Gloo filing reaffirms near-term path to positive adjusted EBITDA, says Roth

Roth Capital reiterated a Buy rating and $17 price target on Gloo (GLOO) after the company reaffirmed its FY26 revenue and adjusted EBITDA guidance. As acquisition synergies are an important improvement lever, Gloo reported headcount reductions in recent days will lower costs starting in 1Q26, the analyst tells investors in a research note. The firm added that is Buy rating comes against a backdrop in which Gloo’s 3Q25 revenue nearly matched the firm’s 1Q26 forecast and in which recent acquisitions and organic growth pipeline expansion appear to have materially de-risked the firm’s FY26 outlook.