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NICE beats Q2 guidance with strong cloud and AI growth, raising 2026 EPS outlook.

Analyst Insights
20 Aug 2026
Seeking Alpha
View Source
Bullish
pluang ai news

NICE reported Q2 results exceeding expectations with revenue up 7.6%, cloud revenue up 12.6%, and AI annual recurring revenue (ARR) soaring 52%. Management raised the 2026 earnings per share (EPS) guidance to $11.06–$11.26 and reaffirmed an 8% revenue growth target, expecting operating margins at the high end of 25–26%. The company remains undervalued, trading at about 6 times EV/EBITDA and 8.9 times forward P/E, well below sector averages, supported by strong cash flow and no debt. This positions NICE as a compelling buy with robust growth in cloud and AI sectors.

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