Segall Bryant & Hamill LLC Boosts Holdings in Ooma, Inc. $OOMA

Key Points

• Segall Bryant & Hamill LLC boosted its Ooma stake by 143.3%, acquiring an additional 116,767 shares to hold 198,228 shares (about 0.72% of the company) worth approximately $2.38 million, while overall institutional ownership stands at roughly 80.42%.
• Ooma recently beat Q4 estimates on EPS and revenue and raised FY2027 EPS guidance to $1.26–$1.31 (and Q1 guidance to $0.31–$0.33), a key catalyst, although FY2027 revenue guidance of $321–$325M was slightly below some consensus.
• The stock has a market cap of about $400M, a PE of ~65.9, a 52‑week range of $9.79–$14.83, and carries a consensus rating of "Moderate Buy" with a $19.00 target.

Segall Bryant & Hamill LLC boosted its holdings in shares of Ooma, Inc. (NYSE:OOMA - Free Report) by 143.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 198,228 shares of the technology company's stock after buying an additional 116,767 shares during the quarter. Segall Bryant & Hamill LLC owned approximately 0.72% of Ooma worth $2,377,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Millennium Management LLC boosted its stake in shares of Ooma by 81.6% during the 1st quarter. Millennium Management LLC now owns 316,564 shares of the technology company's stock worth $4,144,000 after acquiring an additional 142,220 shares during the last quarter. Assenagon Asset Management S.A. lifted its position in Ooma by 82.3% during the third quarter. Assenagon Asset Management S.A. now owns 264,347 shares of the technology company's stock valued at $3,170,000 after purchasing an additional 119,339 shares in the last quarter. Acadian Asset Management LLC grew its holdings in Ooma by 8.2% during the second quarter. Acadian Asset Management LLC now owns 1,021,104 shares of the technology company's stock valued at $13,157,000 after purchasing an additional 77,133 shares during the period. Norges Bank purchased a new stake in Ooma in the second quarter worth about $875,000. Finally, Qube Research & Technologies Ltd raised its stake in shares of Ooma by 48.6% in the second quarter. Qube Research & Technologies Ltd now owns 177,174 shares of the technology company's stock worth $2,286,000 after buying an additional 57,951 shares during the period. 80.42% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Separately, Benchmark reaffirmed a "buy" rating on shares of Ooma in a research report on Thursday. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, Ooma presently has an average rating of "Moderate Buy" and a consensus target price of $19.00.

Ooma Stock Performance

Shares of OOMA stock opened at $14.49 on Friday. Ooma, Inc. has a 52-week low of $9.79 and a 52-week high of $14.83. The firm has a market capitalization of $399.92 million, a PE ratio of 65.87 and a beta of 1.32. The stock has a fifty day simple moving average of $11.87 and a two-hundred day simple moving average of $11.81.

Ooma (NYSE:OOMA - Get Free Report) last announced its quarterly earnings data on Monday, December 8th. The technology company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.22 by $0.05. The business had revenue of $67.63 million for the quarter, compared to the consensus estimate of $67.58 million. Ooma had a return on equity of 15.79% and a net margin of 2.36%.Ooma has set its FY 2026 guidance at 1.000-1.020 EPS and its Q4 2026 guidance at 0.300-0.320 EPS. On average, sell-side analysts forecast that Ooma, Inc. will post -0.06 EPS for the current fiscal year.

Key Stories Impacting Ooma

Here are the key news stories impacting Ooma this week:

• Positive Sentiment: Q4 results: Ooma reported EPS of $0.34 and revenue of $74.6M, both beating analyst estimates, signaling better-than-expected profitability and topline growth. Ooma (OOMA) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Raised forward EPS guidance: Ooma set FY2027 EPS guidance of $1.260–$1.310 and Q1 FY2027 EPS of $0.310–$0.330, both well above consensus — a major catalyst supporting the stock rally. Ooma Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Topline beat: Q4 revenue of $74.58M topped estimates (~$72.6M), reinforcing the quality of the beat and supporting expectations for continued revenue growth. MarketBeat: Ooma Q4 results and materials
• Neutral Sentiment: Investor access: Management will hold one-on-one meetings at the ROTH Conference (Mar 23–24), improving sell‑side/ investor visibility and potentially prolonging investor interest. Ooma to Host Investor Meetings at the 38th Annual ROTH Conference
• Neutral Sentiment: Call/transcript available: The earnings call transcript and slides are published, useful for investors digging into customer trends, margins and capital allocation plans. Ooma Q4 2026 Earnings Call Transcript
• Negative Sentiment: Slight revenue guidance gap: FY2027 revenue guidance of $321–$325M came in a touch below some consensus figures (~$326.5M), a modest headwind to upside expectations. Ooma Reports Fourth Quarter and Fiscal Year 2026 Financial Results

Ooma Company Profile

Ooma, Inc, headquartered in Sunnyvale, California, is a leading provider of communication services for residential and business customers. Since its founding in 2004, Ooma has built a cloud-based platform that leverages Voice over Internet Protocol (VoIP) technology to deliver voice, video and data services over broadband networks. The company went public on the New York Stock Exchange in 2015 under the ticker OOMA and has continued to expand its service portfolio to meet evolving customer demands.

For residential users, Ooma offers an all-in-one home phone service that includes its flagship Telo device, mobile and web applications, and optional smart home security features.

Want to see what other hedge funds are holding OOMA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ooma, Inc. (NYSE:OOMA - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.