Overview
AI platform firm's Q4 cloud revenue grew 14% yr/yr
Q4 diluted EPS increased 57% yr/yr
Company announces new $600 mln share repurchase program
Outlook
NICE expects full-year 2026 cloud revenue growth of 14.5%-15.0%
NICE forecasts Q1 2026 non-gaap total revenue between $755 mln and $765 mln
NICE anticipates full-year 2026 non-gaap total revenue between $3,170 mln and $3,190 mln
Result Drivers
AI DEMAND - Q4 AI ARR increased 66% yr/yr, highlighting strong enterprise demand for AI-native platform
CLOUD BACKLOG - Year-end ’25 cloud backlog growth accelerates to 25% yr/yr, driven by strong bookings momentum
INTERNATIONAL GROWTH - Expanding international markets contributed to cloud revenue growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | $786.50 mln | ||
Q4 Adjusted EPS | $3.24 | ||
Q4 Net Income | $150.60 mln | ||
Q4 Gross Margin | 65.30% | ||
Q4 Gross Profit | $513.90 mln | ||
Q4 Operating Income | $176.20 mln | ||
Q4 Operating Margin | 22.40% |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Nice Ltd is $160.00, about 62.4% above its February 18 closing price of $98.50
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago
Press Release: ID:nBw5TKfCBa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)