NiCE (NASDAQ:NICE) Issues Quarterly Earnings Results

NiCE (NASDAQ:NICE) issued its quarterly earnings data on Wednesday. The technology company reported $2.84 earnings per share for the quarter, beating analysts’ consensus estimates of $2.78 by $0.06, FiscalAI reports. The company had revenue of $790.70 million during the quarter, compared to analysts’ expectations of $785.75 million. NiCE had a return on equity of 14.41% and a net margin of 12.01%. The firm’s revenue for the quarter was up 8.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.18 earnings per share.

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

Shares of NICE stock traded down $0.70 during mid-day trading on Friday, hitting $95.30. The stock had a trading volume of 304,963 shares, compared to its average volume of 688,853. The firm has a market cap of $5.57 billion, a PE ratio of 15.42, a PEG ratio of 1.09 and a beta of 0.77. The company’s 50-day simple moving average is $110.90 and its 200-day simple moving average is $104.88. NiCE has a fifty-two week low of $83.10 and a fifty-two week high of $136.52.

Analyst Ratings Changes

A number of research analysts have commented on NICE shares. Yorkville Ives began coverage on shares of NiCE in a research note on Monday, October 5th. They issued an “in-line” rating and a $125.00 price objective on the stock. Citigroup reiterated a “market outperform” rating on shares of NiCE in a research note on Thursday. Citizens Jmp decreased their target price on shares of NiCE from $170.00 to $158.00 and set a “market outperform” rating for the company in a research note on Thursday. Weiss Ratings raised NiCE from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, October 2nd. Finally, Royal Bank Of Canada dropped their price target on NiCE from $145.00 to $130.00 and set an “outperform” rating on the stock in a research report on Thursday. Nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, NiCE has a consensus rating of “Moderate Buy” and an average price target of $129.79.

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.