A Look At nCino (NCNO) Valuation After Earnings Beat AI Momentum And Share Buyback Announcement

Simply Wall St.04-01

nCino (NCNO) returned to investors’ radar after reporting results that exceeded its own guidance, supported by 17% Annual Contract Value growth, broader AI adoption across its platform, and a stronger...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2624518975?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959","is_english":true,"pubTime":"2026-04-01 19:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2624518975","market":"nz","top_or_hot":-1,"title":"A Look At nCino (NCNO) Valuation After Earnings Beat AI Momentum And Share Buyback Announcement","media":"Simply Wall St.","content":"<div>\n<p>nCino (NCNO) returned to investors’ radar after reporting results that exceeded its own guidance, supported by 17% Annual Contract Value growth, broader AI adoption across its platform, and a stronger...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-ncno/ncino/news/a-look-at-ncino-ncno-valuation-after-earnings-beat-ai-moment\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At nCino (NCNO) Valuation After Earnings Beat AI Momentum And Share Buyback Announcement</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At nCino (NCNO) Valuation After Earnings Beat AI Momentum And Share Buyback Announcement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-01 19:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-ncno/ncino/news/a-look-at-ncino-ncno-valuation-after-earnings-beat-ai-moment><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>nCino (NCNO) returned to investors’ radar after reporting results that exceeded its own guidance, supported by 17% Annual Contract Value growth, broader AI adoption across its platform, and a stronger...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-ncno/ncino/news/a-look-at-ncino-ncno-valuation-after-earnings-beat-ai-moment\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AGIX","symbol_name":"通用人工智能 ETF-AGIX","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-ncno/ncino/news/a-look-at-ncino-ncno-valuation-after-earnings-beat-ai-moment","article_id":"2624518975","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-ncno/ncino/news/a-look-at-ncino-ncno-valuation-after-earnings-beat-ai-moment","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2624518975","pubTimestamp":1775042991,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"nCino (NCNO) returned to investors’ radar after reporting results that exceeded its own guidance, supported by 17% Annual Contract Value growth, broader AI adoption across its platform, and a stronger US enterprise sales quarter.\nSee our latest analysis for nCino.\nDespite the strong earnings beat, fresh guidance and share repurchase announcement, the 1-day share price return of 3.88% and 7-day share price return of 3.88% come after a 90-day share price return decline of 41.58% and a 1-year...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX","NCNO":"nCino","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AIPO":"Defiance AI and Power Infrastructure ETF"},"translate_title":"盈利超过人工智能势头和股票回购公告后的nCino(NCNO)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"CHAT":1.5,"NCNO":1.5},"content_text":"nCino (NCNO) returned to investors’ radar after reporting results that exceeded its own guidance, supported by 17% Annual Contract Value growth, broader AI adoption across its platform, and a stronger US enterprise sales quarter. See our latest analysis for nCino. Despite the strong earnings beat, fresh guidance and share repurchase announcement, the 1-day share price return of 3.88% and 7-day share price return of 3.88% come after a 90-day share price return decline of 41.58% and a 1-year total shareholder return decline of 46.73%. This suggests that recent optimism is emerging against a weaker longer-term record. If this mix of pressure and renewed interest has you looking beyond a single stock, it could be a good moment to see what else is setting up in 66 profitable AI stocks that aren't just burning cash With shares down sharply over the past year but trading at roughly a 49% discount to one intrinsic estimate and close to analyst targets, investors have to ask: Is nCino quietly undervalued here, or is the market already banking on future growth? AdvertisementMost Popular Narrative: 54.8% Undervalued The most followed narrative pegs nCino’s fair value at $33.14 versus a last close of $14.98, framing today’s price as a steep discount that rests heavily on future earnings power.  Expanding the nCino platform's capabilities beyond core loan origination into onboarding, analytics, commercial pricing, and incentive compensation provides robust cross sell and up sell opportunities, increasing average contract value and driving both top line revenue and margin expansion over time. Early success in underpenetrated international markets and the full integration of acquired assets are set to accelerate international growth rates and diversify revenue streams, improving growth visibility and reducing market concentration risk.  Read the complete narrative. Curious how this mix of platform expansion, international rollout and margin uplift gets translated into a single fair value per share? The narrative leans on detailed assumptions about revenue compounding, a step change in profitability and the price investors might eventually be willing to pay for those future earnings. If you want to see the exact earnings bridge and valuation multiple behind that $33.14 figure, the full narrative spells it out. Result: Fair Value of $33.14 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on AI tools not eroding nCino’s pricing power and on international expansion avoiding delays that could keep revenue concentrated in the US. Find out about the key risks to this nCino narrative. Next Steps With sentiment clearly split between concern and optimism, this is the moment to look through the numbers yourself and decide where you stand. Start with 2 key rewards and 1 important warning sign Ready for more investment ideas? If you stop with just one stock today, you could miss other opportunities that fit your goals, risk comfort, and timeline across different corners of the market.  Target stronger value potential by scanning companies that look attractively priced relative to quality fundamentals with the 58 high quality undervalued stocks. Prioritise staying power by zeroing in on businesses with robust finances and cleaner balance sheets using the solid balance sheet and fundamentals stocks screener (39 results). Chase reliable income streams by focusing on companies offering higher yields with the 12 dividend fortresses.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2624518975","isCrawlerRequest":true}