Domo (NASDAQ:DOMO) Posts Earnings Results, Misses Expectations By $0.16 EPS

Domo (NASDAQ:DOMO) released its quarterly earnings data on Tuesday. The company reported ($0.19) EPS for the quarter, missing the consensus estimate of ($0.03) by ($0.16), reports. The firm had revenue of $79.63 million for the quarter, compared to analyst estimates of $78.65 million. The company’s quarterly revenue was up 1% compared to the same quarter last year.

Here are the key takeaways from Domo’s conference call:

• Domo reported a record quarterly billings figure of $111.2 million (8% YoY), beating guidance and marking its strongest billings growth in three years, driven by higher retention, consumption adoption, and partner ecosystem activity.
• The company has largely completed its shift to consumption pricing with 84% of ARR on consumption, and the consumption cohort delivered a 111% net revenue retention while overall ARR net retention exceeded 96% and gross retention rose above 88%.
• Profitability and cash flow improved materially — Q4 operating margin topped 10%, the company posted its best-ever EPS (third consecutive quarter of positive EPS), and full-year adjusted free cash flow was near breakeven, the strongest on record.
• Management positioned Domo as an AI-first data platform (highlighting App Catalyst and Agent Catalyst) and showcased 15 customer AI agent deployments across industries, which it expects will drive increased consumption and deeper adoption.
• Management declined to provide detailed forward guidance while evaluating strategic alternatives and said it expects GAAP revenue to remain roughly flat next year, with only modest non-GAAP EPS improvement, reducing near-term top-line visibility.

Domo Price Performance

NASDAQ DOMO opened at $4.97 on Thursday. The stock’s 50 day simple moving average is $5.53 and its 200-day simple moving average is $10.37. The company has a market cap of $207.75 million, a PE ratio of -3.43 and a beta of 1.70. Domo has a 1-year low of $3.45 and a 1-year high of $18.49.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the company. Headlands Technologies LLC acquired a new stake in Domo during the 2nd quarter worth $42,000. Kemnay Advisory Services Inc. purchased a new position in shares of Domo in the fourth quarter worth about $88,000. Oxford Asset Management LLP purchased a new stake in Domo during the 4th quarter valued at about $88,000. Public Employees Retirement System of Ohio purchased a new stake in Domo during the 4th quarter valued at about $92,000. Finally, Raymond James Financial Inc. acquired a new stake in Domo in the 2nd quarter valued at about $122,000. 76.64% of the stock is owned by institutional investors and hedge funds.

Domo News Roundup

Here are the key news stories impacting Domo this week:

• Positive Sentiment: Q4 results beat expectations: adjusted EPS of $0.03 vs. consensus for a loss, revenue $79.6M (slightly above estimates), record billings of $111.2M and Subscription RPO of $437.9M (both +8% YoY) — these top‑line and leading indicators helped spark the rally. Business Wire: Q4 Results
• Positive Sentiment: Management emphasized an AI-driven go‑to‑market (operational AI, App Catalyst, consumption pricing) and reported strong retention metrics (gross retention ~88%, select consumption cohorts showing ~111% net revenue retention), supporting the view that growth could be sustainable beyond the quarter. MarketBeat: AI strategy & metrics
• Neutral Sentiment: Analyst commentary is mixed despite the beat — several analysts are adopting a “wait‑and‑watch” posture, acknowledging the quality metrics but asking for evidence that the momentum is repeatable. Seeking Alpha: Analyst reaction
• Neutral Sentiment: Short‑interest dynamics changed recently (notably lower versus earlier in February), which can amplify intraday moves as shorts cover, but the data is mixed and not a stable directional signal.
• Negative Sentiment: Management issued FY2027 revenue guidance (~$317M) well below Street consensus (~$353M), introducing a clear near‑term headwind and the main reason some analysts trimmed expectations despite the quarter. (Guidance detail in company release.) Business Wire: Guidance
• Negative Sentiment: Multiple firms cut price targets the same day (Lake Street $13→$7; DA Davidson $10→$6; Cantor Fitzgerald $13→$8), signaling reduced near‑term upside visibility and contributing to mixed intraday sentiment. Benzinga: Analyst target changes
• Negative Sentiment: Balance‑sheet and competitive concerns remain part of the bull/bear debate — analyses note sizable debt and market competition that could limit upside unless revenue acceleration continues. Blockonomi: Debt concerns

Wall Street Analysts Forecast Growth

DOMO has been the topic of a number of analyst reports. Lake Street Capital dropped their target price on Domo from $13.00 to $7.00 and set a “hold” rating on the stock in a research report on Wednesday. Wall Street Zen cut Domo from a “buy” rating to a “hold” rating in a research report on Sunday, December 21st. DA Davidson decreased their target price on Domo from $10.00 to $6.00 and set a “neutral” rating on the stock in a research report on Wednesday. Citizens Jmp reissued an “underperform” rating and issued a $3.50 price target on shares of Domo in a research note on Friday, February 13th. Finally, Citigroup lowered shares of Domo from an “outperform” rating to an “underperform” rating in a report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $8.64.

About Domo

Domo, Inc (NASDAQ: DOMO) is a cloud-based software company that specializes in business intelligence and data analytics. The company’s flagship product, the Domo Business Cloud, provides organizations with an end-to-end platform to integrate, visualize and analyze data from a wide array of sources. By unifying disparate data feeds into interactive dashboards and custom applications, Domo enables real-time insights that inform decision-making across all levels of an enterprise.

Founded in 2010 by Josh James, Domo is headquartered in American Fork, Utah, and operates offices across North America, Europe and Asia Pacific.