Nice's Q1 Beat on AI Demand to be Overshadowed by Weaker Q2 Guidance, Wedbush Says

MT Newswires Live05-07

Nice's (NICE) Q1 beat on top and bottom lines on robust AI demand for customer experience will be overshadowed by lower-than-expected guidance, Wedbush said in a Thursday research report.

Nice offered weaker-than-expected Q2 revenue guidance despite a healthy demand environment as cloud revenue growth could be lower than the full-year range in Q2, reflecting its actions to win long-term AI commitments from large clients, according to Wedbush.

The company's net revenue retention fell in Q1 from a year earlier amid near-term pressure from its portfolio shift toward AI-powered capabilities, which can also compress some CX components, according to the note.

Q1 revenue beat was driven by the cloud segment as the company sees steady AI adoption and monetization, while all of CXone enterprise agreements included AI offerings, analysts wrote.

The brokerage said it reiterated its neutral rating on the stock and price target of $120 per share.

Price: 98.68, Change: +1.83, Percent Change: +1.89

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