NICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says

MT Newswires Live

07/21

NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.

Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.

While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.

Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.

Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.

Price: 95.92, Change: -5.42, Percent Change: -5.35

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2653206667"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2653206667\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2653206667?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-21 22:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2653206667","market":"sh","top_or_hot":-1,"title":"NICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says","media":"MT Newswires Live","content":"<html><body><p> NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.</p><p>Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.</p><p>While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.</p><p>Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.</p><p>Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.</p><p>Price: 95.92, Change: -5.42, Percent Change: -5.35</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-07-21 22:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><p> NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.</p><p>Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.</p><p>While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.</p><p>Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.</p><p>Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.</p><p>Price: 95.92, Change: -5.42, Percent Change: -5.35</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4566","symbol_name":"資本集團","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2653206667","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2653206667","pubTimestamp":1784645359,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.Analysts said they previously believed the market was ov","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4566":"资本集团","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4543":"AI","NICE":"NICE系统","AIPO":"Defiance AI and Power Infrastructure ETF","BK4023":"应用软件","QTOC":"Innovator Growth Accelerated Plus ETF - October","ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","VTHR":"Vanguard Russell 3000 ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF"},"translate_title":"摩根士丹利表示，尼斯的人工智能增长机会需要更长时间才能实现","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":1.5,"QTOC":1.5,"VTHR":1.5,"NICE":1.5,"AIPO":1.5,"ARTY":1.5,"AGIX":1.5},"content_text":"NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.Price: 95.92, Change: -5.42, Percent Change: -5.35","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}