TOMI Environmental Solutions Inc (TOMZ)
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
$1.70+3.03%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
Intact: The reason to own it still holds.
TOMI aims to grow revenue to $12 million in 2026. Gross profit improved from $216K to $832K in Q1, showing better efficiency. The company expanded in Europe and made a strategic acquisition. These moves could help it recover from losses.
The company is still loss-making with negative EPS expected in 2026. Revenue is forecast to decline about 34% next year. Nasdaq listing compliance issues and recent litigation pose risks. The stock price has fallen over 21% from its high.
The market prices in about -34% revenue growth and a fair value near $0.91, roughly 9% below current price. Our view aligns with the weak near-term outlook but sees potential upside if turnaround succeeds.
Breaks if: gross profit falls below $700,000 per quarter
Breaks if: failure to regain compliance by end 2026
revenue falls below $10 million in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This is a speculative growth investment with a focus on potential recovery. The current thesis state indicates a watchful approach due to recent weak performance and high volatility in management execution.
The market appears to have priced in a low expectations gap, suggesting that TOMZ is considered cheap compared to its peers. However, the valuation reflects a justified status, indicating that investors are cautious about the company's future performance.
Management is on track to achieve its revenue goals, with significant year-over-year growth. However, the company remains loss-making, and recent financial performance has been weak, which adds to the near-term risk.
The thesis hinges on the company's ability to maintain its revenue growth and successfully advance its merger with Carbonium Core. Additionally, performance of sector bellwethers will be crucial, as their results could impact TOMZ's momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company reported Q2 revenue of $2.25 million. This is a 118% increase year-over-year. Gross margin improved to 61.7%. Operating expenses decreased by 10% year-over-year. The company reaffirmed its $12 million annual revenue guidance. There are no new threats to the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1 to 3 years, TOMZ's performance will depend on its execution against stated goals and the broader sector dynamics. Not investment advice.