nCino (NCNO) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Core Viewpoint - nCino (NCNO) is anticipated to report flat earnings of $0.14 per share for the quarter ended July 2025, with revenues expected to rise by 8% to $143 million compared to the previous year [3][12]. Earnings Expectations - The upcoming earnings report is scheduled for August 26, and the stock may experience upward movement if earnings exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 4.35% higher in the last 30 days, indicating a positive sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for nCino is +3.70%, suggesting a likelihood of beating the consensus EPS estimate, supported by a Zacks Rank of 1 (Strong Buy) [12]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank [10]. Historical Performance - In the last reported quarter, nCino met the expected earnings of $0.16 per share, resulting in no surprise [13]. - Over the past four quarters, nCino has surpassed consensus EPS estimates two times [14]. Industry Context - VNET Group (VNET), another player in the Zacks Internet - Software industry, is expected to report a significant decline in EPS of $0.02, a year-over-year change of -66.7%, with revenues projected to increase by 17.1% to $321.33 million [18]. - VNET Group's consensus EPS estimate has remained unchanged, resulting in an Earnings ESP of 0%, making predictions about beating the consensus EPS challenging [19].