Gloo (NASDAQ:GLOO) Announces Earnings Results, Misses Expectations By $0.47 EPS

Gloo (NASDAQ:GLOO) released its earnings results on Tuesday. The company reported ($0.78) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.31) by ($0.47), Zacks reports. The company had revenue of $33.63 million during the quarter, compared to the consensus estimate of $31.98 million.

Here are the key takeaways from Gloo’s conference call:

• Q4 revenue was $33.6 million (up 418% YoY); management guided Q1 revenue of $36M and full‑year 2026 revenue of $190M, and expects Adjusted EBITDA profitability in Q4 2026 (approaching in Q3).
• Announced acquisition of Enterprise MarketDesk (EMD) and completed the Westfall Group deal—both described as accretive and expected to expand Workday services, donor‑fundraising capabilities, and cross‑sell synergies across Gloo 360 and Masterworks.
• Management is emphasizing applied, agentic AI across the platform (including the new Gloo AI Studio) as a demand driver and margin/efficiency lever that is already accelerating larger deals and internal productivity gains.
• Strong customer momentum with two accounts nearing $10M ARR, several >$1M agreements, and strategic partnerships (InterVarsity, Jessup University, YouVersion Brazil), supporting a replicable land‑and‑expand sales motion.
• Adjusted EBITDA is improving (Q4 -$18.6M; Q1 guide -$12M) and cost of revenue improved to 76.5%, but GAAP net income was pressured by non‑cash IPO‑related share‑based compensation and fair‑value derivative losses; cash position was $57.3M.

Gloo Stock Up 2.3%

NASDAQ:GLOO opened at $6.30 on Thursday. The stock has a 50 day moving average price of $5.63. Gloo has a 1-year low of $4.63 and a 1-year high of $9.98.

Hedge Funds Weigh In On Gloo

Large investors have recently bought and sold shares of the stock. Beacon Pointe Advisors LLC purchased a new position in Gloo in the 4th quarter worth approximately $142,000. Annandale Capital LLC purchased a new position in Gloo in the 4th quarter worth approximately $1,423,000. Millennium Management LLC purchased a new position in Gloo in the 4th quarter worth approximately $402,000. HRT Financial LP purchased a new position in Gloo in the 4th quarter worth approximately $179,000. Finally, Marshall Wace LLP purchased a new position in Gloo in the 4th quarter worth approximately $173,000.

Key Stories Impacting Gloo

Here are the key news stories impacting Gloo this week:

• Positive Sentiment: Raised FY2026 revenue guidance to $190M, well above consensus, signaling faster growth and supporting a higher valuation outlook. Gloo FY2026 Guidance
• Positive Sentiment: Q4 revenue beat: $33.63M vs. $31.98M est and reported ~418% year-over-year revenue growth, showing strong topline momentum coming out of FY2025. Q4 Revenue Highlights
• Positive Sentiment: Management targets adjusted-EBITDA profitability in Q4 2026 and projects achieving profitability by late 2026 — a clear milestone investors can track. Profitability Projection
• Positive Sentiment: Acquisition of Enterprisemarketdesk (EMD) expands Gloo’s Workday services and AI-enabled offerings to nonprofits and mid-market clients — strategic revenue and product diversification. EMD Acquisition
• Neutral Sentiment: Full earnings materials and the call transcript/slide deck are available for deeper review of bookings, margin cadence and definition of adjusted metrics. Analysts will parse these for sustainability of growth. Earnings Materials
• Negative Sentiment: Q4 EPS missed expectations: ($0.78) vs. consensus ($0.31), indicating continued near-term profitability pressure despite revenue strength. EPS Miss
• Negative Sentiment: The EMD deal involves issuing new shares, which increases share count and could dilute near-term EPS — investors should watch total share issuance and pro forma ownership. Share Issuance for Acquisition

Analyst Upgrades and Downgrades

GLOO has been the subject of a number of recent research reports. Wall Street Zen upgraded Gloo from a “sell” rating to a “hold” rating in a research report on Saturday, February 21st. Roth Mkm restated a “buy” rating on shares of Gloo in a research report on Thursday, January 29th. Finally, Weiss Ratings initiated coverage on Gloo in a research report on Thursday, February 12th. They issued a “sell (e-)” rating for the company. One equities research analyst has rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $17.00.

About Gloo

Gloo’s mission is to build the leading vertical technology platform for the faith and flourishing ecosystem, which we believe is one of the largest, oldest and least-digitized ecosystems in the world. Our purpose is to shape technology as a force for good, so people can flourish and communities can thrive. This is grounded in our belief that relationships catalyze growth, and when technology is used to serve relationships, it transforms lives. The faith and flourishing ecosystem is vast and, we believe, a technologically underserved vertical that includes traditional Christian (primarily Protestant and Catholic) churches and a diverse network of ministries, nonprofits and service providers.