Domo (DOMO) is undervalued following a broad selloff in the software sector, RPD Fund Management said Friday.
RPD, which has built an 11.9% stake in Domo, said Domo has been caught up in the wider SaaS downturn despite generating over $300 million of annual recurring revenue. User feedback on the platform remains strong and insiders have not sold shares, even as the stock has fallen sharply from levels seen less than six months ago, RPD added.
"Domo is often misunderstood as purely a visualization tool; its data management, metadata handling, and data preparation capabilities are where the real value lies as enterprises invest to make their data AI-ready," RPD said.
RPD said the stock could rise if growth picks up or if Chief Executive Josh James sells the company, given his track record, having sold Omniture to Adobe (ADBE) for $1.8 billion in 2009.
Shares of Domo were down 4.7% in recent trading Friday.
Price: 6.05, Change: -0.30, Percent Change: -4.72
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