Professional
Added to YB: 2025-02-11
Pitch date: 2025-02-05
NICE [bullish]
NICE Ltd.
-39.43%
current return
Author Info
No bio for this author
Company Info
NICE Ltd., together with its subsidiaries, provides AI-powered cloud platforms for customer engagement, and financial crime and compliance worldwide.
Market Cap
ILS 6.5B
Pitch Price
ILS 174.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.34
P/E
12.03
EV/Sales
2.14
Sector
Software
Category
growth
The Broyhill Portfolio Holding: NICE Ltd.
NICE: Leading cloud contact center solution. 12% revenue CAGR, expanding margins (28% to 33%). Valuation dropped from 45x to single-digit P/E. Bull case: strong market position, cloud transition, AI monetization. Risks: slowing growth, competition, AI threat. Net cash, buybacks. Cloud growth and AI benefits could drive re-rating.
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