Cloud Partnerships And AI Integration Will Unlock Future Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

31 Mar 25

Updated

07 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

23.2%

7D

2.3%

Loading

1Y

23.2%

7D

2.3%

You can edit this narrative until Dec 8 7:05 AM. Then, changes will post as Updates.

Author's Valuation

US$16.1744.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Decreased 13%

DOMO: Rising Revenue Outlook And India Expansion Will Drive Long-Term Upside

Narrative Update on Domo Analysts have trimmed their price target on Domo from approximately $18.50 to about $16.17 per share, citing slightly lower margin expectations and valuation multiples that more than offset improved revenue growth assumptions and a modestly higher discount rate. What's in the News Domo issued revenue guidance for the fourth quarter of fiscal 2026 of $78.0 million to $79.0 million, and for full year 2026 of $317.5 million to $318.5 million (company guidance) Domo launched its platform on the AWS Asia Pacific Region in India to improve performance, reduce latency, and support customers operating in or serving the Indian market (company announcement) Showpass is using Domo's AI and data products platform to deliver real time embedded analytics to over 30,000 clients, adding premium dashboards as a new revenue stream (company announcement) Panasonic's Living Appliances and Solutions Company is leveraging Domo to transform digital customer support and product innovation, cutting 180 hours of monthly manual data aggregation and helping regain the top ranking in digital support for home appliances (company announcement) Valuation Changes The fair value estimate has decreased modestly from approximately $18.50 to about $16.17 per share, reflecting a lower implied upside for the stock.

Shared on 27 Aug 25

Fair value Increased 28%

Domo's price target has been raised to $15.83 as analysts cite the company's successful adoption of consumption-based pricing, strong new cloud partnerships, improved revenue visibility, and increased insider buying as key drivers of its enhanced growth outlook. Analyst Commentary Bullish analysts highlight Domo's successful transition to consumption-based pricing and new partnerships with cloud data warehouses as catalysts for sustained growth acceleration.

Shared on 30 Jul 25

Fair value Increased 47%

Domo’s analyst price target has been significantly raised, primarily reflecting improved consensus revenue growth forecasts and a higher expected future P/E multiple, resulting in a fair value increase from $9.85 to $14.50. What's in the News Domo announced influencer platform Later is using its AI and data platform to manage data growth, support creators, and drive brand revenue through actionable insights.

Shared on 01 May 25

Fair value Decreased 0.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 7.12%

AnalystConsensusTarget has increased future PE multiple from 14.4x to 16.0x.

Shared on 02 Apr 25

Fair value Decreased 15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$16.17

44.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.22%

Software revenue growth rate

1.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.53%

Calculation

US$48.34m

Earnings '28

x

21.55x

PE Ratio '28

=

US$1.04b

Market Cap '28

US$1.04b

Market Cap '28

/

49.34m

No. shares '28

=

US$21.11

Share Price '28

US$21.11 Share Price '28

Discounted to 2025 @ 9.56% p.a.

=

US$16.05

Fair Value '25