NICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says

MT Newswires Live

Jul 21

NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.

Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.

While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.

Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.

Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.

Price: 95.92, Change: -5.42, Percent Change: -5.35

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2653206667"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2653206667\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2653206667?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-21 22:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2653206667","market":"sh","top_or_hot":-1,"title":"NICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says","media":"MT Newswires Live","content":"<html><body><p> NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.</p><p>Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.</p><p>While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.</p><p>Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.</p><p>Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.</p><p>Price: 95.92, Change: -5.42, Percent Change: -5.35</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNICE's AI Growth Opportunity Will Take Longer to Materialize, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-07-21 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.</p><p>Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.</p><p>While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.</p><p>Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.</p><p>Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.</p><p>Price: 95.92, Change: -5.42, Percent Change: -5.35</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4566","symbol_name":"资本集团","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2653206667","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2653206667","pubTimestamp":1784645359,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.Analysts said they previously believed the market was ov","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4566":"资本集团","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","BK4543":"AI","NICE":"NICE系统","AIPO":"Defiance AI and Power Infrastructure ETF","BK4023":"应用软件","QTOC":"Innovator Growth Accelerated Plus ETF - October","ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","VTHR":"Vanguard Russell 3000 ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF"},"translate_title":"摩根士丹利表示，尼斯的人工智能增长机会需要更长时间才能实现","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":1.5,"QTOC":1.5,"VTHR":1.5,"NICE":1.5,"AIPO":1.5,"ARTY":1.5,"AGIX":1.5},"content_text":"NICE's (NICE) artificial intelligence growth opportunity will likely take longer to materialize, Morgan Stanley analysts said in a Tuesday note.Analysts said they previously believed the market was overlooking NICE's positioning in Contact Center as a Service, or CCaaS, particularly due to its strong profitability relative to peers.While the company is approaching the CCaaS opportunity with urgency, having acquired Cognigy in 2025 and increasing its focus on expanding its channel presence, durable acceleration is yet to materialize, analyst noted.Analysts added that the company's organic reinvestment to support growth investments has meaningfully reduced forward free cash flow expectations.Morgan Stanley downgraded the stock's rating to equal-weight from overweight, and lowered its price target to $111 from $130.Price: 95.92, Change: -5.42, Percent Change: -5.35","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}