Overview
NICE Q3 2025 cloud revenue grows 13% yr/yr, driven by AI and Cognigy acquisition
Adjusted EPS for Q3 2025 rises 10%, reflecting strong operational performance
Company raises full-year 2025 revenue guidance, indicating confidence in growth
Outlook
NICE raises full-year 2025 revenue guidance to $2.932 bln-$2.946 bln
NICE updates full-year 2025 EPS guidance to $12.18-$12.32
Company sees AI momentum accelerating with Cognigy integration
Result Drivers
AI STRATEGY - Co attributes strong Q3 cloud revenue growth to AI-first strategy and CX AI business momentum
COGNIGY ACQUISITION - Acquisition of Cognigy enhances AI capabilities and drives business outcomes
AI INTEGRATION - AI capabilities included in every new seven-figure CX deal, expanding enterprise-grade solutions
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | $732 mln | ||
Q3 Adjusted EPS | $3.18 | ||
Q3 Net Income | $144.90 mln | ||
Q3 Gross Margin | 66.80% | ||
Q3 Gross Profit | $489.10 mln | ||
Q3 Operating Income | $160.80 mln | ||
Q3 Operating Margin | 22.00% |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Nice Ltd is $190.00, about 34.6% above its November 12 closing price of $124.26
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 12 three months ago
Press Release: ID:nBwbBQQ6ka
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)