nCino (NASDAQ:NCNO) CFO Gregory Orenstein Sells 10,562 Shares

nCino Inc. (NASDAQ:NCNO) CFO Gregory Orenstein sold 10,562 shares of nCino stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $18.68, for a total transaction of $197,298.16. Following the completion of the transaction, the chief financial officer directly owned 451,184 shares in the company, valued at $8,428,117.12. This represents a 2.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

nCino Stock Down 1.4%

Shares of NCNO stock traded down $0.25 during trading hours on Friday, reaching $17.72. 68,956 shares of the company’s stock were exchanged, compared to its average volume of 1,972,399. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 0.24. The company has a market cap of $2.03 billion, a price-to-earnings ratio of -99.14, a P/E/G ratio of 3.71 and a beta of 0.55. nCino Inc. has a fifty-two week low of $17.69 and a fifty-two week high of $34.55. The stock’s 50 day moving average is $24.31 and its 200-day moving average is $26.43.

nCino (NASDAQ:NCNO) last announced its earnings results on Wednesday, December 3rd. The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.20 by $0.11. The firm had revenue of $152.16 million for the quarter, compared to the consensus estimate of $147.31 million. nCino had a positive return on equity of 2.28% and a negative net margin of 3.71%.The firm’s revenue for the quarter was up 9.6% on a year-over-year basis. During the same period in the previous year, the business earned $0.21 EPS. nCino has set its FY 2026 guidance at 0.900-0.910 EPS and its Q4 2026 guidance at 0.210-0.220 EPS. Analysts predict that nCino Inc. will post 0.12 earnings per share for the current fiscal year.

nCino announced that its Board of Directors has authorized a stock repurchase program on Monday, December 8th that authorizes the company to buyback $100.00 million in outstanding shares. This buyback authorization authorizes the company to repurchase up to 3.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

NCNO has been the subject of several recent research reports. William Blair raised shares of nCino from a “market perform” rating to an “outperform” rating in a report on Friday, October 10th. Zacks Research cut shares of nCino from a “strong-buy” rating to a “hold” rating in a report on Monday. Barclays decreased their price objective on shares of nCino from $37.00 to $34.00 and set an “overweight” rating for the company in a research report on Monday, January 5th. Weiss Ratings restated a “sell (d-)” rating on shares of nCino in a research report on Thursday, January 22nd. Finally, Piper Sandler cut their price target on nCino from $34.00 to $30.00 and set a “neutral” rating for the company in a research note on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $33.27.

Hedge Funds Weigh In On nCino

Hedge funds and other institutional investors have recently made changes to their positions in the company. Bank of America Corp DE raised its stake in nCino by 475.1% in the 3rd quarter. Bank of America Corp DE now owns 2,513,686 shares of the company’s stock valued at $68,146,000 after purchasing an additional 2,076,579 shares during the last quarter. Long Path Partners LP grew its holdings in shares of nCino by 61.1% during the second quarter. Long Path Partners LP now owns 4,787,869 shares of the company’s stock worth $133,917,000 after buying an additional 1,815,868 shares in the last quarter. Spyglass Capital Management LLC acquired a new stake in shares of nCino in the second quarter valued at about $44,190,000. Wellington Management Group LLP purchased a new position in shares of nCino in the third quarter worth about $36,962,000. Finally, Owls Nest Partners IA LLC acquired a new position in nCino during the second quarter worth about $33,442,000. Hedge funds and other institutional investors own 94.76% of the company’s stock.

Trending Headlines about nCino

Here are the key news stories impacting nCino this week:

• Positive Sentiment: nCino reported a quarterly beat (Dec 3) — revenue of $152.2M and EPS of $0.31, topping estimates; management gave FY‑2026 and Q4‑2026 EPS guidance (0.900–0.910 FY; 0.210–0.220 Q4). This supports a constructive medium‑term view for revenue growth and profitability progress. MarketBeat NCNO Summary
• Positive Sentiment: The board authorized a $100M share repurchase program (up to ~3.7% of shares), which is typically supportive of the share price and signals management believes shares are undervalued. Buyback Mention
• Neutral Sentiment: Analyst coverage is mixed but tilted positive on balance — the consensus is a “Moderate Buy” with an average target near $33.27, creating upside vs. current levels but wide dispersion among firms. Analyst Coverage
• Neutral Sentiment: Institutional ownership is very high (~95%), which can amplify moves when large holders trade but also reduces free‑float liquidity; this is a structural factor rather than an immediate catalyst. Ownership Data
• Negative Sentiment: Significant insider selling on Feb 3–4: CEO Sean Desmond, CFO Gregory Orenstein, Director Pierre Naude and other senior insiders sold blocks at ~ $18.26–$18.68 (aggregate proceeds >$1M+). Multiple Form 4 filings were submitted to the SEC; clustered insider sales like this often trigger short‑term selling pressure and investor concern about near‑term outlook. Insider Selling Alert
• Negative Sentiment: Coverage in media noting “shares face pressure amid insider selling” amplifies the negative signal and may prompt momentum traders to reduce exposure until selling subsides. Media Note

nCino Company Profile

nCino, Inc provides a cloud-based banking operating system designed to modernize and streamline processes for financial institutions. Built on a software-as-a-service (SaaS) model, the nCino Bank Operating System integrates key banking functions into a unified platform, enabling banks and credit unions to enhance efficiency, reduce risk and improve customer experiences.

Founded in 2012 as a spinoff from Live Oak Bank, nCino launched its flagship offering to address the needs of commercial and retail lenders seeking to replace legacy systems.