Banking software provider nCino (NASDAQ: NCNO) will be announcing earnings results this Tuesday after market hours. Here’s what to expect.
nCino beat analysts’ revenue expectations by 2.7% last quarter, reporting revenues of $144.1 million, up 12.5% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and a solid beat of analysts’ billings estimates.
Is nCino a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting nCino’s revenue to grow 8.2% year on year to $143.2 million, slowing from the 12.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.14 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. nCino has missed Wall Street’s revenue estimates twice over the last two years.
Looking at nCino’s peers in the vertical software segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Q2 Holdings delivered year-on-year revenue growth of 12.9%, beating analysts’ expectations by 0.8%, and Olo reported revenues up 21.6%, topping estimates by 4.2%. Q2 Holdings traded down 9.9% following the results while Olo’s stock price was unchanged.
Read our full analysis of Q2 Holdings’s results here and Olo’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the vertical software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.3% on average over the last month. nCino is down 2.3% during the same time and is heading into earnings with an average analyst price target of $32 (compared to the current share price of $29.66).
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