Key Highlights

  • Gloo Holdings (NASDAQ:GLOO) closed at USD 3.18 on September 8, 2026 and USD 3.98 on October 7, and a published screen shows a one-month gain of 24.38% at USD 3.88 on October 8.
  • Second quarter Revenue was USD 46.6 million, up 188%, above company guidance of USD 44.0 million, and net loss narrowed to USD 21.2 million with adjusted EBITDA of negative USD 8.3 million.
  • Guidance for fiscal 2026 revenue was raised to USD 200 million from USD 195 million, and third quarter revenue is guided to USD 55 million against a published consensus of USD 51.2 million.
  • Gloo Holdings (NASDAQ:GLOO) jumped 24.1% to USD 4.07 on September 16 and 20.6% to USD 4.91 on September 17 on about 4 million shares a day, then slid 18.9% to USD 3.98 by October 7.

The Quarter

Gloo reported second quarter 2026 results on September 9, 2026, after the market close. Revenue was USD 46.6 million, up 188% from a year earlier and above guidance of USD 44.0 million. The net loss was USD 21.2 million, and adjusted EBITDA was negative USD 8.3 million. Management raised fiscal 2026 revenue guidance to USD 200 million from USD 195 million, ahead of a published consensus of USD 195.1 million, and guided third quarter revenue to USD 55 million against a published consensus of USD 51.2 million. The stock still fell 4.6% on September 9, so the results alone did not trigger the rally. The third quarter guide of USD 55 million implies sequential growth of about 18%, simple arithmetic.

The Spike and the Fade

Closes moved from USD 3.28 on September 15 to USD 4.07 on September 16 and USD 4.91 on September 17, with about 4.1 million and 4.9 million shares traded against 0.2 million on September 15. No company release, filing or analyst note dated those days was found. Lake Street cut its target to USD 8 from USD 12 around September 11, and the stock then faded to USD 3.98 by October 7, a drop of 18.9% from the peak, simple arithmetic. Gloo launched Gloo Code, an agentic coding feature, on September 8, and published a Barna survey on young adults and church on September 24.

Risks and What to Watch

Revenue growth of 188% is large, but the company still loses money, with a net loss of USD 21.2 million against revenue of USD 46.6 million. The shares trade far below their 52-week high of USD 9.98, and a USD 355 million Market Value makes them vulnerable to selling. Gloo serves faith and ministry organizations, a niche market. The next scheduled report is not yet announced. Watch the third quarter guidance of USD 55 million, cash burn and any Equity Financing that could dilute holders. A fall in the share price after good results suggests investors want evidence that growth can reach profit. A company still losing money may need to raise equity, which would dilute holders.

Where Things Stand

Gloo Holdings (NASDAQ:GLOO) rose about 24% in a month, but most of the gain came in a September 16 to 17 spike that no filing explains, and about 19% of it has since faded. Fundamentals are improving, with revenue up 188% and guidance raised, yet losses remain large. Watch third quarter delivery against the USD 55 million guide and any financing. Gloo Holdings (NASDAQ:GLOO) has to deliver the USD 55 million quarter and show improving EBITDA to hold gains.