Gloo Holdings, Inc. (GLOO) AI Stock Analysis

NASDAQ: GLOOAI research summary: business, growth, valuation, analysts, bull and bear case.

GLOO AI stock analysis summary

AI Research

Gloo Holdings, Inc. (GLOO) develops a vertical technology platform tailored for churches, frontline organizations, and network capability providers. The company has delivered rapid top-line expansion, with quarterly revenue growing 188.0% year-over-year in the quarter ended July 31, 2026. However, it continues to face substantial profitability headwinds, posting an operating margin of -44.0% and net income of -$157.1M in FY2026.

Market cap
$283.3M
Revenue (TTM)
$154.3M
P/E
—
fwd 17.7x
1Y return
—
S&P 500 16.8%
Avg. target
$11.17
264.9% vs last close

Bull case

  • Quarterly revenue grew 188.0% year-over-year in the period ended July 31, 2026, driven by rapid customer adoption.
  • Analyst consensus targets a positive EPS of $0.27 for the next fiscal year, up 200.0% compared to the current fiscal year estimate.
  • The stock trades at a price-to-sales multiple of 1.8x, which sits at a discount to the US-listed Technology peer median of 2.8x.

Bear case

  • Free cash flow burn expanded to -$81.7M in FY2026, leaving $39.3M in cash and short-term investments as of July 31, 2026.
  • Net margin remains deeply negative at -81.3% over the trailing twelve months, reflecting sustained unprofitability.
  • The share price has dropped 46.2% year-to-date, trading near its 52-week low of $2.90.

What Gloo does

Gloo Holdings, Inc. designs and develops a vertical technology platform for the faith and flourishing ecosystem. It serves network capability providers (NCPs) as well as churches and frontline organizations (CFLs). The company's platform features Gloo Workspace, a subscription-based toolset powered by AI that equips customers to create content, communicate with congregations, and extend their ministry. It also offers Gloo 360 to modernize and operate core IT infrastructure for NCPs, Gloo Media Network to help organizations expand awareness and donor support, and Gloo AI, which provides vertical-specific faith- and flourishing-based artificial intelligence. Founded in 2013, Gloo is based in Boulder, Colorado.

Growth and profitability

Gloo increased annual revenue from $21.3M in FY2024 to $23.2M in FY2025, and reached $94.7M in FY2026, representing a two-year revenue CAGR of 110.9%. Revenue growth in FY2026 reached 307.7%. For the trailing twelve months, revenue totaled $154.3M, supported by a quarterly revenue increase of 188.0% year-over-year for the quarter ended July 31, 2026. However, margins remain deeply negative. Gross margin stood at 24.4% in FY2026, while operating margin was -114.3% and net margin was -166.0%. Annual net losses widened to -$157.1M in FY2026, compared to -$85.7M in FY2025. TTM diluted earnings per share was -$1.84, with an operating margin of -44.0%.

GLOO income statement →

Balance sheet and cash flow

As of July 31, 2026, Gloo held $39.3M in cash and short-term investments alongside $45.1M in total debt, resulting in net debt of $5.8M. The company reported a current ratio of 1.23, total assets of $271.1M, and shareholders' equity of $137.2M, which equates to a debt-to-equity ratio of 0.33. Operating cash flow for FY2026 was -$80.5M, and capital expenditures of $1.2M led to free cash flow of -$81.7M.

GLOO balance sheet →

Valuation and performance

GLOO closed at $3.06 on October 16, 2026, reflecting a year-to-date return of -46.2% and trading 38.2% below its 200-day moving average. The stock has traded between a 52-week low of $2.90 and a 52-week high of $9.98. In comparison, the S&P 500 (SPY) delivered a 1-year return of 16.8%. Gloo carries a market capitalization of $283.3M and an enterprise value of $443.3M. Its forward P/E is 17.7x, below the 18.8x median of its US-listed Technology peers. Gloo's price-to-sales multiple is 1.8x, compared to the peer median of 2.8x.

GLOO key metrics →

What analysts expect

Wall Street analysts hold a positive outlook on GLOO, with 5 Strong Buy ratings, 1 Buy rating, and zero Hold or Sell ratings. The mean price target of $11.17 implies upside of 264.9% from the last close of $3.06. For the fiscal year ending January 31, 2027, consensus estimates project revenue of $200.1M and an EPS of -$0.27. For the following fiscal year, analysts estimate revenue of $286.1M and an EPS of $0.27. Gloo has beaten EPS estimates in 1 of the last 4 quarters.

GLOO forecast and price target →

Key risks and what to watch

  • Operating cash burn of -$80.5M in FY2026 presents liquidity risks relative to total cash and short-term investments of $39.3M.
  • The company's earnings track record shows EPS beats in only 1 of the past 4 quarters.
  • High insider ownership of 28.0% concentrates voting power and may limit external influence.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this GLOO AI stock analysis

This page is an AI-written research summary of Gloo Holdings, Inc. (GLOO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: GLOO income statement, GLOO balance sheet, GLOO key metrics, GLOO analyst forecast, GLOO chart. See the GLOO stock overview for the latest quote and news.

GLOO AI stock analysis FAQ

What is Gloo Holdings' core business?

Gloo provides vertical technology solutions for the faith and flourishing ecosystem, including products such as Gloo Workspace, Gloo 360, Gloo Media Network, and Gloo AI for churches and frontline organizations.

What is the consensus analyst price target for GLOO?

The mean analyst price target is $11.17, which represents a 264.9% premium over the closing price of $3.06 on October 16, 2026.

How fast is Gloo growing its revenue?

Gloo generated revenue of $94.7M in FY2026, up 307.7% from FY2025, and achieved a quarterly year-over-year revenue growth rate of 188.0% for the quarter ended July 31, 2026.

Does Gloo pay a dividend?

No, Gloo does not pay a dividend and has no dividend yield recorded.

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