NICE Ltd.

NasdaqGS:NICE 株式レポート

時価総額：US$5.0b

NICE 将来の成長

Future 基準チェック /16

NICEは、7.8%と9.8%でそれぞれ年率7.8%で利益と収益が成長すると予測される一方、EPSはgrowで8.6%年率。

主要情報

7.8%

収益成長率

8.57%

EPS成長率

Software 収益成長19.7%
収益成長率9.8%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • May 12

NICE: The Market Demands Innovation But Hates Change

Summary NICE Ltd. (NICE) is undergoing a deliberate pivot to AI-driven, consumption- and outcome-based pricing, causing short-term revenue issues but positioning for long-term leadership. Q1 2026 results showed decelerating cloud growth and legacy cannibalization, but NICE is proactively transitioning away from seat-based models before competitors. International cloud revenue grew 50% YoY, highlighting significant underpenetrated expansion potential beyond the domestic market. Actimize's potential $2.5B spin-off underscores NICE's undervaluation and NICE's doubling down on the cloud customer engagement segment. Read the full article on Seeking Alpha
Seeking Alpha • Mar 08

NICE: Investors Should Focus On The Long-Term Growth Outlook

Summary NICE Ltd. is poised for long-term growth, driven by strong AI adoption and expanding TAM in Contact Center as a Service (CCaaS). Despite a decline in stock price, NICE's robust earnings and cloud segment growth indicate market under-appreciation of its AI capabilities. Management's conservative FY25 guidance has caused concern, but historical trends suggest potential for upward revisions and continued strong demand. NICE's current valuation is attractive, with potential for significant upside as AI deployments normalize and cloud growth re-accelerates. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

NICE: A Bull Case Despite The Negative Narrative

Summary NICE, an Israel-based enterprise software company, is well-positioned to benefit from digital transformation, cloud adoption, and AI trends despite recent valuation declines. The company's flagship product, NICE CXone, leads the cloud contact center market, with revenues growing at 12% annually and operating margins improving. Concerns about competition and AI displacing contact center agents are overshadowed by NICE's strong market position and underappreciated AI monetization opportunities. With net cash on the balance sheet and value-creating share repurchases, NICE is poised for a substantial re-rating as it showcases growth in its cloud business. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

NICE: Earnings Should Continue To Grow Robustly

Summary NICE Ltd. is well-positioned to capitalize on the growing TAM in CCaaS and conversational AI, driven by its flagship CXone platform. CXone's comprehensive solution for customer service needs and its strong market recognition set it apart, driving significant productivity gains for large enterprises. NICE's Cloud segment is growing rapidly, with AI tools like Copilot and AutoSummary showing spectacular adoption rates, contributing to overall revenue growth. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

Nice Is An Excellent AI Opportunity In Client Management Software

Summary Nice Ltd has struggled recently due to its CEO's retirement and geopolitical issues but is on a recovery path with AI-driven efficiency. Nice's AI-equipped customer support platform, providing its customers significant cost savings and improved operating margins is a strong competitive advantage. Nice's strong cloud revenue growth, high retention rates, and attractive valuation make it a compelling investment. Increased competition from Amazon poses challenges, but Nice's unique data flywheel and AI focus offer long-term growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Nov 17

NICE: Amazon Connect Could Steal The Show

Summary I believe Nice could lose market share in the next few years as Amazon Connect leverages AWS's vast customer base to quickly scale its CCaaS offering. Amazon Connect has a strong upsell potential, leveraging existing AWS customers' data for sophisticated AI-driven customer interactions. Despite competitive pressures, Nice has strong fundamentals, including consistent double-digit revenue and profit growth, a healthy balance sheet, and favorable liquidity ratios. I find Nice’s valuation ratios quite reasonable. Its forward P/E is lower than many competitors, including Amazon, indicating it’s not overpriced, although it’s not cheap either. In my view, a Hold rating makes sense for now. The company is fundamentally strong, but the rising competition from Amazon Connect limits its upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Sep 03

A NICE And Compelling GARP Company

Summary NICE, a leading CCaaS provider, offers growth and profitability above sector averages, yet trades at a significant discount, presenting a buy opportunity. The company's comprehensive CX platform, cloud-based solutions, and AI innovations drive market share gains and long-term growth potential. Financially robust, NICE boasts impressive revenue and margin growth, with a strong balance sheet and promising future growth forecasts. Trading at a low FY24 P/E of 16.2x, NICE should be valued higher, aligning with sector averages, making it an excellent GARP investment. Read the full article on Seeking Alpha
Seeking Alpha • May 21

NICE Ltd. Stock's Risk-Reward Appears To Be Better Post Q1 Results

Summary NICE Ltd. experienced a 15% contraction in share price despite delivering healthy Q1 results. The CEO's decision to step down has caused concern among investors, but the company is in a good position to flourish given its innate capabilities. NICE stock offers excellent value with a medium-term earnings growth rate of 38%, and a 36% discount on the forward P/E front relative to its historical average. The stock is generating operating cash flow at record levels, and the stock offers a compelling FCF yield at current levels. The risk-reward on the charts seems to be in a better place. Read the full article on Seeking Alpha
Seeking Alpha • Mar 16

NICE: Riding The AI Wave

Summary NICE's cloud business has strong growth potential and is positioned to benefit from the AI wave. The company's CXone platform is a leader in the Contact Centre as a Service (CCaaS) market. NICE has a competitive position with its long-standing customer partnerships and data advantage over competitors. Read the full article on Seeking Alpha
Seeking Alpha • Sep 21

NICE Ltd.: Valuation Re-Rating Is Likely To Be Dependent On Collections

Summary NICE is possibly one of the most technologically advanced company in the customer experience and contact centre markets. The company’s unique AI-powered conversational offering has allowed it to see sustained revenue growth and outsized gross margins in an industry dominated by service companies. Despite the business strength, we find the NICE’s collection efficiency led FCF issues to be a spot of bother. While we think the stock can significantly outperform should the FCF benefit from better collections, we would want to hold our horses until greater clarity emerges on this front.
Seeking Alpha • Aug 18

NICE Non-GAAP EPS of $1.86 beats by $0.07, revenue of $530.6M beats by $5.55M

NICE press release (NASDAQ:NICE): Q2 Non-GAAP EPS of $1.86 beats by $0.07. Revenue of $530.6M (+15.6% Y/Y) beats by $5.55M. The company increased full year 2022 Non-GAAP total revenues, which are expected to be in a range of $2.168B to $2.188B (compared to previous guidance range of $2.16B to $2.18B) vs. consensus of $2.17B; The company increased Non-GAAP fully diluted earnings per share, which are expected to be in a range of $7.33 to $7.53 (compared to previous guidance range of $7.25 to $7.45) vs. consensus of $7.37.
Seeking Alpha • Jan 02

NICE: Robust Cloud Segment And Savvy M&As Make The Stock A Buy

Software company NICE Ltd. has cash in hand to grow in other parts of the world, and acquire new targets. In the best-case scenario, NICE’s future revenue will grow thanks to growth in cloud sales and recurring revenue. I designed a 10-year DCF model with a WACC of 7.5% and an exit multiple of 21x EBITDA. I believe that the company is a buy in the $299-$341 share price range.

業績と収益の成長予測

NasdaqGS:NICE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,9116597899388
12/31/20273,48655369582616
12/31/20263,17941660372016
3/31/20263,014530507611N/A
12/31/20252,945612623717N/A
9/30/20252,881561692786N/A
6/30/20252,838537660755N/A
3/31/20252,776466769863N/A
12/31/20242,735443733833N/A
9/30/20242,637425668764N/A
6/30/20242,548396639725N/A
3/31/20242,465368537621N/A
12/31/20232,378338477561N/A
9/30/20232,323328470558N/A
6/30/20232,276307442531N/A
3/31/20232,226285393482N/A
12/31/20222,181266398480N/A
9/30/20222,128246343416N/A
6/30/20222,067225353425N/A
3/31/20221,994205415490N/A
12/31/20211,921199395462N/A
9/30/20211,836199450516N/A
6/30/20211,755203451512N/A
3/31/20211,693203433490N/A
12/31/20201,648196417480N/A
9/30/20201,644203340405N/A
6/30/20201,620198322388N/A
3/31/20201,607195283347N/A
12/31/20191,574186N/A374N/A
9/30/20191,555186N/A392N/A
6/30/20191,524181N/A396N/A
3/31/20191,486173N/A442N/A
12/31/20181,445159N/A397N/A
9/30/20181,426176N/A375N/A
6/30/20181,392163N/A394N/A
3/31/20181,362150N/A399N/A
12/31/20171,332143N/A395N/A
9/30/20171,26494N/A342N/A
6/30/20171,178100N/A278N/A
3/31/20171,095105N/A239N/A
12/31/20161,016123N/A228N/A
9/30/2016965150N/A216N/A
6/30/2016949147N/A227N/A
3/31/2016936147N/A253N/A
12/31/2015927141N/A252N/A
9/30/2015808131N/A275N/A
6/30/20151,039129N/A259N/A

アナリストによる今後の成長予測

収入対貯蓄率: NICEの予測収益成長率 (年間7.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: NICEの収益 ( 7.8% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: NICEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: NICEの収益 ( 9.8% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: NICEの収益 ( 9.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NICEの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/13 23:31
終値2026/05/13 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

NICE Ltd. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Tavy RosnerBarclays
Michael FunkBofA Global Research
Thomas BlakeyCantor Fitzgerald & Co.