Added to YB: 2026-08-31
Pitch date: 2026-08-27
DOMO [bullish]
Domo, Inc.
-2.03%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Domo, Inc., together with its subsidiaries, operates a cloud-based modern AI and data products platform in North America, Western Europe, Australia, Japan, and India.
Market Cap
$170.7M
Pitch Price
$3.94
Price Target
6.24 (+60%)
Dividend
N/A
EV/EBITDA
-13.01
P/E
-2.86
EV/Sales
0.88
Sector
Software
Category
special_situation
Domo (Arigato), for this potential multi-bagger options trade
DOMO: Domo is selling substantially all operations for $400M, leaving a debt-free public shell expected to hold ~$246M of net cash ($4.84/share) and $900M+ of NOLs after the planned November 30 close, versus a $3.70 share price. A comparable NOL transaction implies another ~$1.40/share, supporting a $6.24 target. January 2028 $5 calls cost $0.22, but deal failure could lead to bankruptcy and management could squander the cash.
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