OOMA Ooma, Inc. Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 4, 2026OOMA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
OOMA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About Ooma, Inc. Common Stock Company overview from Wikipedia
Ooma, Inc. is an American publicly traded telecommunications company based in the Silicon Valley, California area. Ooma offers communications services including Voice over IP (VoIP) calling for business, home and mobile users.
History
Ooma was founded by Andrew Frame, who previously worked for Cisco Systems, and Michael Cerda. Ooma's initial product was a "VoIP in a box" device that had the capability to use peer-to-peer VoIP technology to let users make phone calls over other Ooma users' landline services. The system worked through a "hub" connected to the main phone line and "scouts" connected to other phones. Due to the potential for privacy issues, Ooma never terminated any calls using the peer-to-peer technology. In January 2008, Ooma officially terminated the option of enabling its peer-to-peer technology.
PC Magazine awarded Ooma the DigitalLife Best of Show award in the hardware innovator category for the Ooma Hub in 2007. Frame stepped down from his role as CEO in 2009 and was replaced by Eric Stang. That same year, Ooma released its Telo system, which consisted of a base system to access unlimited calling and caller ID. In 2009, Ooma received the gold consumer product of the year award as part of the Best in Biz Awards in 2011.
In 2011, it was announced that Ooma's VoIP-In-A-Box was expanding to Canada.
Ooma unveiled its HD2 handset in November 2012. The handset includes one-touch voicemail, an intercom, and baby monitoring features. Ooma also launched Ooma Linx in 2012, which used an AC outlet to connect any phone or fax machine to the Telo base station. In December 2012, Ooma received the Internet Telephony Product of the Year award for developing the Telo, HD2 handset, and Linx. Ooma launched the HD3 handset in December 2017 and the Ooma Telo 4G system with wireless internet connectivity in January 2019.
Ooma worked with West Valley City, Utah, in June 2014 to offer free telephone service to households through a fiber network. In 2015, Ooma was named one of the fastest-growing private companies by the San Francisco Business Times and Silicon Valley Business Journal. That same year, it was a gold winner of the Best of Biz Awards.
Ooma acquired security camera startup Butterfleye in December 2017, custom business communications provider Voxter in March 2018, business communications provider Broadsmart in May 2019 and business communications provider OnSIP in July 2022. On September 22, 2021, Ooma announced in an email message to its camera users that "We're sorry to inform you that the operation, maintenance and support of Ooma Butterfleye and Smart Cam security cameras will be ending. As such, the last day of operation of your camera(s) will be October 22, 2021. After this day, your camera(s) will stop working and will no longer record videos. Any videos you currently access through the Smart Cam App will become unavailable."
Ooma acquired telecommunications platform provider 2600Hz (www.2600hz.com) in October 2023.
Funding
The company's initial funding round raised $7.8 million in 2005. In 2006, Sean Parker invested in the company. Ooma held a Series B funding round in 2007, which raised $12 million. Investors included Worldview Technology Partners and Draper Fisher Jurvetson. In September 2008, Ooma raised $16 million in its Series C funding round.
Ooma raised a $18.3 million Series D funding round in June 2009. Worldview Technology Partners led the round.
In January 2012, Ooma raised a funding round of $17.3 million from investors, including Draper Fisher Jurvetson and Founder's Fund. The company had raised a total of $83.3 million at that time.
Ooma held its IPO in July 2015. The company went public at $13 per share. Ooma raised $85 million from the 5 million shares offered.
Operations
Ooma's service offerings are broken down into two business models: Ooma Telo for personal or home use and business services including Ooma Office, Ooma Office Pro, and Ooma Enterprise.
Ooma Telo
Ooma Telo was released on October 1, 2009. Telo is designed to provide unlimited, free VoIP calls within the United States. It features Bluetooth integration, HD voice, and a cordless DECT 6.0 handset. Existing landline, VoIP, or mobile numbers can be ported to Ooma.
A Premier package adds Multi-Ring, Do Not Disturb, enhanced voicemail service, and Caller ID with Name.
Ooma Office
Launched in 2013, Ooma Office consists of a cloud-based phone system including business applications such as conferencing, virtual fax extensions, and extension dialing. In August 2016, the mobile version of Ooma Office was released. The mobile version does not require the base station unit Ooma Office operates through. Features available through the mobile software include a virtual receptionist, call transferring, local and toll-free numbers, conference bridges, and extension dialing.
In 2020, Ooma introduced Ooma Connect, a base station and adapter that provides a wireless internet connection.
Ooma Office Pro
Launched in 2020, Ooma Office Pro provides all the features of Ooma Office in addition to advanced features including video meetings, call recording, a desktop app (also known as a softphone), robocall blocking, and voicemail transcription.
Ooma Office Pro Plus
Launched in 2022, Ooma Office Pro Plus provides additional features to the Pro tier including: Call Queuing, Hot Desking, Salesforce and Dynamics CRM integrations, Ooma Meetings Recordings, Shared Voicemail Boxes, Expanded Schedules, Call Screening, Digital Call Deflection, and automated texting.
Ooma Enterprise
Launched in 2018, Ooma Enterprise provides a full, customizable unified communications as a service (UCaaS) solution.
Ooma AirDial
Ooma introduced Ooma AirDial in November 2021 to provide replacement for traditional analog copper-wire phone lines, also known as Plain Old Telephone Service or POTS, for devices that require a highly reliable connection, such as fire alarm panels, elevator emergency phones, burglar alarms, building entry system and blue-light campus safety phone.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | OOMA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 53.35Y avg ≈-143.7 | ≈-143.7 | 42.8 | Overvalued | |
| P/S | 2.15Y avg ≈1.6 | ≈1.6 | 4.6 | Undervalued | |
| P/B | 6.15Y avg ≈5.2 | ≈5.2 | 4.4 | Undervalued | |
| EV / EBITDA | 64.3 | · | · | · | |
| Price / FCF | 25.85Y avg ≈71.3 | ≈71.3 | · | · | |
| Price / Cash Flow | 20.65Y avg ≈31.0 | ≈31.0 | 11.6 | Fair value | |
| EV / Revenue | 2.0 | · | · | · | |
| EV / FCF | 25.2 | · | · | · | |
| Price / Tangible Book | 17.35Y avg ≈9.6 | ≈9.6 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | OOMA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 61.5%5Y avg ≈61.9% | ≈61.9% | 68.4% | In line | |
| Operating Margin (TTM) | 3.6%5Y avg ≈-1.3% | ≈-1.3% | 1.3% | Top tier | |
| EBITDA Margin (TTM) | 5.1%5Y avg ≈0.39% | ≈0.39% | 1.3% | Top tier | |
| Pretax Margin (TTM) | 2.9%5Y avg ≈-1.1% | ≈-1.1% | 0.79% | Top tier | |
| Net Profit Margin (TTM) | 3.6%5Y avg ≈-0.66% | ≈-0.66% | 0.56% | Top tier | |
| ROA (TTM) | 5.8%5Y avg ≈-1.3% | ≈-1.3% | -2.1% | Top tier | |
| ROE (TTM) | 11.7%5Y avg ≈-2.3% | ≈-2.3% | -12.0% | Top tier | |
| ROIC | 6.3%5Y avg ≈-2.6% | ≈-2.6% | -0.27% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | OOMA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.0 | · | 0.2 | Low debt | |
| Current Ratio (MRQ) | 1.05Y avg ≈1.2 | ≈1.2 | 1.7 | Low liquidity | |
| Quick Ratio | 0.45Y avg ≈0.6 | ≈0.6 | 1.2 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | OOMA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.5%5Y avg ≈10.2% | ≈10.2% | · | · | |
| Revenue CAGR 3Y | 8.2%5Y avg ≈10.1% | ≈10.1% | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | OOMA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.55Y avg ≈1.7 | ≈1.7 | 0.5 | Top tier | |
| Inventory Turnover | 7.35Y avg ≈5.4 | ≈5.4 | · | · | |
| Receivables Turnover | 27.55Y avg ≈28.9 | ≈28.9 | 7.1 | Top tier | |
| Revenue / Employee | ≈$192.7K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2027 | Aug 26, 2026 | $0.35 | $0.34 | 3.7% |
| March 31, 2027 | May 26, 2026 | $0.35 | $0.32 | 7.9% |
| Sept. 30, 2026 | $0.35 | $0.34 | 3.7% | |
| June 30, 2026 | $0.35 | $0.32 | 7.9% | |
| March 31, 2026 | $0.34 | $0.31 | 9.3% | |
| Dec. 31, 2025 | $0.27 | $0.23 | 19.9% | |
| Sept. 30, 2025 | $0.23 | $0.20 | 12.4% | |
| June 30, 2025 | $0.20 | $0.19 | 8.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $274M | $257M | $237M | $216M | $192M | $169M | $152M | $129M | $114M | $105M | $89M | $72M | |
| Cost of Revenue | $106M | $101M | $90M | $79M | $74M | $64M | $62M | $53M | $46M | $45M | $42M | $37M | |
| Gross Profit | $167M | $156M | $147M | $138M | $118M | $105M | $89M | $76M | $68M | $59M | $47M | $35M | |
| R&D Expense | $50M | $54M | $50M | $46M | $38M | $36M | $38M | $34M | $29M | $24M | $19M | $12M | |
| SG&A Expense | $34M | $31M | $28M | $28M | $24M | $21M | $21M | $18M | $15M | $15M | $13M | $7M | |
| Operating Expenses | $163M | $163M | $151M | $143M | $120M | $108M | $109M | $92M | $82M | $73M | $60M | $41M | |
| Operating Income | $4M | $-7M | $-4M | $-6M | $-2M | $-3M | $-20M | $-16M | $-14M | $-13M | $-13M | $-6M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $18.0K | $900.0K | $300.0K | |
| Other Non-op | · | · | · | · | · | · | · | · | · | $-43.0K | $-42.0K | $-55.0K | |
| Pretax Income | $4M | $-6M | $-3M | $-5M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | $-7M | |
| Income Tax | $-2M | $760.0K | $-2M | $-2M | · | $85.0K | $-130.0K | $-384.0K | $3.0K | · | · | $-502.0K | |
| Net Income | $6M | $-7M | $-835.0K | $-4M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | $-6M | |
| EPS (Basic) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 | $-0.11 | · | · | · | · | · | · | |
| EPS (Diluted) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 | $-0.11 | · | · | · | · | · | · | |
| Shares (Basic) | 27,550,814 | 26,685,598 | 25,573,288 | 24,506,525 | 23,473,849 | 22,361,312 | · | · | · | · | · | · | |
| Shares (Diluted) | 28,116,327 | 26,685,598 | 25,573,288 | 24,506,525 | 23,473,849 | 22,361,312 | · | · | · | · | · | · | |
| EBITDA | $9M | $-3M | $316.0K | $-2M | $1M | $102.0K | $-17M | $-14M | $-12M | · | $-13M | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $18M | $18M | $24M | $20M | $17M | $12M | $15M | $4M | $4M | $27M | $9M | |
| Short-term Investments | · | · | $0 | $3M | $12M | $11M | $14M | $27M | $47M | $49M | $28M | · | |
| Receivables | $12M | $8M | $10M | $7M | $7M | $5M | $5M | $4M | $3M | $5M | $6M | $4M | |
| Inventory | $16M | $13M | $20M | $26M | $14M | $12M | $8M | $10M | $6M | $6M | $5M | $8M | |
| Prepaid Expense | $19M | $17M | $16M | $14M | $14M | $10M | $9M | $5M | $4M | $2M | $1M | $945.0K | |
| Other Current Assets | $4M | $2M | $1M | $2M | $1M | $395.0K | $1M | $1M | $1M | · | · | · | |
| Current Assets | $67M | $56M | $64M | $75M | $66M | $56M | $48M | $62M | $65M | $67M | $69M | $25M | |
| PP&E (Net) | $13M | $12M | $10M | $8M | $6M | $5M | $5M | $5M | $5M | $4M | $4M | $3M | |
| PP&E (Gross) | $40M | $35M | $32M | $26M | $21M | $17M | $14M | $12M | $12M | $9M | $10M | $7M | |
| Accum. Depreciation | $27M | $23M | $22M | $18M | $15M | $12M | $9M | $8M | $7M | $5M | $6M | $4M | |
| Goodwill | $50M | $23M | $23M | $9M | $4M | $4M | $4M | $4M | $2M | $1M | $1M | $1M | |
| Intangibles | $62M | $22M | $28M | $10M | $4M | $6M | $7M | $3M | $1M | $537.0K | $885.0K | $1M | |
| Other Non-current Assets | $21M | $20M | $18M | $17M | $14M | $12M | $8M | $5M | $336.0K | $252.0K | $888.0K | $1M | |
| Total Assets | $228M | $149M | $159M | $131M | $109M | $89M | $81M | $78M | $73M | $73M | $77M | $31M | |
| Accounts Payable | $8M | $6M | $8M | $13M | $8M | $7M | $8M | $10M | $5M | $6M | $5M | $4M | |
| Accrued Liabilities | · | · | · | · | · | $23M | $23M | $19M | $15M | $12M | $13M | $10M | |
| Short-term Debt | $6M | · | · | · | · | · | · | · | · | · | · | $2M | |
| Current Liabilities | $72M | $52M | $51M | $57M | $47M | $47M | $47M | $45M | $36M | $33M | $33M | $31M | |
| Capital Leases | $11M | $12M | $14M | $14M | $11M | $3M | $5M | · | · | · | · | · | |
| Other Non-current Liabilities | $392.0K | $23.0K | $15.0K | $31.0K | $73.0K | $75.0K | $174.0K | $619.0K | $577.0K | $561.0K | $182.0K | $980.0K | |
| Total Liabilities | $135M | $64M | $81M | $68M | $58M | $50M | $52M | $45M | $36M | $34M | $34M | $43M | |
| Long-term Debt | $52M | $0 | $16M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $2.0K | $2.0K | $2.0K | · | |
| Paid-in Capital | $227M | $225M | $211M | $196M | $180M | $167M | $153M | $139M | $128M | $118M | $108M | $6M | |
| Retained Earnings | $-134M | $-140M | $-133M | $-132M | $-129M | $-127M | $-125M | $-106M | $-91M | $-78M | $-65M | $-51M | |
| AOCI | · | $0 | $-1.0K | $-23.0K | $-20.0K | $7.0K | $14.0K | $-10.0K | $-84.0K | $-11.0K | $17.0K | · | |
| Stockholders' Equity | $93M | $85M | $78M | $63M | $51M | $40M | $28M | $33M | $37M | $40M | $43M | $-45M | |
| Liabilities + Equity | $228M | $149M | $159M | $131M | $109M | $89M | $81M | $78M | $73M | $73M | $77M | $31M | |
| Shares Outstanding | 27,400,000 | 27,200,000 | 26,000,000 | 25,000,000 | 23,900,000 | 22,900,000 | 21,700,000 | 20,300,000 | 19,100,000 | 18,000,000 | 16,916,250 | 2,515,065 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | $2M | $1M | $896.0K | |
| Stock-based Comp | $15M | $18M | $15M | $14M | $13M | $12M | $13M | $10M | $11M | $10M | $5M | $426.0K | |
| Deferred Tax | $-3M | · | $-3M | $-2M | · | · | $-144.0K | $-384.0K | · | · | · | $-502.0K | |
| Amort. of Intangibles | $7M | $6M | $4M | $2M | $1M | $1M | $1M | $700.0K | $300.0K | $348.0K | $393.0K | $306.0K | |
| Restructuring | · | · | · | · | · | · | $3M | · | · | · | · | · | |
| Other Non-cash | $4M | $11M | $-3M | $-3M | $-7M | $-8M | $-4M | $-2M | $3M | · | · | · | |
| Operating Cash Flow | $28M | $27M | $12M | $9M | $7M | $4M | $-8M | $-4M | $3M | $385.0K | $-470.0K | $-4M | |
| CapEx | $6M | $6M | $6M | $5M | $4M | $3M | $3M | $2M | $2M | $2M | $3M | $1M | |
| Investing Cash Flow | $-70M | $-6M | $-35M | $-6M | $-5M | $229.0K | $3M | $15M | $-2M | $-23M | · | · | |
| Debt Issued | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $-6M | $-16M | $16M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | $3M | $5M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $1M | $221.0K | $423.0K | |
| Stock Repurchased | $12M | $4M | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-9M | $586.0K | $3M | $3M | $3M | $3M | $3M | $3M | $2M | · | $221.0K | · | |
| Financing Cash Flow | $44M | $-20M | $16M | $2M | $601.0K | $1M | $1M | $-40.0K | $-525.0K | $-839.0K | · | · | |
| Net Change in Cash | $2M | $335.0K | $-7M | $4M | $2M | $6M | $-4M | $11M | $493.0K | $-23M | $18M | $3M | |
| Taxes Paid | $739.0K | $600.0K | $800.0K | $409.0K | $34.0K | · | · | $1.0K | · | $3.0K | · | · | |
| Free Cash Flow | $22M | $20M | $6M | $4M | $2M | $1M | · | · | $695.0K | · | $-3M | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.1% | 60.7% | 62.2% | 63.7% | 61.6% | 62.0% | 59.0% | 59.2% | 59.5% | · | 52.8% | · | |
| Operating Margin | 1.6% | -2.7% | -1.7% | -2.7% | -1.0% | -1.6% | -13.0% | -12.2% | -12.0% | · | -14.3% | · | |
| Net Margin | 2.4% | -2.7% | -0.35% | -1.7% | -0.91% | -1.4% | -12.4% | -11.3% | -11.5% | · | -15.8% | · | |
| Pretax Margin | 1.6% | -2.4% | -1.2% | -2.5% | -0.91% | -1.4% | -12.5% | -11.6% | · | · | -15.8% | · | |
| EBITDA Margin | 3.2% | -1.0% | 0.13% | -0.92% | 0.62% | 0.06% | -11.3% | -10.5% | -10.3% | · | -14.3% | · | |
| ROA | 3.4% | -4.5% | -0.58% | -3.0% | -1.8% | -2.9% | -23.6% | -19.2% | -17.9% | · | -26.1% | · | |
| ROE | 7.1% | -8.2% | -1.1% | -5.9% | -3.5% | -6.3% | -67.3% | -43.2% | -34.8% | · | 1246.3% | · | |
| ROIC | 6.3% | -9.2% | -1.5% | -6.1% | · | -7.3% | -68.9% | -46.5% | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | 1.2 | 1.3 | 1.4 | 1.2 | 1.0 | 1.4 | 1.8 | · | 2.1 | · | |
| Quick Ratio | 0.4 | 0.5 | 0.5 | 0.6 | 0.8 | 0.7 | 0.7 | 1.0 | 1.5 | · | 1.8 | · | |
| Debt / Equity | 0.1 | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -14.1 | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.7 | 1.6 | 1.8 | 1.9 | 2.0 | 1.9 | 1.7 | 1.6 | · | 1.6 | · | |
| Inventory Turnover | 7.3 | 6.1 | 3.9 | 3.9 | 5.7 | 6.2 | 6.7 | 6.5 | 7.8 | · | 6.4 | · | |
| Receivables Turnover | 27.5 | 28.7 | 27.9 | 29.9 | 30.7 | 34.4 | 36.5 | 39.3 | 30.2 | · | 17.7 | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $3.39 | $3.14 | $3.00 | $2.53 | $2.14 | $1.73 | $1.31 | $1.63 | $1.94 | · | $2.54 | · | |
| Revenue / Share | $9.73 | $9.63 | $9.26 | $8.82 | · | · | · | · | · | · | · | · | |
| Cash Flow / Share | $0.98 | $1.00 | $0.48 | $0.36 | · | · | · | · | · | · | · | · | |
| Cash / Share | $0.74 | $0.66 | $0.67 | $0.97 | $0.82 | $0.76 | $0.54 | $0.76 | $0.23 | · | $1.62 | · | |
| EPS (TTM) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 | $-0.11 | · | · | · | · | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | 8.5% | 9.5% | 12.4% | 13.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.2% | 10.1% | 11.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $274M | $257M | $237M | $216M | $192M | $169M | $152M | $129M | $114M | $105M | $89M | · | |
| Net Income TTM | $6M | $-7M | $-835.0K | $-4M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | · | |
| Market Cap | $322M | $391M | $281M | $359M | $431M | $308M | $285M | $307M | $196M | · | $115M | · | |
| Enterprise Value | $308M | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 51.1 | -55.3 | -360.7 | -95.8 | -257.7 | -122.5 | · | · | · | · | · | · | |
| P/S | 1.2 | 1.5 | 1.2 | 1.7 | 2.2 | 1.8 | 1.9 | 2.4 | 1.7 | · | 1.3 | · | |
| P/B | 3.5 | 4.6 | 3.6 | 5.7 | 8.4 | 7.8 | 10.0 | 9.3 | 5.3 | · | 2.7 | · | |
| P / Tangible Book | · | 9.8 | 10.4 | 8.2 | 10.1 | 10.4 | · | · | · | · | · | · | |
| P / Cash Flow | 11.6 | 14.7 | 22.9 | 40.9 | 64.8 | 70.6 | -37.7 | -78.1 | 61.7 | · | -244.4 | · | |
| P / FCF | 14.6 | 19.4 | 46.0 | 100.9 | 175.9 | 255.6 | · | · | 281.7 | · | -34.2 | · | |
| EV / EBITDA | 35.6 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | 13.9 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 1.1 | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.0% | -1.8% | -0.28% | -1.0% | -0.39% | -0.82% | · | · | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $83M | $81M | $75M | $68M | $66M | $65M | $65M | $65M | $64M | $62M | $62M | $60M | $58M | $57M | $56M | $57M | |
| Cost of Revenue | $32M | $30M | $29M | $27M | $26M | $25M | $25M | $26M | $25M | $24M | $24M | $23M | $22M | $21M | $21M | $21M | |
| Gross Profit | $51M | $51M | $46M | $41M | $40M | $40M | $40M | $39M | $39M | $38M | $38M | $37M | $37M | $36M | $36M | $36M | |
| R&D Expense | $15M | $15M | $13M | $12M | $12M | $12M | $13M | $14M | $14M | $14M | $14M | $13M | $12M | $12M | $12M | $12M | |
| SG&A Expense | $9M | $10M | $10M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $8M | $8M | $6M | $7M | $7M | $8M | |
| Operating Expenses | $47M | $47M | $44M | $39M | $39M | $40M | $40M | $42M | $40M | $41M | $40M | $38M | $37M | $37M | $36M | $39M | |
| Operating Income | $4M | $4M | $2M | $1M | $916.0K | $-57.0K | $-321.0K | $-2M | $-2M | $-3M | $-2M | $-1M | $6.0K | $-608.0K | $-497.0K | $-3M | |
| Pretax Income | $3M | $3M | $2M | $1M | $1M | $106.0K | $-356.0K | $-2M | $-2M | $-2M | $-2M | $-751.0K | $538.0K | $-193.0K | $-309.0K | $-3M | |
| Income Tax | $155.0K | $156.0K | $-2M | $64.0K | $-118.0K | $247.0K | $-95.0K | $92.0K | $438.0K | $325.0K | $658.0K | $-3M | $267.0K | $133.0K | $108.0K | $49.0K | |
| Net Income | $3M | $3M | $4M | $1M | $1M | $-141.0K | $-261.0K | $-2M | $-2M | $-2M | $-3M | $2M | $271.0K | $-326.0K | $-417.0K | $-3M | |
| EPS (Basic) | $0.11 | $0.09 | $0.14 | $0.05 | $0.05 | $-0.01 | $-0.01 | $-0.09 | $-0.08 | $-0.08 | $-0.12 | $0.09 | $0.01 | $-0.01 | $-0.02 | $-0.11 | |
| EPS (Diluted) | $0.10 | $0.09 | $0.15 | $0.05 | $0.04 | $-0.01 | $-0.01 | $-0.09 | $-0.08 | $-0.08 | $-0.12 | $0.09 | $0.01 | $-0.01 | $-0.02 | $-0.11 | |
| Shares (Basic) | 27,551,160 | 27,495,292 | · | 27,621,276 | 27,595,209 | 27,445,911 | · | 26,837,594 | 26,556,754 | 26,224,396 | · | 25,469,997 | 25,330,545 | 25,178,008 | · | 24,608,685 | |
| Shares (Diluted) | 28,877,764 | 28,098,180 | · | 28,005,206 | 28,125,304 | 27,445,911 | · | 26,837,594 | 26,556,754 | 26,224,396 | · | 25,990,264 | 25,935,018 | 25,178,008 | · | 24,608,685 | |
| EBITDA | $4M | $5M | · | $1M | $916.0K | $887.0K | · | $-2M | $-2M | $-2M | · | $-1M | $6.0K | $455.0K | · | $-3M |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $18M | $17M | $20M | $22M | $20M | $19M | $18M | $17M | $17M | $16M | · | $19M | $29M | $27M | · | $20M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | $0 | $495.0K | $987.0K | · | $4M | |
| Receivables | $11M | $12M | $12M | $9M | $9M | $8M | $8M | $8M | $8M | $11M | · | $9M | $9M | $9M | · | $7M | |
| Inventory | $21M | $18M | $16M | $15M | $15M | $14M | $13M | $13M | $15M | $17M | · | $21M | $23M | $25M | · | $22M | |
| Prepaid Expense | $19M | $20M | $19M | $18M | $17M | $16M | $17M | $17M | $16M | $14M | · | $16M | $15M | $14M | · | $15M | |
| Other Current Assets | $4M | $4M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | · | $2M | $1M | $926.0K | · | · | |
| Current Assets | $69M | $67M | $67M | $64M | $60M | $57M | $56M | $55M | $56M | $57M | · | $66M | $75M | $76M | · | $68M | |
| PP&E (Net) | $14M | $14M | $13M | $13M | $13M | $12M | $12M | $12M | $11M | $11M | · | $10M | $9M | $8M | · | $8M | |
| PP&E (Gross) | · | · | $40M | · | · | · | $35M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $27M | · | · | · | $23M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $50M | $50M | $50M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | · | $23M | $9M | $9M | · | $9M | |
| Intangibles | $56M | $59M | $62M | $18M | $19M | $21M | $22M | $24M | $25M | $26M | · | $30M | $9M | $10M | · | $11M | |
| Other Non-current Assets | $23M | $22M | $21M | $20M | $21M | $20M | $20M | $21M | $21M | $21M | · | $18M | $18M | $18M | · | $16M | |
| Total Assets | $226M | $227M | $228M | $153M | $150M | $149M | $149M | $150M | $151M | $155M | · | $163M | $136M | $138M | · | $125M | |
| Accounts Payable | $11M | $14M | $8M | $6M | $7M | $11M | $6M | $7M | $7M | $11M | · | $7M | $13M | $19M | · | $12M | |
| Short-term Debt | $1M | $5M | $6M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $73M | $72M | $72M | $52M | $50M | $49M | $52M | $51M | $48M | $49M | · | $54M | $52M | $56M | · | $54M | |
| Capital Leases | $10M | $11M | $11M | $11M | $12M | $12M | $12M | $12M | $13M | $13M | · | $14M | $13M | $14M | · | $11M | |
| Other Non-current Liabilities | $396.0K | $392.0K | $392.0K | · | · | · | $23.0K | · | · | · | · | $14.0K | $17.0K | · | · | $39.0K | |
| Total Liabilities | $128M | $131M | $135M | $63M | $62M | $61M | $64M | $66M | $70M | $74M | · | $85M | $65M | $70M | · | $65M | |
| Long-term Debt | $45M | $48M | $52M | · | · | · | · | $3M | $8M | $12M | · | $18M | · | · | · | · | |
| Total Debt | $1M | $5M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | |
| Paid-in Capital | $227M | $227M | $227M | $228M | $227M | $228M | $225M | $223M | $219M | $216M | · | $208M | $204M | $200M | · | $192M | |
| Retained Earnings | $-128M | $-131M | $-134M | $-138M | $-139M | $-140M | $-140M | $-140M | $-138M | $-135M | · | $-130M | $-132M | $-133M | · | $-132M | |
| AOCI | · | · | · | · | · | · | · | · | · | $-1.0K | · | $-1.0K | $-5.0K | $-11.0K | · | $-60.0K | |
| Stockholders' Equity | $98M | $96M | $93M | $90M | $88M | $88M | $85M | $84M | $82M | $81M | $78M | $78M | $71M | $68M | $63M | $60M | |
| Liabilities + Equity | $226M | $227M | $228M | $153M | $150M | $149M | $149M | $150M | $151M | $155M | · | $163M | $136M | $138M | · | $125M | |
| Shares Outstanding | · | · | 27,400,000 | · | · | · | 27,200,000 | · | · | · | · | · | · | · | · | · |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $1M | $1M | $1M | $944.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $998.0K | |
| Stock-based Comp | $4M | $3M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | $103.0K | $3M | · | · | $0 | $-90.0K | |
| Amort. of Intangibles | $3M | $3M | $2M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $800.0K | $700.0K | $741.0K | $760.0K | $800.0K | |
| Other Non-cash | · | $-857.0K | · | · | · | $-1M | · | · | · | $326.0K | · | · | · | $-3M | · | · | |
| Operating Cash Flow | $13M | $6M | $11M | $7M | $6M | $4M | $8M | $8M | $7M | $4M | $6M | $2M | $4M | $1M | $3M | $2M | |
| CapEx | $2M | $1M | $2M | $1M | $1M | $1M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | |
| Investing Cash Flow | $-2M | $-1M | $-66M | $-1M | $-1M | $-1M | $-2M | $-2M | $-2M | $-1M | $-4M | $-30M | $-2M | $676.0K | $501.0K | $680.0K | |
| Net Debt Issued | · | $-5M | · | · | · | · | · | · | · | $-4M | · | · | · | · | · | · | |
| Stock Issued | $376.0K | $1M | $0 | $732.0K | $0 | $2M | $2M | $2M | $167.0K | $1M | $-61.0K | $837.0K | $164.0K | $2M | $720.0K | $1M | |
| Stock Repurchased | $2M | $3M | $3M | $3M | $3M | $2M | $2M | $1M | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-2M | · | · | · | $85.0K | · | · | · | $1M | · | · | · | $2M | · | · | |
| Financing Cash Flow | $-11M | $-8M | $53M | $-3M | $-4M | $-1M | $-5M | $-6M | $-5M | $-4M | $-3M | $18M | $-319.0K | $1M | $297.0K | $676.0K | |
| Net Change in Cash | $370.0K | $-3M | $-2M | $2M | $570.0K | $1M | $740.0K | $546.0K | $737.0K | $-2M | $-1M | $-10M | $2M | $3M | $4M | $4M | |
| Free Cash Flow | · | $5M | · | · | · | $2M | · | · | · | $2M | · | · | · | $-90.0K | · | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.3% | 62.4% | · | 60.2% | 60.6% | 61.8% | · | 60.3% | 60.4% | 61.0% | · | 61.7% | 62.7% | 63.2% | · | 63.4% | |
| Operating Margin | 4.8% | 4.3% | · | 1.9% | 1.4% | -0.09% | · | -3.5% | -2.5% | -4.4% | · | -1.7% | 0.01% | -1.1% | · | -5.0% | |
| Net Margin | 3.6% | 3.2% | · | 2.1% | 1.9% | -0.22% | · | -3.6% | -3.3% | -3.4% | · | 3.8% | 0.46% | -0.57% | · | -5.0% | |
| Pretax Margin | 3.8% | 3.4% | · | 2.1% | 1.7% | 0.16% | · | -3.5% | -2.6% | -2.9% | · | -1.2% | 0.92% | -0.34% | · | -4.9% | |
| EBITDA Margin | 4.8% | 5.8% | · | 1.9% | 1.4% | 1.4% | · | -3.5% | -2.5% | -2.7% | · | -1.7% | 0.01% | 0.80% | · | -5.0% | |
| ROA | 1.6% | 1.4% | · | 0.92% | 0.83% | -0.09% | · | -1.5% | -1.5% | -1.5% | · | 1.6% | 0.21% | -0.26% | · | -2.4% | |
| ROE | 3.2% | 2.8% | · | 1.6% | 1.5% | -0.17% | · | -2.9% | -2.8% | -2.9% | · | 3.3% | 0.42% | -0.53% | · | -5.2% | |
| ROIC | 3.8% | 3.3% | · | 1.4% | 1.1% | 0.09% | · | -2.9% | -2.5% | -4.0% | · | 4.0% | 0.00% | -1.5% | · | -4.9% |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 0.9 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | 1.4 | 1.4 | · | 1.3 | |
| Quick Ratio | 0.4 | 0.4 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.7 | 0.7 | · | 0.6 | |
| Debt / Equity | 0.0 | 0.0 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Inventory Turnover | 1.8 | 1.9 | · | 1.9 | 1.7 | 1.6 | · | 1.5 | 1.3 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.1 | |
| Receivables Turnover | 8.3 | 7.9 | · | 7.9 | 7.9 | 6.8 | · | 7.5 | 7.6 | 6.4 | · | 7.3 | 7.7 | 7.9 | · | 8.5 |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $2.88 | $2.89 | · | $2.41 | $2.36 | $2.37 | · | $2.43 | $2.41 | $2.38 | · | $2.30 | $2.25 | $2.26 | · | $2.30 | |
| Cash Flow / Share | · | $0.23 | · | · | · | $0.13 | · | · | · | $0.14 | · | · | · | $0.05 | · | · | |
| EPS (TTM) | $0.39 | $0.33 | · | $0.07 | $-0.07 | $-0.19 | · | $-0.37 | $-0.19 | $-0.10 | · | $0.07 | $-0.13 | $-0.13 | · | $-0.13 |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $307M | $290M | · | $264M | $262M | $259M | · | $253M | $248M | $242M | · | $232M | $228M | $223M | · | $210M | |
| Net Income TTM | $11M | $9M | · | $2M | $-2M | $-5M | · | $-10M | $-5M | $-3M | · | $2M | $-3M | $-3M | · | $-3M | |
| P/E | 55.8 | 49.5 | · | 160.4 | -162.6 | -64.4 | · | -32.3 | -54.7 | -70.6 | · | 155.9 | -115.4 | -94.6 | · | -124.8 | |
| Earnings Yield | 1.8% | 2.0% | · | 0.62% | -0.62% | -1.6% | · | -3.1% | -1.8% | -1.4% | · | 0.64% | -0.87% | -1.1% | · | -0.80% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Revenue | $274M | $257M | $237M | $216M | $192M |
| Gross Margin % | 61.1% | 60.7% | 62.2% | 63.7% | 61.6% |
| Operating Margin % | 1.6% | -2.7% | -1.7% | -2.7% | -1.0% |
| Net Income | $6M | $-7M | $-835.0K | $-4M | $-2M |
| Diluted EPS | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.1 | · | · | · | · |
| Current Ratio | 0.9 | 1.1 | 1.2 | 1.3 | 1.4 |
| Quick Ratio | 0.4 | 0.5 | 0.5 | 0.6 | 0.8 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $22M | $20M | $6M | $4M | $2M |
Institutional owners (13F) 179 filers · $381.5M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 32 (-6 vs prior Q) | 17 (-1 vs prior Q) | 72 (+17 vs prior Q) | 36 (-7 vs prior Q) | +1.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $69,001,010 | 3,590,063 | 18.09% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $20,525,442 | 1,067,921 | 5.38% | Shares |
| VANGUARD GROUP INC | $17,733,637 | 1,511,819 | 4.65% | Shares |
| GOLDMAN SACHS GROUP INC | $17,360,311 | 903,242 | 4.55% | Shares |
| MORGAN STANLEY | $17,139,436 | 891,750 | 4.49% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $14,914,778 | 776,003 | 3.91% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12,326,747 | 641,350 | 3.23% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $12,293,787 | 639,444 | 3.22% | Shares |
| JPMORGAN CHASE & CO | $10,987,915 | 565,222 | 2.88% | Shares |
| STATE STREET CORP | $10,763,104 | 559,995 | 2.82% | Shares |
| Hillsdale Investment Management Inc. | $10,192,366 | 530,300 | 2.67% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $8,029,212 | 417,723 | 2.10% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7,257,280 | 377,590 | 1.90% | Shares |
| MACKENZIE FINANCIAL CORP | $6,688,752 | 348,010 | 1.75% | Shares |
| Nuveen, LLC | $5,070,717 | 263,825 | 1.33% | Shares |
| Swedbank AB | $5,062,548 | 263,400 | 1.33% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $4,461,000 | 232,102 | 1.17% | Shares |
| TWO SIGMA INVESTMENTS, LP | $4,456,119 | 231,848 | 1.17% | Shares |
| GLOBEFLEX CAPITAL L P | $4,235,377 | 220,363 | 1.11% | Shares |
| NORTHERN TRUST CORP | $4,093,784 | 212,996 | 1.07% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4,076,139 | 212,078 | 1.07% | Shares |
| MARSHALL WACE, LLP | $3,913,788 | 203,631 | 1.03% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $3,746,382 | 194,921 | 0.98% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $3,687,330 | 191,849 | 0.97% | Shares |
| Creative Planning | $3,674,383 | 191,175 | 0.96% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $3,553,451 | 184,883 | 0.93% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $3,513,262 | 182,792 | 0.92% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $3,402,690 | 177,039 | 0.89% | Shares |
| PERKINS CAPITAL MANAGEMENT INC | $3,401,363 | 176,970 | 0.89% | Shares |
| NORGES BANK | $3,392,330 | 176,500 | 0.89% | Shares |
| AWM Investment Company, Inc. | $3,340,820 | 173,820 | 0.88% | Shares |
| Russell Investments Group, Ltd. | $3,256,361 | 169,007 | 0.85% | Shares |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $2,979,100 | 155,000 | 0.78% | Shares |
| Assenagon Asset Management S.A. | $2,912,829 | 151,552 | 0.76% | Shares |
| HERALD INVESTMENT MANAGEMENT Ltd | $2,881,500 | 150,000 | 0.76% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2,701,852 | 140,575 | 0.71% | Shares |
| Bank of New York Mellon Corp | $2,314,934 | 120,444 | 0.61% | Shares |
| Quantinno Capital Management LP | $2,299,750 | 119,654 | 0.60% | Shares |
| PEAK6 LLC | $2,158,406 | 112,300 | 0.57% | Call option |
| UBS Group AG | $1,986,810 | 103,372 | 0.52% | Shares |
| BARCLAYS PLC | $1,970,626 | 102,530 | 0.52% | Shares |
| SEI INVESTMENTS CO | $1,875,066 | 97,558 | 0.49% | Shares |
| Walleye Capital LLC | $1,577,962 | 82,100 | 0.41% | Call option |
| Campbell & CO Investment Adviser LLC | $1,537,619 | 80,001 | 0.40% | Shares |
| D. E. Shaw & Co., Inc. | $1,515,459 | 78,848 | 0.40% | Shares |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1,514,267 | 78,786 | 0.40% | Shares |
| Cornerstone Capital, Inc. | $1,441,500 | 75,000 | 0.38% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,436,465 | 74,738 | 0.38% | Shares |
| HSBC HOLDINGS PLC | $1,395,271 | 72,557 | 0.37% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,394,161 | 72,537 | 0.37% | Shares |
Company insiders 16 insiders · 6 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Eric B Stang | President & CEO | Sept. 21, 2026 M | 809,374 | 0 | 7 | $-3,213,693 |
| Shigeyuki Hamamatsu | SVP & Chief Financial Officer | Sept. 15, 2026 F | 167,032 | 0 | 3 | $-749,331 |
| Namrata Sabharwal | VP & Chief Accounting Officer | Sept. 24, 2026 M | 83,455 | 0 | 2 | $-90,799 |
| Jenny C Yeh | SVP & Chief Legal Officer | Sept. 17, 2026 S | 222,540 | 0 | 11 | $-1,026,999 |
| James A. Gustke | SVP of Marketing | Dec. 8, 2024 F | 26,916 | 0 | 0 | $0 |
| Spencer D. Jackson | VP, General Counsel & Sec. | Sept. 15, 2018 A | 99,962 | 0 | 0 | $0 |
| Susan Butenhoff | Director | Sept. 22, 2026 S | 109,483 | 0 | 1 | $-198,180 |
| Russell Mann | Director | June 24, 2026 S | 116,115 | 0 | 2 | $-367,000 |
| William D Pearce | Director | June 10, 2026 S | 181,652 | 0 | 1 | $-53,940 |
| Judi Hand | Director | June 4, 2026 A | 82,071 | 0 | 0 | $0 |
| Andrew H Galligan | Director | June 4, 2026 A | 250,824 | 0 | 0 | $0 |
| Peter J Goettner | Director | June 4, 2026 A | 174,010 | 0 | 0 | $0 |
| Alison Davis | Director | June 3, 2020 A | 37,390 | 0 | 0 | $0 |
| James Wei | Director | March 24, 2017 S | 0 | 0 | 0 | $0 |
| Sean N. Parker | Director | July 22, 2015 C | 51,280 | 0 | 0 | $0 |
| Ravi Narula | · | June 10, 2021 S | 207,634 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 22 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.35% | 68,336 SH | Oct. 2, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.16% | 57,895 SH | Aug. 19, 2026 | Daily |
| IWC · iShares Trust | 0.14% | 87,218 SH | Sept. 11, 2026 | Daily |
| VFMV · VANGUARD WELLINGTON FUND | 0.10% | 20,848 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.04% | 241,492 SH | Sept. 11, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.03% | 27,560 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 27,593 SH | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.02% | 638,415 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 12,264 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 92,277 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 290,557 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 147,946 SH | Aug. 19, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.00% | 804 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 2,277 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 56,544 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.00% | 27,070 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 4,968 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 7,307 SH | Sept. 3, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.00% | 865 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 4,229 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 753,971 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,790 SH | Aug. 19, 2026 | Daily |
OOMA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
5 analysts · 2026-09-30Mean target $26.60 +27.9%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| OOMA | $322M | 51.1 | 6.5% | 2.4% | 7.1% | 61.1% |
| CCSI | $414M | 5.0 | -0.20% | 24.2% | -1330.5% | 79.8% |
| ABTC | · | -10.0 | 158.8% | -82.7% | -30.5% | · |
| SPT | · | -15.2 | 12.7% | -9.5% | -22.3% | 77.6% |
| PAR | $1.47B | -17.4 | 30.2% | -18.5% | -10.0% | 43.5% |
| BTBT | $613M | -6.1 | 5.1% | -70.7% | -14.1% | · |
| ALOY | · | · | -5.3% | -182.1% | -95.8% | 48.0% |
| YEXT | $880M | 102.3 | 6.1% | 8.5% | 24.3% | 74.5% |
| WEAV | $595M | -20.5 | 17.0% | -11.7% | -34.8% | 72.1% |
| RMNI | $355M | 9.9 | -1.7% | 8.8% | -132.3% | 60.4% |
| API | $1.42B | 203.5 | · | 6.8% | 1.7% | 66.4% |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.