NICE Ltd.

NasdaqGS:NICE Voorraadrapport

Marktkapitalisatie: US$5.0b

NICE Beheer

Beheer criteriumcontroles 2/4

De CEO NICE is Scott Russell, benoemd in Jan2025, heeft een ambtstermijn van 1.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 12.65M, bestaande uit 7.3% salaris en 92.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.11% van de aandelen van het bedrijf, ter waarde $ 5.49M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6.3 jaar en 15.3 jaar.

Belangrijke informatie

Scott Russell

Algemeen directeur

US$12.7m

Totale compensatie

Percentage CEO-salaris7.30%
Dienstverband CEO1.3yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn6.3yrs
Gemiddelde ambtstermijn bestuur15.3yrs

Recente managementupdates

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.

Analyse CEO-vergoeding

Hoe is Scott Russell's beloning veranderd ten opzichte van NICE's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$530m

Dec 31 2025US$13mUS$924k

US$612m

Compensatie versus markt: De totale vergoeding ($USD 12.65M ) Scott } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.42M ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Scott te vergelijken met de prestaties van het bedrijf.

CEO

Scott Russell (52 yo)

1.3yrs
Tenure
US$12,652,000
Compensatie

Mr. Scott E. Russell serves as Chief Executive Officer at Nice Systems, Inc. from January 1, 2025. He served as Chief Revenue Officer of Customer Success at SAP SE since 2024. He serves as Chairperson at T...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Scott Russell
Chief Executive Officer1.3yrsUS$12.65m0.11%
$ 5.5m
Beth Gaspich
Chief Financial Officer9.6yrsUS$6.33m0.11%
$ 5.3m
Dan Belanger
President of NICE Americas1.8yrsUS$5.47mgeen gegevens
Darren Rushworth
President of CE International9.3yrsUS$5.44mgeen gegevens
Craig Costigan
Chief Executive Officer of NICE Actimize7.5yrsUS$5.99mgeen gegevens
Arun Chandra
Chief Operating Officerless than a yeargeen gegevensgeen gegevens
Jeff Comstock
President of CX Product & Technology1.3yrsgeen gegevensgeen gegevens
Ryan Gilligan
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Alon Levy
VP, General Counsel & Corporate Secretaryno datageen gegevensgeen gegevens
Shiri Neder
Executive Vice President of Human Resources8.3yrsgeen gegevensgeen gegevens
Christopher Wooten
Executive Vice President of Nice Vertical Markets11.9yrsUS$1.35kgeen gegevens
Awan Roy
VP & Head of India GTC5.2yrsgeen gegevensgeen gegevens
6.3yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van NICE is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.3 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Dan Falk
Independent Outside Director25.3yrsgeen gegevensgeen gegevens
Rimon Ben-Shaoul
Independent Director24.7yrsgeen gegevens0.0017%
$ 85.4k
David Kostman
Independent Chairman of the Board17.8yrsgeen gegevens0.033%
$ 1.6m
Zehava Simon
Independent Outside Director10.8yrsgeen gegevens0.0059%
$ 295.2k
Leo Apotheker
Independent Director12.8yrsgeen gegevensgeen gegevens
Joseph Cowan
Independent Director12.8yrsgeen gegevens0.027%
$ 1.4m
Yocheved Dvir
Independent Outside Director18.3yrsgeen gegevens0.00068%
$ 34.1k
Caroline Tsay
Directorless than a yeargeen gegevens0.0013%
$ 64.3k
15.3yrs
Gemiddelde duur
72.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van NICE zijn ervaren en ervaren (gemiddelde ambtstermijn van 15.3 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/13 03:23
Aandelenkoers aan het einde van de dag2026/05/13 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

NICE Ltd. wordt gevolgd door 29 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Tavy RosnerBarclays
Michael FunkBofA Global Research
Thomas BlakeyCantor Fitzgerald & Co.