026-08-05 |
| Current report (6-K) · Q3 2026 BUSINESS & SEGMENT HIGHLIGHTS • NICE filed a Form 6-K covering announcements made around its NiCE World 2026 event. • The company highlighted its fo | 2026-07-08 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • NICE Ltd. filed its Form 20-F for the fiscal year ended December 31, 2025. • The company has 60,427,562 outstanding ordinary shar | 2026-02-26 |
| Annual report FY2024 (20-F) | 2025-03-19 |
| Annual report FY2023 (20-F) | 2024-03-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.