NCNO

Summary nCino reported its fiscal Q4 results at the end of March. The company once again surpassed expectations for both earnings and revenues. The company’s calculated billings metric was exceptionally strong, with deals being closed with Wells Fargo and with CIBC among others. The company forecast apples to apples revenue growth for this fiscal year…

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Last week saw the end of company’s reporting their January ending quarters. We are focusing here on 3 companies, one of which is in our high-growth portfolio. Of these 3 companies, two, Braze and nCino reported quarters significantly better than had been expected. While UiPath also reported a strong quarter, its guidance was more than…

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Summary Shares of High-Growth software companies have led the market down so far in 2022. The decline in valuations and absolute share prices has been at rates that rival anything in the recent past. This decline has occurred against a background of strong and growing demand in the Information Technology (IT) space. Ironically, software demand…

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It can be daunting to write reviews on the quarterly performance of all the names that we try to follow at Ticker Target. Fortunately, when  earnings are well received, your writer doesn’t feel quite as stressed to deliver some kind of hasty commentary. And it is helpful to know that the crop of earnings that…

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Several software companies reported their results on, Sept. 1. 2021. Almost all of the results were upsides; in some cases the shares responded positively, in other cases not so much. I try not to get particularly focused on how shares respond to quarterly announcements as there are so many variables that go into  setting short-term…

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Is it time to revisit tech? I doubt that many are convinced after a rally of all of 2 days of duration. I would like to say that this is the end of sector rotation-and maybe it is the end of the extreme violence of the moves that have roiled the portfolios of many-including most…

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