nCino (NASDAQ:NCNO – Get Free Report) had its target price cut by analysts at Needham & Company LLC from $38.00 to $25.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. Needham & Company LLC’s price target suggests a potential upside of 46.20% from the stock’s current price.
A number of other research analysts have also recently issued reports on NCNO. Zacks Research cut shares of nCino from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. UBS Group reissued a “buy” rating and set a $36.00 price target on shares of nCino in a research report on Tuesday, December 9th. Weiss Ratings reissued a “sell (d-)” rating on shares of nCino in a report on Thursday, January 22nd. Keefe, Bruyette & Woods upped their price objective on shares of nCino from $34.50 to $36.00 and gave the company an “outperform” rating in a research report on Thursday, December 4th. Finally, Robert W. Baird dropped their price objective on nCino from $34.00 to $24.00 and set an “outperform” rating on the stock in a research note on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $26.07.
View Our Latest Stock Report on nCino
nCino Price Performance
nCino (NASDAQ:NCNO – Get Free Report) last announced its quarterly earnings results on Tuesday, March 31st. The company reported $0.37 EPS for the quarter, beating analysts’ consensus estimates of $0.21 by $0.16. The company had revenue of $149.67 million during the quarter, compared to analysts’ expectations of $147.41 million. nCino had a return on equity of 4.75% and a net margin of 0.87%.nCino’s revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.12 EPS. On average, equities analysts predict that nCino will post 0.12 earnings per share for the current year.
nCino declared that its Board of Directors has authorized a share buyback program on Monday, December 8th that authorizes the company to repurchase $100.00 million in shares. This repurchase authorization authorizes the company to purchase up to 3.7% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its shares are undervalued.
Insider Activity
In other nCino news, CFO Gregory Orenstein sold 10,562 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $18.68, for a total transaction of $197,298.16. Following the completion of the transaction, the chief financial officer owned 451,184 shares in the company, valued at approximately $8,428,117.12. This represents a 2.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Sean Desmond sold 16,047 shares of nCino stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $18.68, for a total value of $299,757.96. Following the completion of the sale, the chief executive officer directly owned 602,550 shares in the company, valued at $11,255,634. This represents a 2.59% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 69,803 shares of company stock worth $1,345,743. 5.70% of the stock is currently owned by insiders.
Institutional Investors Weigh In On nCino
Institutional investors have recently bought and sold shares of the company. Ranger Investment Management L.P. raised its holdings in shares of nCino by 48.2% in the third quarter. Ranger Investment Management L.P. now owns 1,157,751 shares of the company’s stock valued at $31,387,000 after purchasing an additional 376,506 shares during the last quarter. Vanguard Group Inc. grew its position in nCino by 1.7% in the third quarter. Vanguard Group Inc. now owns 11,924,703 shares of the company’s stock valued at $323,279,000 after purchasing an additional 201,499 shares in the last quarter. Campbell & CO Investment Adviser LLC bought a new position in nCino in the third quarter valued at $1,397,000. Cramer Rosenthal Mcglynn LLC increased its stake in nCino by 19.8% in the 3rd quarter. Cramer Rosenthal Mcglynn LLC now owns 375,310 shares of the company’s stock valued at $10,175,000 after buying an additional 62,142 shares during the last quarter. Finally, Shannon River Fund Management LLC increased its stake in nCino by 27.4% in the 3rd quarter. Shannon River Fund Management LLC now owns 1,578,896 shares of the company’s stock valued at $42,804,000 after buying an additional 339,863 shares during the last quarter. Institutional investors own 94.76% of the company’s stock.
More nCino News
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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