Key Points
- Director Pierre Naude sold 24,273 shares on Feb. 3 at an average price of $18.68 for total proceeds of $453,419.64, trimming his stake by 2.04% while still holding 1,166,823 shares (≈$21.8M).
- The nCino Board approved a $100 million share repurchase program (up to ~3.7% of shares), signaling management believes the stock may be undervalued.
- nCino beat quarterly estimates with $0.31 EPS (vs. $0.20 expected) and $152.2M revenue (up 9.6% YoY), issued FY2026 EPS guidance of $0.900–0.910, and has an average analyst price target of $33.27 with a "Moderate Buy" consensus.
nCino Inc. (NASDAQ:NCNO - Get Free Report) Director Pierre Naude sold 24,273 shares of the firm's stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $18.68, for a total transaction of $453,419.64. Following the completion of the transaction, the director directly owned 1,166,823 shares in the company, valued at $21,796,253.64. This trade represents a 2.04% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website.
nCino Trading Up 0.5%
NCNO opened at $18.81 on Thursday. The firm has a 50 day simple moving average of $24.44 and a 200 day simple moving average of $26.49. nCino Inc. has a fifty-two week low of $17.69 and a fifty-two week high of $34.55. The company has a market cap of $2.16 billion, a price-to-earnings ratio of -104.50, a price-to-earnings-growth ratio of 3.69 and a beta of 0.55. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.01 and a quick ratio of 1.01.
nCino (NASDAQ:NCNO - Get Free Report) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.31 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.20 by $0.11. The firm had revenue of $152.16 million for the quarter, compared to analysts' expectations of $147.31 million. nCino had a negative net margin of 3.71% and a positive return on equity of 2.28%. The business's revenue for the quarter was up 9.6% on a year-over-year basis. During the same period last year, the firm earned $0.21 earnings per share. nCino has set its FY 2026 guidance at 0.900-0.910 EPS and its Q4 2026 guidance at 0.210-0.220 EPS. On average, sell-side analysts anticipate that nCino Inc. will post 0.12 earnings per share for the current year.
nCino announced that its Board of Directors has approved a share repurchase program on Monday, December 8th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the company to repurchase up to 3.7% of its shares through open market purchases. Shares buyback programs are usually an indication that the company's leadership believes its shares are undervalued.
Institutional Investors Weigh In On nCino
Several institutional investors have recently added to or reduced their stakes in NCNO. Farther Finance Advisors LLC raised its stake in shares of nCino by 186.4% in the 3rd quarter. Farther Finance Advisors LLC now owns 948 shares of the company's stock valued at $26,000 after purchasing an additional 617 shares during the period. CWM LLC boosted its position in shares of nCino by 255.8% during the fourth quarter. CWM LLC now owns 1,142 shares of the company's stock worth $29,000 after buying an additional 821 shares during the period. Advisors Asset Management Inc. grew its holdings in shares of nCino by 68.5% during the second quarter. Advisors Asset Management Inc. now owns 1,127 shares of the company's stock worth $32,000 after buying an additional 458 shares in the last quarter. AlphaQuest LLC grew its holdings in shares of 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 buying an additional 1,356 shares in the last quarter. Finally, Hilltop National Bank acquired a new stake in nCino in the 2nd quarter valued at approximately $42,000. 94.76% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
A number of equities analysts have issued reports on NCNO shares. Stephens upgraded nCino from a "hold" rating to an "overweight" rating in a report on Monday, October 27th. UBS Group reaffirmed a "buy" rating and issued a $36.00 price target on shares of nCino in a research note on Tuesday, December 9th. Truist Financial reduced their price objective on shares of nCino from $32.00 to $27.00 and set a "hold" rating on the stock in a research note on Thursday, December 4th. William Blair upgraded shares of nCino from a "market perform" rating to an "outperform" rating in a report on Friday, October 10th. Finally, Keefe, Bruyette & Woods increased their target price on shares of nCino from $34.50 to $36.00 and gave the stock an "outperform" rating in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $33.27.
View Our Latest Research Report on NCNO
nCino Company Profile
(
Get Free Report)
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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