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REDDIT

DOMO 150% upside acquisition

P
Jul 23, 2026 · 11:58

DOMO was just bought out by Progress Software. DOMO’s debt will be paid off and they’ll be left with $4.84 per share of cash and $900M of NOLs. DOMO can then acquire a profitable business and monetize those NOLs into another $230M/$4.75 per share of value, plus the profitable businesses acquired. This leads to a new enterprise value of \~$9.54. Trading at $3.93, big short term upside potential. I have a large position in DOMO.