Added to YB: 2025-11-21
Pitch date: 2025-11-20
NICE [bearish]
NICE Ltd.
-4.39%
current return
Author Info
No bio for this author
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 342.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.34
P/E
12.03
EV/Sales
2.14
Sector
Software
Category
N/A
I am short $NICE
NICE (short): Call center software provider facing AI disruption threat. Previously strong moat from data/integrations/compliance may not defend against commoditization as AI transforms customer support from human agents to AI agents. Margins, pricing, volumes at risk. Well-funded competitors like Sierra emerging. Valuation confidence eroded as competitive differentiation unclear in AI-driven future.
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