NiCE (NASDAQ:NICE) Announces Earnings Results, Beats Expectations By $0.06 EPS

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

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 Price Performance

NICE stock traded down $6.12 during midday trading on Wednesday, reaching $100.15. The company had a trading volume of 980,731 shares, compared to its average volume of 683,526. The company has a market capitalization of $5.85 billion, a P/E ratio of 14.57, a P/E/G ratio of 1.23 and a beta of 0.77. The firm has a 50-day moving average price of $111.02 and a 200-day moving average price of $105.04. NiCE has a 1 year low of $83.10 and a 1 year high of $136.52.

Wall Street Analyst Weigh In

Several research analysts have recently commented on NICE shares. Weiss Ratings upgraded NiCE from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, October 2nd. Rosenblatt Securities reissued a “buy” rating and issued a $130.00 price objective 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 price objective on the stock in a report on Wednesday, September 30th. Yorkville Ives began coverage on NiCE in a research note on Monday, October 5th. They issued an “in-line” rating and a $125.00 price objective on the stock. Finally, Citigroup reissued a “neutral” rating on shares of NiCE in a research note on Thursday, August 6th. Eight equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, NiCE presently has an average rating of “Moderate Buy” and an average price target of $131.71.

Trending Headlines about NiCE

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Third-quarter revenue rose 8% to $790.7 million, topping estimates; cloud revenue grew 10.6%. Reported EPS also exceeded consensus, and NiCE said results surpassed its guidance ranges. NiCE third-quarter results
• Neutral Sentiment: NiCE is expanding its AI customer-service push in EMEA beyond enterprise pilots. The initiative supports its AI growth strategy, though the report provides no financial outlook or expected near-term impact. NiCE EMEA AI expansion
• Negative Sentiment: Non-GAAP earnings declined year over year, tempering the positive revenue growth and helping explain investor caution despite the quarterly beat. NiCE non-GAAP earnings and revenue
• Negative Sentiment: The company plans to reduce its workforce by about 5%—roughly 500 employees. While this may lower costs, the scale of the cuts can raise concerns about execution and business conditions. NiCE workforce-reduction announcement

Insider Buying and Selling at NiCE

In other NiCE news, VP Udi Dayan sold 500 shares of the business’s stock in a transaction that occurred on 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 in the company, valued at approximately $50,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.02% of the company’s stock.

About NiCE

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.