U.S. Stocks Rise as Iran Conflict Eases, S&P 500 Up Nearly 3%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 31 2026
0mins
Should l Buy NCNO?
A month-long Middle East standoff which disrupted the flow of oil through the Strait of Hormuz and roiled investor sentiment for over a month appears to have finally found a path toward anofframp. Reports citing the Islamic Republic News Agency that Iranian officials are prepared to discuss the terms of the end to the conflict sent U.S. equities sharply higher, with S&P 500 ending the day up nearly 3% and the Nasdaq up nearly 4%. Beaten down Tech, Communication Services, and Materials sectors were the best performing areas of the market while Energy - the only sector to finish the month of March in the positive - retreated, with Oil prices falling sharply.In the opening hour of the evening session, S&P e-minis and Nasdaq 100 futures are little changed with consolidation of today's gains in spite of more macro headlines on the wires citing President Trump indicate that the conflict could rage another 2-3 weeks.Afterhours earnings session saw results from some notable names in the Consumer space - Nikewas down sharply despite topping Q3 estimates as the management's guidance for Q4 revenue was well short of consensus, while PVH Corp .and Dave and Bustersrallied after their Q4 results.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -nCinoup 18.6%Dave & Buster's Entertainmentup 4.9%Omerosup 4.6%PVH Corp.up 1.9%DOWN AFTER EARNINGS -RHdown 17.6%NIKEdown 9.2%Sportsman's Warehousedown 6.4%POET Technologiesdown 1.5%TruBridgedown 1.0%ALSO LOWER -ORIC Pharmaceuticalsdown 26.6% after ORIC-944 program update
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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: 15.110
Low
27.00
Averages
34.20
High
38.00
Current: 15.110
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.
Owls Nest Partners Exits Entire Stake in nCino
- Stake Change: Owls Nest Partners IA, LLC disclosed in an SEC filing dated May 14, 2026, that it sold its entire stake of 1,585,623 shares in nCino, with an estimated transaction value of $29.79 million, reflecting a significant 35.9% decline in the company's stock price over the past year.
- Asset Management Impact: The sale reduced nCino's holding from 11.3% of the fund's assets under management to 0%, indicating a substantial loss of confidence in the company, which may influence investor sentiment regarding nCino.
- Market Performance: As of May 13, 2026, nCino shares were priced at $15.33, representing a significant drop from their peak, and underperforming the S&P 500 by 62.4 percentage points over the past year, highlighting a decline in its competitive position.
- Industry Trend Warning: Although nCino's recent earnings report exceeded analyst expectations, Owls Nest's exit may reflect uncertainties in the fintech sector, serving as a reminder for investors to stay informed about company fundamentals and industry trends when assessing investment risks.
See More
Vision Credit Union Selects nCino to Enhance Lending Efficiency
- Intelligent Loan Management: Vision Credit Union has selected nCino's Commercial Lending solution to automate cumbersome manual processes, aiming to significantly enhance the operational efficiency of its nearly 70% agricultural and commercial loan portfolio.
- Deepening Customer Relationships: By leveraging nCino's technology, Vision aims to reduce the time staff spend on administrative tasks, allowing them to focus more on meaningful interactions with community members, thereby enhancing customer loyalty and service quality.
- Full Lifecycle Support: nCino's solution will support the entire lending lifecycle from application through credit decisioning and booking, creating a smoother borrowing experience that is expected to improve staff efficiency and optimize customer experience.
- AI-Driven Intelligent Recommendations: nCino's Banking Advisor feature will provide AI-driven insights and recommendations at critical decision points in the lending process, enhancing the quality and speed of decision-making for staff.
See More
nCino Partners with Raiffeisenbankengruppe Oesterreich for Unified Lending Platform
- Platform Selection: Raiffeisenbankengruppe Oesterreich has chosen nCino as its unified corporate lending platform, marking a significant milestone for nCino in the DACH region and expected to enhance its competitiveness in complex cooperative banking operations.
- Lifecycle Support: The nCino platform will support the complete corporate lending lifecycle from application to final disbursement, covering various products including current account credit, term loans, and business limits, addressing the growing financial needs in Austria.
- Trust Foundation: Raiffeisenbankengruppe Oesterreich emphasizes building long-term trust with customers, and nCino's modern platform will help fulfill its responsibility towards clients, promoting regional economic development.
- Experience Advantage: nCino's extensive experience in the European cooperative banking sector will support Raiffeisenbankengruppe Oesterreich in achieving greater efficiency and innovation during its modernization process, enhancing overall service quality.
See More
nCino Appoints New Managing Director for APAC Region
- Leadership Change: nCino has appointed Nick Edwards as the new Managing Director for the APAC region, bringing nearly 20 years of experience in financial services, most recently as Chief Commercial Officer at FNZ Group, which is expected to drive growth in the region.
- Market Opportunity Insight: With a deep understanding of the market dynamics and customer needs in the Asia-Pacific region, Edwards is anticipated to leverage this expertise to deepen customer relationships, thereby enhancing nCino's market share in the area.
- Strategic Growth Confidence: nCino's CEO Sean Desmond stated that Edwards' appointment will accelerate the company's growth in Australia, New Zealand, and Southeast Asia, reflecting strong confidence and strategic focus on the APAC market.
- Customer-Centric Strategy: Edwards expressed his commitment to collaborating with the team to drive the next phase of growth, indicating that nCino will continue to prioritize customer-centric approaches to enhance service quality in response to evolving market demands.
See More
Software Stocks Rebound, CLEAR Secure Hits New High
- Market Rebound: Despite escalating geopolitical tensions, investors continued to buy the dip, leading to a rebound in the software sector, particularly for high-growth companies like Datadog and ServiceNow, indicating that enterprise software remains a core structural winner amid short-term macro turbulence.
- CLEAR Secure Performance: CLEAR Secure's stock surged 5.9%, with a year-to-date increase of 63.4%, now priced at $56.19 per share, marking a new 52-week high, reflecting strong market confidence in its future growth potential.
- Analyst Support: Bernstein reiterated an 'Outperform' rating for ServiceNow, highlighting its role as a foundational AI agent platform for business process automation, which further bolstered market confidence in the software sector.
- Investment Opportunities: The market's overreaction to price drops in high-quality stocks presents good buying opportunities, especially as SaaS names have become significantly oversold in the context of a fragile market rebound.
See More
Snap Shares Surge 7.9% Amid Strong Fundamentals
- Price Surge Explanation: Snap's shares rose 7.9% to $6.04 in the last trading session, with trading volume significantly above average, indicating increased market confidence in its fundamentals.
- User Growth and Ad Efficiency: Snap's expanding user base and rapid subscription growth, coupled with improved ad efficiency through AI tools and rising advertiser adoption, further solidify the company's financial foundation.
- Optimistic Earnings Forecast: The upcoming quarterly earnings report is expected to show an EPS of $0.08, representing a 100% year-over-year increase, with revenues projected at $1.52 billion, an 11.8% increase from the previous year, highlighting strong growth potential.
- Earnings Estimate Revision: Although the consensus EPS estimate has been revised down by 9.3%, which typically does not correlate with price appreciation, the market should monitor Snap's performance to assess whether the recent price increase can be sustained.
See More
Owls Nest Partners Exits Entire Stake in nCino
- Stake Change: Owls Nest Partners IA, LLC disclosed in an SEC filing dated May 14, 2026, that it sold its entire stake of 1,585,623 shares in nCino, with an estimated transaction value of $29.79 million, reflecting a significant 35.9% decline in the company's stock price over the past year.
- Asset Management Impact: The sale reduced nCino's holding from 11.3% of the fund's assets under management to 0%, indicating a substantial loss of confidence in the company, which may influence investor sentiment regarding nCino.
- Market Performance: As of May 13, 2026, nCino shares were priced at $15.33, representing a significant drop from their peak, and underperforming the S&P 500 by 62.4 percentage points over the past year, highlighting a decline in its competitive position.
- Industry Trend Warning: Although nCino's recent earnings report exceeded analyst expectations, Owls Nest's exit may reflect uncertainties in the fintech sector, serving as a reminder for investors to stay informed about company fundamentals and industry trends when assessing investment risks.
See More
Vision Credit Union Selects nCino to Enhance Lending Efficiency
- Intelligent Loan Management: Vision Credit Union has selected nCino's Commercial Lending solution to automate cumbersome manual processes, aiming to significantly enhance the operational efficiency of its nearly 70% agricultural and commercial loan portfolio.
- Deepening Customer Relationships: By leveraging nCino's technology, Vision aims to reduce the time staff spend on administrative tasks, allowing them to focus more on meaningful interactions with community members, thereby enhancing customer loyalty and service quality.
- Full Lifecycle Support: nCino's solution will support the entire lending lifecycle from application through credit decisioning and booking, creating a smoother borrowing experience that is expected to improve staff efficiency and optimize customer experience.
- AI-Driven Intelligent Recommendations: nCino's Banking Advisor feature will provide AI-driven insights and recommendations at critical decision points in the lending process, enhancing the quality and speed of decision-making for staff.
See More
nCino Partners with Raiffeisenbankengruppe Oesterreich for Unified Lending Platform
- Platform Selection: Raiffeisenbankengruppe Oesterreich has chosen nCino as its unified corporate lending platform, marking a significant milestone for nCino in the DACH region and expected to enhance its competitiveness in complex cooperative banking operations.
- Lifecycle Support: The nCino platform will support the complete corporate lending lifecycle from application to final disbursement, covering various products including current account credit, term loans, and business limits, addressing the growing financial needs in Austria.
- Trust Foundation: Raiffeisenbankengruppe Oesterreich emphasizes building long-term trust with customers, and nCino's modern platform will help fulfill its responsibility towards clients, promoting regional economic development.
- Experience Advantage: nCino's extensive experience in the European cooperative banking sector will support Raiffeisenbankengruppe Oesterreich in achieving greater efficiency and innovation during its modernization process, enhancing overall service quality.
See More
nCino Appoints New Managing Director for APAC Region
- Leadership Change: nCino has appointed Nick Edwards as the new Managing Director for the APAC region, bringing nearly 20 years of experience in financial services, most recently as Chief Commercial Officer at FNZ Group, which is expected to drive growth in the region.
- Market Opportunity Insight: With a deep understanding of the market dynamics and customer needs in the Asia-Pacific region, Edwards is anticipated to leverage this expertise to deepen customer relationships, thereby enhancing nCino's market share in the area.
- Strategic Growth Confidence: nCino's CEO Sean Desmond stated that Edwards' appointment will accelerate the company's growth in Australia, New Zealand, and Southeast Asia, reflecting strong confidence and strategic focus on the APAC market.
- Customer-Centric Strategy: Edwards expressed his commitment to collaborating with the team to drive the next phase of growth, indicating that nCino will continue to prioritize customer-centric approaches to enhance service quality in response to evolving market demands.
See More
Software Stocks Rebound, CLEAR Secure Hits New High
- Market Rebound: Despite escalating geopolitical tensions, investors continued to buy the dip, leading to a rebound in the software sector, particularly for high-growth companies like Datadog and ServiceNow, indicating that enterprise software remains a core structural winner amid short-term macro turbulence.
- CLEAR Secure Performance: CLEAR Secure's stock surged 5.9%, with a year-to-date increase of 63.4%, now priced at $56.19 per share, marking a new 52-week high, reflecting strong market confidence in its future growth potential.
- Analyst Support: Bernstein reiterated an 'Outperform' rating for ServiceNow, highlighting its role as a foundational AI agent platform for business process automation, which further bolstered market confidence in the software sector.
- Investment Opportunities: The market's overreaction to price drops in high-quality stocks presents good buying opportunities, especially as SaaS names have become significantly oversold in the context of a fragile market rebound.
See More
Snap Shares Surge 7.9% Amid Strong Fundamentals
- Price Surge Explanation: Snap's shares rose 7.9% to $6.04 in the last trading session, with trading volume significantly above average, indicating increased market confidence in its fundamentals.
- User Growth and Ad Efficiency: Snap's expanding user base and rapid subscription growth, coupled with improved ad efficiency through AI tools and rising advertiser adoption, further solidify the company's financial foundation.
- Optimistic Earnings Forecast: The upcoming quarterly earnings report is expected to show an EPS of $0.08, representing a 100% year-over-year increase, with revenues projected at $1.52 billion, an 11.8% increase from the previous year, highlighting strong growth potential.
- Earnings Estimate Revision: Although the consensus EPS estimate has been revised down by 9.3%, which typically does not correlate with price appreciation, the market should monitor Snap's performance to assess whether the recent price increase can be sustained.
See More
