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Source document· April 4, 2026

Morgan Stanley Raises its Price Target on nCino (NCNO) to $23 from $21

View original at finance.yahoo.com
Morgan Stanley Raises its Price Target on nCino (NCNO) to $23 from $21 nCino, Inc. (NASDAQ:NCNO) is one of the 10 Best Stocks That Beat Earnings Estimates…
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  • Better-than-expected Q4 revenue and margins and signs of accelerating organic subscription growth

    60% confidence

  • Stronger-than-expected traction in pricing and Banking Advisor attach rates could support growth acceleration into FY27 and beyond

    60% confidence

  • Q4 report was healthy and outlook is prudent, with clearer visibility into a potential reacceleration in growth

    60% confidence

  • Certain AI stocks offer greater upside potential and carry less downside risk than nCino

    60% confidence

  • Company delivered record bookings and exceeded guidance across key metrics, supported by demand for AI-driven solutions and continued global sales execution

    60% confidence
What we know · the intelligence behind this page
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What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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Morgan Stanley Raises its Price Target on nCino (NCNO) to $23 from $21 — Source | Via News | Finance Via News