InsightNodes

Executive Summary

Generated July 30, 2026

Enterprise Software

nCino

Emerging52% confidenceProfile verified Jul 22, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

0

Chokepoint Score

no direct dependencies recorded in the graph

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

Wilmington, North Carolina, USA

Employees

2,100 (2026, approximate)

Founded

2011

Listing

NCNO · NASDAQ

Market Cap

$2.03B

Revenue (TTM)

$610.06M

Price

USD18.51 (+7.12%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

A cloud banking software platform providing loan origination and account opening technology for financial institutions. Q1 FY2027 (ended April 30, 2026) revenue reached $159.4 million, up 11% year-over-year, with subscription revenue of $140.9 million, up 12%. Company has since reported an AI-driven Q2 FY2027 beat with raised guidance, and coverage frames the stock as potentially undervalued given AI innovation and global expansion momentum.

Strategic Connections

  • Q2: nCino competes with Q2 and Alkami Technology in cloud banking software for financial institutions.
  • Financial Services & Banking: nCino provides cloud banking software used across the financial services industry for loan origination and account opening.

Strategic Risks

  • Revenue growth tied to bank IT budget cycles, which can be sensitive to interest rate and credit conditions

Future Outlook

  • Continued double-digit subscription revenue growth expected from bank digital-lending modernization
  • AI-driven product features positioned as a differentiator in Q2 FY2026 and beyond amid competitive digital-banking market

Sources

3 sources, 48% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

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