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GLGLOO

Gloo Holdings, Inc.

$GLOO·$447M·Software - Application·Technology
$4.88-0.6%YTD-13.7%1Y-39.0%
Price updated 13h ago
GLGLOO
$GLOOGloo Holdings, Inc.
$4.88-0.61%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GLOO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GLOO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellEvent coming upAI verdict · as of 2026-09-18

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A faith-and-community-focused software platform is still burning cash while its stock has taken a sharp one-day pop.

Gloo Holdings runs a software-application platform focused on serving faith-based organisations, community groups and adjacent non-profits, with tools for outreach, engagement and analytics. It is a niche software story where the addressable market is real but the operating economics are still being proven.

  • The financial screen is early-scale: revenue rose modestly between the two most recent quarters, gross margins sit near thirty percent of sales and free-cash-flow yield is meaningfully negative — a business still consuming cash as it scales.
  • The tape has been volatile: shares are down modestly year-to-date, materially over twelve months, and today's move was a large one-day pop — the classic pattern of a small-cap where a specific announcement can move the price double-digit percent.
  • The insider tape is unusually busy: more than a dozen recent transactions have been filed — worth watching for whether the mix skews toward open-market purchases at these prices or reflects routine equity-compensation activity.

The next earnings print is a lower-order event; the medium-term catalyst is any specific commentary on new-customer counts and gross-margin expansion, alongside any pipeline of new community-oriented software products.

What to watch: The next quarterly print for customer-count growth and gross-margin expansion, and the mix of insider transactions. Any open-market officer purchases at these prices would strengthen the setup meaningfully.

On the calendar: Q3 earnings — date pending

no x sentiment

Read the AI verdict on $GLOO

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Gloo Holdings, Inc., established in Boulder, Colorado in 2013, specializes in developing a targeted technology platform designed to empower the faith and community flourishing sectors. The company serves two primary client groups: network capability providers (NCPs) and a diverse array of churches and frontline organizations (CFLs). For CFLs, Gloo offers a suite of complimentary services, including robust messaging and texting capabilities, carefully curated content, and streamlined access to valuable resources. The company's comprehensive platform is built around several integrated components: Gloo Workspace: An intuitive online portal that acts as a central hub for pastors and ministry leaders. It provides crucial tools for leading, expanding, and managing their operations, encompassing valuable content and insights, communication utilities, practical organizational tools, data analytics, and an integrated e-commerce marketplace. Gloo360: This module delivers an extensive range of enterprise-grade solutions, including cloud computing services, managed information technology (IT), cybersecurity and data protection, business intelligence, strategic consulting, bespoke software and digital development, dedicated helpdesk support, project oversight, and e-commerce infrastructure. Gloo Media Network: Dedicated to leveraging advanced advertising and marketing technologies and services to enhance outreach. Gloo AI: An artificial intelligence solution specifically engineered for the unique requirements of the faith and flourishing domain. Gloo's clientele spans various sectors, prominently serving faith-based institutions, community service organizations, and educational establishments.

Industry overviewAI analysisGenerated by AI from underlying data

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

Software - Application · Technology

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.4How 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
-45.0%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
-65.4%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
-19.5%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
2.4Same 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
10.1%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
29.7%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
0.3Total 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
Q2 2026Sep 9, 2026$-0.25$-0.17-44.2%
Q2 2026Aug 12, 2026$-0.24$-0.18-33.3%
Q1 2026Jun 8, 2026$-0.22$-0.16-37.5%
Q1 2026Apr 14, 2026$-0.78$-0.31-151.6%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$46.6M+188.0%36.0%-44.0%$-0.24$-7.5M
Q1 FY26$41.5M+237.6%32.3%-45.1%$-0.21$-21.9M
Q4 FY25$33.6M+104.0%23.5%-104%$-0.77$-21.0M
Q3 FY25$32.6M+431.6%23.7%-82.0%$-0.48$-22.3M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$92.6M$90.5M – $93.9M-$9.30-$9.47 – -$9.033
FY27$200.1M$195.7M – $202.9M-$0.62-$0.63 – -$0.604
FY28$286.1M$279.8M – $290.1M-$0.12-$0.12 – -$0.124
FY29$341.5M$333.8M – $349.3M$0.26$0.23 – $0.292
FY30$401.2M$392.3M – $406.8M$0.48$0.47 – $0.491

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.12.6×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.28%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.+44.9%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.-6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today66.9% 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.β3.375-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

SellSep 15Thrivent Financial For Lutherans10% owner5.0K sh$17KSellSep 14Thrivent Financial For Lutherans10% owner16.0K sh$57KBuySep 14Patrick P GelsingerSee Remarks25.0K sh$86KSellSep 11Thrivent Financial For Lutherans10% owner36.0K sh$116KBuySep 11Patrick P GelsingerSee Remarks50.0K sh$167KSellSep 10Thrivent Financial For Lutherans10% owner10.0K sh$30KSellSep 9Thrivent Financial For Lutherans10% owner9.0K sh$29KSellSep 8Thrivent Financial For Lutherans10% owner10.0K sh$32KSellSep 4Thrivent Financial For Lutherans10% owner5.5K sh$17KSellSep 3Thrivent Financial For Lutherans10% owner1.0K sh$3K
1–10 of 48
+ 1 other (1 conversion) in window

See when $GLOO 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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Recent news

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

Gloo Holdings, Inc. (GLOO) Q2 2027 Earnings Call Transcriptseekingalpha.com·9d agoGloo Q2 Earnings Call Highlightsmarketbeat.com·10d agoGloo Holdings, Inc. Reports Second Quarter 2026 Financial Resultsbusinesswire.com·10d agoGloo Launches Gloo Code - Agentic Coding and Optimized Agents that Make Your Tokens Go Fartherbusinesswire.com·11d agoGloo to Report Second Quarter 2026 Financial Results on September 9, 2026businesswire.com·24d ago

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Voices on X · last 7 days

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