Professional
Added to YB: 2025-02-11
Pitch date: 2025-02-05
NICE [bullish]
NICE Ltd.
-45.47%
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 174.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.55
P/E
10.11
EV/Sales
1.59
Sector
Software
Category
growth
The Broyhill Portfolio Holding: NICE Ltd.
NICE: Leading cloud contact center solution. 12% revenue CAGR, expanding margins (28% to 33%). Valuation dropped from 45x to single-digit P/E. Bull case: strong market position, cloud transition, AI monetization. Risks: slowing growth, competition, AI threat. Net cash, buybacks. Cloud growth and AI benefits could drive re-rating.
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