couter

Oct 15, 2026 — Higher-for-Longer Rates & Bank IT Budget Scrutiny
Chart by TradingView

The schedule

  • Thu15Oct

    Macro evaluation of enterprise software budget resilience amid persistent inflation and banking sector margin pressure.

  • Tue27Oct

    Mandatory Q3 results crystallizing the second-half software spending trajectory and ACV growth.

  • Thu17Dec

    End-of-year industry adjustments regarding fiscal year 2027 enterprise software spending and capital allocation.

  • Mon10May

    First-quarter results assessing execution against the newly established FY2028 framework.

  • Wed28Jul

    Mid-year Q2 FY2028 financials focusing on cloud platform integration and AI monetization metrics.

  • Wed28Jul

    Midyear financial update serving as a critical barometer for banking IT pipelines and revenue conversion.

Past

  • Sat15Aug

    Upcoming product updates addressing cloud architecture and AI automation capabilities.

  • Wed29Jul

    Actual outcome: Mixed

    NCNO reported Q2 earnings that exactly met consensus estimates with an EPS of $0.07. The lack of an earnings surprise or significant new catalysts resulted in a muted market reaction, with the stock trading relatively flat and falling just 2.0% over the following week.

  • Wed25Mar

    Actual outcome: Mixed · $15.00 at outcome

    nCino delivered a strong Q4 FY2026, beating revenue and earnings expectations with non-GAAP EPS of $0.37 significantly surpassing estimates. The stock surged past the bull target as the company reported 17% year-over-year growth in annual contract value, issued robust guidance for FY2027, and announced a $100 million accelerated share repurchase program.

    nCino delivered a strong Q4 FY2026, beating revenue and earnings expectations with non-GAAP EPS of $0.37 significantly surpassing estimates. The stock surged past the bull target as the company reported 17% year-over-year growth in annual contract value, issued robust guidance for FY2027, and announced a $100 million accelerated share repurchase program.