NICE stock raises 2026 EPS outlook after third-quarter beat

NICE reported stronger-than-guided third-quarter results on November 4, 2026, and raised its full-year adjusted earnings outlook. The company said in its November 4 press release that revenue and non-GAAP earnings per share exceeded the high end of guidance.

Growth advances as margins reset

Third-quarter revenue rose 8.0 percent year over year to 790.7 million US dollars. Cloud revenue increased 10.6 percent, while the company said growth would have been 12.2 percent excluding an atypical 10 million US dollar customer credit.

AI annual recurring revenue climbed 46 percent year over year to 392 million US dollars, equal to 16 percent of cloud revenue. International revenue increased 33 percent, highlighting areas of demand as NICE continues to position its platform around customer-experience artificial intelligence.

The reported results also showed pressure on profitability. GAAP operating income fell to 120.6 million US dollars from 160.8 million US dollars a year earlier, while non-GAAP operating margin declined to 27.0 percent from 31.5 percent. Non-GAAP diluted earnings per share came in at 2.84 US dollars, compared with 3.18 US dollars in the prior-year quarter.

Higher outlook, leaner organization

NICE reiterated full-year 2026 non-GAAP revenue guidance of 3.17 billion to 3.19 billion US dollars and raised its adjusted diluted EPS outlook to 11.12 to 11.32 US dollars. The guidance includes expected cloud-revenue growth of approximately 12 percent.

Management also plans to reduce the global workforce by approximately 5 percent while cutting management layers and expanding partner-led delivery. NICE expects pre-tax restructuring charges of 15 million to 20 million US dollars, primarily in the fourth quarter; these charges will be excluded from non-GAAP results.

NICE stock traded at 84.75 euros on Lang & Schwarz at 17:35 CET on Friday, November 6, 2026.

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