nCino, Inc.

NasdaqGS:NCNO 株式レポート

時価総額:US$1.9b

nCino 配当と自社株買い

配当金 基準チェック /06

nCino配当金を支払った記録がありません。

主要情報

n/a

配当利回り

6.3%

バイバック利回り

総株主利回り6.3%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 May 03

NCNO: AI Adoption And Banking Wins Will Support Future Repricing

The average analyst price target on nCino edges slightly lower to about $23.86 from $24.00, as analysts recalibrate expectations in response to a series of target cuts across the vertical software group that are only partly offset by a few upward revisions and an upgrade. Analyst Commentary Street research on nCino has turned more mixed, with a cluster of target cuts across the vertical software group and a smaller set of price target increases and an upgrade supporting the stock.
ナラティブ更新 Apr 19

NCNO: AI Agent Adoption And Moat Resilience Will Support Repricing

Analysts have trimmed their average price targets on nCino by single to mid teens dollar amounts, with reductions of up to $15 partially offset by smaller $1 to $2 increases, as they reassess sector risks and the impact of AI on competitive moats in vertical software. Analyst Commentary Recent Street research on nCino points to a mixed setup, with several price target cuts offset by a smaller group of modest upward adjustments.
ナラティブ更新 Apr 03

NCNO: AI Moat Resilience And Lending Workflow Adoption Will Support Repricing

The updated analyst price target for nCino has been revised to $24.00 from $33.14 as analysts reset valuation assumptions following a series of mixed target cuts and a few modest raises across the Street. Analyst Commentary Analysts are split on nCino, with several firms trimming price targets by wide margins while a smaller group is lifting targets or upgrading the stock.
Seeking Alpha Apr 01

nCino: The Picture Is Getting Better, But It's Not Cheap Enough For An Upgrade

Summary nCino delivered a strong Q4 FY2026, beating revenue and earnings expectations, and shares surged 19.4% after hours. Despite operational improvements and positive guidance for FY2027, NCNO remains a 'soft sell' due to elevated valuation, particularly on an EV/EBITDA basis. Growth is driven by expanding subscription revenue, international gains, and deepening customer relationships, with AI integration enhancing platform value and upsell potential. Management guides for FY2027 revenue of $639–$643 million and adjusted operating income of $165–$170 million, reflecting continued momentum but not enough for a rating upgrade. Read the full article on Seeking Alpha
ナラティブ更新 Mar 20

NCNO: AI Moat Resilience And Mortgage Workflow Automation Will Support Repricing

Analysts trimmed nCino's price target to $16 from $30, citing broad concern that the rapid spread of AI could pressure competitive moats across vertical software names and weigh on valuation support. Analyst Commentary Recent Street research has centered on how rapid AI adoption could affect nCino's long term positioning and valuation.
ナラティブ更新 Mar 05

NCNO: AI Moat Execution And Buybacks Will Support Future Repricing

Analysts have cut their price target on nCino to $16 from $30, citing broad pressure across vertical software names as rapid AI adoption raises fresh questions about competitive moats and long term defensibility. Analyst Commentary Bullish Takeaways Some bullish analysts see the lower US$16 price target as a reset that better aligns expectations with current sector sentiment, which can reduce pressure on nCino to deliver near term outperformance.
新しいナラティブ Mar 05

Slow AI Adoption And Tough Renewals Will Eventually Reward Patient Belief In Modernization

Catalysts About nCino nCino provides a unified cloud platform that financial institutions use to manage lending, onboarding, account opening and portfolio management. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Feb 19

NCNO: AI Execution And Buybacks Will Support Future Multiple Expansion

Analysts have reduced their price target on nCino to $16 from $30. This reflects sector-wide pressure on vertical software valuations as rapid AI adoption raises new questions about competitive moats and long-term defensibility.
新しいナラティブ Feb 18

AI Banking Adoption And International Expansion Will Support A Stronger Long Term Outlook

Catalysts About nCino nCino provides a unified, cloud based operating platform that helps financial institutions run lending, onboarding, account opening and portfolio management. What are the underlying business or industry changes driving this perspective?
分析記事 Feb 16

Some Confidence Is Lacking In nCino, Inc. (NASDAQ:NCNO) As Shares Slide 33%

The nCino, Inc. ( NASDAQ:NCNO ) share price has fared very poorly over the last month, falling by a substantial 33...
ナラティブ更新 Jan 22

NCNO: Q3 Beat And Raise Setup May Drive Future Multiple Expansion

Narrative Update The analyst price target for nCino has been trimmed by about US$0.64 to reflect slightly lower fair value. Analysts still highlight what they see as an achievable near term setup, a potential Q3 beat and raise, and progress toward FY25 ACV and Rule of 40 goals that could support the current P/E multiple.
ナラティブ更新 Jan 08

NCNO: Potential Q3 Beat And Raise Could Drive Multiple Expansion

Analysts recently trimmed their nCino fair value estimate by about $0.75 to roughly $34.79, tying the adjustment to updated views on achievable near term performance targets, potential Q3 "beat and raise" outcomes, and expectations that progress toward FY25 ACV and Rule of 40 goals could still support P/E multiple expansion over time. Analyst Commentary Bullish Takeaways Bullish analysts see the current setup as achievable in the near term, which they argue reduces execution risk around upcoming quarters.
分析記事 Dec 01

Is nCino, Inc. (NASDAQ:NCNO) Trading At A 25% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, nCino fair value estimate is US$32.92 nCino's US$24.70 share...
ナラティブ更新 Aug 28

AI-Driven Banking And Cloud Platforms Will Expand Global Reach

nCino’s price target has been raised to $35.18 as stronger-than-expected Q2 results, accelerating subscription growth, strategic expansion initiatives, and increasing confidence in margin improvement outweigh valuation concerns and near-term reacceleration risks. Analyst Commentary Positive Q2 results with subscription revenue and profit exceeding expectations, notably driven by better-than-expected mortgage volumes and strong execution, supporting upward estimate revisions.
分析記事 Jul 29

nCino (NASDAQ:NCNO) Is Making Moderate Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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新しいナラティブ May 17

AI Banking And nSight Launch Will Broaden Digital Banking Services

Strategic pivot to AI banking and product enhancements are expected to drive revenue growth and improve customer retention and efficiency.
分析記事 May 06

Estimating The Fair Value Of nCino, Inc. (NASDAQ:NCNO)

Key Insights The projected fair value for nCino is US$27.26 based on 2 Stage Free Cash Flow to Equity nCino's US$22.25...
分析記事 Apr 04

Risks Still Elevated At These Prices As nCino, Inc. (NASDAQ:NCNO) Shares Dive 28%

To the annoyance of some shareholders, nCino, Inc. ( NASDAQ:NCNO ) shares are down a considerable 28% in the last...
分析記事 Mar 26

Is nCino (NASDAQ:NCNO) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Jan 15

nCino, Inc.: Rising Rates Heavily Impact Growth Outlook (Rating Downgrade)

Summary I am downgrading nCino, Inc. to a hold rating due to macroeconomic pressures and heightened competition impacting growth prospects. The higher-for-longer interest rate environment is negatively affecting the US housing market, leading to reduced mortgage demand and higher churn for NCNO. Given these challenges, I see limited upside for NCNO in the near term and recommend staying away from the stock. Read the full article on Seeking Alpha
分析記事 Jan 12

Is nCino, Inc. (NASDAQ:NCNO) Trading At A 23% Discount?

Key Insights nCino's estimated fair value is US$42.20 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Dec 03

Does nCino (NASDAQ:NCNO) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

決済の安定と成長

配当データの取得

安定した配当: NCNOの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: NCNOの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

nCino 配当利回り対市場
NCNO 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (NCNO)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Software)0.9%
アナリスト予想 (NCNO) (最長3年)0%

注目すべき配当: NCNOは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: NCNOは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: NCNOの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: NCNOが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 05:38
終値2026/05/07 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

nCino, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Joseph VruwinkBaird
Saket KaliaBarclays
Koji IkedaBofA Global Research