Macquarie analyst Robert Trout maintains $nCino (NCNO.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 100.0% and a total average return of 22.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $nCino (NCNO.US)$'s main analysts recently are as follows:
The firm had hoped that anticipated organic subscription revenue weakness would present a more appealing entry point, aligned with potential developments in the Trump administration and net interest income trends. Nonetheless, it is believed that shares will remain under scrutiny until the company demonstrates its ability to accelerate, which is deemed crucial for the expansion of valuation multiples.
nCino showcased another strong quarterly performance in Q3, achieving a non-GAAP operating margin surpassing 20%. As the company intensifies its innovations, accelerated margin growth is anticipated along with a reduction in macro risks. With an expanding presence in end-to-end customer lifecycle management services, sustained multiple expansion and further macro risk mitigation are expected, making the company's shares an attractive purchase on any declines.
The company's Q3 outcomes surpassed expectations due to robust growth in subscription revenue and effective cost management. Its sales execution continues to make a strong impression as its Remaining Performance Obligation (RPO) increased from the previous quarter and showed significant year-over-year growth, benefiting from successful ventures in both U.S. and international markets. The challenges in the mortgage sector are seen as temporary, and the recent sell-off in the company's shares is considered excessive.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
麥格理集團分析師Robert Trout維持$nCino (NCNO.US)$買入評級。
根據TipRanks數據顯示，該分析師近一年總勝率為100.0%，總平均回報率為22.9%。
此外，綜合報道，$nCino (NCNO.US)$近期主要分析師觀點如下：
該公司曾希望，預期的有機訂閱收入疲軟將提供一個更具吸引力的切入點，這與特朗普政府的潛在發展和淨利息收入趨勢一致。儘管如此，據信在公司表現出加速能力之前，股票將繼續受到審查，這被認爲對擴大估值倍數至關重要。
nCino在第三季度再次表現強勁，非公認會計准則營業利潤率超過20％。隨着公司加強創新，預計利潤率將加速增長，宏觀風險也將降低。隨着端到端客戶生命週期管理服務業務的擴大，預計將持續進行多次擴張並進一步緩解宏觀風險，這使得該公司的股票無論下跌都將成爲有吸引力的收購對象。
由於訂閱收入的強勁增長和有效的成本管理，該公司第三季度的業績超出了預期。其銷售執行繼續給人留下深刻的印象，其剩餘績效義務（RPO）比上一季度有所增加，並顯示出顯著的同比增長，這得益於在美國和國際市場的成功投資。抵押貸款行業的挑戰被視爲暫時性的，最近該公司股票的拋售被認爲是過度的。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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