Ooma, Inc. (OOMA) Stock Price & Analysis
Ooma, Inc. (OOMA) closed at USD 19.69 on Thursday, October 22, 2026, down 0.81% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 19.85; the Oct 22, 2026 session ranged USD 19.53–20.08 on volume of 291,067 shares. Market capitalization is $543.44M, with a 52-week range of USD 9.79–26.19 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:00 UTC.
Also available as compact Markdown for AI agents: nexqual.com/OOMA.md
Key facts (OOMA)
- Last four reported quarters (through Jul 31, 2026): revenue $307M, net income $10.9M (3.6% margin), free cash flow $30.3M (SEC filings).
- Valuation: P/E 49.7x (avg 51.1x at the last 1 fiscal year-ends), EV/EBITDA 36.3x, net debt $28.9M.
- 1 of 80 tracked superinvestors hold OOMA (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y +75.5% vs S&P 500 +14.9%; 5Y -1.5% vs S&P 500 +80.3%.
- Next earnings: 2026-08-26, EPS estimate USD 0.34, revenue estimate $84.0M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (OOMA)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $192M | $216M | $237M | $257M | $274M | $307M |
| Gross profit | $118M | $138M | $147M | $156M | $167M | — |
| Operating income | -$1.9M | -$5.8M | -$4.0M | -$6.9M | $4.3M | $10.9M |
| Net income | -$1.8M | -$3.7M | -$835K | -$6.9M | $6.5M | $10.9M |
| EPS (diluted) | -$0.07 | -$0.15 | -$0.03 | -$0.26 | $0.23 | — |
| Free cash flow | $2.5M | $3.6M | $6.1M | $20.2M | $22.1M | $30.3M |
| Gross margin | 61.6% | 63.7% | 62.2% | 60.7% | 61.1% | — |
| Operating margin | -1.0% | -2.7% | -1.7% | -2.7% | 1.6% | 3.6% |
| Net margin | -0.9% | -1.7% | -0.4% | -2.7% | 2.4% | 3.6% |
| Revenue growth | +13.8% | +12.4% | +9.5% | +8.5% | +6.5% | — |
| Cash + short-term investments | $31.3M | $26.9M | $17.5M | — | — | — |
| Total debt | — | — | $16.0M | $0K | $57.9M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (OOMA)
P/E 49.7x · P/S 1.8x · EV/EBITDA 36.3x · EV/Sales 1.9x · P/FCF 17.9x · P/B 5.5x · FCF yield 5.58% · Earnings yield 2.01% · Buyback yield (TTM) 2.20% · Net debt $28.9M · EV $572M
P/E at fiscal year-ends: Jan 2026 51.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (OOMA)
1 of 80 tracked investors hold OOMA. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | <0.01% | $404K | New position |
Analysts (OOMA)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-01 | Freedom Broker | Target raised | Buy | $24 → $25 |
| 2026-08-27 | B. Riley Securities | Target raised | Buy | $24 → $27 |
Total return (dividends reinvested) (OOMA)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +75.5% | -1.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +75.8% | -0.3% |
| Volatility (annualized) | 45.4% | 36.4% |
| Max drawdown | -15.8% (Sep 2026→Oct 2026) | -70.2% (Oct 2021→Apr 2024) |
OOMA revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Subscription & Services Revenue | $75.6M | 90.8% | +23.6% |
| Product & Other Revenue | $7.6M | 9.2% | +46.4% |
| Total revenue | $83.2M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
OOMA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Equinix (EQIX) | “We currently serve most of our customers from three separate data center facilities located in Northern California, Texas and Virginia, where we lease space from Equinix, Inc. We also lease data center space in certain cities in the United States, Europe, South Africa, and Asia Pacific.” |
| Customer | FluentStream | “We define our Average Monthly Recurring Subscription Revenue as the average of the Monthly Recurring Subscription Revenue at the beginning and end of the measurement period. "Monthly Recurring Subscription Revenue" is defined as recurring subscription amounts from Ooma Residential and Ooma Business customers at the end of the most recent month, excluding recurring revenue from 2600Hz, FluentStream and Phone.com.” |
| Partner | T-Mobile (TMUS) | “We also have strategic partnerships with third parties, such as T-Mobile, which enable us to sell our services and products to certain of their customers.” |
| Partner | Amazon (AMZN) | “A significant portion of our Ooma Residential and Ooma Business product sales are made through a combination of direct sales and sales through leading retailers such as Amazon, Costco.com, Best Buy and Walmart, as well as reseller partnerships.” |
| Partner | Costco (COST) | “A significant portion of our Ooma Residential and Ooma Business product sales are made through a combination of direct sales and sales through leading retailers such as Amazon, Costco.com, Best Buy and Walmart, as well as reseller partnerships.” |
| Partner | Best Buy (BBY) | “A significant portion of our Ooma Residential and Ooma Business product sales are made through a combination of direct sales and sales through leading retailers such as Amazon, Costco.com, Best Buy and Walmart, as well as reseller partnerships.” |
| Partner | Walmart (WMT) | “A significant portion of our Ooma Residential and Ooma Business product sales are made through a combination of direct sales and sales through leading retailers such as Amazon, Costco.com, Best Buy and Walmart, as well as reseller partnerships.” |
| Competitor | AT&T (T) | “We face competition from a range of companies, such as Verizon Communications Inc., Granite Telecommunications LLC, MetTel Inc., AT&T Inc. and Napco Security Technologies, Inc., as well as other service providers that bundle their offerings with POTS-related products from POTS replacement equipment manufacturers, such as DataRemote Inc.” |
| Competitor | Comcast (CMCSA) | “We face continued competition from established communications providers, such as Comcast Corporation, Verizon Communications Inc., AT&T Inc., Charter Communications Inc. and Rogers Communications Inc.; as well as from traditional on-premise, hardware business communications providers, mobile communications app companies providing "over-the-top" solutions, large internet companies that offer services with features …” |
| Competitor | Verizon (VZ) | “Some of the providers of broadband internet access and high-speed mobile access, such as AT&T and Verizon, market and sell products and services to our current and potential customers that directly compete with our own offerings, which can potentially give such providers a competitive advantage.” |
Quoted from the company's 10-K filed Apr 3, 2026.
OOMA company outlook (results filed Aug 26, 2026)
- “Business Outlook: For the third quarter of fiscal 2027, Ooma expects: • Total revenue in the range of $83.7 million to $84.5 million. • GAAP net income in the range of $3.1 million to $3.5 million and GAAP net income per share in the range of $0.11 to $0.12. • Non-GAAP net income in the range of $9.8 million to $10.2 million, and non-GAAP net income per share in the range of $0.34 to $0.35.”
- “For the full fiscal year 2027, Ooma expects: • Total revenue in the range of $332.0 million to $333.5 million. • GAAP net income in the range of $11.9 million to $12.7 million, and GAAP net income per share in the range of $0.42 to $0.45. • Non-GAAP net income in the range of $39.5 million to $40.3 million, and non-GAAP net income per share in the range of $1.35 to $1.38.”
Analysts expect $84.0M for the current quarter, in line with the midpoint of the company's guidance ($84.1M).
Quoted word-for-word from the SEC 8-K results press release.
OOMA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.34 | $0.32 | +7.6% | $84.0M | 7 |
| Next quarter (ends Jan 2027) | $0.33 | $0.31 | +6.0% | $84.5M | 7 |
| Current fiscal year (ends Jan 2027) | $1.37 | $1.31 | +4.5% | $332.9M | 7 |
| Next fiscal year (ends Jan 2028) | $1.50 | $1.49 | +0.5% | $349.0M | 7 |
OOMA options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 47.9% | ±10.9% |
| Dec 18, 2026 | 56 | 39.8% | ±12.7% |
| Jan 15, 2027 | 84 | 47.2% | ±18.4% |
| Apr 16, 2027 | 175 | 43.2% | ±24.3% |
30-day implied volatility 49.8% vs 29.8% realized over the last 30 trading days. Put/call ratio (volume) 0.17. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:00 UTC)
| Price | USD 19.69 |
|---|---|
| Change | ▼ 0.81% (down) |
| Previous Close | USD 19.85 |
| Open | USD 19.93 |
| Day Range | USD 19.53 – 20.08 |
| 52-Week Range | USD 9.79 – 26.19 |
| Volume | 291,067 shares |
| Market Cap | $543.44M |
| Exchange | NYQ |
Technical Analysis (OOMA)
Nexqual's technical model rates OOMA "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:00 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 33.68 (neutral) |
| vs SMA50 | Below (USD 21.34) |
| MACD | -0.5 (negative) |
Earnings (OOMA)
| Next Earnings Date | 2026-08-26 |
|---|---|
| EPS Estimate | USD 0.34 |
| Revenue Estimate | $84.02M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.35 vs est 0.33 ▲ beat |
| 2026-04-30 | USD 0.35 vs est 0.32 ▲ beat |
| 2026-01-31 | USD 0.34 vs est 0.31 ▲ beat |
| 2025-10-31 | USD 0.27 vs est 0.22 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Financials & Fundamentals (OOMA)
| Total Revenue | $306.59M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +25.40% |
| Gross Margin | +61.37% |
| Operating Margin | +4.43% |
| Profit Margin | +3.56% |
| ROE | +11.72% |
| Debt / Equity | 0.62 |
| Current Ratio | 0.95 |
| Total Cash | $17.53M |
| Total Debt | $60.84M |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
Ownership (OOMA)
| Insider Ownership | +8.49% |
|---|---|
| Institutional Ownership | +74.07% |
| Shares Outstanding | 27.60M |
| Float | 24.92M |
| Short % of Float | +6.82% |
Source: Nexqual, October 23, 2026 at 10:00 UTC.
From Ooma, Inc.'s Latest SEC 10-K Filing (filed 2026-04-03)
Key Strengths & Strategy (as disclosed to the SEC)
- Our retail distribution includes national and regional consumer electronics, big box retailers and leading online retailers, including Amazon, Best Buy, Costco.com, Walmart.com and others.
- Although our success depends, in part, on our ability to protect our proprietary technology and other intellectual property rights, we believe the technological and creative skills of our personnel, the development of new features and functionality and frequent enhancements to our products and services are the primary methods of establishing and maintaining our technology leadership position.
- As of January 31, 2026, we had a total of approximately 1.4 million Ooma Business and Ooma Residential core users, including 164,000 users from our recent acquisitions of FluentStream and Phone.com.
- Ooma Office Pro offers everything in Ooma Office Essentials while adding a set of more robust features including: HD video conferencing (Ooma Meetings), call recording, call analytics, caller info match, enhanced robocall blocking, voicemail transcription, and integrations with Google Workspace and Microsoft 365 applications.
Legal & Regulatory Risks (Item 1A, quoted)
- Future legislative or regulatory actions, such as the adoption of additional 911 requirements or new taxes, could increase our costs and adversely affect our business and expose us to liability.
- The FCC has continued to increase regulation of interconnected VoIP services and may at any time determine certain VoIP services are telecommunications services subject to traditional common carrier regulation.
- We process, store, and use personal information and other data, which subjects us and our customers to a variety of evolving industry standards, contractual obligations and other legal rules related to privacy, which may increase our costs, decrease adoption and use of our products and services, and expose us to liability.
- Our use and development of AI tools are subject to regulation and future legislative or regulatory actions which could adversely affect our business and expose us to liability.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| APPF | AppFolio, Inc. | USD 217.33 | ▲ 0.06% |
| DSGX | The Descartes Systems Group Inc | USD 94 | ▲ 1.74% |
| TTAN | ServiceTitan, Inc. | USD 85.2 | ▲ 3.5% |
| IDCC | InterDigital, Inc. | USD 332.06 | ▼ 0.78% |
| YMM | Full Truck Alliance Co. Ltd. | USD 8.35 | ▼ 1.76% |
| PCOR | Procore Technologies, Inc. | USD 62.29 | ▲ 2.27% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:00 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt