Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Ooma, Inc. (OOMA)
NYSEInformation TechnologyTelecommunications ServicesSnapshot 2026-11-05
$17.56-7.63%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyTelecommunications ServicesSnapshot 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
1.50 → 1.50 EPS · FY ending Jan 31, 2028 · 5 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 Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; 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 OOMA 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 |
|---|---|---|---|---|
Achieve GAAP EPS of $0.37-$0.42 for FY 2027 | A primary condition in Ooma, Inc.'s published investment case. The stated target is $0.37-$0.42 EPS. | Intact | EPS falls below $0.37 in FY 2027 | Diluted EPS: $0.10 per share FY2027-Q2; GAAP. Published target: $0.37-$0.42 EPS. Annual target cannot be compared with a quarterly or TTM observation. Sep 4, 20260.1 USD/share · source valueLast status assessment Nov 5, 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.
OOMA is a growth business with improving financial performance, not yet a consistently profitable company on a GAAP basis. Its long-term thesis is intact, with management’s fiscal 2027 goals on track after three recent earnings beats.
The evidence labels OOMA expensive overall, despite also identifying it as cheap versus peers, so the valuation picture is mixed. The expectations gap is negative, while the priced-in assessment is tagged justified and fragility is low; this suggests expectations are not flagged as unusually fragile, but the valuation still leaves limited room for disappointment.
Near-term results have been strong: year-over-year revenue rose 25% and non-GAAP net income rose 58% in the latest reported quarter, while GAAP diluted EPS also increased. Management’s fiscal 2027 revenue, non-GAAP net income, and GAAP EPS goals remain on track, though OOMA is still classified as loss-making and smaller-cap risk and its history of a deep miss warrant attention.
Over the next year, the main company-specific swing factor is whether management maintains guidance; a cut on the next call would be a meaningful negative. The broader setup could improve if interest rates fall or pressured technology shares stabilize, but these are sector conditions rather than proof of stronger OOMA fundamentals.
For a 1 to 3 year view, OOMA has a credible growth trajectory and an intact thesis, balanced by elevated risk and a valuation that appears expensive overall. The key test is continued delivery against fiscal 2027 goals without a guidance cut. 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.
| A supporting condition in Ooma, Inc.'s published investment case. The stated target is $37.5M-$39M non-GAAP net income. |
| Intact |
| Non-GAAP net income falls below $37.5M in FY 2027 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Non-GAAP net income was $10.2 million, or $0.35 per diluted share, compared to non-GAAP net income of $6.5 million, or $0.23 per diluted share in the prior year period.” “Non-GAAP net income was $9.7 million, or $0.35 per diluted share, compared to non-GAAP net income of $5.6 million, or $0.20 per diluted share in the prior year period.” Delivery assessment Nov 5, 2026 |
Increase revenue to $326M-$328.5M for FY 2027 | A primary condition in Ooma, Inc.'s published investment case. The stated target is $326M-$328.5M total revenue. | Intact | Revenue falls below $326M in FY 2027 | Revenue: $83.228M FY2027-Q2; GAAP. Published target: $326M-$328.5M total revenue. Annual target cannot be compared with a quarterly or TTM observation. Sep 4, 202683,228,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain valuation below peer median PE of 38x | Its valuation is cheap compared to peers with a strong market position. | Intact | PE rises above 38x without earnings growth | P/E (TTM): 14.88x As of 2026-11-05; trailing twelve months. The target timing and basis require a separate assessment. Nov 5, 202614.8814 ratio · calculatedLast status assessment Nov 5, 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.
$1.49 → $1.50 · observed estimates
$0.34B → $0.35B · 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 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-07-25 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-07-26 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-07-27 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-07-28 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-07-29 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-07-30 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-07-31 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-01 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-02 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-03 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-04 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-05 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-06 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-07 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-08 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-09 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-10 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-12 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-13 | $1.49 | $342,515,140 | 7 / 7 |
| 2026-08-14 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-15 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-16 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-17 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-18 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-19 | $1.49 | $342,515,143 | 5 / 6 |
| 2026-08-20 | $1.49 | $342,510,000 | 5 / 6 |
| 2026-08-21 | $1.49 | $342,510,000 | 4 / 6 |
| 2026-08-22 | $1.49 | $342,510,000 | 4 / 5 |
| 2026-08-23 | $1.49 | $342,510,000 | 4 / 5 |
| 2026-08-24 | $1.49 | $342,510,000 | 4 / 5 |
| 2026-08-25 | $1.49 | $342,510,000 | 4 / 5 |
| 2026-08-26 | $1.49 | $342,510,000 | 4 / 5 |
| 2026-08-27 | $1.49 | $342,510,000 | 4 / 5 |
| 2026-08-28 | $1.49 | $342,510,000 | 4 / 5 |
| 2026-08-29 | $1.52 | $348,957,714 | 4 / 5 |
| 2026-08-30 | $1.52 | $348,957,714 | 4 / 5 |
| 2026-08-31 | $1.52 | $348,957,714 | 4 / 5 |
| 2026-09-01 | $1.52 | $348,957,714 | 4 / 5 |
| 2026-09-02 | $1.52 | $348,957,714 | 4 / 5 |
| 2026-09-03 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-04 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-05 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-06 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-07 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-08 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-09 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-10 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-11 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-12 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-13 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-14 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-15 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-16 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-17 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-18 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-19 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-20 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-21 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-22 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-23 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-24 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-25 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-26 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-27 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-28 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-29 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-09-30 | $1.52 | $348,957,714 | 5 / 6 |
| 2026-10-01 | $1.52 | $348,954,429 | 5 / 6 |
| 2026-10-02 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-03 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-04 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-05 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-06 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-07 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-08 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-09 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-10 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-11 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-12 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-13 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-14 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-15 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-16 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-17 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-18 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-19 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-20 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-21 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-22 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-23 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-24 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-25 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-26 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-27 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-28 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-29 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-30 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-10-31 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-11-01 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-11-02 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-11-03 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-11-04 | $1.50 | $348,954,429 | 5 / 6 |
| 2026-11-05 | $1.50 | $348,954,429 | 5 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.
Dec 14, 2026
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.