US · Technology · Software - Application
EPS came in at 1.95 against a street estimate of 2.13 — a miss of 8.5%.
Analysts rate Nice Ltd ADR a buy (14 buy, 4 hold, 0 sell out of 18) with an average price target of $125.85.
CONFIDENT NICE beat Q2 guidance on strong product revenue and delivered record AI bookings with 15% AI cloud ARR contribution. Cloud grew 12.6% YoY. Management raised FY26 EPS guidance and reiterated $3.5B revenue target for 2028, confident in AI-to-revenue conversion despite near-term deployment lags. Q2 2026 International cloud revenue +34% YoY constant currency, expanding in underpenetrated markets via partner ecosystem and strategic wins. Analysts pressed on bookings-to-revenue lag and competitive positioning vs. AI-native vendors. Management attributed delays to customer deployment rigor (data, governance, operating models), not demand weakness, and emphasized unified platform orchestration and mission-critical scale as unique durable moats. Confidence in H2 realization and 2028 targets reiterated. 2026-08-05…
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| Fund | Stake |
|---|---|
| Principal Financial Group Inc | 7.57% |
| Brandes Investment Partners & Co | 4.88% |
| Harding Loevner L.P. | 4.31% |
| Fidelity International Ltd | 3.51% |
| Clal Insurance Enterprises Holdings Ltd | 2.78% |
| MENORA MIVTACHIM HOLDINGS LIMITED | 2.55% |
| Artisan Partners Limited Partnership | 1.84% |
| Neuberger Berman Group LLC | 1.78% |
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Google PlayApp StoreData updated 2026-09-18.