On Nov 16, major Wall Street analysts update their ratings for $NICE Ltd (NICE.US)$, with price targets ranging from $215 to $250.
Morgan Stanley analyst Meta Marshall maintains with a buy rating, and maintains the target price at $240.
Mizuho Securities analyst Siti Panigrahi maintains with a buy rating, and adjusts the target price from $230 to $220.
Northland Securities analyst Michael Latimore maintains with a buy rating, and adjusts the target price from $275 to $250.
D.A. Davidson analyst Gil Luria maintains with a buy rating, and adjusts the target price from $300 to $225.
Bernstein analyst Victoria Nice maintains with a buy rating, and adjusts the target price from $230 to $215.
Furthermore, according to the comprehensive report, the opinions of $NICE Ltd (NICE.US)$'s main analysts recently are as follows:
The company's Q3 results slightly exceeded expectations concerning revenue but did not meet the anticipated growth in cloud revenue, a crucial factor for investors. Moreover, the company's management has revised its forecast for organic cloud growth down to 16%-17% from the previously projected 18% for 2024. Despite these developments, the stock is still considered appealing due to its competitive standing, the expected uptick in Contact Center as a Service demand, and its current valuation.
A comparison of Q3 results and the anticipated growth in Q4 reveals more robust underlying business trends and pipeline commentary for Nice as opposed to Zoom Video. This positive outlook is supported by research that emphasized strong momentum in large deals and an increase in competitive victories.
The company's natural expansion within the cloud sector has shown signs of deceleration, easing to 16% from the previous year's 21%. Analysts have noted that despite robust bookings in the company's new digital and artificial intelligence offerings, the actual deployment of these services has encountered delays, a common trend observed across AI applications. Observers are awaiting a more opportune moment for investment and a resurgence in cloud growth.
After the company reported its quarterly outcomes, it was observed that Q3 total revenue and earnings per share exceeded consensus estimates, bolstered by Product revenue, despite Cloud revenue not meeting expectations. Management has expressed positive sentiments on the current momentum and anticipates an uptick in Cloud growth in the following quarter. Nevertheless, concerns linger due to another underwhelming Cloud quarter, the absence of a long-term Cloud outlook, and a CEO transition, which suggests a period of uncertainty for the company.
Here are the latest investment ratings and price targets for $NICE Ltd (NICE.US)$ from 5 analysts:
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美東時間11月16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250美元。
摩根士丹利分析師Meta Marshall維持買入評級，維持目標價240美元。
瑞穗證券分析師Siti Panigrahi維持買入評級，並將目標價從230美元下調至220美元。
Northland Securities分析師Michael Latimore維持買入評級，並將目標價從275美元下調至250美元。
戴維森信託分析師Gil Luria維持買入評級，並將目標價從300美元下調至225美元。
聯博集團分析師Victoria Nice維持買入評級，並將目標價從230美元下調至215美元。
此外，綜合報道，$NICE Ltd (NICE.US)$近期主要分析師觀點如下：
公司的第三季度業績略微超出預期的營業收入，但未能達到預期的雲營業收入增長，這是投資者關注的關鍵因素。此外，公司的管理層已將2024年有機雲增長的預測下調至16%-17%，之前預計爲18%。儘管出現了這些變化，鑑於其競爭地位、預計的聯絡中心即服務需求增長以及當前估值，股票仍被認爲具有吸引力。
對第三季度業績和預計第四季度增長的比較顯示，Nice的基礎業務趨勢和管道評論比Zoom Video更爲強勁。這一積極展望得到了研究的支持，該研究強調了大型交易的強勁勢頭和競爭勝利的增加。
該公司在雲板塊的自然擴展顯示出放緩跡象，從去年的21%降至16%。分析師指出，儘管公司新的數字和人工智能業務的預訂穩健，但這些服務的實際部署遇到了延遲，這是在人工智能應用中觀察到的普遍趨勢。觀察者正在等待一個更加合適的投資時機以及雲增長的復甦。
在公司報告其季度業績後，觀察到第三季度的總營業收入和每股收益超過了普遍預期，得益於產品營收，儘管雲營收未達到預期。管理層對當前的勢頭持積極態度，並預計下一個季度雲增長將有所上升。然而，由於又一個令人失望的雲季度、缺乏長期的雲展望以及CEO過渡，公司的前景仍然存在不確定性。
以下爲今日5位分析師對$NICE Ltd (NICE.US)$的最新投資評級及目標價：
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