Added to YB: 2025-11-25
Pitch date: 2025-11-23
NICE [neutral]
NICE Ltd.
+2.26%
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 349.10
Price Target
167.00 (-53%)
Dividend
N/A
EV/EBITDA
7.34
P/E
12.03
EV/Sales
2.14
Sector
Software
Category
growth
Valuation Update on $NICE after CMD earlier this week
NICE (update): Strong CX platform position but mgmt announced $160M incremental 2026 investment ($95M compute/R&D, $65M go-to-market), compressing margins from 31% to 25%. Stock fell 20% on news. Price target cut $183→$167 but 58% upside on overreaction. Conservative 4% rev CAGR 2026-30E. FCF recovery expected by 2030E.
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