Ooma (OOMA)
Provides cloud phone, collaboration, POTS replacement, and residential calling services.
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Sells subscription-heavy communications services across Ooma Business and Ooma Residential, with product families spanning Ooma Office, AirDial, 2600Hz, OnSIP, FluentStream, Phone.com, Telo, and MyPhone. Revenue is concentrated in the US and weighted toward business services.
Runs cloud communications services for businesses and consumers through Ooma Business and Ooma Residential. The business portfolio includes Ooma Office, Ooma Enterprise, AirDial, 2600Hz, OnSIP, FluentStream, and Phone.com; the residential side centers on Telo service, Telo LTE, and the newer MyPhone offering for families.
Sales are concentrated in the United States, with no individual foreign country representing a material share in the latest filing. The model is subscription-heavy, supported by devices and installation around phone service, analog-line replacement, and wholesale communications platforms.
Execution depends on reliable service quality, easy setup, customer support, and integration of acquired UCaaS and service-provider platforms. The company reports one reportable segment, so portfolio economics are disclosed mainly through business versus residential revenue mix.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Lake Street | Reiterate | Rating: —Target: $23 | Target: $25 |
| Aug 27, 2026 | Industrial Alliance Securities | Target | Target: $24 | Target: $27 |
| Aug 17, 2026 | William Blair | Target | Target: — | Target: $24 |
| May 27, 2026 | Lake Street | Reiterate | Rating: —Target: $18 | Target: $23 |
| May 27, 2026 | UBS | Target | Target: — | Target: $24 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $17.5M · Total debt $56.4M · Total assets $226.4M · Shareholders' equity $98.4M
- Revenue
- $83.2M
- Operating income
- $4.0M
- Net income
- $3.0M
No dividends on record.
| Institutions | ≈ 71.57% | 19.68M shares | |
|---|---|---|---|
| 173 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 12.13% | 3.34M shares | |
| 11 holders · as of Sep 21, 2026 | |||
| Strategic holders | 6.82% | 1.87M shares | |
| 1 holder · as of Apr 15, 2025 | |||
| Other | ≈ 9.48% | 2.61M shares | |
| remainder | |||
27.50M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.05% | 3.59M | as of Jun 30, 2026 |
Eric B. StangInsiderdirector, officer: President & CEO | 6.96% | 1.91M | filed Sep 16, 2026 |
BlackRock Portfolio Management LLCStrategic | 6.82% | 1.87M | filed Apr 15, 2025 |
Vanguard Capital Management LLCInstitution | 3.88% | 1.07M | as of Jun 30, 2026 |
Acadian Asset Management LLCInstitution | 3.81% | 1.05M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Jenny C. Yeh | director, officer: SVP & Chief Legal Officer | −1,747 | $23.00 |
| Sep 14, 2026 | Eric B. Stang | director, officer: President & CEO | −36,322 | $23.26 |
| Sep 10, 2026 | Namrata Sabharwal | officer: VP & Chief Accounting Officer | −2,481 | $23.20 |
| Sep 11, 2026 | Eric B. Stang | director, officer: President & CEO | −10,361 | $22.75 |
| Sep 10, 2026 | Eric B. Stang | director, officer: President & CEO | −29,639 | $23.08 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ooma | $22.08 | −3.83% | $630.8M | 58.9 | 15.9 | 2.1 | +25.4% |
| RingCentral | $78.56 | +1.63% | $6.67B | 61.8 | 14.9 | 2.6 | +5.9% |
| 8x8 | $1.93 | +2.94% | $265.1M | 58.6 | 5.3 | 0.4 | +4.8% |
| Zoom Communications | $90.50 | −0.44% | $26.65B | 8.4 | 14.7 | 5.3 | +4.9% |
| Microsoft | $499.10 | −0.50% | $3.72T | 27.9 | 25.5 | 11.2 | +17.8% |
| Cisco Systems | $105.63 | −5.23% | $439.31B | 33.5 | 20.6 | 6.9 | +17.6% |
| Crexendo | $5.82 | +0.52% | $187.7M | 43.7 | 14.2 | 2.3 | +48.9% |
| Twilio | $283.70 | +6.63% | $40.38B | 37.1 | 46.0 | 7.2 | +22.0% |
| Verizon | $46.42 | −2.65% | $199.09B | 12.4 | 9.1 | 1.4 | −0.7% |
| Median | 35.3 | 14.8 | 4.0 | +11.7% |