On Nov 15, major Wall Street analysts update their ratings for $NICE Ltd (NICE.US)$, with price targets ranging from $215 to $300.
BofA Securities analyst Michael Funk maintains with a buy rating, and adjusts the target price from $270 to $250.
Barclays analyst Tavy Rosner maintains with a buy rating, and maintains the target price at $286.
Jefferies analyst Samad Samana maintains with a buy rating, and adjusts the target price from $230 to $215.
Oppenheimer analyst Timothy Horan downgrades to a hold rating.
RBC Capital analyst Rishi Jaluria maintains with a buy rating, and maintains the target price at $260.
Furthermore, according to the comprehensive report, the opinions of $NICE Ltd (NICE.US)$'s main analysts recently are as follows:
The company's third-quarter results slightly surpassed expectations on revenue but did not meet the anticipated growth in cloud revenue, which is a primary focus for investors. Moreover, the company's management has revised its forecast for organic cloud growth down to 16%-17% from the previous expectation of 18% for the year 2024. Despite these developments, the stock is still considered appealing due to its competitive stance, the expected uptick in Contact Center as a Service demand, and its current valuation.
Upon evaluating the Q3 results and anticipating a return to accelerated growth in Q4, it appears that there are more robust underlying business trends and pipeline narratives for Nice as compared to Zoom Video. The more positive outlook for Nice is based on research that has revealed a strong momentum in large-deal closures and an increase in competitive victories.
The company has experienced a slowdown in organic cloud growth, which has decelerated to 16% from 21% in the previous year. Despite strong bookings for new digital and artificial intelligence services, the implementation process has been lengthier than anticipated, as is common with most AI applications. The situation suggests there may be more opportune moments for entry and a potential future uptick in cloud growth.
Following the company's recent quarterly results, it was noted that total revenue and earnings per share surpassed consensus estimates, with the increase in revenue being attributed to product sales, despite Cloud revenue not meeting expectations. Analysts highlight that while management has a positive outlook on future momentum and anticipates an uptick in Cloud growth in the upcoming quarter, concerns linger due to another underwhelming performance in Cloud revenue, the absence of a long-term Cloud forecast, and a CEO transition, which collectively contribute to a period of uncertainty for the company.
Here are the latest investment ratings and price targets for $NICE Ltd (NICE.US)$ from 7 analysts:
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美東時間11月15日，多家華爾街大行更新了$NICE Ltd (NICE.US)$的評級，目標價介於215美元至300美元。
美銀證券分析師Michael Funk維持買入評級，並將目標價從270美元下調至250美元。
巴克萊銀行分析師Tavy Rosner維持買入評級，維持目標價286美元。
富瑞集團分析師Samad Samana維持買入評級，並將目標價從230美元下調至215美元。
奧本海默控股分析師Timothy Horan下調至持有評級。
加皇資本市場分析師Rishi Jaluria維持買入評級，維持目標價260美元。
此外，綜合報道，$NICE Ltd (NICE.US)$近期主要分析師觀點如下：
該公司第三季度的業務結果略微超出了營業收入的預期，但未達到雲業務收入預期的增長，這是投資者關注的主要重點。此外，公司管理層已將亞馬遜雲的有機增長預測下調至2024年的16%-17%，低於之前預期的18%。儘管出現了這些情況，但由於其競爭地位強勁，預計呼叫中心作爲服務需求將大幅上升，以及當前的估值，該股仍被認爲具有吸引力。
在評估了第三季度的結果並預期第四季度增長加速後，相較於Zoom Video，Nice的基礎業務趨勢和業務潛在性敘述更爲強勁。對Nice更爲樂觀的前景是基於研究結果，表明大單成交和競爭勝利不斷增加的強勁勢頭。
該公司有機雲增長出現放緩，從前一年的21%減速至16%。儘管對新的數字和人工智能服務的預訂強勁，但實施過程比預期的更爲冗長，這在大多數人工智能應用中都很普遍。這種情況表明可能存在更適合進入的時機，以及未來雲增長的潛在增長。
在公司最近的季度業績公佈之後，注意到總營業收入和每股收益超出了共識預期，營業收入的增加歸因於產品銷售，儘管雲業務收入未達預期。分析師指出，儘管管理層對未來動力持樂觀態度，並預計下一個季度雲業務增長會有所提升，但由於雲業務收入再次表現不佳、缺乏長期雲業務預測以及首席執行官交接，這些共同導致公司面臨一段不確定時期。
以下爲今日7位分析師對$NICE Ltd (NICE.US)$的最新投資評級及目標價：
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