Added to YB: 2025-11-06
Pitch date: 2025-11-01
NICE [bullish]
NICE Ltd.
-20.13%
current return
Author Info
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Company Info
NICE Ltd., together with its subsidiaries, provides AI-powered cloud platforms for customer engagement, and financial crime and compliance worldwide.
Market Cap
ILS 6.5B
Pitch Price
ILS 447.00
Price Target
192.00 (-46%)
Dividend
N/A
EV/EBITDA
7.34
P/E
12.03
EV/Sales
2.14
Sector
Software
Category
value
$NICE - AI disruptee? Not so fast. Fantastic asymmetric set up for a CCaaS leader.
NICE: CCaaS leader at 10x NTM P/E pricing in 30-50% revenue decline from AI disruption fears. Bull case: high switching costs among Fortune 100 clients, AI leadership via $1B Cognigy acquisition + proprietary data, shift to consumption pricing could 2x revenue. $192 PT (~45% upside).
Read full article (14 min)