nCino (NASDAQ:NCNO – Get Free Report) had its price target decreased by research analysts at Stephens from $34.00 to $26.00 in a report released on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Stephens’ target price would suggest a potential upside of 52.05% from the stock’s previous close.
Other equities analysts have also issued research reports about the company. Piper Sandler upgraded nCino from a “neutral” rating to an “overweight” rating and cut their price target for the company from $30.00 to $22.00 in a research note on Wednesday. Keefe, Bruyette & Woods upped their price objective on shares of nCino from $34.50 to $36.00 and gave the stock an “outperform” rating in a research note on Thursday, December 4th. Citizens Jmp dropped their target price on shares of nCino from $41.00 to $32.00 and set a “market outperform” rating on the stock in a report on Wednesday. Morgan Stanley cut their target price on shares of nCino from $36.00 to $21.00 and set an “overweight” rating on the stock in a research report on Monday. Finally, BTIG Research initiated coverage on shares of nCino in a report on Tuesday, December 16th. They issued a “neutral” rating for the company. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $26.07.
View Our Latest Research Report on nCino
nCino Stock Up 3.2%
nCino (NASDAQ:NCNO – Get Free Report) last released its quarterly earnings data on Tuesday, March 31st. The company reported $0.37 EPS for the quarter, topping the consensus estimate of $0.21 by $0.16. The company had revenue of $149.67 million for the quarter, compared to the consensus estimate of $147.41 million. nCino had a return on equity of 4.75% and a net margin of 0.87%.nCino’s quarterly revenue was up 5.9% on a year-over-year basis. During the same period last year, the business posted $0.12 EPS. Sell-side analysts expect that nCino will post 0.12 earnings per share for the current year.
nCino announced that its Board of Directors has authorized a share buyback program on Monday, December 8th that allows the company to buyback $100.00 million in outstanding shares. This buyback authorization allows the company to reacquire up to 3.7% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s board believes its shares are undervalued.
Insider Activity
In other news, Director Pierre Naude sold 24,273 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $18.68, for a total transaction of $453,419.64. Following the transaction, the director owned 1,166,823 shares in the company, valued at $21,796,253.64. This represents a 2.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Sean Desmond sold 16,047 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $18.68, for a total transaction of $299,757.96. Following the completion of the transaction, the chief executive officer directly owned 602,550 shares of the company’s stock, valued at $11,255,634. The trade was a 2.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 69,803 shares of company stock valued at $1,345,743. 5.70% of the stock is owned by company insiders.
Institutional Investors Weigh In On nCino
Several institutional investors and hedge funds have recently made changes to their positions in NCNO. FNY Investment Advisers LLC grew its holdings in shares of nCino by 15.9% during the fourth quarter. FNY Investment Advisers LLC now owns 3,228 shares of the company’s stock valued at $82,000 after buying an additional 444 shares during the last quarter. Advisors Asset Management Inc. increased its position in shares of nCino by 68.5% in the 2nd quarter. Advisors Asset Management Inc. now owns 1,127 shares of the company’s stock valued at $32,000 after acquiring an additional 458 shares during the period. US Bancorp DE raised its stake in nCino by 1.6% in the 3rd quarter. US Bancorp DE now owns 32,042 shares of the company’s stock worth $869,000 after acquiring an additional 501 shares during the last quarter. Farther Finance Advisors LLC lifted its position in nCino by 186.4% during the 3rd quarter. Farther Finance Advisors LLC now owns 948 shares of the company’s stock worth $26,000 after acquiring an additional 617 shares during the period. Finally, Lecap Asset Management Ltd. lifted its position 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 acquiring an additional 691 shares during the period. 94.76% of the stock is currently owned by institutional investors and hedge funds.
nCino News Roundup
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
About nCino
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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