nCino (NCNO) Q3 Earnings and Revenues Top Estimates

Core Insights - nCino reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing an increase from $0.21 per share a year ago, resulting in an earnings surprise of +55.00% [1] - The company achieved revenues of $152.16 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 3.29% and increasing from $138.8 million year-over-year [2] - nCino has outperformed consensus revenue estimates four times over the last four quarters [2] Earnings Performance - The company has surpassed consensus EPS estimates two times in the last four quarters [2] - The earnings surprise for the previous quarter was +57.14%, with actual earnings of $0.22 per share compared to an expected $0.14 per share [1] Stock Performance and Outlook - nCino shares have declined approximately 27.2% since the beginning of the year, contrasting with the S&P 500's gain of 16.1% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.18 for the upcoming quarter and $0.78 for the current fiscal year [7] Industry Context - The Internet - Software industry, to which nCino belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable environment for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]