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
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 | -21.9% |
| Our one-year growth estimate | diamond | 11.0% |
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 2026-11-05.
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 32.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 11 industry peers
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: FluentStream and Phone.com added $11.5 million in Q1 revenue. More sales would show their growth is continuing.
Supportive ifFluentStream and Phone.com together report more than $11.5 million in revenue for a later quarter.
Worry ifTheir combined revenue is below $11.5 million in a later quarter.
Why it matters: Ooma's latest full-year revenue guidance is $332.0 million to $333.5 million. Its next report can show whether results remain on that path.
Watch forOn Dec. 14, Ooma keeps fiscal 2027 revenue guidance at or above $332.0 million.
Also watch forOn Dec. 14, Ooma cuts fiscal 2027 revenue guidance below $332.0 million.
Why it matters: AirDial replaces old copper phone lines. Its 75% growth shows whether this service can keep adding sales.
Supportive ifAirDial services revenue grows at least 75% year over year in a later quarter.
Worry ifAirDial services revenue growth falls below 75% year over year.
Why it matters: Ooma guided to $83.7 million to $84.5 million for Q3. Revenue above that range would extend its recent growth.
Supportive ifFiscal Q3 revenue is above $84.5 million.
Worry ifFiscal Q3 revenue is below $83.7 million.
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 | ±$144 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $390 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,489 loss on $10,000 · 24.9% | 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: Ooma set Q3 non-GAAP net income guidance at $9.8 million to $10.2 million. A miss would break that stated range.
Worry ifFiscal Q3 non-GAAP net income is below $9.8 million.
Less concerning ifFiscal Q3 non-GAAP net income is at least $9.8 million.