NICE NICE Ltd Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
09:00
Aug 10
Aug 10
r/ValueInvesting
Q2 beat; AI ARR +52% to $362M; AI backlog +72%; 78% of revenue is cloud.
Q2 beat; AI ARR +52% to $362M; AI backlog +72%; 78% of revenue is cloud; stock trades at ~11x normalized cash flow. Market panic over AI disruption ignores NICE's installed enterprise base, largest HMRC deal, 106% NRR, and aggressive buybacks; normalized valuation implies ~$200 vs. ~$101.85. Long NICE as a high-quality compounder with meaningful margin of safety, provided AI backlog conversion continues and buybacks persist. AI bookings lag revenue recognition, backlog growth stalls, operating margin compression continues, buybacks stop, or AI disruption accelerates.
NICE
NICE Ltd
Long
1ST
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13:05
Jun 06
Jun 06
Monetary Matters
Nice Information Service cheap credit score monopoly
Nice Information Service is the dominant credit score provider in South Korea, with a stable growing earnings stream (low double-digit growth), a single-digit PE ratio (~9-10), and a dividend yield of 5-6%. It trades at a third of FICO's multiple despite similar economics. Corporate governance improvements and insider buying support the stock.
NICE
NICE Ltd
Long
1ST
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About NICE Investor Commentary
Across the available history and selected sources, Buzzberg tracks NICE (NICE Ltd) across 6 sources: 4 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 44% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 9 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: TheValueist, u/solacelabx, Michael Fritzell.