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 EPS guidance of 2.600-2.700 for the period, compared to the consensus EPS 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 Down 22.7%

Shares of NiCE stock traded down $28.41 on Wednesday, hitting $96.60. 2,084,838 shares of the company traded hands, compared to its average volume of 773,797. NiCE has a 12-month low of $94.65 and a 12-month high of $180.61. The firm’s 50-day simple moving average is $112.01 and its 200 day simple moving average is $114.01. The company has a market cap of $5.84 billion, a P/E ratio of 9.99, a P/E/G ratio of 1.45 and a beta of 0.82.

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

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

Analyst Upgrades and Downgrades

Several analysts have commented on NICE shares. Royal Bank Of Canada cut their target price on NiCE from $175.00 to $150.00 and set an “outperform” rating on the stock in a research note on Friday, February 20th. Wedbush reiterated a “neutral” rating and issued a $120.00 price objective on shares of NiCE in a research note on Friday, February 20th. Jefferies Financial Group reiterated a “hold” rating on shares of NiCE in a research report on Thursday, February 19th. Piper Sandler reiterated a “neutral” rating and issued a $124.00 price target on shares of NiCE in a research note on Monday, February 23rd. Finally, Citigroup cut shares of NiCE from a “buy” rating to a “neutral” rating and reduced their price objective for the company from $184.00 to $119.00 in a research report on Friday, April 10th. Six equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, NiCE presently has a consensus rating of “Hold” and an average target price of $144.17.

NiCE News Summary

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Q1 revenue and non?GAAP EPS topped Street estimates — total revenue of $768.6M (+9.8% y/y) and non?GAAP EPS of $2.64 vs consensus $2.52, showing the business still growing and beating near?term expectations. NiCE Reports 10% Year-Over-Year Revenue Growth
• Positive Sentiment: Strong cloud performance: cloud revenue grew ~14.6% to $603.4M, supporting the company’s longer?term CX AI growth narrative and recurring revenue base. NiCE Reports 10% Year-Over-Year Revenue Growth
• Positive Sentiment: Company raised FY?2026 non?GAAP EPS guidance to $10.98–$11.18 (above consensus), signaling management’s confidence in full?year profitability despite near?term headwinds. NiCE earnings & guidance
• Neutral Sentiment: Trading activity spiked — volume well above average, indicating broad repositioning by investors and institutions after the print. This amplifies price moves but doesn’t change fundamentals by itself. NiCE stock profile
• Neutral Sentiment: Analyst coverage remains generally positive with multiple buy/outperform ratings and a median 12?month price target well above current levels — useful context if you’re weighing a longer?term hold vs. short?term volatility. NICE plunges as investors focus on margin pressure…
• Negative Sentiment: Margins compressed y/y: both GAAP and non?GAAP margins fell and GAAP net income/EPS declined (GAAP EPS around $0.77), driven in part by acquisition?related and integration costs — investors are worried about the timing of margin recovery. NICE plunges as investors focus on margin pressure…
• Negative Sentiment: Q2 guidance implies deceleration vs recent trends — non?GAAP revenue guide of $761M–$771M (midpoint below Street) and Q2 EPS guide $2.60–$2.70 flagged slower near?term growth, which appears to have driven the short?term selloff despite reiterated full?year revenue guidance. NICE plunges as investors focus on margin pressure…

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in NICE. AQR Capital Management LLC purchased a new stake in NiCE during the first quarter valued at approximately $226,000. Goldman Sachs Group Inc. grew its stake in NiCE by 81.7% in the first quarter. Goldman Sachs Group Inc. now owns 229,813 shares of the technology company’s stock worth $35,430,000 after purchasing an additional 103,342 shares in the last quarter. Empowered Funds LLC acquired a new stake in shares of NiCE during the first quarter worth about $892,000. Woodline Partners LP raised its holdings in shares of NiCE by 18.7% during the first quarter. Woodline Partners LP now owns 20,140 shares of the technology company’s stock worth $3,105,000 after purchasing an additional 3,178 shares during the last quarter. Finally, Legal & General Group Plc purchased a new position in shares of NiCE during the 2nd quarter valued at about $65,000. 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.