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    Gloo (GLOO)

    Market Price (10/10/2026): $3.82 | Market Cap: $321.2 MilSector: Information Technology | Industry: Application Software

    Gloo (GLOO)

    Market Price (10/10/2026): $3.82
    Market Cap: $321.2 Mil
    Sector: Information Technology
    Industry: Application Software

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 275%

    Valuation becoming less expensive
    P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -30%

    Weak multi-year price returns
    2Y Excs Rtn is -89%, 3Y Excs Rtn is -136%

    Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -101 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -65%

    Significant share based compensation
    SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12%

    Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -51%

    Yield minus risk free rate is negative
    ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -44%

    Key risks
    GLOO key risks include [1] its severe unprofitability and operational inefficiencies, Show more.

    0 Strong revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 275%
    1 Valuation becoming less expensive
    P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -30%
    2 Weak multi-year price returns
    2Y Excs Rtn is -89%, 3Y Excs Rtn is -136%
    3 Not profitable at operating income level
    Op Inc LTMOperating Income, Last Twelve Months is -101 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -65%
    4 Significant share based compensation
    SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 12%
    5 Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -42%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -51%
    6 Yield minus risk free rate is negative
    ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -44%
    7 Key risks
    GLOO key risks include [1] its severe unprofitability and operational inefficiencies, Show more.

    GLOO in ETFs

    Weight = GLOO's share of each fund

    VTI0.00%

    Valuation & Metrics

    FYE: 1/31GLOO [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$154.3 Mil—
    FY 2027 Sales$200.1 Mil—
    FY 2028 Sales$286.1 Mil—
    FY 2027 Sales Growth29.7%—
    FY 2028 Sales Growth43.0%13.1%
    EARNINGS
    LTM Net Income (GAAP) [3]$-125.5 Mil—
    FY 2027 Net Income (Non-GAAP)$-49.7 Mil—
    FY 2028 Net Income (Non-GAAP)$-9.6 Mil—
    FY 2028 Net Income Growth—18.9%
    FY 2027 EPS (Non-GAAP)$-0.62—
    FY 2028 EPS (Non-GAAP)$-0.12—
    FY 2028 EPS Growth——
    VALUATION
    FY 2027 P/S1.61.7
    FY 2028 P/S1.1—
    FY 2027 P/E—7.9
    FY 2028 P/E——

    [1] GLOO forward figures are analyst consensus for the next two fiscal years (fiscal year end 1/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 10/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    GLOOS&P 500
    REVENUE GROWTHVERY GOOD
    Rev LTM ($ Bil)0.2
    Rev Chg Q188.0%9.3%
    Rev Chg LTM275.5%8.3%
    Rev Chg 3Y Avg275.5%5.9%
    PROFITABILITYVERY POOR
    Op Inc LTM ($ Bil)-0.1
    CFO LTM ($ Bil)-0.1
    Net Inc LTM ($ Bil)-0.1
    Op Mgn LTM-65.4%18.5%
    CFO/Rev LTM-41.6%21.9%
    Net Inc Mgn-81.3%13.3%
    VALUATIONMODERATE
    P/S2.13.1
    P/CFO-5.014.7
    P/FCF-4.119.0
    P/E-2.622.0
    STABILITYVERY GOOD
    Debt/Equity0.140.21
    Cash/Assets0.140.07

    AI Analysis | Feedback

    MetricValueDateSource
    Faith, Ministry and Nonprofit Leaders Servedover 140,00011192025Link
    Paying Customersapproximately 57,0007312025Link
    Recurring & Re-occurring Revenue Percentageapproximately 70%7312025Link
    Churches and Ministry Leaders on Platform140,000籠7312025Link
    People Connected to Local Churches1500006282023Link

    Price Chart

    No Events

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 10/6/2026

    Gloo (GLOO) stock has lost about 15% since 6/30/2026 because of the following key factors:

    1. Gloo reported a wider-than-expected loss per share for fiscal Q2 2026, alongside "going concern" warnings and significant cash burn.

    For its fiscal Q2 2026, which ended July 31, 2026, Gloo announced an Earnings Per Share (EPS) of -$0.25 on September 9, 2026, missing analysts' consensus estimates of -$0.11 by $0.14. This earnings miss led to a -4.6% decline in the stock price the day after the announcement. Furthermore, management expressed substantial doubt about the company's ability to continue as a "going concern" in the next 12 months without securing additional funding, as Gloo burned approximately $35 million in free cash during the first two quarters of fiscal 2026.

    2. A dilutive equity offering in July 2026 negatively impacted existing shareholders.

    In July 2026, Gloo executed a follow-on equity offering, raising $23.7 million in net proceeds. However, these shares were sold at $3.25 each, significantly below the company's $8 IPO price, which resulted in dilution for existing shareholders.

    Show more
    Updated on 10/6/2026

    Gloo (GLOO) stock has lost about 15% since 6/30/2026 because of the following key factors:

    1. Gloo reported a wider-than-expected loss per share for fiscal Q2 2026, alongside "going concern" warnings and significant cash burn.

    For its fiscal Q2 2026, which ended July 31, 2026, Gloo announced an Earnings Per Share (EPS) of -$0.25 on September 9, 2026, missing analysts' consensus estimates of -$0.11 by $0.14. This earnings miss led to a -4.6% decline in the stock price the day after the announcement. Furthermore, management expressed substantial doubt about the company's ability to continue as a "going concern" in the next 12 months without securing additional funding, as Gloo burned approximately $35 million in free cash during the first two quarters of fiscal 2026.

    2. A dilutive equity offering in July 2026 negatively impacted existing shareholders.

    In July 2026, Gloo executed a follow-on equity offering, raising $23.7 million in net proceeds. However, these shares were sold at $3.25 each, significantly below the company's $8 IPO price, which resulted in dilution for existing shareholders.

    3. A sequential decline in core platform revenue and analyst concerns about overvaluation contributed to negative sentiment.

    Despite a substantial 188% year-over-year increase in overall revenue for fiscal Q2 2026, driven largely by acquisitions and platform solutions, Gloo's core platform revenue experienced a 2% sequential dip from the prior quarter. This raised concerns about the organic growth trajectory of the company's higher-margin offerings. Concurrently, an analyst issued a "Sell" rating on the stock in October 2026, citing overvaluation with an estimated fair value between $2.08 and $2.99, compared to the then-current price of $4.20 per share.

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    Stock Movement Drivers

    Fundamental Drivers

    The -15.9% change in GLOO stock from 6/30/2026 to 10/9/2026 was primarily driven by a -6.5% change in the company's Shares Outstanding (Mil).
    (LTM values as of)630202610092026Change
    Stock Price ($)4.553.83-15.9%
    Change Contribution By: 
    Total Revenues ($ Mil)�1540.0%
    P/S Multiple�2.10.0%
    Shares Outstanding (Mil)7984-6.5%
    Cumulative Contribution0.0%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    6/30/2026 to 10/9/2026
    ReturnCorrelation
    GLOO-15.9% 
    Market (SPY)4.3%7.0%
    Sector (XLK)4.3%7.9%

    Fundamental Drivers

    The -20.5% change in GLOO stock from 3/31/2026 to 10/9/2026 was primarily driven by a -24.1% change in the company's Shares Outstanding (Mil).
    (LTM values as of)331202610092026Change
    Stock Price ($)4.813.83-20.5%
    Change Contribution By: 
    Total Revenues ($ Mil)�1540.0%
    P/S Multiple�2.10.0%
    Shares Outstanding (Mil)6484-24.1%
    Cumulative Contribution0.0%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    3/31/2026 to 10/9/2026
    ReturnCorrelation
    GLOO-20.5% 
    Market (SPY)20.0%17.7%
    Sector (XLK)49.7%13.9%

    Fundamental Drivers

    null
    null

    Market Drivers

    9/30/2025 to 10/9/2026
    ReturnCorrelation
    GLOO  
    Market (SPY)17.8%11.5%
    Sector (XLK)41.6%10.9%

    Fundamental Drivers

    null
    null

    Market Drivers

    9/30/2023 to 10/9/2026
    ReturnCorrelation
    GLOO  
    Market (SPY)88.4%11.5%
    Sector (XLK)146.8%10.9%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    GLOO Return-----30%-33%-53%
    Peers Return37%-34%27%-1%-20%-22%-29%
    S&P 500 Return27%-19%24%23%16%13%107%

    Monthly Win Rates [3]
    GLOO Win Rate----50%50% 
    Peers Win Rate71%35%57%52%37%38% 
    S&P 500 Win Rate75%42%67%75%67%50% 

    Max Drawdowns [4]
    GLOO Max Drawdown------63% 
    Peers Max Drawdown-19%-46%-18%-37%-40%-52% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: BLKB, GXAI, WK, CRM, MSFT.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 10/9/2026 (YTD)

    How Low Can It Go

    GLOO has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.

    EventXLKS&P 500
    2025 US Tariff Shock
      % Loss-25.7%-18.8%
      % Gain to Breakeven34.5%23.1%
      Time to Breakeven65 days79 days
    2024 Yen Carry Trade Unwind
      % Loss-17.0%-7.8%
      % Gain to Breakeven20.4%8.5%
      Time to Breakeven92 days18 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-10.0%-9.5%
      % Gain to Breakeven11.2%10.5%
      Time to Breakeven15 days24 days
    2022 Inflation Shock & Fed Tightening
      % Loss-33.1%-24.5%
      % Gain to Breakeven49.5%32.4%
      Time to Breakeven246 days427 days
    2020 COVID-19 Crash
      % Loss-31.2%-33.7%
      % Gain to Breakeven45.2%50.9%
      Time to Breakeven78 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.8%-19.2%
      % Gain to Breakeven31.2%23.8%
      Time to Breakeven100 days105 days

    Compare to BLKB, GXAI, WK, CRM, MSFT

    In The Past

    State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    GLOO has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.

    EventXLKS&P 500
    2025 US Tariff Shock
      % Loss-25.7%-18.8%
      % Gain to Breakeven34.5%23.1%
      Time to Breakeven65 days79 days
    2022 Inflation Shock & Fed Tightening
      % Loss-33.1%-24.5%
      % Gain to Breakeven49.5%32.4%
      Time to Breakeven246 days427 days
    2020 COVID-19 Crash
      % Loss-31.2%-33.7%
      % Gain to Breakeven45.2%50.9%
      Time to Breakeven78 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-23.8%-19.2%
      % Gain to Breakeven31.2%23.8%
      Time to Breakeven100 days105 days
    2008-2009 Global Financial Crisis
      % Loss-51.5%-53.4%
      % Gain to Breakeven106.2%114.4%
      Time to Breakeven797 days1085 days

    Compare to BLKB, GXAI, WK, CRM, MSFT

    In The Past

    State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About Gloo (GLOO)

    Gloo (GLOO) is a technology company building a leading vertical platform for the faith and flourishing ecosystem, a large and historically underserved market primarily composed of Christian organizations, including churches, ministries, and non-profits across the United States. The company’s core purpose is to leverage technology to foster relationships, enabling these communities to thrive. Gloo acts as a central connector, facilitating the exchange of products and services between Network Capability Providers (NCPs), who offer technology, content, and marketing solutions, and Churches and Frontline Organizations (CFLs), which are the end-users providing worship, educational programs, and social services.

    The company generates revenue from both sides of its platform. NCPs subscribe to enterprise solutions for outsourced technology, AI capabilities, and advertising. CFLs subscribe to communication tools, content libraries, data insights, and AI capabilities, and also engage in transactions through Gloo’s e-commerce marketplaces, most notably Outreach, Inc., which was acquired to significantly expand its reach and service offerings. Gloo also offers specialized enterprise-level solutions through Gloo360 for larger faith and flourishing organizations.

    Gloo has established a significant market presence by initially providing free tools to CFLs, building a substantial user base, and then strategically expanding through initiatives like the He Gets Us national media campaign, which drove substantial platform adoption. The acquisition of Outreach, a leading business-to-business provider of church-focused products, further solidified Gloo's position as a unifying platform by adding one of the largest faith-based e-commerce marketplaces and thousands of CFLs. Moving forward, Gloo is investing in the Gloo Media Network for advertising and developing proprietary Gloo AI capabilities to enhance engagement, data insights, and content creation, while also pursuing further strategic acquisitions to deepen its integration within the ecosystem.

    AI Analysis | Feedback

    Analogy 1: Shopify for the faith and flourishing ecosystem.

    Analogy 2: Salesforce for faith-based organizations.

    AI Analysis | Feedback

    • Gloo Platform: A unifying technology platform connecting Network Capability Providers (NCPs) and Churches and Frontline Organizations (CFLs) to facilitate resource sharing and transactions.
    • E-commerce Marketplaces: Online platforms, including Outreach, Inc., that enable buying and selling of products and services within the faith ecosystem.
    • Enterprise Technology & AI Solutions: Subscription-based outsourced technology, artificial intelligence capabilities, and advertising services offered to Network Capability Providers.
    • CFL Subscriptions: Subscription services providing communication tools, content libraries, data insights, and AI capabilities to churches and frontline organizations.
    • Gloo360: Enterprise-level technology, data, and consulting services for larger faith and flourishing organizations.
    • Gloo Media Network: A service focused on providing marketing and advertising services to and through Network Capability Providers.
    • Gloo AI: A proprietary AI infrastructure designed to enable new applications for engagement, data insights, and content creation across the ecosystem.

    AI Analysis | Feedback

    Gloo (GLOO) primarily sells its products and services to other organizations rather than individuals. The company identifies two primary categories of customers within the faith and flourishing ecosystem:
    • Network Capability Providers (NCPs): These are organizations that equip churches and frontline organizations (CFLs) with various products and services, including technology solutions, content, marketing services, and donor services. Gloo generates revenue from NCPs through sales of enterprise subscriptions for outsourced technology, artificial intelligence (AI) capabilities, and advertising, as well as platform solutions.
    • Churches and Frontline Organizations (CFLs): This category encompasses churches, ministries, nonprofits, and service organizations that provide worship, educational programs, community outreach efforts, and social services. Gloo generates platform revenue from CFLs through sales of subscriptions to communication tools, content libraries, data insights, and AI capabilities, as well as through transactions on its e-commerce marketplaces, such as Outreach, Inc.

    AI Analysis | Feedback

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    AI Analysis | Feedback

    Scott Beck, Co-Founder & CEO

    Scott Beck co-founded Gloo with his wife, Theresa Beck. He has extensive experience, having served as CEO and founder of Tango, partner and vice chairman of Pacific Dental Services, vice chairman and COO of Blockbuster Entertainment (which was sold to Viacom in 1994), chairman and CEO of Boston Market, and founder and chairman of Einstein Bros Bagels. He has also been a founding investor and board member of Ancestry.com and HomeAdvisors.com, and a partner and investor in over 50 venture technology companies.

    Paul Seamon, Chief Financial Officer

    Paul Seamon became Gloo's Chief Financial Officer in October 2025. Prior to this role, he was the CFO of Viventium, a human capital management software company, from February 2024 to September 2025. He also served as interim CFO at Paymentus, an online payment services company, from August 2022 to March 2023, and as Vice President of Finance and Strategy there from August 2020 to July 2022, where he co-led a successful $250 million IPO. Earlier in his career, Paul was Executive Vice President of Finance at Alight Solutions, another human capital management company, and held senior roles at McKinsey & Company.

    Pat Gelsinger, Executive Chairman, Head of Technology

    Pat Gelsinger is a visionary engineer and leader with over 45 years of experience, including serving as CEO of Intel Corporation and VMware. He has been an investor and board member for Gloo for nearly a decade, and in March 2025, expanded his role to lead the company's product and engineering efforts, including Gloo AI. He also serves as a general partner at Playground Global.

    Brad Hill, Chief Partner Success Officer

    Brad Hill has focused his career on the intersection of ministry, business, and innovation. He co-founded Ministry Brands, which is described as the world's largest church technology company, and has been involved in over fifty successful M&A transactions. He is a two-time founder with multiple exits.

    Steele Billings, President, Gloo AI

    Steele Billings is a technology leader and entrepreneur who drives innovation, strategy, and purpose. He founded Gloo AI, where he spearheaded the creation of the Flourishing AI Standards and Benchmark, launched Gloo AI Hackathons, and developed the AI Venture Accelerator.

    AI Analysis | Feedback

    Gloo faces a significant key risk related to its concentrated revenue streams. The company has historically relied heavily on specific large-scale initiatives for a substantial portion of its revenue. For instance, the "He Gets Us" campaign was responsible for the majority of Gloo's fiscal 2023 revenue. Following this, the acquisition of Outreach, Inc. became a dominant revenue driver, accounting for 87.8% of total revenue in fiscal 2024. While this reliance decreased to one-third of revenue for the six months ended July 31, 2025, the company's financial performance remains susceptible to the success and continuation of these specific initiatives and key acquisitions.

    AI Analysis | Feedback

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    AI Analysis | Feedback

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    AI Analysis | Feedback

    Gloo (GLOO) anticipates several key drivers for future revenue growth over the next 2-3 years:

    1. Growth in Subscriptions and Enterprise Solutions: Gloo expects to expand its platform across subscriptions for both Christian organizations (CFLs) and network capability providers (NCPs). This also includes the growth of enterprise-level solutions, such as Gloo360, which provides technology, data, and consulting services to larger faith and flourishing organizations through enterprise subscriptions.
    2. Expansion of Advertising Revenue: The company is focused on increasing advertising revenue and is actively investing in and growing the Gloo Media Network. This network provides marketing and advertising services to and through NCPs.
    3. Increased Marketplace Transactions: Gloo aims to grow revenue from marketplace transactions. This includes continued growth through its e-commerce marketplaces, with Outreach, Inc. being its largest online marketplace.
    4. Development and Monetization of Gloo AI: Gloo is developing Gloo AI, its proprietary AI infrastructure, to enable new applications for engagement, data insights, and content creation. These AI capabilities are designed to serve NCPs, publishers, content creators, denominations, donor platforms, and developers, indicating new product and service offerings.
    5. Strategic Acquisitions and Investments: Gloo plans to continue pursuing strategic acquisitions and investments to expand its platform capabilities, deepen integration across ecosystem participants, and solidify its position as a unifying platform for the faith and flourishing ecosystem. This strategy has historically contributed significantly to the company's growth, such as the acquisition of Outreach.

    AI Analysis | Feedback

    Outbound Investments

    • Acquired Outreach in fiscal 2024, providing one of the largest faith-based e-commerce marketplaces and accounting for 87.8% of total revenue in fiscal 2024.
    • Made targeted acquisitions and investments in several Network Capability Providers (NCPs) with complementary technologies, products, and customer relationships to scale the platform.
    • Expects to continue pursuing strategic acquisitions and investments to expand platform capabilities, deepen integration across ecosystem participants, and solidify its position as a unifying platform.

    Peer Outperformance in Application Software

    null
    Share of Application Software constituents that GLOO has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
    1Y
    —
    insufficient peer history
    3Y
    —
    insufficient peer history
    5Y
    —
    insufficient peer history
    null
    Median price return by industry across the Information Technology sector, ranked by 5Y. Application Software is GLOO's own industry. Use this to see which corners of the sector have carried the returns.
    Industry Names 1Y med3Y med5Y med Top 3 by 5Y
    Electronic Manufacturing Services 9 58.4%176.0%381.8% TTMI 816% · FLEX 771% · SANM 450%
    Semiconductor Materials & Equipment 27 82.0%102.5%122.7% AXTI 749% · KLAC 530% · LRCX 510%
    Technology Distributors 9 51.0%89.9%94.2% CLMB 428% · AVT 205% · SNX 177%
    Electronic Components 26 29.3%71.5%73.9% CLS 3782% · BELFA 1287% · COHR 446%
    Communications Equipment 36 2.5%98.2%71.9% AAOI 1515% · LITE 1211% · ANET 832%
    Semiconductors 55 18.5%49.9%31.1% POET 1611% · MU 1403% · NVDA 1006%
    Technology Hardware, Storage & Peripherals 20 20.4%116.6%28.0% DELL 1119% · SMCI 1035% · STX 1029%
    Internet Services & Infrastructure 6 -2.3%43.2%26.9% DOCN 61% · VRSN 50% · GDDY 49%
    Electronic Equipment & Instruments 26 -18.4%25.6%-7.7% PI 260% · KEYS 137% · VPG 106%
    IT Consulting & Other Services 28 -22.1%-11.9%-19.8% CHRN 489111% · APLD 821% · TSSI 782%
    Application Software ← 125 -24.2%-16.2%-43.3% VIDA 1469900% · INLX 4550% · PLTR 790%
    Systems Software 71 -14.6%25.0%-51.9% QNC 589% · PAYS 487% · PANW 410%
    Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

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    Peer Comparisons

    Peers to compare with:

    Financials

    GLOOBLKBGXAIWKCRMMSFTMedian
    NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
    Mkt Price3.8245.500.4373.32228.88534.9959.41
    Mkt Cap0.32.00.04.1187.73,972.83.1
    Rev LTM1541,148696643,938331,8391,057
    Op Inc LTM-101227-7319,455155,237129
    FCF LTM-79277-520015,15466,987238
    FCF 3Y Avg-212-412213,03770,890212
    CFO LTM-64340-520215,750182,935271
    CFO 3Y Avg-276-412413,664145,882276

    Growth & Margins

    GLOOBLKBGXAIWKCRMMSFTMedian
    NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
    Rev Chg LTM275.5%0.7%2,922.0%19.7%11.2%17.8%18.7%
    Rev Chg 3Y Avg-2.5%-18.4%9.9%16.1%13.0%
    Rev Chg Q188.0%3.0%1,337.3%18.6%10.8%17.7%18.2%
    QoQ Delta Rev Chg LTM24.5%0.8%61.5%4.3%2.6%4.3%4.3%
    Op Inc Chg LTM-34.4%45.4%-66.4%138.3%12.8%20.8%16.8%
    Op Inc Chg 3Y Avg-175.6%-35.4%52.0%31.8%20.6%31.8%
    Op Mgn LTM-65.4%19.8%-115.8%3.3%21.5%46.8%11.5%
    Op Mgn 3Y Avg-14.3%-437,429.9%-5.6%20.6%45.7%14.3%
    QoQ Delta Op Mgn LTM19.2%0.3%47.5%3.5%-0.3%-0.0%1.9%
    CFO/Rev LTM-41.6%29.6%-90.3%20.9%35.8%55.1%25.2%
    CFO/Rev 3Y Avg-24.2%-410,864.6%14.5%34.1%50.6%24.2%
    FCF/Rev LTM-50.9%24.1%-90.9%20.7%34.5%20.2%20.5%
    FCF/Rev 3Y Avg-18.6%-435,887.9%14.2%32.5%25.3%18.6%

    Valuation

    GLOOBLKBGXAIWKCRMMSFTMedian
    NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
    Mkt Cap0.32.00.04.1187.73,972.83.1
    P/S2.11.80.74.24.312.03.2
    P/Op Inc-3.29.0-0.6129.719.825.614.4
    P/EBIT-2.78.6-0.662.914.823.511.7
    P/E-2.613.5-1.186.719.429.716.5
    P/CFO-5.06.0-0.820.211.921.79.0
    Total Yield-39.0%7.4%-87.2%1.2%5.9%4.0%2.6%
    Dividend Yield0.0%0.0%0.0%0.0%0.8%0.7%0.0%
    FCF Yield 3Y Avg-8.3%-66.8%3.9%6.0%2.2%3.9%
    D/E0.10.60.00.20.20.00.2
    Net D/E0.00.5-2.6-0.00.2-0.00.0

    Returns

    GLOOBLKBGXAIWKCRMMSFTMedian
    NameGloo BlackbaudGaxos.AI Workiva Salesfor.Microsoft 
    1M Rtn21.3%3.2%-41.5%0.8%-6.1%8.8%2.0%
    3M Rtn29.5%53.8%-61.6%40.5%40.4%39.2%39.8%
    6M Rtn-26.0%32.8%-64.5%40.0%39.4%44.8%36.1%
    12M Rtn-52.8%-27.4%-77.8%-15.8%-5.9%3.3%-21.6%
    3Y Rtn-52.8%-35.1%-93.8%-27.6%12.7%66.7%-31.3%
    1M Excs Rtn24.2%-0.0%-45.0%-0.1%-8.5%5.7%-0.1%
    3M Excs Rtn16.9%42.7%-65.5%30.5%30.0%33.1%30.2%
    6M Excs Rtn-40.5%18.2%-78.9%25.4%24.8%30.2%21.5%
    12M Excs Rtn-68.5%-43.5%-91.9%-33.1%-19.6%-12.9%-38.3%
    3Y Excs Rtn-135.9%-117.9%-174.3%-108.5%-67.6%-11.5%-113.2%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 1/312027Q22027Q12026Q42026Q32026Q22026Q12025Q42025Q3
    Period End7/31/20264/30/20261/31/202610/31/20257/31/20254/30/20251/31/202510/31/2024
    Filing Date9/10/20266/9/20264/15/202612/23/202511/19/20256/9/202611/19/202512/23/2025
    Key Financials Quarterly        
    Total Revenue47423433161266
    Ebitda-17-13-43-33-37-22-41-10
    Operating Income-21-19-35-27-24-22-16-13
    Net Income-21-17-49-38-43-26-45-14
    EPS-0.25-0.21-0.77-0.48-0.67-0.34-0.70-0.21
    Key Financials TTM        
    Total Revenue TTM154124956841---
    Ebitda TTM-106-126-135-133-110---
    Operating Income TTM-101-105-108-89-75---
    Net Income TTM-126-148-157-152-128---
    Growth Rates Quarterly        
    Total Revenue Growth188.0%237.6%417.7%431.6%----
    EBITDA Growth54.1%39.5%-5.0%-230.9%----
    Operating Income Growth15.9%15.1%-119.9%-110.0%----
    Net Income Growth50.8%36.3%-10.4%-179.2%----
    Margins Quarterly        
    EBITDA Margin-36.8%-32.5%-127.5%-100.5%-231.1%-181.4%-628.6%-161.4%
    Operating Income Margin-44.0%-45.1%-104.1%-82.0%-150.7%-179.5%-245.2%-207.6%
    Net Income Margin-45.7%-40.5%-146.7%-116.9%-268.0%-214.6%-687.6%-222.5%
    Cash & Debt        
    Total Cash3933571587-14-
    Total Debt454244178360740
    Net Debt / (Cash)69-13163-51-60-
    Cash Flows Quarterly        
    FCF from Operations-11-17-18-19-23-21-13-10
    Cash Flows TTM        
    FCF from Operations TTM-64-76-80-76-67---
    Returns to Shareholders Quarterly        
    Dividends00000000
    Share Repurchases-0-0-0-0-0-0-0-0
    Return on Invested Capital (ROIC) Quarterly        
    ROIC-36.9%-38.8%-88.4%-54.8%-17.7%--75.5%-
    Return on Invested Capital (ROIC) TTM        
    ROIC TTM-46.2%-56.7%-68.2%-45.6%-13.7%---

    Segment Financials

    Revenue by Segment
    $ Mil202620252024
    Gloo segment952321
    Total952321


    Net Income by Segment
    $ Mil202620252024
    Gloo segment-159-86-48
    Total-159-86-48


    Price Behavior

    Price Behavior
    Market Price$3.83 
    Market Cap ($ Bil)0.3 
    First Trading Date11/19/2025 
    Distance from 52W High-59.7% 
       50 Days200 Days
    DMA Price$5.96$5.96
    DMA Trenddownup
    Distance from DMA-35.8%-35.8%
     3M1YR
    Volatility83.2%87.9%
    Downside Capture98.54177.52
    Upside Capture220.3541.58
    Correlation (SPY)20.2% 
    GLOO Betas & Captures as of 9/30/2026

     1M2M3M6M1Y3Y
    Beta3.292.650.721.41-0.12-0.10
    Up Beta4.693.321.450.32-0.390.08
    Down Beta-0.94-2.12-0.450.150.630.62
    Up Capture523%427%39%188%35%3%
    Bmk +ve Days6162766132424
    Stock +ve Days81929579494
    Down Capture53%149%86%221%126%73%
    Bmk -ve Days16263760120328
    Stock -ve Days13213264114114

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with GLOO
    GLOO-52.9%87.9%-0.59-
    Sector ETF (XLK)37.5%26.5%1.1710.9%
    Equity (SPY)16.7%13.0%0.9111.5%
    Gold (GLD)3.3%29.5%0.117.7%
    Commodities (DBC)44.8%20.9%1.67-6.4%
    Real Estate (VNQ)4.8%13.8%0.093.7%
    Bitcoin (BTCUSD)-33.8%44.2%-0.816.5%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with GLOO
    GLOO-13.9%87.9%-0.59-
    Sector ETF (XLK)22.2%25.9%0.7510.9%
    Equity (SPY)13.9%17.1%0.6211.5%
    Gold (GLD)18.5%18.9%0.797.7%
    Commodities (DBC)10.0%19.6%0.39-6.4%
    Real Estate (VNQ)1.3%18.8%-0.043.7%
    Bitcoin (BTCUSD)11.2%52.0%0.396.5%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with GLOO
    GLOO-7.2%87.9%-0.59-
    Sector ETF (XLK)24.9%25.0%0.9010.9%
    Equity (SPY)15.5%17.9%0.7311.5%
    Gold (GLD)11.8%16.4%0.597.7%
    Commodities (DBC)8.2%18.1%0.37-6.4%
    Real Estate (VNQ)4.5%20.7%0.183.7%
    Bitcoin (BTCUSD)63.3%66.2%1.036.5%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date9152026
    Short Interest: Shares Quantity0.3 Mil
    Short Interest: % Change Since 831202631.5%
    Average Daily Volume0.2 Mil
    Days-to-Cover Short Interest1.3 days
    Basic Shares Quantity84.1 Mil
    Short % of Basic Shares0.4%

    Earnings Returns History

    Updated 10/10/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    9/9/2026-4.6%29.2%21.3%
    6/8/2026-5.9%-9.1%-40.2%
    4/14/20262.3%23.5%-2.8%
    12/17/2025-3.0%-5.2%-5.5%
    SUMMARY STATS   
    # Positive121
    # Negative323
    Median Positive2.3%26.4%21.3%
    Median Negative-4.6%-7.1%-5.5%
    Max Positive2.3%29.2%21.3%
    Max Negative-5.9%-9.1%-40.2%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    9/9/2026-4.6%29.2%21.3%
    6/8/2026-5.9%-9.1%-40.2%
    4/14/20262.3%23.5%-2.8%
    12/17/2025-3.0%-5.2%-5.5%
    SUMMARY STATS   
    # Positive121
    # Negative323
    Median Positive2.3%26.4%21.3%
    Median Negative-4.6%-7.1%-5.5%
    Max Positive2.3%29.2%21.3%
    Max Negative-5.9%-9.1%-40.2%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    07/31/202609/10/202610-Q
    04/30/202606/09/202610-Q
    01/31/202604/15/202610-K
    10/31/202512/23/202510-Q
    07/31/202511/19/2025424B4
     Collapse to Preview
    Report DateFiling DateFiling
    07/31/202609/10/202610-Q
    04/30/202606/09/202610-Q
    01/31/202604/15/202610-K
    10/31/202512/23/202510-Q
    07/31/202511/19/2025424B4

    Recent Forward Guidance

    Updated 10/4/2026

    Latest: Q2 2026 Earnings Reported 9/9/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    Q3 2026 RevenueReported 55.00 Mil 25.0% Higher NewGuidance: 44.00 Mil for Q2 2026
    Q3 2026 Revenue GrowthReported 69.0%    
    Q3 2026 Adjusted EBITDAReported -3.50 Mil -58.8% Higher NewGuidance: -8.50 Mil for Q2 2026
    2026 RevenueReported 200.00 Mil 2.6% RaisedGuidance: 195.00 Mil for 2026


    Prior: Q1 2026 Earnings Reported 6/8/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    Q2 2026 RevenueReported 44.00 Mil 22.2% Higher NewGuidance: 36.00 Mil for Q1 2026
    Q2 2026 Adjusted EBITDAReported -8.50 Mil -29.2% Higher NewGuidance: -12.00 Mil for Q1 2026
    2026 RevenueReported 195.00 Mil 2.6% RaisedGuidance: 190.00 Mil for 2026

    Q4 2025 Earnings Reported 4/14/2026

    Forward GuidanceGuidance Change
    MetricSourceLowMidHigh% Chg% DeltaChangePrior
    Q1 2026 RevenueReported 36.00 Mil 24.1% AffirmedActual: 29.00 Mil for Q4 2025
    Q1 2026 Adjusted EBITDAReported -12.00 Mil -36.8% Higher NewActual: -19.00 Mil for Q4 2025
    2026 RevenueReported 190.00 Mil 5.6% RaisedGuidance: 180.00 Mil for 2026

    Insider Activity

    Updated 9/14/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Gelsinger, Patrick PSee RemarksSee footnoteBuy91420263.4525,00086,2321,346,948Form
    2Gelsinger, Patrick PSee RemarksSee footnoteBuy91120263.3450,000166,8751,219,853Form
    3Thrivent, Financial For Lutherans DirectSell91020263.0310,00030,31112,351,732Form
    4Thrivent, Financial For Lutherans DirectSell91020263.259,00029,23713,270,531Form
    5Thrivent, Financial For Lutherans DirectSell91020263.2010,00031,97013,088,518Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Gelsinger, Patrick PSee RemarksSee footnoteBuy91420263.4525,00086,2321,346,948Form
    2Gelsinger, Patrick PSee RemarksSee footnoteBuy91120263.3450,000166,8751,219,853Form
    3Thrivent, Financial For Lutherans DirectSell91020263.0310,00030,31112,351,732Form
    4Thrivent, Financial For Lutherans DirectSell91020263.259,00029,23713,270,531Form
    5Thrivent, Financial For Lutherans DirectSell91020263.2010,00031,97013,088,518Form
    6Thrivent, Financial For Lutherans DirectSell90420263.095,50016,97512,666,586Form
    7Thrivent, Financial For Lutherans DirectSell90420263.061,0003,06512,593,974Form
    8Thrivent, Financial For Lutherans DirectSell90420263.125001,56112,830,104Form
    9Thrivent, Financial For Lutherans DirectSell90120263.413,00010,23014,018,510Form
    10Thrivent, Financial For Lutherans DirectSell82720263.374,00013,49013,874,054Form
    11Thrivent, Financial For Lutherans DirectSell82720263.252,8009,11213,401,207Form
    12Thrivent, Financial For Lutherans DirectSell82720263.351,7215,76313,799,735Form
    13Thrivent, Financial For Lutherans DirectSell82420263.444791,64814,186,832Form
    14Thrivent, Financial For Lutherans DirectSell82420263.442,0006,88014,183,120Form
    15Thrivent, Financial For Lutherans DirectSell82420263.446,00020,65514,200,312Form
    16Thrivent, Financial For Lutherans DirectSell81920263.344,00013,37213,809,520Form
    17Thrivent, Financial For Lutherans DirectSell81920263.232,0006,46513,366,388Form
    18Thrivent, Financial For Lutherans DirectSell81920263.302,0006,59613,644,240Form
    19Thrivent, Financial For Lutherans DirectSell81420263.526,00021,14914,589,147Form
    20Thrivent, Financial For Lutherans DirectSell81420263.463,20011,06414,331,338Form
    21Thrivent, Financial For Lutherans DirectSell81420263.424,80016,39514,168,592Form
    22Thrivent, Financial For Lutherans DirectSell81120263.524,00014,08714,626,035Form
    23Thrivent, Financial For Lutherans DirectSell81120263.5511,00039,09214,773,147Form
    24Thrivent, Financial For Lutherans DirectSell80620263.397,00023,70714,115,766Form
    25Thrivent, Financial For Lutherans DirectSell80620263.436,00020,58314,322,338Form
    26Thrivent, Financial For Lutherans DirectSell80620263.5315,00052,98314,768,128Form
    27Thrivent, Financial For Lutherans DirectSell80320263.4621,00072,66214,518,580Form
    28Thrivent, Financial For Lutherans DirectSell80320263.146,60020,72513,305,027Form
    29Thrivent, Financial For Lutherans DirectSell73120263.2320,00064,56813,614,163Form
    30Thrivent, Financial For Lutherans DirectSell73120263.141,0003,13713,313,871Form
    31Thrivent, Financial For Lutherans DirectSell72320263.3710033714,304,302Form
    32Thrivent, Financial For Lutherans DirectSell72320263.368,30027,91714,277,048Form
    33Thrivent, Financial For Lutherans DirectSell72020263.447,00024,08014,630,320Form
    34Thrivent, Financial For Lutherans DirectSell72020263.285,00016,40713,978,764Form
    35Thrivent, Financial For Lutherans DirectSell72020263.265,00016,29813,902,194Form
    36Thrivent, Financial For Lutherans DirectSell71520263.409,00030,56314,500,493Form
    37Thrivent, Financial For Lutherans DirectSell71520263.4862,000215,56214,877,227Form
    38Thrivent, Financial For Lutherans DirectSell71520263.27119,000388,71414,179,876Form
    39Grace, & Mercy Foundation, IncDirectBuy71320263.25923,0762,999,99711,124,997Form
    40Thrivent, Financial For Lutherans DirectSell70720263.7611,00041,39717,379,381Form
    41Thrivent, Financial For Lutherans DirectSell70720264.0113,70054,97018,573,400Form
    42Thrivent, Financial For Lutherans DirectSell70720264.643001,39321,554,663Form
    43Thrivent, Financial For Lutherans DirectSell70120264.8212,00057,82422,373,224Form
    44Thrivent, Financial For Lutherans DirectSell70120264.554,00018,21521,197,939Form
    45Thrivent, Financial For Lutherans DirectSell70120264.514,00018,04021,012,090Form
    46Thrivent, Financial For Lutherans DirectSell62620264.3315,60067,58120,200,582Form
    47Thrivent, Financial For Lutherans DirectSell62620264.211,6006,73619,696,906Form
    48Thrivent, Financial For Lutherans DirectSell62620264.543,80017,26521,264,021Form
    49Thrivent, Financial For Lutherans DirectSell62320264.5927,859127,87321,499,560Form
    50Thrivent, Financial For Lutherans DirectSell62320264.734302,03522,294,161Form
    51Thrivent, Financial For Lutherans DirectSell62320264.706,71131,56922,167,079Form
    52Thrivent, Financial For Lutherans DirectSell61720264.746,60031,31222,388,352Form
    53Thrivent, Financial For Lutherans DirectSell61720264.724,40020,77022,307,195Form
    54Thrivent, Financial For Lutherans DirectSell61720264.8224,500117,99922,781,099Form
    55Thrivent, Financial For Lutherans DirectSell61220264.5911,10050,90321,803,662Form
    56Thrivent, Financial For Lutherans DirectSell61220264.6012,40057,02521,916,041Form
    57Thrivent, Financial For Lutherans DirectSell61220264.708,47739,82122,444,655Form
    58Beck, Scott ArthurPresident and CEOSee footnoteBuy42020267.982,80022,3443,562,160Form
    59Beck, Scott ArthurPresident and CEOSee footnoteBuy42020267.973,70029,4893,535,380Form
    60Beck, Scott ArthurPresident and CEOSee footnoteBuy41620267.2327,386198,0013,180,376Form
    61Gelsinger, Patrick PSee RemarksSee footnoteBuy41620267.2236,653264,6351,167,135Form
    62Gelsinger, Patrick PSee RemarksSee footnoteBuy112020258.00125,0001,000,0001,000,000Form
    63Furst, Jack DDirectBuy112020258.00250,0002,000,0002,000,000Form
    64Green, Derek ToddSee footnoteBuy112020258.00250,0002,000,0002,000,000Form
    65Gotschall, MatthewSee RemarksDirectBuy112020258.002502,0002,000Form
    66Beck, Scott ArthurPresident and CEOSee footnoteBuy112020258.00412,5003,300,0003,300,000Form

    Investor Activity (13F)

    Updated Oct 10, 2026
    13F holdings as of Mar 31, 2026 (Q1 2026)

    Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Grace & Mercy Foundation, Inc.$12.0 Mil2.9%21Hold13F
    Active Manager
    Active Manager
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Grace & Mercy Foundation, Inc.$12.0 Mil2.9%21Hold13F

    Industry Resources

    External Quote Links


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