Gloo Holdings Inc (GLOO)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$2.70-6.90%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · GLOO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We continue to expect to approach Adjusted EBITDA break-even in the third quarter and achieve Adjusted EBITDA profitability in the fourth quarter of fiscal 2026.”
Stated in 2 of 2 supplied quarters. Management reported: “This compares to negative $11.5 million in the first quarter of fiscal 2026, a sequential improvement of $3.2 million and the third consecutive quarter of sequential Adjusted EBITDA improvement.” “Adjusted EBITDA is expected to be negative $3.5 million for the third quarter of 2026, representing continued sequential improvement and in-line with the company’s expectation to approach break-even.”
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 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The company continues to expect to approach Adjusted EBITDA breakeven in third quarter 2026, and remains confident in achieving Adjusted EBITDA profitability in fourth quarter 2026.”
“The company continues to expect to approach Adjusted EBITDA breakeven in third quarter 2026, and remains confident in achieving Adjusted EBITDA profitability in fourth quarter 2026.”
For fiscal year 2026, Gloo is raising revenue guidance to $200 million.
Stated in 2 of 2 supplied quarters. Management reported: “Second Quarter Fiscal 2026 Financial Highlights • Total revenue for the second quarter was $46.6 million, representing 188% growth compared to the prior-year period, exceeding guidance of $44.0 million and again beating analyst consensus.” “For fiscal year 2026, Gloo is raising revenue guidance to $200 million.” Revenue was $32.552 million in 2026-Q3.
“For fiscal year 2026, Gloo is raising revenue guidance to $195.0 million.”
“For fiscal year 2026, Gloo is raising guidance to $190 million, which represents a more than doubling over the prior year period.”
Highlights include: • A growing number of Gloo’s largest customers, including many $1M+ customers, have now adopted solutions from multiple Gloo Capital Partners.
Stated in 2 of 2 supplied quarters. Management reported: “Highlights include: • Gloo now has over 30 customers each generating $1M+ in annual contract value and, in the second quarter, the company reached an important milestone with its first customer exceeding $10M in annual contract value.” “Highlights include: • A growing number of Gloo’s largest customers, including many $1M+ customers, have now adopted solutions from multiple Gloo Capital Partners.”
“Business Highlights Customer Momentum Gloo continues to close larger, strategic deals, including five new customers in the first quarter of 2026, each contributing over $1 million in annual contract…”
“• Customer Momentum - Gloo continued to close deals in the fourth quarter of fiscal 2025 at over $ 1 million in annual contract value.”
Highlights include: • On September 8, the company announced Gloo Code , a new agentic building capability within Gloo AI Studio.
Stated in 2 of 2 supplied quarters. Management reported: “Highlights include: • On September 8, the company announced Gloo Code , a new agentic building capability within Gloo AI Studio.” “Gloo is bringing the power of agentic workflows to organizations in areas like donor engagement, project management, and help desk automation, giving customers better insights into their businesses, while reducing repetitive administrative work and allowing them to focus more on mission-aligned outcomes.”
“• Announced availability of Gloo AI Studio, a comprehensive set of AI tools and capabilities for developers in the faith and flourishing ecosystem.”
“Business Highlights • Advancing Leadership in Applied AI - Gloo is advancing leadership in applied AI by leveraging the latest innovations in agentic AI,foundational models and services from top AI c…”
• In the second quarter, Gloo completed its acquisition of Enterprisemarketdesk, a well-known Workday services partner, and announced plans to acquire the remaining stake of Midwestern, a prominent t…
Stated in 2 of 2 supplied quarters. Management reported: “• In the second quarter, Gloo completed its acquisition of Enterprisemarketdesk, a well-known Workday services partner, and announced plans to acquire the remaining stake of Midwestern, a prominent talent partner for the faith and flourishing ecosystem.” “• In August 2026, Gloo also announced and closed its acquisition of Cedarstone, an integrated business services firm that specializes in delivering finance and development outsourcing services.”
“Strategic Acquisitions Gloo's acquisition strategy is driving meaningful results for the business, with recent acquisitions of Westfall Group and Masterworks contributing to one of Gloo's best quarte…”
“• Strategic Acquisitions - The company continues to execute on its strategic acquisition strategy, further increasing the value and reach of the Gloo platform.”
Over the trailing year it converted 0.69x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
5 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.