Ooma, Inc. (OOMA)
NYSEInformation TechnologyTelecommunications ServicesSnapshot 2026-09-04
$23.20-0.77%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyTelecommunications ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · OOMA
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 10.5% |
| Our one-year growth estimate | diamond | 14.1% |
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 3.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 23 industry peers · Company calendar date is not available
OOMA — credit agreement
Dated 2025-12-02
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…
Why it matters: New AI services can improve products. They can attract more customers and raise revenue.
Watch forThere is an announcement of at least one new AI service for customers.
Also watch forNo new AI-driven services launched within the next quarter.
Why it matters: Good integration is key to getting the expected revenue from these buys.
Supportive ifRevenue from FluentStream and Phone.com was more than $11.5 million.
Worry ifRevenue from FluentStream and Phone.com was less than $11.5 million.
Why it matters: This indicates if Ooma is on track to achieve its annual GAAP net income target of $10.5M-$12M.
Supportive ifGAAP net income reported within the range of $2.7 million to $3.1 million.
Worry ifGAAP net income reported below $2.7 million.
Why it matters: This EPS figure indicates Ooma is progressing toward its FY 2027 EPS target. It shows earnings strength.
Supportive ifQ2 GAAP EPS reported at $0.10 or higher.
Worry ifQ2 GAAP EPS reported below $0.10.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
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 | ±$186 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $366 loss on $10,000 · 3.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,948 loss on $10,000 · 19.5% | 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: A drop in revenue growth signals a slowdown in the sector. This could hurt Ooma's performance.
Worry ifSector revenue growth falls below its median rate for the past year.
Less concerning ifSector revenue growth remains above its median rate.
Why it matters: Reaching this target would show ongoing profit. It also shows good operations.
Supportive ifNon-GAAP net income reported at or above $10.2 million.
Worry ifNon-GAAP net income was below $9.8 million.
Why it matters: Strong growth in AirDial sales shows that people want the product.
Supportive ifAirDial sales grew a lot from one quarter to the next.
Worry ifAirDial sales fell or stayed the same from one quarter to the next.
Why it matters: Hitting this target shows strong growth. It also supports what management said.
Supportive ifQ3 total revenue reported at or above $84.5 million.
Worry ifQ3 total revenue was below $83.7 million.
Why it matters: This earnings report will provide key updates on revenue and earnings progress. It is crucial for assessing Ooma's growth.
Watch forEarnings report shows revenue and earnings growth meeting or exceeding targets.
Also watch forEarnings report shows revenue and earnings falling short of targets.