Estimates
Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-07-23.
NICE's consensus tape shows steady double-digit revenue acceleration into 2028, with FY2027 normalized EPS marked up about 5% over the past 90 days while the revenue line held flat — a margin-led upgrade. The print record is a run of small revenue beats alongside modest EPS surprises. Ratings and target-price coverage, by contrast, rest on a single analyst.
Ratings and price targets rest on a single analyst
Treat the lone buy rating and $213.87 target as thin signal. Annual normalized EPS and FY2028-29 EBITDA (one to two analysts) are similarly single-source.
FY2027 EPS consensus up ~5% in 90 days while revenue holds flat
Over 180 days FY2027 revenue is down about 1%, so the EPS mark-up is not a top-line story.
Currency: USD · Scale: money in millions, absolute · Point-in-time consensus; Δ90d is Now versus 90d.
| Metric | FY | 180d | 90d | 30d | Now | Δ90d |
|---|---|---|---|---|---|---|
| EPS (normalized) | FY2027 | — | $12.49 | $13.13 | $13.13 | +5.1% |
| Revenue | FY2027 | $3.53bn | $3.49bn | $3.49bn | $3.49bn | -0.2% |
Forward estimates
Currency: USD · Scale: money in millions, absolute · YoY uses the prior fiscal year from the feed; analyst count and range use the first displayed period.
| Metric | FY2026E | FY2027E | FY2028E | YoY | Analysts | Low / high |
|---|---|---|---|---|---|---|
| Revenue | $3.18bn | $3.49bn | $3.88bn | +7.9% | 16 | $3.17bn / $3.18bn |
| EBITDA | $952.28m | $1.03bn | $1.23bn | -4.8% | 10 | $894.00m / $1.05bn |
Revenue has topped consensus eight straight quarters; EPS beats but wobbles
Surprises are mostly under 2%, pointing to fair-value guidance rather than a low-balled bar.
Current sequences by metric: Revenue: 8 consecutive beats; EPS (normalized): 2 consecutive beats.
Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.
| Quarter | Metric | Consensus | Actual | Surprise | Outcome |
|---|---|---|---|---|---|
| Q1 FY2026 | Revenue | $760.92m | $768.62m | +1.0% | Beat |
| Q1 FY2026 | EPS (normalized) | $2.52 | $2.64 | +4.8% | Beat |
| Q4 FY2025 | Revenue | $779.94m | $786.50m | +0.8% | Beat |
| Q4 FY2025 | EPS (normalized) | $3.24 | $3.24 | +0.1% | Beat |
| Q3 FY2025 | Revenue | $728.96m | $732.00m | +0.4% | Beat |
| Q3 FY2025 | EPS (normalized) | $3.19 | $3.18 | -0.3% | Miss |
| Q2 FY2025 | Revenue | $713.21m | $726.71m | +1.9% | Beat |
| Q2 FY2025 | EPS (normalized) | $3.00 | $3.01 | +0.2% | Beat |
| Q1 FY2025 | Revenue | $699.37m | $700.19m | +0.1% | Beat |
| Q1 FY2025 | EPS (normalized) | $2.90 | $2.87 | -1.1% | Miss |
| Q4 FY2024 | Revenue | $715.12m | $721.60m | +0.9% | Beat |
| Q4 FY2024 | EPS (normalized) | $2.94 | $3.02 | +2.6% | Beat |
| Q3 FY2024 | Revenue | $683.04m | $689.96m | +1.0% | Beat |
| Q3 FY2024 | EPS (normalized) | $2.74 | $2.88 | +5.0% | Beat |
| Q2 FY2024 | Revenue | $663.33m | $664.40m | +0.2% | Beat |
| Q2 FY2024 | EPS (normalized) | $2.54 | $2.64 | +4.1% | Beat |
Wide spreads on outer-year EBITDA and net income flag real debate
Currency: USD · Scale: money in millions, absolute · Spread/mean is absolute high-low divided by absolute mean.
| Metric | Period | Mean | Low–high | Spread/mean | Analysts |
|---|---|---|---|---|---|
| EBITDA | FY2027E | $1.03bn | $781.16m–$1.17bn | 38.4% | 10 |
| Net income (GAAP) | FY2028E | $658.69m | $503.70m–$767.10m | 40.0% | 5 |
| Revenue | FY2029E | $4.29bn | $3.95bn–$4.55bn | 14.0% | 3 |