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An announcement from NICE ( (NICE) ) is now available.
NICE reported first-quarter 2026 results on May 6, 2026, with total revenue rising 9.8% year on year to $768.6 million, driven by 14.6% growth in cloud revenue to $603.4 million and a 66% surge in AI annual recurring revenue. The AI-native CX platform underpinned strong international momentum, with overseas revenue up 30%, while the integration of the Cognigy acquisition is ahead of plan and broadening NICE’s addressable market beyond the contact center.
Despite higher revenue, profitability softened, with GAAP net income falling to $46.8 million and diluted EPS dropping to $0.77, as margins narrowed even on a non-GAAP basis, though operating cash flow remained solid at $179.2 million and the company ended the quarter debt-free after repurchasing $253.3 million of shares. Management raised full-year 2026 non-GAAP EPS guidance and reiterated revenue targets, projecting 13%–15% cloud growth, signalling confidence that accelerating AI adoption and growing partner contributions will sustain NICE’s leadership in CX AI and support ongoing top-line expansion.
The most recent analyst rating on (NICE) stock is a Hold with a $119.00 price target. To see the full list of analyst forecasts on NICE stock, see the NICE Stock Forecast page.
Spark’s Take on NICE Stock
According to Spark, TipRanks’ AI Analyst, NICE is a Outperform.
The score is driven primarily by strong fundamentals (high profitability, improving returns, and low leverage) and a supportive earnings outlook for revenue/cloud growth and AI momentum. These positives are tempered by near-term EPS/margin pressure signaled in guidance and a mixed technical picture with the stock still below longer-term moving averages.
To see Spark’s full report on NICE stock, click here.
More about NICE
NICE Ltd., listed on Nasdaq, operates in enterprise software with a focus on AI-powered customer experience (CX) platforms. Its AI-native solutions, including the CXone platform, automate engagements across voice, digital and agentic AI, connecting people, systems and workflows for large organizations in more than 150 countries. The company targets large enterprises seeking scalable AI-driven CX and operational efficiency.
Average Trading Volume: 732,974
Technical Sentiment Signal: Sell
Current Market Cap: $7.39B
For detailed information about NICE stock, go to TipRanks’ Stock Analysis page.