Domo, Inc. (DOMO)

NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-23

$3.060.00%

Close 2026-10-20 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Domo, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-10-31
Revenue	—	77.87M
EPS	—	0.006
Annual ending 2027-01-31
Revenue	—	313.02M
EPS	—	0.053
Annual ending 2028-01-31
Revenue	—	314.64M
EPS	—	0.094

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Gross profit near $58.5 million	A supporting condition in Domo, Inc.'s published investment case. The stated target is >=58.5 USD million.	Intact	gross profit falls below $55 million next year	Gross profit: $59.223M FY2027-Q2; GAAP. Published target: >=58.5 USD million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Source published Sep 3, 202659,223,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: bc038628-df64-4786-b48d-d2505792d597. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 2 quarters including 2025-Q2 and 2026-Q2. GAAP operating margin improved from negative 18% in 2025-Q2 to negative 14% in 2026-Q2, indicating progress in improving gross profit margins. The trajectory shows delivering improvement. Delivery assessment Oct 24, 2026
Positive cash flow from operations	Domo is improving cash flow from -$6.17M to $5.17M by 2027-Q1.	Under Pressure	cash flow from operations falls below $0 million next year	Cash from operations: $-6.382M FY2027-Q2; GAAP. Published target: >=5.17 USD million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Source published Sep 3, 2026-6,382,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: stock_quarterly_financials_fmp. Reference: 2027-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in at least 4 quarters including 2026-Q1 and 2027-Q1. Cash from operating activities improved from $3.95 million in 2026-Q1 to $5.17 million in 2027-Q1, indicating progress toward positive cash flow. CEO highlighted positive cash flow generation in 2026-Q2 call. The trajectory shows delivering progress on this priority. Delivery assessment Oct 24, 2026
Reduce net losses toward profitability	These show progress toward profitability and stability.	Intact	net losses worsen beyond -$14.17M next year	Net income: $-9.617M FY2027-Q2; GAAP. Published target: net losses > -14.17 USD million. The stored target says 2027-Q1; this source reports FY2027-Q2. Fiscal/calendar alignment needs review. Source published Sep 3, 2026-9,617,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: bc038628-df64-4786-b48d-d2505792d597. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 5 quarters including 2026-Q2 through 2027-Q2. GAAP net loss improved from negative $22.9 million in 2026-Q2 to negative $9.6 million in 2027-Q2, showing a clear reduction in net losses. The trajectory is delivering on reducing net losses. Delivery assessment Oct 24, 2026
Maintain revenue near $318 million	A supporting condition in Domo, Inc.'s published investment case. The stated target is ~318 USD million.	Intact	revenue falls below $300 million in FY26	Revenue: $76.783M FY2027-Q2; GAAP. Published target: ~318 USD million. Target period is not explicitly aligned with this observation. Source published Sep 3, 202676,783,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: bc038628-df64-4786-b48d-d2505792d597. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-01-31 · fmp

FY2028 EPSUnavailable

Unavailable → Unavailable · observed estimates

FY2028 revenueUnavailable

$0.32B → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$316,662,467	3 / 5
2026-07-25	$0.11	$323,165,200	5 / 5
2026-07-26	Unavailable	$316,662,467	3 / 5
2026-07-27	$0.11	$323,159,400	5 / 5
2026-07-28	$0.11	$323,159,400	5 / 5
2026-07-29	$0.11	$323,159,400	5 / 5
2026-07-30	Unavailable	$316,657,650	3 / 5
2026-07-31	Unavailable	$316,657,650	3 / 5
2026-08-01	Unavailable	$316,657,650	3 / 5
2026-08-02	Unavailable	$316,657,650	3 / 5
2026-08-03	Unavailable	$316,657,650	3 / 5
2026-08-04	Unavailable	$316,657,650	3 / 5
2026-08-05	Unavailable	$316,657,650	3 / 5
2026-08-06	Unavailable	$316,657,650	3 / 5
2026-08-07	Unavailable	$316,657,650	3 / 5
2026-08-08	Unavailable	$316,657,650	3 / 5
2026-08-09	Unavailable	$316,657,650	3 / 5
2026-08-10	Unavailable	$316,657,650	3 / 5
2026-08-11	Unavailable	$316,657,650	3 / 5
2026-08-12	$0.11	$323,159,400	5 / 5
2026-08-13	Unavailable	$316,657,650	3 / 5
2026-08-14	Unavailable	$316,657,650	3 / 5
2026-08-15	Unavailable	$316,657,650	3 / 5
2026-08-16	Unavailable	$316,657,650	3 / 5
2026-08-17	Unavailable	$316,657,650	3 / 5
2026-08-18	Unavailable	$316,657,650	3 / 5
2026-08-19	Unavailable	$316,657,650	3 / 5
2026-08-20	Unavailable	$316,657,650	3 / 5
2026-08-21	Unavailable	$316,657,650	3 / 5
2026-08-22	Unavailable	$316,657,650	3 / 5
2026-08-23	Unavailable	$316,657,650	3 / 5
2026-08-24	Unavailable	$316,657,650	3 / 5
2026-08-25	Unavailable	$316,657,650	3 / 5
2026-08-26	Unavailable	$316,657,650	3 / 5
2026-08-27	Unavailable	$316,657,650	3 / 5
2026-08-28	Unavailable	$316,657,650	3 / 5
2026-08-29	Unavailable	$316,657,650	3 / 5
2026-08-30	Unavailable	$316,657,650	3 / 5
2026-08-31	Unavailable	$316,657,650	3 / 5
2026-09-01	Unavailable	$316,657,650	3 / 5
2026-09-02	Unavailable	$316,657,650	3 / 5
2026-09-03	Unavailable	$316,657,650	3 / 5
2026-09-04	Unavailable	$316,657,650	3 / 5
2026-09-05	Unavailable	$314,625,833	3 / 5
2026-09-06	Unavailable	$314,625,833	3 / 5
2026-09-07	Unavailable	$314,625,833	3 / 5
2026-09-08	Unavailable	$314,625,833	3 / 5
2026-09-09	Unavailable	$314,632,833	3 / 5
2026-09-10	Unavailable	$314,632,833	3 / 6
2026-09-11	Unavailable	$314,632,833	3 / 6
2026-09-12	Unavailable	$314,632,833	3 / 6
2026-09-13	Unavailable	$314,632,833	3 / 6
2026-09-14	Unavailable	$314,632,833	3 / 6
2026-09-15	Unavailable	$314,632,833	3 / 6
2026-09-16	Unavailable	$314,632,833	3 / 6
2026-09-17	Unavailable	$314,632,833	3 / 6
2026-09-18	Unavailable	$314,632,833	3 / 6
2026-09-19	Unavailable	$314,632,833	3 / 6
2026-09-20	Unavailable	$314,632,833	3 / 6
2026-09-21	Unavailable	$314,640,167	3 / 6
2026-09-22	Unavailable	$314,640,167	3 / 6
2026-09-23	Unavailable	$314,640,167	3 / 6
2026-09-24	Unavailable	$314,640,167	3 / 6
2026-09-25	Unavailable	Unavailable	2 / 4
2026-09-26	Unavailable	Unavailable	2 / 4
2026-09-27	Unavailable	Unavailable	2 / 4
2026-09-28	Unavailable	Unavailable	2 / 4
2026-09-29	Unavailable	Unavailable	2 / 4
2026-09-30	Unavailable	Unavailable	2 / 4
2026-10-01	Unavailable	Unavailable	2 / 4
2026-10-02	Unavailable	Unavailable	2 / 4
2026-10-03	Unavailable	Unavailable	2 / 4
2026-10-04	Unavailable	Unavailable	2 / 4
2026-10-05	Unavailable	Unavailable	2 / 4
2026-10-06	Unavailable	Unavailable	2 / 4
2026-10-07	Unavailable	Unavailable	2 / 4
2026-10-08	Unavailable	Unavailable	2 / 4
2026-10-09	Unavailable	Unavailable	2 / 4
2026-10-10	Unavailable	Unavailable	2 / 4
2026-10-11	Unavailable	Unavailable	2 / 4
2026-10-12	Unavailable	Unavailable	2 / 4
2026-10-13	Unavailable	Unavailable	2 / 4
2026-10-14	Unavailable	Unavailable	2 / 4
2026-10-15	Unavailable	Unavailable	2 / 4
2026-10-16	Unavailable	Unavailable	2 / 4
2026-10-17	Unavailable	Unavailable	2 / 4
2026-10-18	Unavailable	Unavailable	2 / 4
2026-10-19	Unavailable	Unavailable	2 / 4
2026-10-20	Unavailable	Unavailable	2 / 4
2026-10-21	Unavailable	Unavailable	2 / 4
2026-10-22	Unavailable	Unavailable	2 / 4
2026-10-23	Unavailable	Unavailable	2 / 4
2026-10-24	Unavailable	Unavailable	2 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	3	2	1
2026-06-01	3	3	1
2026-07-01	2	4	1
2026-08-01	1	4	1
2026-09-01	1	4	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 1 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Gross profit near $58.5 millionGross profit: $59.223M
Positive cash flow from operationsPublished status: Under Pressure
Reduce net losses toward profitabilityNet income: $-9.617M
Maintain revenue near $318 millionRevenue: $76.783M

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.0%Typical daily move · historical

Downside history

-85.7%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Domo, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a high-risk turnaround and transition story, not yet a proven durable compounder. The thesis is in a watch state, and the signal has shifted from mildly favorable to mixed as performance remains weak relative to its industry cohort.

What's priced into Domo, Inc.

The valuation evidence points to DOMO being cheap versus peers, but model confidence is low. The expectations gap is negative, which suggests the market’s assumptions are cautious; the evidence does not show a concentrated fragility concern.

What the fundamentals likely do

Over the near term, results remain vulnerable: recent performance is weak, the company is loss-making, and miss risk is elevated for a smaller company with peers missing lately. The multi-year picture has some progress, with losses narrowing and operating cash flow improving, while the completed sale to Progress Software changes the company’s setup; the snapshot gives limited detail on its post-transaction operating path.

What Domo, Inc. hinges on

The multi-year thesis hinges on whether the post-acquisition business can keep reducing losses and sustain progress toward positive operating cash flow. Near-term risks include weaker guidance, while rate cuts or continued strength from software peers could provide a more supportive sector backdrop.