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

Gloo (NASDAQ:GLOO) announced its quarterly earnings results on Tuesday. The company reported ($0.78) earnings per share for the quarter, missing the consensus estimate of ($0.31) by ($0.47), Zacks reports.

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 Trading Down 0.7%

Shares of NASDAQ GLOO traded down $0.04 during midday trading on Wednesday, reaching $6.12. The company had a trading volume of 224,436 shares, compared to its average volume of 78,799. The company’s 50-day moving average is $5.60. Gloo has a 1 year low of $4.63 and a 1 year high of $9.98.

Institutional Trading of Gloo

Hedge funds and other institutional investors have recently made changes to their positions in the business. Jane Street Group LLC acquired a new stake in shares of Gloo in the fourth quarter worth $82,000. Beacon Pointe Advisors LLC acquired a new stake in Gloo during the fourth quarter valued at $142,000. Marshall Wace LLP acquired a new stake in Gloo during the fourth quarter valued at $173,000. HRT Financial LP acquired a new stake in Gloo during the fourth quarter valued at $179,000. Finally, Millennium Management LLC acquired a new stake in Gloo during the fourth quarter valued at $402,000.

Gloo News Roundup

Here are the key news stories impacting Gloo this week:

• Positive Sentiment: Gloo reported a Q4 revenue beat that topped analyst expectations, a primary catalyst for the pre-market jump. Business Wire: Q4 Results
• Positive Sentiment: The company raised FY2026 revenue guidance to $190 million (well above consensus ~$129.8M), a materially higher top‑line outlook that improves growth expectations. Seeking Alpha: Guidance
• Positive Sentiment: Gloo is acquiring Enterprisemarketdesk (EMD), adding AI-enabled Workday consulting, implementation and support capabilities for nonprofit and mid-market customers — a strategic tuck-in to expand service revenue and cross-sell potential. Business Wire: EMD Acquisition
• Positive Sentiment: Top-line momentum is notable: the company reported very strong YoY revenue growth in the quarter (reported as a large percentage increase), underscoring execution on growth initiatives. Yahoo Finance: Q4 Highlights
• Neutral Sentiment: Management reiterated near-term guidance (Q1 and Adjusted EBITDA guidance) while providing the raised revenue outlook; full impact depends on margin trajectory and integration of acquisitions. Benzinga: Summary
• Negative Sentiment: The company will issue new shares as part of the WDMarketdesk/EMD acquisition, which raises dilution risk for existing holders and can weigh on near-term per‑share metrics. TipRanks: Share Issuance

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on GLOO shares. Roth Mkm reaffirmed a “buy” rating on shares of Gloo in a research report on Thursday, January 29th. Wall Street Zen raised shares of Gloo from a “sell” rating to a “hold” rating in a research report on Saturday, February 21st. Finally, Weiss Ratings began coverage on shares of Gloo in a research report on Thursday, February 12th. They set a “sell (e-)” rating for the company. One analyst has rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Gloo presently has a consensus rating of “Hold” and a consensus target price of $17.00.

Gloo Company Profile

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.