Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Domo, Inc. (DOMO)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$3.060.00%
Close 2026-10-20 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.09 → 0.09 EPS · FY ending Jan 31, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Sep 30, 2026 to Oct 30, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for DOMO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
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. Sep 3, 202659,223,000 USD · source valueLast status assessment Oct 30, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
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.
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.
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.
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.
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.
For the next 1 to 3 years, DOMO is a mixed, elevated-risk transition story: improving loss trends offer support, but weak performance and limited evidence on the post-acquisition path keep the thesis uncertain. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
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. Sep 3, 2026-6,382,000 USD · source valueLast status assessment Oct 30, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated 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 30, 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. Sep 3, 2026-9,617,000 USD · source valueLast status assessment Oct 30, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated 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 30, 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. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 202676,783,000 USD · source valueLast status assessment Oct 30, 2026Compare required operating outcomesCompare 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.
$0.09 → $0.09 · observed estimates
$0.32B → $0.31B · observed estimates
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.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.09 | $316,662,467 | 3 / 5 |
| 2026-07-25 | $0.11 | $323,165,200 | 5 / 5 |
| 2026-07-26 | $0.09 | $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 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-07-31 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-01 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-02 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-03 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-04 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-05 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-06 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-07 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-08 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-09 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-10 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-11 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-12 | $0.11 | $323,159,400 | 5 / 5 |
| 2026-08-13 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-14 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-15 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-16 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-17 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-18 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-19 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-20 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-21 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-22 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-23 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-24 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-25 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-26 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-27 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-28 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-29 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-30 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-08-31 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-09-01 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-09-02 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-09-03 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-09-04 | $0.09 | $316,657,650 | 3 / 5 |
| 2026-09-05 | $0.09 | $314,625,833 | 3 / 5 |
| 2026-09-06 | $0.09 | $314,625,833 | 3 / 5 |
| 2026-09-07 | $0.09 | $314,625,833 | 3 / 5 |
| 2026-09-08 | $0.09 | $314,625,833 | 3 / 5 |
| 2026-09-09 | $0.09 | $314,632,833 | 3 / 5 |
| 2026-09-10 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-11 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-12 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-13 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-14 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-15 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-16 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-17 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-18 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-19 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-20 | $0.09 | $314,632,833 | 3 / 6 |
| 2026-09-21 | $0.09 | $314,640,167 | 3 / 6 |
| 2026-09-22 | $0.09 | $314,640,167 | 3 / 6 |
| 2026-09-23 | $0.09 | $314,640,167 | 3 / 6 |
| 2026-09-24 | $0.09 | $314,640,167 | 3 / 6 |
| 2026-09-25 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-09-26 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-09-27 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-09-28 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-09-29 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-09-30 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-01 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-02 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-03 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-04 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-05 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-06 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-07 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-08 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-09 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-10 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-11 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-12 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-13 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-14 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-15 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-16 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-17 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-18 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-19 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-20 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-21 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-22 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-23 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-24 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-25 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-26 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-27 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-28 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-29 | $0.09 | $314,640,167 | 2 / 4 |
| 2026-10-30 | $0.09 | $314,640,167 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell
Recent actions · Oct 1–Oct 30 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 1, 2026–Oct 30, 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.