Citizens JMP Reiterates Market Perform Rating on NICE Ltd. (NICE)
The company posted revenue of $700.13 million, up 6% year-over-year, and earnings per share were logged at $2.87, both in line with analyst estimates. Walravens remains positive about NICE as the company's cloud revenue soared 12% year-over-year, driven by its growing AI offering, particularly the CXone Mpower platform.
A financial analyst working away on her laptop surrounded by financial reports and charts.
NICE CEO Scott Russell, mentioned that the company experienced a 39% increase in AI and self-service revenue in Q1. This shows NICE's robust development and alignment with market trends towards automation and AI-driven customer service solutions. NICE Ltd. has raised its full-year 2025 earnings guidance and expects it to be in the range of $12.28 and $12.48. For the second quarter of 2025, the company expects revenue between $709 million and $719 million, indicating a 7% growth from a year ago.
NICE Ltd. (NASDAQ:NICE), along with its subsidiaries, provides cloud platforms for AI-driven business solutions. It integrates AI and ML in its core offerings, such as customer experience, workforce optimization solutions, and contact centers.
While we acknowledge the potential of NICE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NICE and that has 100x upside potential, check out our report about this cheapest AI stock.
Read Next: and .
Disclosure. None.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
12 minutes ago
- Yahoo
Better EV Stock: Alphabet vs. Tesla (Hint: Robotaxis Are the Key)
Key Points The future of the auto industry lies in electric vehicles and ridesharing in autonomous vehicles. After many years in service, Waymo still can't point to a timeline of profitability. Tesla also faces challenges with its robotaxi offering, but it's well positioned, provided it can demonstrate safety and efficacy. These 10 stocks could mint the next wave of millionaires › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) isn't, strictly speaking, an electric vehicle (EV) company. However, its autonomous driving technology company, Waymo, is committed to only using EVs in its fleet. Funnily enough, it could be argued that Tesla (NASDAQ: TSLA) isn't really a pure EV company either. After all, most of its sky–high valuation is attributable to the potential of its robotaxis. However, the comparison of these two as EV companies is valid because the future of the auto industry is EVs, and ridesharing in autonomous vehicles will be a larger part of the industry in the future. But which company is better placed, and which is the better stock? Alphabet vs. Tesla It's entirely possible that Alphabet could decide to spin off Waymo, not least because it reportedly could be valued at more than $45 billion. Meanwhile, one of Tesla's biggest supporters, Cathie Wood's Ark Invest, ascribes 88% of Tesla's enterprise value (market cap plus net debt) to robotaxis in its investment case for the stock, producing an expected value of $2,600 for the stock in 2029. As I have previously discussed, the Ark targets should be taken with a pinch of salt, as its track record on Tesla hasn't been good. However, Ark's core argument is sound and points to Tesla being potentially a far more valuable stock than Waymo ever will be. Pathways to profitability The core argument is that Tesla's business model is scalable to profitability while Waymo's is far less so. The issue of Waymo's profitability arose in a recent CNBC interview with Waymo co-CEO Tekedra Mawakana, where she was asked whether Waymo is profitable. She replied, "We're proving out that it can be a profitable business." When asked when Waymo would be profitable, she replied, "not clear." It's also not clear if Alphabet/Waymo doesn't have an internal forecast for when it will hit profitability, or if Mawakana preferred not to divulge what the company considers an uncertain forecast. However, it's inconceivable that Alphabet is not internally crunching the numbers on this, and if it does decide to spin off Waymo, it's a question that needs to be answered. The point here is that a business that can't be profitable isn't worth anything, let alone $45 billion, so at some point, its management is going to have to set some timelines. Tesla and timelines Whereas investors need to hear more about timelines from Waymo, whose public self-driving ride-hailing service was launched in 2018, there's probably a need for fewer declared timelines from Tesla, or, rather, a need for more accurate ones. For example, in 2019, CEO Elon Musk famously told investors to expect a million self-driving vehicles on the road by mid-2020. In April 2022, he also stated that Tesla aspired to reach volume production of a dedicated robotaxi (Cybercab) in 2024 -- a timeline that has now been pushed back to 2026. These timeline estimates matter because plugging overly optimistic assumptions from them into valuation models can produce dramatically erroneous conclusions. Why Tesla is better positioned With all that said, Tesla has clear advantages over Waymo, provided it can demonstrate safety and reliability and achieve regulatory approvals. Its advantages include: Lower vehicle costs, with Musk aiming for a $30,000 price tag for a dedicated robotaxi, the Cybercab. Meanwhile, Wall Street analysts estimate Waymo's current vehicles cost more than $120,000. In addition, Tesla manufactures its own cars (Waymo does not), and existing Teslas can be converted into robotaxis using Tesla's as-yet-unreleased-to-the-public unsupervised full self-driving (FSD) software, giving Tesla a significant advantage in scaling the robotaxi business. Tesla's use of camera-centric technology is inherently less expensive than Waymo's combination of cameras, light detection and ranging (Lidar) lasers, and high-definition maps. Every Tesla car (robotaxi or not) on the road is effectively a data gatherer, with the data used to improve the AI that powers its AI models. As such, even though Waymo was first, Tesla has significantly more data than Waymo. Which is the better EV stock? Waymo may become profitable in the future, particularly if Lidar costs continue to drop. However, it's challenging to think that it will be a strong competitor to Tesla, provided Musk's company can master safe, unsupervised FSD using a camera-centric approach. That's a big "if" at this stage, but it becomes a smaller "if" as time goes by and Tesla expands its nascent robotaxi offering across new geographies. Tesla's next robotaxi launch is expected to be in Phoenix, as it plans to continue slowly building its robotaxi business. I think Tesla is the better EV stock when comparing Tesla and Alphabet. Should you buy stock in Tesla right now? The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet and Tesla. The Motley Fool has a disclosure policy. Better EV Stock: Alphabet vs. Tesla (Hint: Robotaxis Are the Key) was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
an hour ago
- Yahoo
Analyst sounds alarm on S&P 500 for August
Analyst sounds alarm on S&P 500 for August originally appeared on TheStreet. The stock market is on track to deliver another solid month of returns following its nearly 20% drop this spring. In July, the S&P 500 has returned 3% and the technology-heavy Nasdaq has rallied 3.6% so far, bringing the total returns for those indexes since April 9, when President Trump paused many tariffs, to 28% and 38% through July pretty impressive, especially since the S&P 500's annual return has been about 11.6% over the past 50 years. It remains to be seen if the S&P 500 can continue climbing in August to notch a fifth consecutive month of gains. The current rally may be getting a bit long in the tooth, given valuations have arguably stretched and some sentiment measures appear frothy. Long-time market analyst Jeffrey Hirsch, who is behind the closely watched Stock Trader's Almanac, also points out that August isn't necessarily kind to stocks. Stock market seasonal tailwinds ease in August Stocks move up and down for many reasons, including economic changes and revenue and earnings growth prospects. However, there's also a tendency for stocks to perform well in some months and poorly in others, something that the Stock Market Almanac has been tracking since Jeff Hirsh's father, Yale Hirsch, founded it in 1967. The Almanac is a treasure trove of historical probabilities, providing insight into historical index and sector performance Hirsh is credited with identifying the popular Santa Claus Rally, which holds that stocks tend to rise in the final five trading days of a year and the first two trading days of the following year, and the January Barometer, which suggests upside in January will lead to gains for the full year. One of the almanac's most closely considered trends is monthly average returns, and while stocks are historically solid performers in July, the backdrop isn't nearly as friendly in August. "August is the worst month in post-election years for DJIA and Russell 1000, 2nd worst for S&P 500, NASDAQ and Russell 2000," wrote Jeff Hirsch on X. Looking back to 1950, major market indexes have posted negative returns in August, making August one of the worst months of the year for stock market returns. "Average declines in post-election year Augusts range from –0.5% to –1.5%. Each index has seen more declining post-election year Augusts than positive," says Hirsch. According to the Stock Trader's Almanac data, here are the average returns in August for each major index since 1950, unless otherwise noted: Dow Jones Industrial Average: Down 1.5% S&P 500: Down 1.2%. NASDAQ (since 1971): Down 0.8%. Russell 1000 (since 1979): Down 1%. Russell 2000 (since 1979): Down 0.5%. The lackluster performance for these indexes in August ranks them either 11th or 12th worst out of all the months in the year. Dow Jones Industrial Average: 12th S&P 500: 11th NASDAQ: 11th Russell 1000: 12th Russell 2000: 11th. Valuation, the economy, and the Fed will impact what happens to stocks next The stock market has a lot going right for it recently. This spring's sell-off wrung out a lot of excess from stocks, setting the bar low enough so that anything shy of terrible news looks like a that to continue, however, we'll need things to continue to go just about perfectly, given the S&P 500's valuation is arguably stretched. The S&P 500's one-year forward price-to-earnings ratio, a common valuation measure that divides price by expected earnings, is 22.4, according to FactSet. That's about where it was in February, when stocks peaked before the tariff-driven sell-off. How the trade deals shake out with global partners like the EU will go a long way toward determining whether the economy will truly sidestep a recession. President Trump extended his pause on many reciprocal tariffs earlier in July, but set a hard stop date of August 1 for the pause. If trade deals fall short of expectations, rethinking how tariffs may impact inflation and the economy later this year could crimp the market rally. Similarly, most expect the Federal Reserve will cut interest rates in September. So far, there's been little economic data to suggest that's necessary. Consumer Price Index (CPI) Inflation, while sticky, was relatively timid in June at 2.7%. That's higher than the Fed wants, but still down from 3% in December. If unemployment picks up before September, the Fed may reduce rates by a quarter percentage point. The unemployment rate is 4.1%, which is about where it's trended since last summer. If the data remains status quo, with sticky inflation and a stable jobs market, the Fed may decide it can wait even longer before cutting. That may hurt stocks because lower rates fuel expansion and earnings growth. What does it all mean for investors? For most investors, month-to-month seasonality shouldn't impact their long-term investment plans. However, investors who consider themselves active day traders or position traders may want to pocket some of their recent profits to raise a little cash in case they get better buying opportunities if stocks swoon in August. After all, stocks rise over time but don't do it in a straight line. There are plenty of zigs and zags along the way. Analyst sounds alarm on S&P 500 for August first appeared on TheStreet on Jul 27, 2025 This story was originally reported by TheStreet on Jul 27, 2025, where it first appeared. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
an hour ago
- Yahoo
Nvidia's (NVDA) Data Center Boom Continues — Analyst Lifts Price Target to $192
NVIDIA Corporation (NASDAQ:NVDA) is one of the . On July 23, Rothschild & Co Redburn's Timm Schulze‑Melander raised his price target on the stock to $192 from $173, maintaining a 'Buy' outlook. The firm said that earnings visibility is improving. Moreover, AI models' performance has improved roughly 5% per quarter since May 2023. This has, in turn, incited 'huge spending' on Nvidia data‑center compute. 'Nvidia is back to playing offense and recent sovereign investment deals improve earnings visibility. We raise our FY26-28 estimates between 1% and 5% and raise our price target to $192 from $178.' NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, providing high-performance GPUs and platforms that power data centers, autonomous vehicles, robotics, and cloud services. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None.
