Banking software provider nCino (NASDAQ: NCNO) will be reporting results this Tuesday after market hours. Here’s what to look for.
nCino beat analysts’ revenue expectations last quarter, reporting revenues of $152.2 million, up 9.6% year on year. It was an exceptional quarter for the company, with a solid beat of analysts’ billings estimates and EPS guidance for next quarter exceeding analysts’ expectations.
Is nCino a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting nCino’s revenue to grow 4.5% year on year, slowing from the 14.3% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. nCino rarely misses Wall Street’s revenue estimates.
Looking at nCino’s peers in the vertical software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Autodesk delivered year-on-year revenue growth of 19.4%, beating analysts’ expectations by 2.1%, and Veeva Systems reported revenues up 16%, topping estimates by 3.1%. Autodesk traded up 5.3% following the results while Veeva Systems was also up 4%.
Read our full analysis of Autodesk’s results here and Veeva Systems’s results here.
AI disruption fears rattled software and crypto through late 2025, but in spring 2026 the focus shifted to geopolitical risk, oil supply, and global stability. While some of the vertical software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 6.8% on average over the last month. nCino is down 12.5% during the same time and is heading into earnings with an average analyst price target of $31.64 (compared to the current share price of $14.11).
ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable.
These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.
