nCino (NCNO)

• Market cap: $3.48B
• 1 day: -1.21%
• 5 days: 0.07%
• 1 month: 13.89%
• 3 months: 9.54%
• 6 months: 3.69%
• Year to date: -9.94%
• 1 year: 3.4%
• 5 years: -60.7%
• 10 years: -67.15%
• 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)

165% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $3.64M

60% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 75

10% more funds holding in top 10

Funds holding in top 10: 10 [Q1] → 11 (+1) [Q2]

10% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 60

1.89% more ownership

Funds ownership: 114.55% [Q1] → 116.45% (+1.89%) [Q2]

1% more funds holding

Funds holding: 273 [Q1] → 276 (+3) [Q2]

4% more capital invested

Capital invested by funds: $3.64B [Q1] → $3.78B (+$133M) [Q2]

Research analyst outlook

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

• Low target: $30
• Avg. target: $36
• High target: $41

10 analyst ratings

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

Morgan Stanley James Faucette	$36	Overweight Upgraded	10 Sep 2025
Barclays Saket Kalia	$37	Overweight Maintained	27 Aug 2025
B of A Securities Brad Sills	$38	Neutral Maintained	27 Aug 2025
Baird Joe Vruwink	$40	Outperform Maintained	27 Aug 2025
JMP Securities Aaron Kimson	$41	Market Outperform Maintained	27 Aug 2025