-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将目标股价从104美元上调至109美元，基于2027年每股收益12.07美元的预期，预期市盈率为9倍，低于过去三年的平均水平，原因是盈利增长放缓。我们将2026年每股收益预期从10.91美元下调至10.89美元，并将2027年每股收益预期从12.06美元上调至12.07美元。此次评级上调反映了我们对NICE估值和人工智能应用势头的看法，但部分被持续的伊朗冲突带来的宏观经济不确定性以及人工智能取代现有业务的风险所抵消。尽管风险有所增加，但我们注意到软件供应商报告的人工智能需求令人鼓舞，并认为NICE的人工智能年度经常性收入(ARR)有可能比预期增长得更快。随着企业加大自动化投入，智能代理工具在企业中也越来越受欢迎，而Cognigy的加入有望在未来几个季度拓展并提升其业务拓展能力。尽管我们对NICE的前景仍持谨慎态度，但我们认为其目前的估值（自上次更新以来市盈率已下降12%）已充分反映了这些风险。
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