NiCE (NASDAQ:NICE) Releases FY 2026 Earnings Guidance

NiCE (NASDAQ:NICE) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 10.980-11.180 for the period, compared to the consensus earnings per share estimate of 10.530. 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 Q2 2026 guidance to 2.600-2.700 EPS.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Weiss Ratings reiterated a “sell (d+)” rating on shares of NiCE in a research report on Friday, March 27th. Jefferies Financial Group reaffirmed a “hold” rating on shares of NiCE in a research report on Thursday, February 19th. Citigroup lowered NiCE from a “buy” rating to a “neutral” rating and dropped their price target for the company from $184.00 to $119.00 in a research report on Friday, April 10th. Piper Sandler reissued a “neutral” rating and issued a $124.00 price objective on shares of NiCE in a research note on Monday, February 23rd. Finally, Wedbush reaffirmed a “neutral” rating and set a $120.00 target price on shares of NiCE in a research note on Friday, February 20th. Six investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $144.17.

NiCE Stock Performance

Shares of NiCE stock traded down $28.41 during midday trading on Wednesday, reaching $96.60. 2,084,838 shares of the company’s stock traded hands, compared to its average volume of 773,797. The company has a market cap of $5.84 billion, a price-to-earnings ratio of 9.99, a price-to-earnings-growth ratio of 1.45 and a beta of 0.82. NiCE has a 52 week low of $94.65 and a 52 week high of $180.61. The company’s 50 day simple moving average is $112.01 and its 200 day simple moving average is $114.01.

NiCE (NASDAQ:NICE) last announced its earnings results on Wednesday, May 6th. The technology company reported $2.64 EPS for the quarter, topping the consensus estimate of $2.52 by $0.12. The firm had revenue of $768.62 million for the quarter, compared to the consensus estimate of $760.94 million. NiCE had a net margin of 20.78% and a return on equity of 18.26%. The business’s quarterly revenue was up 9.8% on a year-over-year basis. During the same quarter last year, the firm posted $2.87 EPS. NiCE has set its FY 2026 guidance at 10.980-11.180 EPS and its Q2 2026 guidance at 2.600-2.700 EPS. As a group, equities research analysts predict that NiCE will post 8.89 earnings per share for the current year.

NiCE announced that its board has authorized a stock buyback plan on Thursday, February 19th that authorizes the company to repurchase $600.00 million in shares. This repurchase authorization authorizes the technology company to reacquire up to 9.6% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board believes its shares are undervalued.

NiCE News Roundup

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Q1 revenue and non‑GAAP EPS topped Street estimates — total revenue of $768.6M (+9.8% y/y) and non‑GAAP EPS of $2.64 vs consensus $2.52, showing the business still growing and beating near‑term expectations. NiCE Reports 10% Year-Over-Year Revenue Growth
• Positive Sentiment: Strong cloud performance: cloud revenue grew ~14.6% to $603.4M, supporting the company’s longer‑term CX AI growth narrative and recurring revenue base. NiCE Reports 10% Year-Over-Year Revenue Growth
• Positive Sentiment: Company raised FY‑2026 non‑GAAP EPS guidance to $10.98–$11.18 (above consensus), signaling management’s confidence in full‑year profitability despite near‑term headwinds. NiCE earnings & guidance
• Neutral Sentiment: Trading activity spiked — volume well above average, indicating broad repositioning by investors and institutions after the print. This amplifies price moves but doesn’t change fundamentals by itself. NiCE stock profile
• Neutral Sentiment: Analyst coverage remains generally positive with multiple buy/outperform ratings and a median 12‑month price target well above current levels — useful context if you’re weighing a longer‑term hold vs. short‑term volatility. NICE plunges as investors focus on margin pressure…
• Negative Sentiment: Margins compressed y/y: both GAAP and non‑GAAP margins fell and GAAP net income/EPS declined (GAAP EPS around $0.77), driven in part by acquisition‑related and integration costs — investors are worried about the timing of margin recovery. NICE plunges as investors focus on margin pressure…
• Negative Sentiment: Q2 guidance implies deceleration vs recent trends — non‑GAAP revenue guide of $761M–$771M (midpoint below Street) and Q2 EPS guide $2.60–$2.70 flagged slower near‑term growth, which appears to have driven the short‑term selloff despite reiterated full‑year revenue guidance. NICE plunges as investors focus on margin pressure…

Institutional Investors Weigh In On NiCE

Several hedge funds and other institutional investors have recently made changes to their positions in NICE. FIL Ltd lifted its position in NiCE by 0.7% during the 4th quarter. FIL Ltd now owns 1,732,137 shares of the technology company’s stock valued at $195,801,000 after purchasing an additional 11,433 shares during the period. Neuberger Berman Group LLC increased its holdings in NiCE by 13.7% during the 4th quarter. Neuberger Berman Group LLC now owns 961,146 shares of the technology company’s stock worth $108,648,000 after purchasing an additional 115,526 shares in the last quarter. Lazard Asset Management LLC raised its position in NiCE by 32.0% in the 4th quarter. Lazard Asset Management LLC now owns 897,445 shares of the technology company’s stock valued at $101,447,000 after buying an additional 217,673 shares during the last quarter. RPD Fund Management LLC bought a new stake in shares of NiCE in the fourth quarter worth $100,154,000. Finally, Alliancebernstein L.P. lifted its position in NiCE by 6.6% during the 2nd quarter. Alliancebernstein L.P. now owns 819,140 shares of the technology company’s stock worth $138,361,000 after buying an additional 50,403 shares in the last quarter. 63.34% of the stock is owned by institutional investors and hedge funds.

NiCE Company Profile

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.