nCino, Inc.

NasdaqGS:NCNO 주식 리포트

시가총액: US$2.1b

nCino 배당 및 자사주 매입

배당 기준 점검 0/6

nCino 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

5.8%

자사주 매입 수익률

총 주주 수익률5.8%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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.
새 내러티브 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?
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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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새 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
Seeking Alpha Nov 21

nCino: Well-Led, But Moderate Return Prospects At This Valuation

Summary nCino is a leading SaaS provider for financial institutions with a strong market position but is expected to deliver only a 7.14% CAGR in enterprise value until January 2027. The company's operational profile shows robust revenue growth and improved profit margins, but its high P/S ratio of 9 suggests potential near-term downside volatility. Management is experienced and stable, with a strong reputation and a solid defense strategy against competitive and reputational risks. Despite its strengths, nCino's future growth rates are insufficient to outperform the S&P 500, leading to my Hold rating for the stock. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 NCNO 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: NCNO 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

nCino 배당 수익률 vs 시장
NCNO의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (NCNO)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Software)0.9%
분석가 예측 (NCNO) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 NCNO 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 NCNO 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 NCNO 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: NCNO 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 21:12
종가2026/05/06 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

nCino, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joseph VruwinkBaird
Saket KaliaBarclays
Koji IkedaBofA Global Research