NICE NICE Ltd Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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09:00
Aug 10
Aug 10
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.
HIGH
22:40
Jul 29
Jul 29
Watch NICE as contact-center software provider balancing AI premium features against automated.
Watch NICE as contact-center software provider balancing AI premium features against automated resolution lowering license counts.
MED
13:05
Jun 06
Jun 06
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.
HIGH
22:56
May 04
May 04
Bearish view on BPO and contact center software names as AI-native workflow orchestration.
Bearish view on BPO and contact center software names as AI-native workflow orchestration reduces need for outsourced human agents and changes CCaaS economics.
HIGH
21:48
Jan 15
Jan 15
Buy NICE Systems as author discloses active long position alongside TEAM.
Buy NICE Systems as author discloses active long position alongside TEAM, with a near-term intermediate low thesis and intent to add on improving technicals.
MED
21:48
Jan 15
Jan 15
Buy NICE as the AI-disruption selloff is overdone.
Buy NICE as the AI-disruption selloff is overdone — the company has already launched its own AI tools for call center software, making the fear-driven decline a mispricing opportunity. Author discloses active long position.
MED
About NICE Analyst Coverage
Buzzberg tracks NICE (NICE Ltd) across 4 sources. 4 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (67%). 6 total trade ideas tracked. Latest voices: u/solacelabx, TheValueist, Michael Fritzell.