NiCE (NASDAQ:NICE) Receives “Buy” Rating from Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of NiCE (NASDAQ:NICE) in a research report sent to investors on Friday,Benzinga reports. The brokerage currently has a $155.00 price target on the technology company’s stock.

NICE has been the topic of several other reports. Wedbush cut NiCE from an “outperform” rating to a “neutral” rating and reduced their price objective for the stock from $170.00 to $120.00 in a research note on Monday, December 8th. Citigroup upped their target price on shares of NiCE from $209.00 to $211.00 and gave the stock a “buy” rating in a research note on Friday, November 14th. Jefferies Financial Group reiterated a “hold” rating on shares of NiCE in a report on Thursday. Piper Sandler reissued a “neutral” rating and set a $122.00 price objective on shares of NiCE in a report on Tuesday, December 23rd. Finally, Mizuho reduced their target price on shares of NiCE from $185.00 to $150.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Seven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $151.67.

NiCE Price Performance

Shares of NICE opened at $117.69 on Friday. The firm has a market cap of $7.44 billion, a P/E ratio of 12.17, a price-to-earnings-growth ratio of 1.70 and a beta of 0.96. The company has a 50 day simple moving average of $111.38 and a two-hundred day simple moving average of $124.72. NiCE has a 1 year low of $94.65 and a 1 year high of $180.61.

NiCE (NASDAQ:NICE) last released its quarterly earnings results on Thursday, February 19th. The technology company reported $3.24 earnings per share for the quarter, beating the consensus estimate of $3.23 by $0.01. The business had revenue of $786.50 million during the quarter, compared to analysts’ expectations of $779.95 million. NiCE had a return on equity of 18.48% and a net margin of 20.78%.The firm’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same quarter last year, the business posted $3.02 EPS. NiCE has set its FY 2026 guidance at 10.850-11.050 EPS and its Q1 2026 guidance at 2.450-2.550 EPS. On average, sell-side analysts anticipate that NiCE will post 9.85 earnings per share for the current year.

NiCE announced that its board has approved a stock buyback program on Thursday, February 19th that authorizes the company to repurchase $600.00 million in outstanding shares. This repurchase authorization authorizes the technology company to reacquire up to 9.6% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s management believes its stock is undervalued.

Hedge Funds Weigh In On NiCE

Large investors have recently made changes to their positions in the company. RPD Fund Management LLC acquired a new stake in NiCE during the fourth quarter valued at $100,154,000. Brandes Investment Partners LP purchased a new stake in shares of NiCE during the 4th quarter worth about $79,944,000. Lazard Asset Management LLC grew its position in shares of NiCE by 116.1% during the 2nd quarter. Lazard Asset Management LLC now owns 1,226,920 shares of the technology company’s stock valued at $207,238,000 after acquiring an additional 659,170 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new position in shares of NiCE in the 3rd quarter valued at about $88,599,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its holdings in NiCE by 36.0% in the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 880,059 shares of the technology company’s stock worth $99,482,000 after purchasing an additional 233,080 shares during the period. 63.34% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting NiCE

Here are the key news stories impacting NiCE this week:

• Positive Sentiment: Q4 results slightly beat expectations and showed strength in cloud business (cloud revenue +14% Y/Y), driven by AI-related demand—this was the main catalyst cited for the upside. Zacks: NICE Q4 Earnings Beat
• Positive Sentiment: NiCE raised FY2026 EPS guidance to $10.85–$11.05, above Wall Street consensus, which supports a constructive longer‑term earnings outlook. FY2026 Guidance (press release/slide deck)
• Positive Sentiment: Board approved a $600 million share repurchase program (up to ~9.6% of shares outstanding), signaling management believes shares are undervalued and providing buyback-driven EPS support. RTT News: Buyback
• Positive Sentiment: Sell‑side support remains: Rosenblatt reaffirmed a “buy” and $155 price target, showing continued analyst conviction among some firms. Benzinga: Rosenblatt rating
• Neutral Sentiment: Analyst coverage is mixed overall—Wedbush reaffirmed a “neutral” rating with a $120 target, reflecting differing views on near‑term execution vs. long‑term opportunity. Benzinga: Wedbush rating
• Neutral Sentiment: Full Q4 earnings and the conference call-transcript are available for deeper read‑throughs of product traction, channel commentary and AI pipeline details. MSN: Q4 earnings call transcript
• Negative Sentiment: Q1 2026 guidance came in below Wall Street expectations (EPS $2.45–$2.55 vs. consensus ~2.76 and revenue guidance below consensus), creating near‑term execution uncertainty that could cap upside. Q1 Guidance (slide deck/press materials)
• Negative Sentiment: RBC trimmed its price target (from $175 to $150) despite keeping an outperform rating—this reduction tempers some upside expectations from peer analysts. The Fly: RBC target cut

About NiCE

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.