Volatility as a Catalyst: Assessing Blink Charging and Domo as AI-Driven Buy Opportunities

Market volatility often creates asymmetric opportunities for long-term investors, particularly in high-growth sectors like AI-integrated infrastructure and SaaS. The recent steep declines in Blink Charging (NASDAQ: BLNK) and Domo (NASDAQ: DOMO)—down 9.7% and 11.7%, respectively—have sparked debate about whether these dips reflect overcorrection or genuine risk. This analysis evaluates both companies through the lens of AI-driven innovation, financial resilience, and macroeconomic context to determine if the current price levels offer compelling entry points.

Blink Charging: AI-Optimized EV Infrastructure Amid Cyclical Headwinds

Blink Charging’s Q2 2025 performance highlights a mixed bag: service revenue surged 46% year-over-year to $11.8 million, but total revenue fell 13.8% due to declining product sales [4]. The 9.7% stock drop was exacerbated by broader market jitters ahead of the Federal Reserve’s Jackson Hole symposium and a sector-wide sell-off in industrials [5]. However, the company’s strategic pivot to AI-driven operations may position it for long-term outperformance.

Blink’s partnership with Stable Auto leverages AI to optimize charger placement, pricing, and utilization, resulting in a 34% efficiency boost across 60 locations [1]. This “Right Price” strategy tailors rates to regional energy costs and demand, enhancing profitability in a competitive EV charging market. Additionally, Blink’s “BlinkForward” cost-cutting initiative reduced operating expenses by 22%, while acquisitions like Zemetric expanded its fleet management capabilities [2]. Sequential revenue growth of 38% in Q2 2025 and a projected 23.4% annual revenue growth for 2026 suggest underlying momentum [4].

Domo: AI-Driven Analytics and Strategic Pivots in a Competitive SaaS Landscape

Domo’s 11.7% decline followed Q2 2026 earnings, where it reported $79.7 million in revenue and $0.02 adjusted EPS—beating estimates—yet guided for continued losses [2]. The stock’s underperformance reflects broader tech sector pressure but overlooks Domo’s aggressive AI integration. The company now derives 70% of its ARR from consumption-based pricing, a model that improves retention and profitability [1].

Domo’s AI innovations include the Agent Catalyst platform, which enables rapid deployment of AI agents to solve industry-specific problems, and enhanced cloud integrations with Snowflake and Google Cloud [5]. These upgrades, such as Magic ETL Pushdown and native SQL support, address enterprise data sovereignty needs and streamline workflows [1]. Q2 2026 marked Domo’s first-ever Q2 profit, with 86% gross retention and 94% net retention rates underscoring customer stickiness [1]. Strategic partnerships with Altis Consulting and AWS further amplify its AI-driven value proposition [3].

Despite a $81.9 million net loss and volatile stock price, Domo’s $47.1 million cash reserves and 8% non-GAAP operating margin in Q2 2026 signal improving financial health [1]. The company’s AI tools have demonstrated tangible ROI, with Nucleus Research reporting a $6.93 return per dollar invested for Domo customers [2].

Broader Market Context: AI as a Sector Tailwind

The declines in BLNK and DOMO occurred amid macroeconomic uncertainty, including inflation concerns and delayed rate cuts, which pressured cyclical sectors [5]. However, AI integration is increasingly viewed as a differentiator in capital allocation. Blink’s AI-optimized EV infrastructure aligns with the $30 billion EV charging market, while Domo’s AI-driven analytics tap into the $30 billion data analytics sector [2]. Both companies are leveraging AI to address pain points—Blink through dynamic pricing and Domo through real-time data orchestration—positioning them to capture market share as AI adoption accelerates.

Conclusion: Volatility as a Buying Opportunity

While both stocks face near-term challenges, their AI-driven strategies and financial improvements suggest the recent declines may be overreactions. Blink’s operational efficiency gains and international expansion, coupled with Domo’s consumption-based pricing model and AI innovation, align with long-term growth trajectories. For investors with a 3–5 year horizon, these dips could represent asymmetric opportunities to access high-growth, AI-integrated sectors at discounted valuations.

Source:
[1] Domo, Inc.'s Q2 2026 Performance: A Strategic Pivot to AI-Driven Analytics [https://www.ainvest.com/news/domo-q2-2026-performance-strategic-pivot-ai-driven-analytics-saas-growth-potential-2508/]
[2] Blink Charging Co. Reports 38% Sequential Revenue Growth in Q2 2025, Acquires Zemetric, and Streamlines Operations [https://www.quiverquant.com/news/Blink+Charging+Co.+Reports+38%25+Sequential+Revenue+Growth+in+Q2+2025%2C+Acquires+Zemetric%2C+and+Streamlines+Operations]
[3] Domo and Altis Partner on Marketing AI Agents to Help Drive Strategic Impact [https://www.morningstar.com/news/business-wire/20250828616187/domo-and-altis-partner-on-marketing-ai-agents-to-help-drive-strategic-impact]
[4] Blink Charging Q2 2025 slides: Service revenue up 46% despite overall revenue decline [https://www.investing.com/news/company-news/blink-charging-q2-2025-slides-service-revenue-up-46-despite-overall-revenue-decline-93CH-4198547]