Rosenblatt Reaffirms Buy Rating on NICE, Adjusts Price Target to $175
Real-time Intelligence: Benzinga Pro offers the fastest news alerts to help traders stay informed and make timely decisions in the stock market.
Exclusive Content: The platform provides exclusive stories and insights generated by Benzinga reporters, enhancing the trading experience for its users.
Community Engagement: Over 10,000 serious traders are part of the Benzinga Pro community, indicating a robust network for sharing market intelligence.
Market Success: Traders utilize Benzinga Pro's resources to gain a competitive edge and improve their chances of winning in the markets daily.
Trade with 70% Backtested Accuracy
Analyst Views on NICE
About NICE
About the author

- Complete Liquidation: OAK Family Advisors fully liquidated its position in NICE during Q4 2026, selling 28,021 shares in a transaction valued at approximately $4 million, indicating a pessimistic outlook on the company's future prospects.
- Poor Market Performance: NICE's stock price has dropped 34.2% over the past year, closing at $109.37 on February 2, 2026, significantly underperforming the S&P 500 by 49.66 percentage points, reflecting market disappointment in its performance.
- Investment Strategy Shift: This liquidation indicates OAK Family Advisors is adjusting its portfolio by reducing its stake in NICE while increasing investments in non-tech sectors like Boeing, Novo Nordisk, and Qualcomm, showing a preference for value stocks.
- Future Investment Plans: Despite OAK's exit, NICE plans to aggressively invest in AI-driven software over the next few years to capture market demand, which may influence investor expectations regarding its future earnings.
- Strategic Partnership Upgrade: Pindrop's partnership with NiCE has been expanded through the integration of PindropⓇPassport, Protect, and Pulse solutions within NiCE CXone, enhancing customer interaction quality and accelerating deployment time, which is expected to significantly improve customer satisfaction and operational efficiency.
- Simplified Procurement Process: NiCE customers can now purchase Pindrop solutions directly through NiCE, streamlining the procurement process and enabling businesses to quickly leverage Pindrop's advanced authentication and fraud detection capabilities.
- Real-Time Fraud Detection: Pindrop's solutions enable passive, real-time authentication of inbound callers while detecting deepfakes, synthetic audio, and fraud indicators, providing a seamless experience for legitimate customers while identifying potential fraudsters before they can cause harm.
- Industry-Leading Technology: With over 300 patents and recognition as TIME Magazine's Best Inventions in 2025, Pindrop showcases its innovative capabilities in identity, security, and trust, which is expected to further solidify its market leadership in securing global voice and video interactions.
- Complete Exit: Robocap Asset Management Ltd fully divested its entire holding of 34,940 shares in NICE during Q4 2025, with an estimated transaction value of $5.06 million, indicating a total loss of confidence in the stock.
- Asset Allocation Shift: This sale reduced Robocap's exposure to NICE by 4.5% of its reported U.S. equity assets, bringing its stake in 13F AUM to 0%, reflecting a pessimistic outlook on the company's future performance.
- Persistent Underperformance: NICE's stock price has declined by 35.5% over the past year, significantly underperforming the S&P 500 by 49.8 percentage points, highlighting a weakening competitive position in the market.
- Strategic Transition Risks: NICE is shifting to an

- Cloud Target Concerns: Piper Sandler reiterated a Neutral rating on NICE with a $122 price target, expressing caution regarding the company's feasibility in achieving its aggressive cloud targets for 2028 due to a lack of major drivers like new customers and M&A.
- Importance of M&A Strategy: Analysts noted that NICE's recent acquisition of Cognigy provides a foothold in conversational AI; however, compared to private competitors like Sierra.AI and Decagon, NICE's market momentum appears weaker.
- Shareholder Value Creation Options: NICE is seen to have multiple avenues for creating shareholder value, including the potential divestiture of its FCC business, yet the stock is expected to remain pressured due to concerns surrounding mid-term targets.
- Investor Caution: While NICE's investment potential is acknowledged, analysts believe that certain other AI stocks offer greater upside potential and lower downside risk, leading to a cautious stance among investors regarding NICE.

- Local Cloud Platform Launch: NiCE has officially launched the CXone Mpower local cloud platform in South Africa, enabling financial institutions and large enterprises to deliver compliant, personalized customer experiences, marking a strategic expansion into the African market.
- Data Compliance Assurance: The platform ensures that all core applications and customer data remain resident within South Africa, meeting local data governance and regulatory requirements, thereby enhancing customer trust and compliance.
- Enhanced AI Capabilities: By integrating with Cognigy, CXone Mpower offers both automated and agent-assisted conversational capabilities, allowing organizations to combine human empathy with intelligent automation in real-time environments, improving the quality of customer interactions.
- Market Potential Exploration: South Africa is recognized as a global leader in customer experience delivery, and this launch will support organizations in their transition to AI-driven customer service, enhancing their competitiveness on the global stage.

Impact of AI on Companies: Companies that fail to adopt artificial intelligence quickly risk being left behind in the evolving economy.
Identification of "AI Losers": Wedbush Securities analysts released a report listing 12 companies deemed likely to struggle in the AI landscape, including Intel, HP, and Uber.
Criteria for Inclusion: The companies on the list are rated as neutral or underperforming by the analysts, indicating a lack of confidence in their ability to compete in the AI-driven market.
Diverse Range of Companies: The identified "AI losers" span various sectors, including technology, transportation, and digital services, highlighting the widespread impact of AI adoption.







