Added to YB: 2026-01-07
Pitch date: 2025-12-30
NCNO [bullish]
nCino, Inc.
-2.8%
current return
Author Info
No bio for this author
Company Info
nCino, Inc., a software-as-a-service company, provides software solutions to financial institutions in the United States, the United Kingdom, and internationally.
Market Cap
$2.8B
Pitch Price
$26.04
Price Target
38.50 (+57%)
Dividend
N/A
EV/EBITDA
48.97
P/E
-129.25
EV/Sales
5.15
Sector
Software
Category
value
Closing Out 2025 & Opportunity Shopping for 2026 - $NCNO
NCNO: A+ retention franchise at 14x CY27 EV/FCF despite guidance reset. 10-11% ACV growth likely on $70M+ gross bookings (large bank budgets returning post-SVB, 14% sales capacity increase). Banking Advisor LLM provides 1-2% tailwind. Target 22-25x multiple like Q2 Holdings. +50% upside in 18mo, PE bid at $30-low $30s possible.
Read full article (2 min)