- Entry
- —
- Now
- $100.24
- Target
- $200.80
- Score
- —
NICE (NICE) reported a beat in early August and the stock dropped 7%. AI ARR is up 52% to $362M, backlog is growing 72%, and management is buying back stock aggressively. The market still prices the whole thing at around 11x cash flow. I think that's wrong, and here's the work. ## What they do NICE is the leading cloud platform for customer experience and contact center operations. When you call a bank, an airline, or the UK tax authority, …
— ORIGINAL POST ·
NICE grew AI revenue 52% and trades at 11x cash flow, ~49% below my estimate of intrinsic value
· r/ValueInvesting
· Aug 10, 2026