Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>In the first quarter of fiscal year 2026, nCino, Inc. reported financial results that provide insights into both its strengths and areas for improvement.</li><li>Total revenues reached $144.1 million, marking a 13% year-over-year increase.</li><li>This growth was primarily driven by robust subscription revenues, which grew by 14% to $125.6 million.</li></ul>

In the first quarter of fiscal year 2026, nCino, Inc. reported financial results that provide insights into both its strengths and areas for improvement.Total revenues reached $144.1 million, marking a 13% year-over-year increase.This growth was primarily driven by robust subscription revenues, which grew by 14% to $125.6 million.

nCino Inc.: Is The Robust Consumer Lending Momentum Here To Stay?

<ul><li>nCino, a cloud-based software provider for the financial services industry, reported its third-quarter fiscal 2025 financial results, highlighting both achievements and challenges.</li><li>The company's revenue grew by 14% year-over year, reaching $138.8 million, with subscription revenue contributing $119.9 million, also a 14% increase.</li><li>Driving this growth was strong sales performance in the U.S. market, particularly within community and regional banks, as well as the enterprise segment.</li></ul>

nCino, a cloud-based software provider for the financial services industry, reported its third-quarter fiscal 2025 financial results, highlighting both achievements and challenges.The company's revenue grew by 14% year-over year, reaching $138.8 million, with subscription revenue contributing $119.9 million, also a 14% increase.Driving this growth was strong sales performance in the U.S. market, particularly within community and regional banks, as well as the enterprise segment.

nCino Inc – How M&A Activity Might Help Catalyze Their Future Growth! - Major Drivers

<ul><li>nCino has posted its financial results for the second quarter of fiscal year 2025, delivering performance that exceeded initial forecasts in several key areas, including subscription revenues and non-GAAP operating income.</li><li>The company has observed a notable improvement in the financial services industry in the United States compared to the previous year.</li><li>nCino's growth in the U.S. has been robust, particularly within its existing customer base which seems keen on leveraging the company’s expanded platform capabilities.</li></ul>

nCino has posted its financial results for the second quarter of fiscal year 2025, delivering performance that exceeded initial forecasts in several key areas, including subscription revenues and non-GAAP operating income.The company has observed a notable improvement in the financial services industry in the United States compared to the previous year.nCino's growth in the U.S. has been robust, particularly within its existing customer base which seems keen on leveraging the company’s expanded platform capabilities.

nCino Inc.: The Tale Of International Market Penetration & Product Localization! - Major Drivers

<ul><li>nCino, an advanced cloud-based software for financial institutions, has reported its first quarter fiscal year 2025 financial results, showing a year-over-year increase in total revenues to $128.1 million, which signifies a 13% rise from the previous year.</li><li>Subscription revenues, forming 86% of total revenues, grew similarly by 13% to $110.4 million.</li><li>Growth across various sectors of the business, especially in the U.S. enterprise and community and regional markets, contributed to these improved financial metrics.</li></ul>

nCino, an advanced cloud-based software for financial institutions, has reported its first quarter fiscal year 2025 financial results, showing a year-over-year increase in total revenues to $128.1 million, which signifies a 13% rise from the previous year.Subscription revenues, forming 86% of total revenues, grew similarly by 13% to $110.4 million.Growth across various sectors of the business, especially in the U.S. enterprise and community and regional markets, contributed to these improved financial metrics.

nCino Inc.: Expansion into Consumer Lending Solutions Is A Key Growth Catalyst! - Major Drivers

<ul><li>This is our first report on SaaS player, nCino Inc.</li><li>The company's third quarter fiscal 2024 performance presented both opportunities and challenges in the midst of a complex economic environment.</li><li>The company announced a significant product win in relation to a consumer lending deal with an enterprise bank in the United States of over $200 billion.</li></ul>

This is our first report on SaaS player, nCino Inc.The company's third quarter fiscal 2024 performance presented both opportunities and challenges in the midst of a complex economic environment.The company announced a significant product win in relation to a consumer lending deal with an enterprise bank in the United States of over $200 billion.

nCino Inc: Initiation of Coverage – How nCino's Digital Solutions are Capturing the Financial Market! - Major Drivers

United States

nCino, Inc. provides cloud banking solutions. The Company offers solutions to improves employee efficiency while enhancing the customer experience for onboarding, loans, and deposits across all lines of business. nCino serves customers worldwide.

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nCino (NCNO US)

nCino Inc.: Is The Robust Consumer Lending Momentum Here To Stay?

In the first quarter of fiscal year 2026, nCino, Inc. reported financial results that provide insights into both its strengths and areas for...

Baptista Research

nCino Inc – How M&A Activity Might Help Catalyze Their Future Growth! - Major Drivers

nCino, a cloud-based software provider for the financial services industry, reported its third-quarter fiscal 2025 financial results, highlighting...

Baptista Research

nCino Inc.: The Tale Of International Market Penetration & Product Localization! - Major Drivers

nCino has posted its financial results for the second quarter of fiscal year 2025, delivering performance that exceeded initial forecasts in...

Baptista Research

nCino Inc.: Expansion into Consumer Lending Solutions Is A Key Growth Catalyst! - Major Drivers

nCino, an advanced cloud-based software for financial institutions, has reported its first quarter fiscal year 2025 financial results, showing a...

Baptista Research

nCino Inc: Initiation of Coverage – How nCino's Digital Solutions are Capturing the Financial Market! - Major Drivers

This is our first report on SaaS player, nCino Inc. The company's third quarter fiscal 2024 performance presented both opportunities and...

Baptista Research

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