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DODOMO

Domo, Inc.

Rising onTrending downwardX mentions rising faster than the marketPrice and volume picking up
$DOMO·$84M·Software - Application·Technology
$2.42+21.0%YTD-71.7%1Y-80.8%
Mentions · last 7 days
2026-06-11: 8 posts2026-06-12: 14 posts2026-06-13: 10 posts2026-06-14: 15 posts2026-06-15: 52 posts2026-06-16: 71 posts2026-06-17: 24 posts194+14%
Price updated 12h ago·X counts updated 2d ago
DODOMO
Domo, Inc.$DOMO
$2.42+21.00%194 posts+14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Broken storyWinding up for a moveAI verdict · as of 2026-06-19

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

Beaten-down BI platform with active activist pressure and SNOW-takeover speculation; binary on the sale-process outcome.

Domo plummeted -5.7% to $2.10 on a mixed Q1 report (June 15 8-K Item 2.02) — Q1 analysts cut their forecasts and a 'demand fading sharply, don't count on a deal to save this company' note (June 15) sets a clear bear thesis. But the X conversation pivots around takeover speculation: SNOW could acquire DOMO with Josh James's 2017 framing of '$0 or $1.8B' value path resurfacing. RPD Fund Management (Ahmet Okumus) filed activist 13D/A Amendment No. 2 on June 18 — that is meaningful activist pressure on a microcap. Options bulls flooded in with 63K calls (142x normal pacing) on the day. At $2.42 the stock is -72% YTD and -81% T12M on an $80M market cap. Gross margin 75%, ROE 29% and ROIC 114% are accounting artifacts from a tiny equity base; debt-to-equity -0.80 reflects negative book equity. The bear case is that the underlying BI-platform business is structurally compressed by Snowflake/Databricks-native dashboards plus Salesforce CRM Analytics, and a sale process may not crystallize; the offsetting case is that the activist pressure plus options-led takeover speculation, combined with the small market cap, creates a real binary tail event.

Agrees with X sentimentX takeover-speculation framing matches our read; the activist 13D/A reinforces it.
micro cap risk

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-06-18

Domo plummeted -5.7% to $2.10 on a mixed Q1 report but options bulls flooded in with 63K calls (142x normal pacing) by noon. Posters speculate SNOW could acquire DOMO with Josh James's 2017 framing of '0 or 1.8B' value path resurfacing. The narrative pivots from record highs to a sale process exploration with a broken covenant. Net tone is moderately constructive on takeover speculation despite weak fundamentals.

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.

Domo, Inc. provides a sophisticated cloud-based platform specifically designed for business intelligence. This service is available globally, with operations spanning the United States, Japan, and other international territories. The platform's core function is to digitally unite an organization's entire workforce—from senior executives to on-the-ground employees—with essential data, internal systems, and colleagues. This integration grants users immediate access to crucial real-time information and actionable insights, enabling them to oversee and manage business operations conveniently from their smartphones. The company, which was originally incorporated in 2010, was known as Domo Technologies, Inc. before officially changing its name to Domo, Inc. in December 2011. Its corporate headquarters are situated in American Fork, Utah.

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

AI agent displacement is the structural bifurcator — NOW and SNOW represent the winners (agents expand contract value) while Adobe is the week's poster child for the losers (AI-native design tools threaten Creative Cloud's pricing power). MSTR/Bitcoin treasury vehicles dominate sentiment chatter, masking the underlying SaaS re-rating story.

See how Software - Application shapes $DOMO

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $DOMO's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-16.3%YTD
-16.0%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$309.4M – $328.1M-$0.08-$0.09 – -$0.083
FY27$314.0M$311.8M – $318.8M$0.05-$0.16 – $0.476
FY28$316.7M$302.3M – $332.0M$0.09$0.04 – $0.145
FY29$267.2M$260.1M – $275.8M$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.4.2×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.3%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.-30.7%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.-69.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today17.3% 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.β1.775-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.

Know if $DOMO is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 6 other (4 inkinds · 2 awards) 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
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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

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
8-KPress release / Reg FDFeb 198-K — Item 7.01: Press release / Reg FD
8-KMaterial agreementJan 138-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
+ 20 other (11 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Stocks Remain Mixed as Dow Clears More Recordsschaeffersresearch.com·3d agoDomo Analysts Cut Their Forecasts After Q1 Resultsbenzinga.com·3d agoDomo: With Demand Fading Sharply, Don't Count On A Deal To Save This Companyseekingalpha.com·3d agoDomo, Inc. (DOMO) Q1 2027 Earnings Call Prepared Remarks Transcriptseekingalpha.com·4d agoDomo Q1 Earnings Call Highlightsmarketbeat.com·4d ago

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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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