Ophir Asset Management Acquires Stake in nCino
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy NCNO?
Source: Fool
- New Investment Disclosure: On February 17, 2026, Ophir Asset Management disclosed a new position by acquiring 1,325,484 shares of nCino, valued at approximately $33.99 million, indicating confidence in the company's future prospects.
- Ownership Proportion Analysis: This acquisition represents 3.81% of Ophir's reportable U.S. equity assets, reflecting a strategic positioning in the fintech sector amidst market volatility.
- Market Performance Comparison: As of February 17, 2026, nCino's stock price was $16.18, down 50% over the past year, significantly underperforming the S&P 500's roughly 16% gain, highlighting cautious market sentiment towards the company.
- Financial Health Status: Despite the stock decline, nCino reported quarterly revenue of approximately $152 million, a 10% year-over-year increase, with subscription revenue rising 11%, indicating robust fundamentals that attracted Ophir's investment.
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Analyst Views on NCNO
Wall Street analysts forecast NCNO stock price to rise
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 16.270
Low
27.00
Averages
34.20
High
38.00
Current: 16.270
Low
27.00
Averages
34.20
High
38.00
About NCNO
nCino, Inc. is a global provider of cloud banking solutions for the global financial services industry. The Company is a software-as-a-service (SaaS) company that provides software solutions to financial institutions (FIs) to streamline employee and client interactions. It delivers solutions such as cloud computing application and platform services with a multi-tenant technology and shared service-oriented architecture. The nCino Platform is embedded with data and artificial intelligence (AI) that helps FIs digitize and reengineer business processes across multiple lines of business, from commercial, consumer and small business banking to mortgage lending, by offering solutions such as onboarding, account opening, lending, and portfolio management solutions. It offers solutions to community banks, credit unions, independent mortgage banks, and financial entities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Long Path Partners Increases Stake in Alkami Technology
- Share Increase: Long Path Partners LP disclosed a purchase of 572,292 shares of Alkami Technology in Q4 2025, bringing its total stake to $72.5 million, an increase of $8.6 million from the previous quarter, indicating strong confidence in the company's long-term value.
- Portfolio Concentration: Following this purchase, Alkami accounted for approximately 25% of Long Path's assets under management, highlighting the fund's focus on Alkami, which is one of only seven U.S.-listed stocks in its concentrated portfolio.
- Market Performance Analysis: As of February 13, 2026, Alkami's stock traded at $16.27, down 50.4% over the past year and underperforming the S&P 500 by 62.2 percentage points, reflecting market concerns over its short-term volatility.
- Long-Term Growth Potential: Despite short-term challenges, Alkami's revenue grew by 33% in 2025, and the company is gaining traction in sales of its AI-powered solutions, indicating significant long-term growth potential in the digital banking transformation.
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Ophir Asset Management Acquires Stake in nCino
- New Investment Disclosure: On February 17, 2026, Ophir Asset Management disclosed a new position by acquiring 1,325,484 shares of nCino, valued at approximately $33.99 million, indicating confidence in the company's future prospects.
- Ownership Proportion Analysis: This acquisition represents 3.81% of Ophir's reportable U.S. equity assets, reflecting a strategic positioning in the fintech sector amidst market volatility.
- Market Performance Comparison: As of February 17, 2026, nCino's stock price was $16.18, down 50% over the past year, significantly underperforming the S&P 500's roughly 16% gain, highlighting cautious market sentiment towards the company.
- Financial Health Status: Despite the stock decline, nCino reported quarterly revenue of approximately $152 million, a 10% year-over-year increase, with subscription revenue rising 11%, indicating robust fundamentals that attracted Ophir's investment.
See More
nCino to Report Q4 Financial Results on March 31, 2026
- Earnings Release Schedule: nCino will report its fourth-quarter financial results for the period ending January 31, 2026, after market close on March 31, 2026, which is expected to significantly impact investor sentiment.
- Conference Call Timing: The company will host a conference call and webcast at 4:30 PM ET on the same day to discuss the financial results in detail, aiming to enhance transparency and investor confidence.
- Customer Base: nCino serves over 2,700 customers, including community banks, credit unions, and the largest financial entities globally, demonstrating its extensive influence in the financial services sector.
- Technology Integration Advantage: By integrating artificial intelligence and actionable insights into its platform, nCino helps financial institutions consolidate legacy systems, thereby enhancing strategic decision-making, risk management, and customer satisfaction.
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- NCNO Market Outlook: nCino Inc (NCNO) is trading at $15.85, with an analyst target price of $33.93, which implies a 114.09% upside potential, demonstrating analysts' positive expectations for its future performance.
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Matic Partners with nCino to Enhance Mortgage Insurance Experience
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- Efficiency Boost: Leveraging nCino's technology, borrowers can choose from multiple insurance options provided by Matic's network of over 70 carriers, which not only accelerates the search for coverage but also offers lenders a more efficient path to closing loans.
- Market Impact: Matic collaborates with over 100 lenders, servicers, and banks, processing one in five U.S. home loans, thereby reinforcing its growth in the mortgage sector and assisting mortgage leaders in shortening cycle times and improving customer satisfaction.
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Long Path Partners Increases Stake in Alkami Technology
- Share Increase: Long Path Partners LP disclosed a purchase of 572,292 shares of Alkami Technology in Q4 2025, bringing its total stake to $72.5 million, an increase of $8.6 million from the previous quarter, indicating strong confidence in the company's long-term value.
- Portfolio Concentration: Following this purchase, Alkami accounted for approximately 25% of Long Path's assets under management, highlighting the fund's focus on Alkami, which is one of only seven U.S.-listed stocks in its concentrated portfolio.
- Market Performance Analysis: As of February 13, 2026, Alkami's stock traded at $16.27, down 50.4% over the past year and underperforming the S&P 500 by 62.2 percentage points, reflecting market concerns over its short-term volatility.
- Long-Term Growth Potential: Despite short-term challenges, Alkami's revenue grew by 33% in 2025, and the company is gaining traction in sales of its AI-powered solutions, indicating significant long-term growth potential in the digital banking transformation.
See More
Ophir Asset Management Acquires Stake in nCino
- New Investment Disclosure: On February 17, 2026, Ophir Asset Management disclosed a new position by acquiring 1,325,484 shares of nCino, valued at approximately $33.99 million, indicating confidence in the company's future prospects.
- Ownership Proportion Analysis: This acquisition represents 3.81% of Ophir's reportable U.S. equity assets, reflecting a strategic positioning in the fintech sector amidst market volatility.
- Market Performance Comparison: As of February 17, 2026, nCino's stock price was $16.18, down 50% over the past year, significantly underperforming the S&P 500's roughly 16% gain, highlighting cautious market sentiment towards the company.
- Financial Health Status: Despite the stock decline, nCino reported quarterly revenue of approximately $152 million, a 10% year-over-year increase, with subscription revenue rising 11%, indicating robust fundamentals that attracted Ophir's investment.
See More
nCino to Report Q4 Financial Results on March 31, 2026
- Earnings Release Schedule: nCino will report its fourth-quarter financial results for the period ending January 31, 2026, after market close on March 31, 2026, which is expected to significantly impact investor sentiment.
- Conference Call Timing: The company will host a conference call and webcast at 4:30 PM ET on the same day to discuss the financial results in detail, aiming to enhance transparency and investor confidence.
- Customer Base: nCino serves over 2,700 customers, including community banks, credit unions, and the largest financial entities globally, demonstrating its extensive influence in the financial services sector.
- Technology Integration Advantage: By integrating artificial intelligence and actionable insights into its platform, nCino helps financial institutions consolidate legacy systems, thereby enhancing strategic decision-making, risk management, and customer satisfaction.
See More
ETF Analysis: FTLS Implies 16.68% Upside Potential
- FTLS Target Price Analysis: According to ETF Channel, the implied analyst target price for the First Trust Long/Short Equity ETF (FTLS) is $82.62 per unit, while its recent trading price is $70.81, indicating a 16.68% upside potential that reflects market optimism towards this ETF.
- HUBS Price Potential: HubSpot Inc (HUBS) is currently trading at $228.95, with an analyst target price of $524.88, suggesting a 129.25% upside, showcasing strong confidence from analysts regarding its future growth.
- VERX Growth Expectations: Vertex Inc (VERX) has a current share price of $12.37, while analysts project a target price of $27.57, indicating a potential upside of 122.89%, reflecting a positive outlook on its business prospects.
- NCNO Market Outlook: nCino Inc (NCNO) is trading at $15.85, with an analyst target price of $33.93, which implies a 114.09% upside potential, demonstrating analysts' positive expectations for its future performance.
See More
Matic Partners with nCino to Enhance Mortgage Insurance Experience
- Strategic Partnership: Matic has partnered with nCino to integrate its embedded home insurance marketplace solution into nCino's mortgage point of sale product, allowing borrowers to shop for insurance quickly within the digital loan experience, enhancing convenience in insurance purchasing.
- Efficiency Boost: Leveraging nCino's technology, borrowers can choose from multiple insurance options provided by Matic's network of over 70 carriers, which not only accelerates the search for coverage but also offers lenders a more efficient path to closing loans.
- Market Impact: Matic collaborates with over 100 lenders, servicers, and banks, processing one in five U.S. home loans, thereby reinforcing its growth in the mortgage sector and assisting mortgage leaders in shortening cycle times and improving customer satisfaction.
- Customer Savings: Matic's digital marketplace saves customers an average of over $800 annually, simplifying the insurance shopping process and demonstrating its innovation and commitment to policyholders in the insurtech industry.
See More
Upcoming Tech Acquisitions: 6 Stocks Poised to Gain.
- Potential Buyout Candidates: A number of technology companies are being considered for potential buyout offers.
- Investor Opportunities: Investors may benefit financially when these buyout deals are officially announced.
See More
