Added to YB: 2025-11-21
Pitch date: 2025-11-20
NICE [bearish]
NICE Ltd.
+21.84%
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 in the United States, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
ILS 5.0B
Pitch Price
ILS 342.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.55
P/E
10.11
EV/Sales
1.59
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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