nCino (NASDAQ:NCNO – Get Free Report) had its target price dropped by research analysts at Citizens Jmp from $41.00 to $32.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “market outperform” rating on the stock. Citizens Jmp’s price objective would indicate a potential upside of 87.13% from the stock’s previous close.
Other equities analysts have also issued research reports about the company. Barclays decreased their price target on nCino from $34.00 to $21.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 24th. UBS Group restated a “buy” rating and issued a $36.00 price objective on shares of nCino in a report on Tuesday, December 9th. Piper Sandler raised shares of nCino from a “neutral” rating to an “overweight” rating and decreased their target price for the company from $30.00 to $22.00 in a research report on Wednesday. Needham & Company LLC lowered their target price on shares of nCino from $38.00 to $25.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, BTIG Research initiated coverage on shares of nCino in a research report on Tuesday, December 16th. They set a “neutral” rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, nCino presently has a consensus rating of “Moderate Buy” and a consensus price target of $26.07.
View Our Latest Stock Analysis on nCino
nCino Stock Up 3.2%
nCino (NASDAQ:NCNO – Get Free Report) last issued its quarterly earnings data on Tuesday, March 31st. The company reported $0.37 earnings per share for the quarter, topping the consensus estimate of $0.21 by $0.16. The company had revenue of $149.67 million during the quarter, compared to analyst estimates of $147.41 million. nCino had a return on equity of 4.75% and a net margin of 0.87%.The firm’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.12 earnings per share. On average, equities research analysts anticipate that nCino will post 0.12 EPS for the current year.
nCino declared that its Board of Directors has initiated a stock repurchase plan on Monday, December 8th that authorizes the company to repurchase $100.00 million in shares. This repurchase authorization authorizes the company to buy up to 3.7% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its stock is undervalued.
Insider Buying and Selling at nCino
In related news, Director Pierre Naude sold 24,273 shares of nCino stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $18.68, for a total value of $453,419.64. Following the completion of the transaction, the director owned 1,166,823 shares in the company, valued at $21,796,253.64. The trade was a 2.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Jeanette Sellers sold 2,182 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $18.26, for a total transaction of $39,843.32. Following the transaction, the senior vice president owned 43,219 shares of the company’s stock, valued at $789,178.94. This trade represents a 4.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 69,803 shares of company stock valued at $1,345,743. 5.70% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On nCino
Hedge funds and other institutional investors have recently modified their holdings of the company. FNY Investment Advisers LLC lifted its position in shares of nCino by 15.9% during the 4th quarter. FNY Investment Advisers LLC now owns 3,228 shares of the company’s stock worth $82,000 after purchasing an additional 444 shares during the last quarter. Advisors Asset Management Inc. increased its holdings in nCino by 68.5% in the second quarter. Advisors Asset Management Inc. now owns 1,127 shares of the company’s stock valued at $32,000 after buying an additional 458 shares during the last quarter. US Bancorp DE increased its holdings in nCino by 1.6% in the third quarter. US Bancorp DE now owns 32,042 shares of the company’s stock valued at $869,000 after buying an additional 501 shares during the last quarter. Farther Finance Advisors LLC raised its stake in nCino by 186.4% in the third quarter. Farther Finance Advisors LLC now owns 948 shares of the company’s stock valued at $26,000 after buying an additional 617 shares in the last quarter. Finally, Lecap Asset Management Ltd. lifted its holdings in nCino by 2.3% during the 4th quarter. Lecap Asset Management Ltd. now owns 31,163 shares of the company’s stock worth $799,000 after buying an additional 691 shares during the last quarter. 94.76% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting nCino
Here are the key news stories impacting nCino this week:
- Positive Sentiment: Q4 results beat expectations — non‑GAAP EPS $0.37 vs. ~$0.21 consensus and revenue $149.7M (y/y +5.9%). Management also provided conference materials and commentary that underpinned the beat. nCino (NCNO) Q4 2026 Earnings Call Transcript
- Positive Sentiment: Company guidance/targets for fiscal 2027: FCF $132M–$137M and a targeted ~10% ACV growth — gives investors a clearer path to cash flow improvement and subscription expansion. NCino outlines fiscal 2027 free cash flow of $132M-$137M while targeting 10% ACV growth
- Positive Sentiment: Analysts / market commentary point to product-led upside — firm notes AI adoption, platform pricing and new leadership as drivers that could lift margins and ARR/ACV momentum. NCNO Q4 Deep Dive: AI Adoption and Platform Pricing Drive Upside, New Leadership Announced
- Positive Sentiment: Catalyst from analyst support — Barclays and Piper Sandler issued overweight/upgrade actions (Barclays raised its PT to $22, Piper moved to overweight), lending institutional support to the beat-and-guide narrative. Barclays raises PT; Piper Sandler upgrade (Benzinga)
- Neutral Sentiment: Short‑term market reaction: NCNO has extended a multi‑day rally following the results and outlook; momentum may continue while investors digest guidance vs. long‑term margins. nCino (NCNO) Rallies 10.6% on Upbeat Growth Outlook
- Neutral Sentiment: Zacks highlights that the street’s average price target implies a large upside (~75%), but cautions that such averages can be volatile; use as a directional signal rather than a firm valuation. Wall Street Analysts Predict a 75.44% Upside in nCino (NCNO)
- Negative Sentiment: Several firms trimmed price targets and some forecasts after the print (Goldman, Keefe Bruyette, Needham, Stephens, Truist and others), which increases near‑term uncertainty around valuation and dampens conviction despite the beat. These Analysts Slash Their Forecasts On nCino Following Q4 Results (Benzinga)
- Negative Sentiment: Institutional caution from some shops — Morgan Stanley and Robert W. Baird issued pessimistic/less‑bullish notes, which could pressure performance if sentiment sours or execution slips. Morgan Stanley Issues Pessimistic Forecast for nCino
nCino Company Profile
nCino, Inc provides a cloud-based banking operating system designed to modernize and streamline processes for financial institutions. Built on a software-as-a-service (SaaS) model, the nCino Bank Operating System integrates key banking functions into a unified platform, enabling banks and credit unions to enhance efficiency, reduce risk and improve customer experiences.
Founded in 2012 as a spinoff from Live Oak Bank, nCino launched its flagship offering to address the needs of commercial and retail lenders seeking to replace legacy systems.
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