nCino, Inc. (NCNO)
nCino: Healthy Renewals And Modest Valuation
nCino offers defensive exposure in a high-yield environment, with a resilient business model focused on the banking sector. NCNO remains less than 3% penetrated into its $19.5B SAM, supporting a long-term growth runway despite recent stock underperformance. International markets are driving low-teens growth, offsetting slower domestic momentum and providing a new leg for expansion.
nCino Expands Buyback as AI Demand Supports Growth
nCino reported higher revenue and profitability for its fiscal second quarter while authorizing another $100 million for share repurchases, as the banking software provider pointed to growing customer commitments to its artificial intelligence capabilities.
nCino: Despite A Strong Quarter, The Stock Is Too Expensive
nCino delivered strong Q2 FY2027 results, with revenue and EPS surpassing analyst expectations and notable operational improvements across profitability metrics. NCNO's revenue growth was driven mainly by existing customers expanding platform usage, though new customer acquisition contributed 34.1% of subscription growth. Management guides FY2027 revenue to $644–$647 million and free cash flow to $137–$142 million, reflecting continued momentum and improved cash generation.
nCino, Inc. (NCNO) Q2 2027 Earnings Call Transcript
nCino, Inc. (NCNO) Q2 2027 Earnings Call Transcript
Banks Double Down on nCino AI Agents After Using Initial Credits
Early adopters of nCino's agentic solutions and other artificial intelligence initiatives for financial institutions have used up their first bundles of credits and have come back for more, nCino CEO Sean Desmond said Tuesday (Aug. 25) during an earnings call.
nCino Q2 Earnings Call Highlights
nCino NASDAQ: NCNO reported second-quarter fiscal 2027 revenue growth and raised portions of its full-year outlook, as the company highlighted demand for its banking software platform and growing customer adoption of its AI capabilities.
nCino (NCNO) Tops Q2 Earnings and Revenue Estimates
nCino (NCNO) came out with quarterly earnings of $0.3 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.22 per share a year ago.
nCino: A Compelling 'Buy' As The Company Cracks The Rule Of 40
nCino offers compelling value as small- and mid-cap software stocks regain investor interest amid sector rotation. NCNO shares remain down ~30% YTD and ~40% over 12 months, despite a recent rally from lows. Recent Q1 results showed accelerating revenue growth, improved efficiency, and a full-year guidance boost, pushing NCNO into 'Rule of 40' territory.
Wall Street Analysts Believe nCino (NCNO) Could Rally 50.16%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 50.2% in nCino (NCNO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
nCino, Inc. (NCNO) Q1 2027 Earnings Call Transcript
nCino, Inc. (NCNO) Q1 2027 Earnings Call Transcript
nCino Is Finally Investable After A Stellar Quarter (Upgrade)
nCino, Inc. is upgraded from Sell to Hold after strong Q1 FY27 results and improved fundamentals. NCNO delivered 10.6% revenue growth to $159.4M, with margin expansion and robust international subscription growth. Management guides FY27 revenue to $642–646M and non-GAAP operating income to $166–171M, driven by subscription momentum.
nCino (NCNO) Beats Q1 Earnings and Revenue Estimates
nCino (NCNO) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.16 per share a year ago.
