Reading OOMA? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track OOMA free→Reading OOMA? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track OOMA free→NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-06-15
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, and earnings quality is robust, cash backs up reported profits. Management's recent track record has been steady, but risk is elevated. The sector backdrop is a tailwind, and compared with sector peers, OOMA is above typical. Peer multiples imply a price about 8% below where it trades (it looks expensive on this basis); the read is fair, quality intact. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $17.55. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $18 OOMA trades at 23× p/e, in line with its 21× p/e peer median. Our $16 fair value reflects that, low confidence. Analysts: $23–$24. Not investment advice.
(median $24.00) · 3 analysts · as of 2026-05-27
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 8% of near-term growth above a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 73% of the time over the next year (vs 58% for the rest of the cohort, n=2777).
Over the trailing year it converted 3.31x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 69% of the time over the next year (vs 55% for the rest of the cohort, n=2129).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.31 → $0.33 (+5.4% / 30d). 7 raised, 0 cut, 7 covering analysts.
0 upgrades, 0 downgrades / 30d, 2 maintained. 86% of analysts rate Buy.
3 PT revisions / 30d. Avg target 21.1% above current price.
0 positive, 0 negative / 30d.
Market and fundamentals agree. Analysts are positioned bullishly on a fundamentally strong name.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 2 guided quarters · 105.6% avg surprise
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$152.
How much price usually moves either way.
On a bad day, this stock has moved -$341.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,021.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A drop in revenue growth signals a slowdown in the sector. This could hurt Ooma's performance.
Confirms:Sector revenue growth falls below its median rate for the past year.
Disproves:Sector revenue growth remains above its median rate.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for OOMA yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition On May 26, 2026, Ooma, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal first quarter ended April 30, 2026. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information set forth in this Item 2.02 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Roughly priced in line with peers.
Self-history needs ~20 months of data.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
OOMA Ooma, Inc. | Above typical Show detailsSector percentile: 73 of 100 | full | elevated |
ORCL Oracle Corporation | Typical Show detailsSector percentile: 66 of 100 | expensive | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 82 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 60 of 100 | expensive | elevated |
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 56% of the time over the next year (vs 62% for the rest of the cohort, n=797).
Not investment advice. As of 2026-06-15.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Ooma aims to achieve total revenue in the range of $326 million to $328.5 million for fiscal year 2027.
Stated in 2 of last 2 quarters. Revenue grew from $65.029M in 2026-Q1 to $81.149M in 2027-Q1, indicating progress towards the FY 2027 target of $326M-$328.5M. The trajectory is delivering on the stated growth priority.
“Ooma expects: Total revenue in the range of $326.0 million to $328.5 million.”
“For the full fiscal year 2027, Ooma expects: Total revenue in the range of $321 million to $325 million.”
Ooma targets non-GAAP net income in the range of $37.5 million to $39 million for fiscal year 2027.
Stated in 2 of last 2 quarters. The company has set a target for non-GAAP net income of $37.5M-$39M for FY 2027. While specific non-GAAP net income figures for the current period are not provided, the guidance indicates a focus on achieving this range.
“Non-GAAP net income in the range of $37.5 million to $39.0 million.”
Ooma aims to achieve GAAP net income per share in the range of $0.37 to $0.42 for fiscal year 2027.
Stated in 2 of last 2 quarters. Diluted EPS was $0.09 in 2027-Q1, showing progress towards the FY 2027 target of $0.37-$0.42. The trajectory indicates a focus on increasing EPS, though further improvement is needed to meet the target.
“GAAP net income per share in the range of $0.37 to $0.42.”
Results of Operations and Financial Condition On March 4, 2026, Ooma, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal fourth quarter and year ended January 31, 2026. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information set forth in this Item 2.02 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Ex…
Results of Operations and Financial Condition On December 8, 2025, Ooma, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal third quarter ended October 31, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information set forth in this Item 2.02 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange…
Entry into a Material Definitive Agreement. Credit Facility Amendment On December 1, 2025, in connection with the closing of the previously announced acquisition (the “Acquisition”) of all of the issued and outstanding shares of the of FluentStream Corp., a Delaware corporation, by Ooma, Inc. (the “Company”), in accordance with the terms and conditions of the previously announced Stock Purchase Agreement, dated October 31, 2025, between the Company and FluentStream Holdings, LP, a Delaware li…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The disclosure included under the heading “Credit Facility Amendment” in
“Non-GAAP net income in the range of $35.5 million to $37.0 million.”
“GAAP net income per share in the range of $0.33 to $0.38.”