nCino, Inc.

NasdaqGS:NCNO Stok Raporu

Piyasa değeri: US$1.8b

nCino Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

nCino şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

6.5%

Geri Alım Getirisi

Toplam Hissedar Getirisi6.5%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Yeni Analiz 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?
Analiz Güncellemesi 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.
Yeni Analiz 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?
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Makalesi 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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Yeni Analiz 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: NCNO şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: NCNO şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

nCino Piyasaya Karşı Temettü Getirisi
NCNO temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (NCNO)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Software)0.9%
Analist tahmini (NCNO) (3 yıla kadar)0%

Önemli Temettü: NCNO şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, NCNO şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: NCNO şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: NCNO herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/12 23:01
Gün Sonu Hisse Fiyatı2026/05/12 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

nCino, Inc. 22 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joseph VruwinkBaird
Saket KaliaBarclays
Koji IkedaBofA Global Research