Bernstein analyst Victoria Nice maintains $NICE Ltd (NICE.US)$ with a buy rating, and adjusts the target price from $230 to $215.
According to TipRanks data, the analyst has a success rate of 50.0% and a total average return of -4.2% over the past year.
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, yet did not meet the anticipated growth in cloud revenue, a critical measure for stakeholders. Additionally, the company's management has revised its expected organic cloud growth for 2024, projecting a range of 16%-17% compared to the previously anticipated 18%. Despite these adjustments, the stock maintains its appeal due to its strong market positioning, the expected uptick in Contact Center as a Service demand, and its current valuation.
The evaluation of Nice's underlying business trends and pipeline commentary appears more robust, especially when comparing the setup for Q3 results and anticipating reaccelerating growth in Q4, as opposed to Zoom Video. This perspective is reinforced by fieldwork that has uncovered a strong momentum in large deals and an increase in competitive wins.
The company's organic cloud growth has been slowing down, with a decrease to 16% from the previous year's 21%. Despite strong bookings for new digital and artificial intelligence services, the implementation has been slower than anticipated, which is a common trend for most AI applications. A more favorable point of entry and a resurgence of cloud growth are being anticipated.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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聯博集團分析師Victoria Nice維持$NICE Ltd (NICE.US)$買入評級，並將目標價從230美元下調至215美元。
根據TipRanks數據顯示，該分析師近一年總勝率為50.0%，總平均回報率為-4.2%。
此外，綜合報道，$NICE Ltd (NICE.US)$近期主要分析師觀點如下：
該公司的第三季度業績在營業收入上略微超過預期，但未能達到對雲收入增長的預期，這是利益相關者的重要衡量標準。此外，該公司管理層已調整其預計2024年度有機雲增長，預計區間爲16%-17%，而之前預期爲18%。儘管這些調整，股票因其強大的市場定位、預計接觸中心即服務需求的上升以及當前估值而保持吸引力。
對Nice的基本業務趨勢和管道評論的評估似乎更爲穩健，特別是與Q3業績的設置以及預期在Q4重新加速增長的對比，這與Zoom Video形成了對比。這一觀點得到了實地研究的支持，發現大型交易的強勁勢頭和競爭贏得的增加。
該公司的有機雲增長正在放緩，從去年的21%降至16%。儘管新的數字及人工智能服務的預訂情況強勁，但實施進展比預期慢，這在大多數人工智能應用中是一個普遍趨勢。預計將出現更有利的切入點和雲增長的復甦。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
