Domo, Inc. (DOMO)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · DOMO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -74.7% |
| Our one-year growth estimate | diamond | 0.3% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 75.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 120 industry peers · Company calendar date is not available
DOMO — credit agreement
Dated 2026-07-22
Entry into a Material Definitive Agreement. Asset Purchase Agreement On July 22, 2026, Domo, Inc., a Delaware corporation (the “Company”), and Progress Software Corporation, a Delaware corporation (“Progress”), entered into an Asset Purchase Agreement (the “Purchase Agreement”), pursuant to which Progress has agreed to acquire substantially all of the assets and employees, excluding the Company’s net operating loss (“NOL”) carryforwards, and assume certain liabilities of, the Company used in…
Why it matters: A confirmed deal could change Domo's finances. It may also impact value for shareholders.
Supportive ifA press release that confirms a deal for a strategic transaction.
Worry ifNo announcement of a strategic transaction by the end of the quarter.
Why it matters: Better margins show the company is managing costs well. This can help investors feel good.
Supportive ifGross profit margins show an increase compared to the previous quarter.
Worry ifGross profit margins remain flat or decline in Q2.
Why it matters: Steady positive cash flow is key for Domo's stability and growth.
Supportive ifPositive cash flow from operations for two straight quarters.
Worry ifNegative cash flow from operations reported in the next quarter.
Why it matters: A drop below median revenue growth would signal a weakening position in a growing sector.
Worry ifDomo's revenue growth falls below the sector median growth rate.
Less concerning ifDomo's revenue growth remains above the sector median growth rate.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$248 on $10,000 · ±2.5% | How much price usually moves either way. |
| Bad day | $934 loss on $10,000 · 9.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,901 loss on $10,000 · 89.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If sector revenue growth picks up, it could benefit Domo's sales. This is important for overall performance.
Watch forSector revenue growth speeds up and moves closer to its highs.
Also watch forSector revenue growth keeps slowing down.
Why it matters: Less net loss means the company is getting closer to making money. This is good news.
Supportive ifNet losses go down more, showing better results than before.
Worry ifNet losses increase or stay the same in Q2.
Why it matters: Better margins mean the company is managing costs well and can make more money.
Supportive ifGAAP operating margin improves to -10% or better in the next quarter.
Worry ifGAAP operating margin worsens or remains below -14% in the next quarter.
Why it matters: The departure of the CTO could affect product development and strategy. This is crucial for future growth.
Worry ifManagement names a strong replacement for the CTO. They have a clear plan.
Less concerning ifNo replacement is named, or the new hire lacks experience.
Why it matters: Better margins are important for Domo's profits. Flat margins may mean ongoing problems.
Supportive ifGross profit margins increase above the current level of 58.54 million.
Worry ifGross profit margins remain flat or decline.
Why it matters: Positive cash flow shows the company is improving its financial health. This is key for investors.
Supportive ifQ2 cash flow from operations reports a positive figure, above $0.
Worry ifQ2 cash flow from operations remains negative.
Why it matters: Smaller net losses may show better management and financial health.
Supportive ifNet losses drop a lot in the next quarterly report.
Worry ifNet losses increase or remain high in the next quarterly report.
Why it matters: Better subscription revenue growth shows more customer demand. This means the business is healthy.
Supportive ifSubscription revenue growth exceeds 5% year over year in the next quarter.
Worry ifSubscription revenue growth remains below 0% year over year.
Why it matters: Smaller net losses mean better financial health. This shows more efficiency.
Supportive ifGAAP net loss reported below $9 million in the next quarter.
Worry ifGAAP net loss remains above $9 million.
Why it matters: A confirmed deal could increase value for shareholders. It may also help the company.
Supportive ifA press release will confirm a final agreement for the new deal.
Worry ifNo news about a deal if talks go on longer than expected.