{
  "symbol": "OOMA",
  "company": "Ooma, Inc.",
  "generated_at": "2026-06-24T07:36:51.168Z",
  "event_count": 4,
  "events": [
    {
      "type": "pipeline_event",
      "ts": "2026-06-12T00:25:25.368Z",
      "stage": "analyst",
      "outcome": "skip",
      "reason": "Material insider selling and elevated leverage outweigh the earnings beat and technical strength; no asymmetric long or income structure offers a clear edge given the anti-signals (dilution/concentration) and lack of valuation margin of safety.",
      "trigger": "[insider_cluster_universe] 4 Form 4 filings in last 14 days · at least one open-market P/S trade verified",
      "source": "idle_hunter"
    },
    {
      "type": "analyst_decision",
      "ts": "2026-06-12T00:25:25.342Z",
      "skip": true,
      "reason": "Material insider selling and elevated leverage outweigh the earnings beat and technical strength; no asymmetric long or income structure offers a clear edge given the anti-signals (dilution/concentration) and lack of valuation margin of safety.",
      "score": 28,
      "breakdown": {
        "smart_money": 0,
        "options_flow": 0,
        "catalyst": 15,
        "mispricing": 4,
        "quality": 0,
        "technical": 9
      },
      "debug_path": "drafts/2026-06-12-OOMA.analyst.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-06-12T00:24:34.838Z",
      "summary": "Ooma is a small-cap UCaaS provider (~$476M market cap) that reported strong Q1 FY2027 results on May 26 — EPS of $0.35 vs $0.319 estimate (+9.96% surprise), revenue +25% YoY to ~$80M, driven by Ooma Office business growth and AirDial POTS replacement adoption. The investigation was triggered by a cluster of Form 4 filings in the prior 14 days — however, upon detailed reading, ALL recent transactions are routine in nature: (a) CFO Shigeyuki Hamamatsu sold 27,696 shares open-market on June 2 at $17.48-$17.98 ($487K), plus he and other execs had RSU-vesting tax withholding (F codes); (b) Director William Pearce sold 3,000 shares at ~$17.98; (c) all remaining filings are F-codes from RSUs vesting for multiple insiders — these are NOT open-market P/S purchases. There is no genuine insider buy cluster to support a bullish smart-money signal. Options flow shows aggressive OTM call buying at the $20 strike ($35K notional, 1027 contracts), but this appears to be post-earnings momentum chasing rather than informed positioning. Technically the stock hit an all-time high of ~$21.96 on May 27 and has nearly doubled year-to-date (+49%). At forward P/E of 11.6x, Ooma is not obviously mispriced versus peers — the valuation gap reflects its smaller scale and lower margins relative to large-cap UCaaS competitors.",
      "verdict": "range_bound_or_income",
      "confidence": 5,
      "tool_calls": 28,
      "walltime_min": 12,
      "debug_path": "dossiers/2026-06-12-OOMA.scout.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-06-02T21:25:21.033Z",
      "summary": "The investigation was triggered by a cluster of 3 Form 4 filings in the last 14 days — but all three were F-codes (RSU tax withholding upon vesting) for Eric Stang (CEO), Jenny Yeh (SVP/CLO), and Namrata Sabharwal (CAO), representing zero open-market purchases. The actual CEO transaction was an S-sale of 7,417 shares on March 24 at ~$14. This means the smart-money pillar — which this investigation's trigger requires — is NOT present. Q1 FY27 earnings beat on both EPS (+9.96%) and revenue (+1.67%), with strong AI product launches (Ooma AI suite), but the stock has already run from ~$12 to $21 peak in 2026, giving back some gains post-earnings. At forward P/E of 11.8x for a high-growth SaaS company it appears modestly undervalued, but near 52w-high with elevated IV and no confirmed insider buying cluster eliminates the specific edge this pipeline seeks.",
      "verdict": "no_anomaly",
      "confidence": 4,
      "tool_calls": 30,
      "walltime_min": 16,
      "debug_path": "dossiers/2026-06-02-OOMA.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": {
    "ticker": "OOMA",
    "call": "HOLD",
    "confidence": 3,
    "score": 3,
    "factors": {
      "above_200dma": "+2",
      "above_50dma": "+1",
      "momentum_strong_up": "+2 (50.1%)",
      "rsi_neutral": "0 (55.9)",
      "recent_macd_bearish_cross": "-2 (22d ago)",
      "from_high": "0 (-7.3%)"
    },
    "summary": "HOLD (score +3) · 12-1 mom 50.1% · RSI 55.9 · above_both · -7.3% from high",
    "last_close": 18.07,
    "one_month_ago_close": 18.87,
    "twelve_month_ago_close": 12.57,
    "twelve_one_momentum_pct": 50.12,
    "rsi_14": 55.9,
    "ma_stack": "above_both",
    "from_period_high_pct": -7.33,
    "period_high": 19.5,
    "price_targets": {
      "bear": 13.47,
      "fair": 19.49,
      "bull": 24,
      "bear_return_pct": -25.5,
      "fair_return_pct": 7.8,
      "bull_return_pct": 32.8,
      "method": "street_targets ⨯ chart_floors",
      "street": {
        "target_low": 20,
        "target_mean": 23,
        "target_high": 24,
        "analyst_count": 5
      }
    },
    "generated_at": "2026-06-24T07:36:51.165Z"
  }
}