NiCE (NASDAQ:NICE) Issues FY 2026 Earnings Guidance

NiCE (NASDAQ:NICE) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 10.850-11.050 for the period, compared to the consensus estimate of 10.320. 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 Q1 2026 guidance to 2.450-2.550 EPS.

NiCE Stock Up 13.2%

NiCE stock opened at $111.55 on Friday. The stock has a market cap of $7.06 billion, a PE ratio of 12.68, a P/E/G ratio of 1.50 and a beta of 0.96. NiCE has a 12-month low of $94.65 and a 12-month high of $180.61. The business’s 50-day moving average price is $111.21 and its two-hundred day moving average price is $124.99.

NiCE (NASDAQ:NICE) last posted its earnings results on Thursday, February 19th. The technology company reported $3.24 EPS for the quarter, topping analysts’ consensus estimates of $3.23 by $0.01. The firm had revenue of $786.50 million during the quarter, compared to analysts’ expectations of $779.95 million. NiCE had a net margin of 19.48% and a return on equity of 17.71%. The business’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.02 earnings per share. NiCE has set its FY 2026 guidance at 10.850-11.050 EPS and its Q1 2026 guidance at 2.450-2.550 EPS. As a group, analysts expect that NiCE will post 9.85 earnings per share for the current year.

NiCE announced that its Board of Directors has authorized a share repurchase plan on Thursday, February 19th that authorizes the company to repurchase $600.00 million in outstanding shares. This repurchase authorization authorizes the technology company to buy up to 9.6% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on NICE. Barclays lowered their price target on shares of NiCE from $200.00 to $165.00 and set an “overweight” rating for the company in a report on Wednesday, November 19th. Mizuho lowered their target price on NiCE from $185.00 to $150.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Wall Street Zen upgraded NiCE from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Jefferies Financial Group reissued a “hold” rating on shares of NiCE in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of NiCE in a research note on Monday, December 29th. Seven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, NiCE currently has a consensus rating of “Hold” and a consensus price target of $154.75.

NiCE News Roundup

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Board approves $600 million share repurchase (up to ~9.6% of shares outstanding), signaling management views the stock as undervalued and returning cash to shareholders. RTT News
• Positive Sentiment: Full‑year 2026 EPS guidance of $10.85–$11.05 tops consensus (~$10.32), indicating confidence in longer‑term profitability despite near‑term weakness. Press Release
• Neutral Sentiment: Q4 results: EPS $3.24 (beat by $0.01) and revenue $786.5M (beat estimates), with revenue +9% YoY and cloud revenue +14% — solid execution but not a blowout. Earnings Deck/Call
• Neutral Sentiment: Analyst/earnings commentary and transcript provide color on customer demand, margin drivers and cloud growth; useful for modeling but not new headline changes. Earnings Call Transcript Zacks Analysis
• Negative Sentiment: Q1 2026 guidance came in below Street expectations: EPS $2.45–2.55 vs. consensus ~$2.76 and revenue guide below consensus — a near‑term headwind that can pressure the stock until early results/calls. Press Release

Institutional Investors Weigh In On NiCE

A number of institutional investors have recently modified their holdings of the company. AQR Capital Management LLC bought a new position in NiCE during the first quarter worth $226,000. Goldman Sachs Group Inc. boosted its position in NiCE by 81.7% during the first quarter. Goldman Sachs Group Inc. now owns 229,813 shares of the technology company’s stock valued at $35,430,000 after acquiring an additional 103,342 shares during the last quarter. Empowered Funds LLC bought a new stake in NiCE during the first quarter valued at $892,000. Woodline Partners LP grew its holdings in NiCE by 18.7% during the 1st quarter. Woodline Partners LP now owns 20,140 shares of the technology company’s stock worth $3,105,000 after acquiring an additional 3,178 shares during the period. Finally, Legal & General Group Plc bought a new position in shares of NiCE in the 2nd quarter worth about $65,000. 63.34% of the stock is owned by institutional investors.

NiCE Company Profile

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.