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nCino downgraded to Underweight from Equal Weight at Morgan Stanley

Morgan Stanley downgraded nCino to Underweight from Equal Weight with an unchanged price target of $24. The company’s fiscal 2025 consensus estimates look too high when accounting for recent bookings performance and potential revenue headwinds from recent bank closures, the analyst tells investors in a research note. The firm says the stock is trading at a premium to the vertical software universe on numbers that are too high. It believes nCino’s investor day is unlikely to adequately dispel investor concerns.

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