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/Mis Actual Consensu

s s

Estimate

Q3 $732 mln

Revenue

Q3 $3.18

Adjusted

EPS

Q3 Net $144.90

Income mln

Q3 Gross 66.80%

Margin

Q3 Gross $489.10

Profit mln

Q3 $160.80

Operatin mln

g Income

Q3 22.00%

Operatin

g Margin

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:

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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.)