NICE NICE Systems Ltd.

$NICE Benzinga · Sep-30-2026 6:59 AM ET Oppenheimer analyst Timothy Horan upgrades NICE from Perform to Outperform and announces $150 price target.

$NICE just got 3 bullish analyst actions in a week: RBC $145, DA Davidson $140, Oppenheimer $150, as AI/Cognigy momentum builds. Positive read-through for $BAND $TWLO : more personal AI agents means more calls and messages, driving demand for phone numbers, voice routing, SIP and messaging infrastructure. BAND already integrates with Cognigy via Maestro/AIBridge. Long

$NICE Oppenheimer upgraded NiCE to Outperform from Perform on Wednesday: the call is that the AI-disruption fear on call-center software is flipping into a tailwind. The numbers behind it: record AI bookings last quarter, with nearly every CXone enterprise deal including AI and 75% of Cognigy bookings attached to CXone. AI and self-service ARR hit 362M, up 52% year over year, and AI is now 15% of cloud revenue. The valuation piece: Oppenheimer has the stock at 1.4x estimated 2027 revenue and 8x earnings, more than 50% below its historical median multiples. It values a potential Actimize sale near 2B and says the Cognigy acquisition has more than doubled, leaving the legacy contact-center business priced near 2x EBITDA. RBC raised its target to 145 from 130 last week, same side. Up 5.2% Thursday to 117.04, after Wednesday's 4.2% on the upgrade. The 150 target is about 28% above that. Tracking the AI-booking trajectory into the next print.

$NICE Extremely undervalued ticker. 2027 fiscal year high range earnings estimate of $13.19 multiplied by current PE of 16.67 gives a share price of $220.

$NICE +9% then +3% today. I could get used to this. People gettin' on this train. Huge agentic AI play with vast majority of Fortune 100, like $NOW... but a complementary product. Many companies use both. The difference is $NICE is still an unbelievable value, still a sleeper - shockingly.

$NICE +24% in 3 months. Turning around? People realizing AI isn't going to hurt this company but bolster their profits? Agentic AI. This is a sleeper version of $NOW. Serves most of the Fortune 100. Trailing PE is 16 and forward PE is 9. Hello?

$NICE We seem to be in a series of higher lows and higher highs. We had hit low 80s, then stayed in the low 90s range for a few weeks, then recently low 100s. Now, we are in the low 110s. Patience will get us back to $150 range by end of year.

$NICE So finally NICE can move onto national security related financial fraud detection and prevention...CRWD is boring just like FED losers...are good at summarizing what's happening but can't really make a nice move in advance of the something bad happening.

$NICE Rumor in the news about Brookfield buying an asset from NICE for around $2bln, yet stock is not up. So stupid.

$NICE Think I'm too early on this one. Same thing happened with $NOW and I had to average down. I am fully confident that the year of earnings reports will make it clear that businesses are replacing certain human labor with semi-autonomous agents. It doesn't have to mean job losses, though. Getting more done faster is a better way of making money than chopping your workforce down by 20% like $NET. Maybe they did it to prove agentic AI is legit so companies would want their agentic AI services.

$NICE AI voice is becoming real traffic. Vocca now handles 1M+ inbound patient calls/month, 70% end-to-end with no human. Google is testing Gemini calls to personal contacts. More AI answering + calling should mean more voice traffic and more value across the stack. Bullish read-through for $BAND $TWLO $RNG $FIVN $NICE.