NICE Ltd. is falling sharply on May 6, 2026 after releasing first-quarter results and providing second-quarter and full-year outlook. While the company posted Q1 revenue of $768.6 million (+9.8% year over year) and non-GAAP EPS of $2.64—both above expectations—traders are keying in on a slower growth profile implied by Q2 guidance and signs of profitability pressure versus last year. (marketscreener.com)

For Q2 2026, NICE guided to non-GAAP revenue of $761 million to $771 million, which implies about 5.5% year-over-year growth at the midpoint—meaningfully slower than Q1’s 9.8% pace. The company also guided to Q2 non-GAAP EPS of $2.60 to $2.70, while reiterating full-year 2026 non-GAAP revenue of $3.17 billion to $3.19 billion and raising full-year non-GAAP EPS guidance to $10.98 to $11.18. (marketscreener.com)

NICE reported cloud revenue of $603.4 million, up 14.6% year over year, but gross margin and operating margin declined from the prior year (GAAP gross margin 64.4% vs. 66.9%; GAAP operating margin 16.5% vs. 21.2%). GAAP net income fell to $46.8 million from $129.3 million a year ago, reinforcing investor concerns that near-term cost levels are rising faster than revenue even as AI-related momentum improves. (marketscreener.com)

Investors will be listening for commentary on whether Q2’s slower growth is timing-related (deal mix, renewals, deployment schedules) or a broader demand signal, and whether margins stabilize as the year progresses. NICE also highlighted progress integrating Cognigy and pointed to strong AI adoption metrics, which could become the key debate: near-term margin pressure versus longer-term CX AI platform upside. (stocktitan.net)