nCino (NCNO)

• Market cap: $3.37B
• 1 day: -2.44%
• 5 days: 0.89%
• 1 month: -7.89%
• 3 months: 5.15%
• 6 months: -9.25%
• Year to date: -15.09%
• 1 year: -18.12%
• 5 years: -68.21%
• 10 years: -69.03%
• Sector: Technology
• Industry: Software - Application

About: Ncino Inc is a provider of cloud-based software for financial institutions. Its software solution digitizes, automates, and streamlines inefficient and complex processes & workflows and utilizes data analytics & artificial intelligence that enables financial institutions to onboard new clients, make loans, and manage the entire loan life cycle, open deposits, and other accounts, and manage regulatory compliance. It also offers professional services, including configuration & implementation, training, and advisory services. The company generates the majority of its revenue from subscription services. The company caters to financial institutions, enterprise banks, regional banks, community banks, and credit unions. The vast majority of its revenue comes from the United States.

Employees: 1,833

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

154% more call options, than puts

Call options by funds: $9.27M | Put options by funds: $3.64M

64% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 73

1.75% more ownership

Funds ownership: 114.55% [Q1] → 116.3% (+1.75%) [Q2]

5% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 61

4% more capital invested

Capital invested by funds: $3.64B [Q1] → $3.77B (+$129M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 10 [Q1] → 10 (+0) [Q2]

1% less funds holding

Funds holding: 274 [Q1] → 272 (-2) [Q2]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $27 5% downside
• Avg. target: $32 14% upside
• High target: $38 34% upside

10 analyst ratings

• positive: 6 60%
• neutral: 4 40%
• negative: 0 0%

Raymond James Alexander Sklar	23% upside $35	Outperform Reiterated	29 Jul 2025
Morgan Stanley James Faucette	16% upside $33	Equal-Weight Maintained	22 Jul 2025
Baird Joe Vruwink	34% upside $38	Outperform Upgraded	14 Jul 2025
JP Morgan Ella Smith	6% upside $30	Neutral Initiated	18 Jun 2025
JMP Securities Aaron Kimson	23% upside $35	Market Outperform Maintained	9 Jun 2025