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DODOMO

Domo, Inc.

$DOMO·$162M·Software - Application·Technology
$3.69-0.3%YTD-56.7%1Y-77.6%
Mentions · last 7 days
2026-07-26: 2 posts2026-07-27: 4 posts2026-07-28: 10 posts2026-07-29: 1 posts2026-07-30: 3 posts2026-07-31: 3 posts2026-08-01: 1 posts24-5%
Price updated 3d ago·X counts updated 2d ago
DODOMO
$DOMODomo, Inc.
$3.69-0.27%24 posts-5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DOMO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Domo selling to Progress Software for $400M — trading at $3.67 vs $4.84 net cash post-sale, huge discount to PF value.

Domo, Inc. is a business intelligence platform (data analytics + visualization for business users) that announced on July 22 the sale of substantially all assets and certain liabilities to Progress Software for $400M. This is a special-situation deal-arbitrage setup where the current $3.69 stock trades at a substantial discount to the projected post-sale cash value.

Where the setup sits:

  • The $400M asset sale to Progress Software is the substantive event: the July 22 8-K announcement is what transforms Domo from a struggling BI software company into a cash-shell with substantial NOLs.
  • The post-sale value calculation is compelling: $3.67 current price vs $4.84 net cash post-sale plus ~$900M in NOLs — this implies significant discount to net cash if the deal closes as announced.
  • Lake Street upgraded to Buy with $5 PT: the sell-side is pricing in deal closure with modest premium — this is the specific institutional endorsement of the arbitrage setup.
  • Founder Josh James retains the cash shell for redeployment: with $4.84 net cash plus NOLs, this becomes a genuinely interesting cash-shell vehicle for future acquisition activity — the equity thesis extends beyond the deal.

The deal close is the pivot: successful closure resets the equity as a cash-shell with substantial NOLs and Josh James driving redeployment; a deal termination or an unexpected regulatory setback and the tape retests fresh 52-week lows as the software-company thesis reasserts itself.

Agrees with X sentimentX captures the substance — Lake Street upgrade to Buy with $5 PT, trading at $3.67 vs $4.84 in net cash after the sale plus ~$900M in NOLs, and the compelling risk-reward framing assuming deal closure are all real; the setup is a genuine deal-arbitrage trade with cash-shell optionality.

What to watch: The Progress Software deal close — successful closure resets DOMO as a cash-shell with substantial NOLs; deal termination or unexpected regulatory setback and the tape retests fresh 52-week lows.

On the calendar: 2026-08-26 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-07-30

Domo drew bullish chatter as Lake Street upgraded to Buy with a $5 PT and traders flagged it as trading at $3.67 vs $4.84 in net cash after the sale plus ~$900M in NOLs — a huge discount to PF cash balance. The setup was framed as compelling risk-reward assuming the deal closes.

Read the AI verdict + X sentiment for $DOMO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud business intelligence platform connecting all employees to real-time operational data via mobile interface.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DOMO.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $DOMO

Neutral — Cloud business intelligence platform connecting all employees to real-time operational data via mobile interface; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.4%YTD
-15.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
114%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-11.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
74.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 15, 2026$-0.02$-0.020.0%
Q4 2025Mar 10, 2026$0.03$-0.03+194.7%
Q3 2025Dec 4, 2025$0.01$-0.05+120.0%
Q2 2025Aug 27, 2025$0.02$-0.05+140.0%
Next earningsWed, Aug 26·consensus EPS $0.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$79.4M-0.9%73.7%-13.8%$-0.33$3.3M
Q4 FY26$79.6M+1.1%76.8%-13.3%$-0.19$-5.2M
Q3 FY26$79.4M-0.5%74.2%-8.7%$-0.25$1.1M
Q2 FY26$79.7M+1.7%74.8%-9.1%$-0.56$1.0M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$317.9M$301.6M – $331.0M-$0.08-$0.09 – -$0.083
FY27$314.0M$303.5M – $319.4M$0.05-$0.16 – $0.476
FY28$316.7M$306.5M – $324.0M$0.09$0.06 – $0.145
FY29$267.2M$232.9M – $301.6M$0.05$0.05 – $0.052

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-39.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 38.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.805-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 24Daren ThayneCTO52.4K sh$125KSellJun 24Tod CraneCFO68.5K sh$163KSellJun 24Joshua G JamesCEO96.1K sh$228K
+ 15 other (11 awards · 4 inkinds) in window

See when $DOMO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 228-K — Item 1.01: Material agreement · Item 3.03 · Item 5.03: Charter amendment
AI summary

DOMO entered into a material definitive agreement with Equiniti Trust Company, LLC, as rights agent with terms including $0.001, disclosed under 8-K Item 1.01. Investors should review the full agreement filed as an exhibit for definitive terms, conditions, and any material obligations.

8-KMaterial agreementJul 228-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

DOMO entered into a material definitive agreement with Progress Software Corporation, a Delaware corporation, disclosed under 8-K Item 1.01. Investors should review the full agreement filed as an exhibit for definitive terms, conditions, and any material obligations.

8-KShareholder voteJul 168-K — Item 5.07: Shareholder vote
AI summary

Domo, Inc. held its 2026 Annual Meeting on July 14, 2026 with a quorum of ~95.86% of voting power (165.3M votes). All eight director nominees — including founder Joshua G. James — were elected to one-year terms; the independent auditor ratification vote results were not captured in the excerpt. No contested nominations were brought. This is a routine annual governance filing with no operational or financial impact.

8-KOfficer or director changeJun 268-K — Item 5.02: Officer or director change
AI summary

Domo CTO Daren Thayne resigned effective July 10, 2026, to accept an outside position; his duties will be assumed by management. The 8-K mentions 'potential transaction discussions' as context for why Thayne's responsibilities are being redistributed. The transaction discussions disclosure may signal an active strategic review or M&A process at Domo.

SC 13D/AActivist amendmentJun 18SC 13D/A
AI summary

RPD Fund Management LLC (Ahmet Okumus, New York) filed Amendment No. 2 on a Schedule 13D for Domo Inc. (DOMO) Class B shares. The aggregate beneficial position is 262,963 shares, representing approximately 0.63% of the class, held with shared voting and dispositive power. This is a small activist-designated filing; no new transactions or intentions were described in the excerpt.

SC 13D/AActivist amendmentJun 3SC 13D/A
AI summary

RPD Fund Management LLC (Ahmet H. Okumus), represented by activist counsel Olshan Frome Wolosky, filed SC 13D/A Amendment No. 1 on Domo, Inc. (DOMO) Class B common stock as of April 13, 2026. The group holds 4,134,970 shares with shared voting and dispositive power. The engagement of activist legal counsel (Olshan) is a strong signal of activist intent. This is a material update indicating an activist investor has taken a meaningful stake in DOMO and may be seeking strategic or governance changes.

3New insider — initial holdingsMar 93
SC 13DActivist position (5%+)Mar 9SC 13D
+ 22 other (11 13Gs · 2 earnings 8-Ks · 2 proxys · 1 8-A12B) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Domo sells its main businesses for $400 million, leaving founder Josh James with a hoard of cash to put to workbusinessinsider.com·11d agoProgress Software Bets on AI With $400 Million Deal for Domo's Data Platformmarketbeat.com·12d agoProgress Software to Acquire Domo's AI and Data Platform Businessglobenewswire.com·12d agoDomo Announces Agreement to Sell Substantially All Assets and Certain Liabilities to Progress Software for $400 Millionbusinesswire.com·12d agoSalazar Resources Reports El Domo After-Tax NPV (8% Discount Rate) of US$573 Million, Representing a 121% Increase Compared to the October 2021 Feasibility Studynewsfilecorp.com·19d ago

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Voices on X · last 7 days

No standout posts about $DOMO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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