NiCE (NASDAQ:NICE) Updates 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

A number of equities analysts recently weighed in on the stock. Wedbush restated a “neutral” rating and set a $120.00 price target on shares of NiCE in a research report on Friday, February 20th. Zacks Research upgraded shares of NiCE from a “strong sell” rating to a “hold” rating in a research report on Tuesday, February 24th. Weiss Ratings restated a “sell (d+)” rating on shares of NiCE in a research report on Friday, March 27th. Piper Sandler reaffirmed a “neutral” rating and set a $124.00 target price on shares of NiCE in a research note on Monday, February 23rd. Finally, Royal Bank Of Canada set a $130.00 price target on shares of NiCE in a research note on Thursday. Six investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $142.50.

NiCE Stock Performance

Shares of NICE stock traded up $0.41 during midday trading on Thursday, reaching $97.26. 565,238 shares of the company were exchanged, compared to its average volume of 779,486. NiCE has a 12 month low of $94.65 and a 12 month high of $180.61. The company has a market cap of $5.88 billion, a P/E ratio of 10.10, a PEG ratio of 1.46 and a beta of 0.82. The company’s 50 day moving average price is $111.66 and its two-hundred day moving average price is $113.79.

NiCE (NASDAQ:NICE) last issued its earnings results on Wednesday, May 6th. The technology company reported $2.64 earnings per share for the quarter, beating analysts’ consensus estimates of $2.52 by $0.12. NiCE had a return on equity of 18.26% and a net margin of 20.78%.The company had revenue of $768.62 million for the quarter, compared to the consensus estimate of $760.94 million. During the same quarter in the prior year, the company earned $2.87 EPS. The firm’s quarterly revenue was up 9.8% on a year-over-year basis. 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, sell-side analysts predict that NiCE will post 8.89 earnings per share for the current year.

NiCE declared that its board has initiated a share buyback plan on Thursday, February 19th that allows the company to repurchase $600.00 million in shares. This repurchase authorization allows the technology company to purchase up to 9.6% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s leadership believes its stock is undervalued.

NiCE News Roundup

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Q1 beat on revenue and EPS; cloud business grew ~14.6% and total revenue was up ~9.8% year?over?year — evidence of underlying demand strength. Press Release
• Positive Sentiment: Management raised FY 2026 non?GAAP EPS guidance to $10.98–$11.18, above consensus, and gave Q2 non?GAAP EPS guidance of $2.60–$2.70 (also above estimates), which supports full?year profitability expectations over time. Slide Deck
• Neutral Sentiment: Analyst coverage remains constructive overall (multiple buy/overweight ratings and a median 6?month target near $150), so longer?term expectations vary across firms. QuiverQuant Coverage
• Neutral Sentiment: Coverage pieces comparing NICE to peers and discussing valuation are appearing, which could influence longer?term flows but are not the immediate catalyst. Zacks: NICE vs GTLB
• Negative Sentiment: Margins compressed year?over?year (both GAAP and non?GAAP), and GAAP EPS fell significantly (driven in part by acquisition amortization and integration costs) — raising near?term profitability concerns. Earnings Call Transcript
• Negative Sentiment: Q2 revenue guidance ($761M–$771M) came in below Street revenue expectations, implying a near?term deceleration that appears to have driven the immediate negative market reaction. QuiverQuant Analysis

Institutional Trading of NiCE

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Tower Research Capital LLC TRC acquired a new position in shares of NiCE in the 2nd quarter valued at approximately $40,000. Legal & General Group Plc bought a new stake in NiCE in the 2nd quarter valued at $65,000. Steward Partners Investment Advisory LLC raised its stake in NiCE by 14.3% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 845 shares of the technology company’s stock valued at $96,000 after acquiring an additional 106 shares during the period. Kestra Advisory Services LLC bought a new position in NiCE during the 4th quarter worth $98,000. Finally, Smartleaf Asset Management LLC grew its holdings in shares of NiCE by 81.1% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,083 shares of the technology company’s stock worth $122,000 after purchasing an additional 485 shares in the last quarter. 63.34% of the stock is owned by 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.