Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Domo (DOMO) - Domo currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Performance Metrics - Domo's shares have increased by 9.52% over the past week, outperforming the Zacks Internet - Software industry, which rose by 3.98% [5] - Over the last month, Domo's stock price has surged by 48.22%, significantly higher than the industry's 4.78% [5] - In the past quarter, Domo's shares rose by 40.54%, and over the last year, they increased by 52.17%, while the S&P 500 saw movements of -2.55% and 11.45%, respectively [6] Trading Volume - Domo's average 20-day trading volume is 472,751 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, one earnings estimate for Domo has increased, while none have decreased, leading to a consensus estimate improvement from -$0.35 to -$0.31 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [9] Conclusion - Considering the strong performance metrics and positive earnings outlook, Domo is identified as a 2 (Buy) stock with a Momentum Score of A, making it a potential candidate for near-term investment [11]

Core Insights - Domo's stock surged by 30.5% following a strong earnings report, indicating positive market reaction to the company's performance [1] Financial Performance - Domo reported $80.1 million in revenue for Q1 2026, unchanged from the previous year [3] - The company achieved an adjusted net loss of $0.09 per share, an improvement from a net loss of $0.33 per share in the prior year, outperforming Wall Street's expectation of a loss of $0.11 per share [3] Business Growth - Domo's subscription-based unfilled orders increased by 24% year over year, with expectations for faster revenue conversion in 2026 and beyond [4] - The CEO emphasized the company's innovative strategies in the technology market, asserting that Domo is leading in the data and AI sectors [5] Future Outlook - Management anticipates that second-quarter and full-year sales will be comparable to fiscal year 2025, suggesting a buildup of future revenues [5]

Financial Data and Key Metrics Changes - In Q1 2026, total revenue was $80.1 million, and billings were $63.9 million, exceeding guidance [25] - Subscription Remaining Performance Obligations (RPO) grew 24% year over year, with long-term subscription RPO up 61% year over year [6][27] - Gross retention improved to 86% from 85% in Q4 and 83% a year ago, while net retention was 94%, up more than four percentage points year over year [26] Business Line Data and Key Metrics Changes - Subscription Total Contract Value (TCV) increased by 69% year over year, indicating strong demand for long-term contracts [6] - Sales force productivity increased over 60% year over year, reflecting improved efficiency in sales operations [7][8] Market Data and Key Metrics Changes - Consumption customers now represent over 70% of Annual Recurring Revenue (ARR), with expectations to reach 90% by year-end [9] - The pipeline generated through ecosystem partners has increased significantly, with partner-sourced leads and deals up more than 200% from the previous quarter [18] Company Strategy and Development Direction - The company is focusing on driving adoption of AI across its platform, enhancing customer relationships, and developing its ecosystem of partners [12][14] - The transition to a consumption-based pricing model is expected to deliver higher usage, customer satisfaction, and retention [24] Management's Comments on Operating Environment and Future Outlook - Management noted that while the macro environment is challenging, customer interest in leveraging AI is driving positive activity [34] - The company expects to exit FY 2026 with 5% billings growth and a 5% operating margin, with plans to double these figures by FY 2027 [10][24] Other Important Information - The company achieved positive adjusted free cash flow of $1.3 million in Q1, a significant improvement from the previous year [27] - The non-GAAP subscription gross margin increased to 81.6%, with expectations to maintain this level in the near term [28] Q&A Session Summary Question: How is the macro environment affecting the business? - Management indicated that while the macro environment is not ideal, customer interest in AI solutions is driving positive activity [34] Question: Can you elaborate on the increase in sales productivity? - The increase in sales productivity is attributed to the consumption model and improved relationships with cloud data warehouse partners [39] Question: What is driving the strong growth in RPO? - The growth in RPO is driven by strong technology, the consumption model, and improved customer relationships leading to longer-term contracts [52] Question: How do you see gross margin trajectory over the medium term? - The company expects subscription gross margin to remain around 81.6% in the near term, with long-term goals for improvement [58] Question: How are enterprise and commercial spaces performing? - The enterprise segment remains a significant part of the business, with many leads coming from partnerships, indicating growth opportunities [61]

Financial Data and Key Metrics Changes - In Q1 2026, the company reported total revenue of $80.1 million and billings of $63.9 million, exceeding guidance for both metrics [26] - Adjusted free cash flow was positive at $1.3 million, a significant improvement from the previous year [28] - Non-GAAP subscription gross margin increased to 81.6%, with a non-GAAP operating margin of 1.3% [29] - The company raised its full-year guidance for billings to between $312 million and $322 million, and for GAAP revenue to between $312 million and $320 million [30] Business Line Data and Key Metrics Changes - Subscription Remaining Performance Obligations (RPO) grew 24% year over year, while long-term subscription RPO increased by 61% [6][28] - Subscription Total Contract Value (TCV) was up 69% year over year, indicating strong demand for long-term contracts [6] - Sales force productivity increased over 60% year over year, reflecting improved efficiency in sales operations [7] Market Data and Key Metrics Changes - Gross retention improved to 86% from 85% in the previous quarter, and net retention was reported at 94%, up more than four percentage points year over year [27] - Consumption customers now represent over 70% of Annual Recurring Revenue (ARR), with expectations to reach 90% by year-end [9] Company Strategy and Development Direction - The company is focusing on driving adoption of AI across its platform, enhancing customer relationships, and developing its ecosystem of partners [12] - The transition to a consumption-based pricing model is expected to deliver higher usage, customer satisfaction, and retention [25] - The company aims to exit FY 2026 with 5% billings growth and a 5% operating margin, progressing to 10% growth and margin by FY 2027 [10][25] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging macro environment but noted that customer interest in AI solutions is driving positive momentum [35] - The company is confident in its ability to achieve sustainable long-term profitable growth, supported by improved customer relationships and operational efficiency [31] Other Important Information - The company has made significant improvements in its integrations with Cloud Data Warehouse partners, leading to a 200% increase in partner-sourced leads [18] - The successful launch of Agent Catalyst at Domopalooza has generated strong interest, with over 200 customers signing up to explore AI solutions [14] Q&A Session Summary Question: How is the macro environment affecting the business? - Management noted that while the macro environment is challenging, customer interest in AI solutions is driving positive activity [35] Question: What factors are driving the increase in sales productivity? - The increase in sales productivity is attributed to the consumption model and improved relationships with cloud data warehouse partners [39] Question: Can you elaborate on the growth in RPO? - RPO growth is driven by strong technology and the consumption model, which enhances customer relationships and leads to longer-term contracts [54] Question: How do you see gross margin evolving with the consumption model? - The company expects gross margins to remain around 81.6% in the near term, with potential for long-term increases as consumption dynamics evolve [60] Question: What is the outlook for enterprise versus commercial segments? - The enterprise segment remains a significant part of the business, with many leads coming from partnerships, indicating strong growth potential [62]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Domo despite lower revenues, with a focus on how actual results will compare to estimates [1][3]. Earnings Expectations - Domo is expected to report a quarterly loss of $0.20 per share, reflecting a year-over-year change of +39.4% [3]. - Revenues are projected to be $77.84 million, down 2.8% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 2.38% lower in the last 30 days, indicating a bearish sentiment among analysts [4]. - The Most Accurate Estimate for Domo is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.50% [10][11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from consensus estimates, with positive readings being more predictive of earnings beats [6][7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 1, 2, or 3 have historically produced positive surprises nearly 70% of the time [8]. Historical Performance - Domo has beaten consensus EPS estimates three out of the last four quarters, with a notable surprise of +72.22% in the last reported quarter [12][13]. Conclusion - Domo does not currently appear to be a strong candidate for an earnings beat, and investors should consider other factors before making investment decisions [16].

Group 1 - Domo is a member of the Computer and Technology sector, which includes 609 individual stocks and holds a Zacks Sector Rank of 9 [2] - Domo currently has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for Domo's full-year earnings has increased by 5.4% in the past quarter, reflecting improved analyst sentiment [3] Group 2 - Domo has returned 6.4% year-to-date, outperforming the average loss of 8.9% in the Computer and Technology sector [4] - Automatic Data Processing (ADP) is another stock in the sector that has outperformed, with a year-to-date return of 2% [4] - Domo belongs to the Internet - Software industry, which includes 168 companies and currently ranks 143 in the Zacks Industry Rank, with an average loss of 3.1% this year [6] Group 3 - Investors should continue to monitor Domo and Automatic Data Processing for potential sustained solid performance in the Computer and Technology sector [7]

Core Viewpoint - Salazar Resources Limited provides an update on the construction plan and schedule for the El Domo Project, which is a joint venture with Silvercorp Metals Inc. targeting production by the end of 2026 at an estimated cost of $240.4 million, slightly lower than the previous estimate of $247.6 million from the 2021 feasibility study [1][3][24]. Group 1: Joint Venture and Ownership - Silvercorp holds a 75% interest in the joint venture for the El Domo mine, while Salazar has a 25% carried interest [2]. - Once commercial production is achieved, Silvercorp will receive 95% of the dividends until its investment is recouped, after which dividends will be shared on a 75%/25% basis [4]. Group 2: Construction and Cost Estimates - The total estimated capital cost for the El Domo Project is $240.4 million, with a breakdown of costs across various packages [3][24]. - The construction schedule includes significant expenditures in fiscal years 2026 and 2027, with direct costs totaling $159.4 million, VAT at $19.1 million, and contingencies at $31.9 million [6][24]. Group 3: Detailed Engineering and Infrastructure - Advanced detailed engineering has been conducted for the tailings storage facilities, open pit mine design, and project infrastructure, with contracts awarded for site preparation [7][8]. - The construction of a power line and standby diesel generators is also in progress, with the power line expected to be completed in 13-17 months [16]. Group 4: Mining and Production Plans - The joint venture plans to commence stripping of the open pit in August 2025, with an estimated 5.4 million cubic meters of sediments and waste rocks to be stripped [12]. - By the end of 2026, the project expects to produce 43,000 tonnes of ore, with 550,000 cubic meters of ore ready for mining [12]. Group 5: Cost Comparison and Adjustments - The updated cost estimates reflect a reduction of $32.6 million in direct costs compared to the 2021 feasibility study, attributed to savings from employing a unit cost contract and detailed engineering [24]. - The contingency costs have increased by $9.9 million, while owner's costs have risen by $20 million [24].

Group 1: Company Overview - Domo (DOMO) shares increased by 8.1% to close at $7.18, following a notable trading volume compared to typical sessions, despite an 18.8% loss over the past four weeks [1] - The optimism surrounding Domo is driven by strong demand for its business intelligence tools, cost discipline, and margin improvement, leading to robust margins [2] - Domo's investments in product innovation, particularly in AI and enterprise scalability, are enhancing customer engagement and long-term growth potential [2] Group 2: Financial Performance and Expectations - Domo is expected to report a quarterly loss of $0.20 per share, reflecting a year-over-year change of +39.4%, with revenues projected at $77.89 million, down 2.8% from the previous year [3] - The consensus EPS estimate for Domo has been revised 10.2% higher over the last 30 days, indicating a positive trend that typically correlates with price appreciation [4] - Domo currently holds a Zacks Rank of 2 (Buy), suggesting favorable market sentiment [4] Group 3: Industry Context - Domo operates within the Zacks Internet - Software industry, alongside Opendoor Technologies Inc. (OPEN), which saw a 4.3% increase to $1.03 but has returned -17.7% over the past month [4] - Opendoor Technologies has an unchanged consensus EPS estimate of -$0.12 for the upcoming report, maintaining the same figure as reported a year ago, and holds a Zacks Rank of 3 (Hold) [5]

Core Viewpoint - Domo (DOMO) shows potential for significant upside, with a mean price target of $10.25 indicating a 28.8% increase from its current price of $7.96, supported by positive earnings estimate revisions and analyst consensus [1][11]. Price Targets and Analyst Estimates - The mean estimate consists of six short-term price targets with a standard deviation of $3, indicating variability among analysts; the lowest estimate suggests a 0.5% increase, while the highest predicts a 101% surge to $16 [2]. - A low standard deviation in price targets suggests strong agreement among analysts regarding the stock's price direction, which can serve as a starting point for further research [9]. Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about Domo's earnings prospects, as evidenced by a 5.6% increase in the Zacks Consensus Estimate over the last 30 days, with three estimates moving higher and no negative revisions [12]. - Domo holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for near-term upside [13]. Caution on Price Targets - Solely relying on price targets for investment decisions may not be wise, as empirical research indicates that such targets often mislead investors rather than guide them accurately [3][7]. - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8][10].

Investors' growing interest in a stock is reflected in its recent price increase. A price change of 4.7% over the past four weeks positions the stock of this company well in this regard. Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time. Everyone likes betting on fast-moving trending ...