Ooma, Inc. (OOMA)
NYSEInformation TechnologyTelecommunications ServicesSnapshot 2026-10-29
$20.31-1.07%
Close 2026-10-29 · 1-day change
NYSEInformation TechnologyTelecommunications ServicesSnapshot 2026-10-29
Research Workspace
Put OOMA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 17% over the past year.
View GrowthManagement screens strong on earnings delivery, margins, guidance credibility, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 16% in its worst 12-month stretch.
View RiskOoma’s AirDial and POTS replacement growth must sustain its strong recent performance. Revenue grew 25% year over year in Q2 FY2027, when non-GAAP earnings beat consensus. Ooma trades at 17× P/E versus a 31× peer median. The price reflects less growth than our forecast, despite that peer gap. A 26% next-quarter miss probability and the need to earn its peer multiple threaten the case. Peer multiples imply a price about 11% above where it trades. Our read remains intact.
Trailing returns as of 2026-10-29. OOMA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering OOMA (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for OOMA in the last 4 months.
Continue this research
Compare OOMA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| OOMA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put OOMA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive growth in Ooma AirDial and POTS replacement markets
Analyst endorsement highlights growth potential in key market.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $20.31
The last 12 months of price, then the range of analyst 12-month targets from today’s $20.31.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive growth in Ooma AirDial and POTS replacement markets
Growth in POTS replacement markets supports revenue objectives.
Advances: Expand AI-driven services for business and residential customers
AI-driven growth aligns with expansion of AI services.
Advances: Increase revenue to $326M-$328.5M for FY 2027
Earnings beat supports revenue growth objective.
Advances: Increase revenue to $326M-$328.5M for FY 2027
Confirms revenue growth target for FY 2027.
Advances: Increase revenue to $326M-$328.5M for FY 2027
Beating estimates supports revenue growth narrative.
New service model could enhance competitive position.
