NiCE (NASDAQ:NICE) Updates Q2 2026 Earnings Guidance

NiCE (NASDAQ:NICE) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.600-2.700 for the period, compared to the consensus estimate of 2.530. The company issued revenue guidance of $761.0 million-$771.0 million, compared to the consensus revenue estimate of $777.6 million. NiCE also updated its FY 2026 guidance to 10.980-11.180 EPS.

NiCE Trading Up 0.4%

NiCE stock traded up $0.41 during mid-day trading on Thursday, hitting $97.26. The company had a trading volume of 565,238 shares, compared to its average volume of 779,486. The stock’s 50 day moving average price is $111.66 and its two-hundred day moving average price is $113.79. NiCE has a 12 month low of $94.65 and a 12 month high of $180.61. The company has a market capitalization of $5.88 billion, a PE ratio of 10.10, a price-to-earnings-growth ratio of 1.46 and a beta of 0.82.

NiCE (NASDAQ:NICE) last released its earnings results on Wednesday, May 6th. The technology company reported $2.64 EPS for the quarter, topping the consensus estimate of $2.52 by $0.12. The business had revenue of $768.62 million for the quarter, compared to the consensus estimate of $760.94 million. NiCE had a return on equity of 18.26% and a net margin of 20.78%.The company’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.87 earnings per share. NiCE has set its FY 2026 guidance at 10.980-11.180 EPS and its Q2 2026 guidance at 2.600-2.700 EPS. Equities research analysts anticipate that NiCE will post 8.89 EPS for the current year.

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

Analyst Ratings Changes

A number of research analysts have recently issued reports on NICE shares. Zacks Research raised NiCE from a “strong sell” rating to a “hold” rating in a report on Tuesday, February 24th. Morgan Stanley set a $148.00 price target on NiCE in a report on Friday, February 20th. Rosenblatt Securities reissued a “buy” rating and issued a $155.00 target price on shares of NiCE in a report on Friday, February 20th. Weiss Ratings reissued a “sell (d+)” rating on shares of NiCE in a report on Friday, March 27th. Finally, Wedbush reissued a “neutral” rating and issued a $120.00 target price on shares of NiCE in a report on Friday, February 20th. Six analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $142.50.

Key NiCE News

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

Hedge Funds Weigh In On NiCE

Several institutional investors have recently added to or reduced their stakes in the company. Corient Private Wealth LLC raised its holdings in NiCE by 49.8% during the 4th quarter. Corient Private Wealth LLC now owns 15,258 shares of the technology company’s stock valued at $1,705,000 after buying an additional 5,070 shares during the period. Corecam AG bought a new position in shares of NiCE in the fourth quarter worth about $1,809,000. EP Wealth Advisors LLC bought a new position in shares of NiCE in the fourth quarter worth about $375,000. XTX Topco Ltd grew its holdings in shares of NiCE by 31.9% in the fourth quarter. XTX Topco Ltd now owns 15,051 shares of the technology company’s stock worth $1,701,000 after purchasing an additional 3,641 shares during the last quarter. Finally, Inspire Investing LLC lifted its holdings in shares of NiCE by 33.1% in the 4th quarter. Inspire Investing LLC now owns 1,976 shares of the technology company’s stock worth $223,000 after buying an additional 491 shares during the period. Hedge funds and other institutional investors own 63.34% of the company’s stock.

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.