nCino (NASDAQ:NCNO – Get Free Report) had its price target dropped by analysts at The Goldman Sachs Group from $28.00 to $24.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the stock. The Goldman Sachs Group’s target price indicates a potential upside of 40.35% from the stock’s previous close.
Other equities analysts also recently issued reports about the stock. Truist Financial lowered their target price on shares of nCino from $27.00 to $19.00 and set a “hold” rating on the stock in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of nCino in a research report on Thursday, January 22nd. Stephens lowered their price objective on nCino from $34.00 to $26.00 and set an “overweight” rating on the stock in a report on Wednesday. Piper Sandler raised nCino from a “neutral” rating to an “overweight” rating and cut their price objective for the company from $30.00 to $22.00 in a research note on Wednesday. Finally, BTIG Research initiated coverage on nCino in a report on Tuesday, December 16th. They issued a “neutral” rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $26.07.
Check Out Our Latest Analysis 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, topping the consensus estimate of $0.21 by $0.16. The company had revenue of $149.67 million for the quarter, compared to analyst estimates of $147.41 million. nCino had a net margin of 0.87% and a return on equity of 4.75%. nCino’s quarterly revenue was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.12 EPS. As a group, equities analysts predict that nCino will post 0.12 earnings per share for the current fiscal year.
nCino announced that its Board of Directors has approved a share buyback program on Monday, December 8th that permits the company to repurchase $100.00 million in shares. This repurchase authorization permits the company to buy up to 3.7% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.
Insider Activity at nCino
In related news, insider April Rieger sold 8,078 shares of the firm’s stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $18.68, for a total value of $150,897.04. Following the completion of the transaction, the insider directly owned 221,696 shares of the company’s stock, valued at $4,141,281.28. This trade represents a 3.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Jeanette Sellers sold 2,182 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $18.26, for a total value of $39,843.32. Following the completion of the transaction, the senior vice president directly owned 43,219 shares of the company’s stock, valued at approximately $789,178.94. This trade represents a 4.81% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 69,803 shares of company stock worth $1,345,743 in the last three months. Company insiders own 5.70% of the company’s stock.
Hedge Funds Weigh In On nCino
A number of hedge funds have recently made changes to their positions in NCNO. Farther Finance Advisors LLC lifted its holdings in shares of 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. CWM LLC increased its stake in nCino by 255.8% in the fourth quarter. CWM LLC now owns 1,142 shares of the company’s stock valued at $29,000 after acquiring an additional 821 shares during the period. Advisors Asset Management Inc. raised its position in nCino by 68.5% in the second quarter. Advisors Asset Management Inc. now owns 1,127 shares of the company’s stock worth $32,000 after purchasing an additional 458 shares in the last quarter. AlphaQuest LLC lifted its stake in nCino by 5,022.2% during the third quarter. AlphaQuest LLC now owns 1,383 shares of the company’s stock worth $37,000 after purchasing an additional 1,356 shares during the period. Finally, Los Angeles Capital Management LLC bought a new position in nCino during the fourth quarter worth about $38,000. Institutional investors and hedge funds own 94.76% of the company’s stock.
Trending Headlines about 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
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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