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

nCino Inc. (NASDAQ:NCNO) CFO Gregory Orenstein sold 10,562 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $18.68, for a total value of $197,298.16. Following the transaction, the chief financial officer directly owned 451,184 shares in the company, valued at $8,428,117.12. This trade represents a 2.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

nCino Trading Up 1.0%

NASDAQ NCNO opened at $18.15 on Friday. nCino Inc. has a 12 month low of $17.60 and a 12 month high of $34.55. 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 stock has a 50 day moving average of $24.17 and a 200-day moving average of $26.34. The company has a market cap of $2.08 billion, a PE ratio of -100.83, a PEG ratio of 3.54 and a beta of 0.55.

nCino (NASDAQ:NCNO) last issued its earnings results on Wednesday, December 3rd. The company reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.20 by $0.11. The business had revenue of $152.16 million for the quarter, compared to the consensus estimate of $147.31 million. nCino had a negative net margin of 3.71% and a positive return on equity of 2.28%. 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 company earned $0.21 earnings per share. nCino has set its FY 2026 guidance at 0.900-0.910 EPS and its Q4 2026 guidance at 0.210-0.220 EPS. On average, equities research analysts anticipate that nCino Inc. will post 0.12 EPS for the current fiscal year.

nCino announced that its Board of Directors has initiated a share buyback plan on Monday, December 8th that permits the company to repurchase $100.00 million in outstanding shares. This repurchase authorization permits the company to purchase up to 3.7% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on NCNO. Piper Sandler lowered their price target on nCino from $34.00 to $30.00 and set a “neutral” rating on the stock in a research report on Thursday, December 4th. Weiss Ratings reiterated a “sell (d-)” rating on shares of nCino in a research note on Thursday, January 22nd. Needham & Company LLC reissued a “buy” rating and set a $38.00 target price on shares of nCino in a report on Thursday, December 4th. William Blair upgraded nCino from a “market perform” rating to an “outperform” rating in a research note on Friday, October 10th. Finally, Barclays reduced 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. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $33.27.

Key Headlines Impacting nCino

Here are the key news stories impacting nCino this week:

• Positive Sentiment: Quarterly beat and constructive guidance — nCino reported revenue of $152.2M and EPS $0.31 (above estimates) and issued FY‑2026 and Q4‑2026 EPS guidance that signals improving profitability, which supports investor confidence. MarketBeat NCNO Summary
• Positive Sentiment: $100M buyback authorized — the board approved a $100M repurchase program (~3.7% of shares), which is a shareholder‑friendly action that can reduce float and support the share price. Buyback Mention
• Neutral Sentiment: Analyst consensus mixed but constructive — Street coverage averages a “Moderate Buy” with a mid‑$30s target, implying upside vs. current levels but wide analyst dispersion; this keeps sentiment balanced. Analyst Coverage
• Neutral Sentiment: Technical & ownership factors — high institutional ownership (~95%) and the stock trading below its 50‑ and 200‑day averages can amplify moves and limit near‑term momentum despite fundamental positives. Ownership & Technicals
• Negative Sentiment: Clustered insider selling (Feb 3–4) — CEO Sean Desmond, CFO Gregory Orenstein, Director Pierre Naude and other senior insiders sold sizable blocks at ~$18.26–$18.68 (aggregate proceeds ≈ $1.1–1.2M). Multiple Form 4s and concurrent sales raise investor concern and have likely created short‑term downward pressure. Insider Selling Alert
• Negative Sentiment: Press amplification of insider sales — coverage noting the insider selling can accelerate momentum selling and volatility until management provides context (e.g., routine diversification or planned liquidity). Media Note

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Farther Finance Advisors LLC boosted its stake in shares of nCino by 186.4% in the third quarter. Farther Finance Advisors LLC now owns 948 shares of the company’s stock valued at $26,000 after buying an additional 617 shares during the period. Advisors Asset Management Inc. increased its stake in nCino by 68.5% during the 2nd quarter. Advisors Asset Management Inc. now owns 1,127 shares of the company’s stock worth $32,000 after acquiring an additional 458 shares during the period. CWM LLC increased its stake in nCino by 255.8% during the 4th quarter. CWM LLC now owns 1,142 shares of the company’s stock worth $29,000 after acquiring an additional 821 shares during the period. AlphaQuest LLC raised its holdings in nCino by 5,022.2% in the 3rd quarter. AlphaQuest LLC now owns 1,383 shares of the company’s stock valued at $37,000 after acquiring an additional 1,356 shares in the last quarter. Finally, Quarry LP lifted its position in shares of nCino by 138.2% during the 3rd quarter. Quarry LP now owns 1,701 shares of the company’s stock valued at $46,000 after acquiring an additional 987 shares during the period. 94.76% of the stock is owned by institutional investors.

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.