RPD Rapid7, Inc. - Common Stock
NASDAQ · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 10, 2026
$12.19
· of 52w range
· above low
· to high
$4.9752w low
$20.1752w high
Market Cap (MRQ)
$821M
P/E (TTM)
39.3
EPS (TTM)
$0.31
Revenue (TTM)
$856M
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52W Range
$5–$20
Analyst Rating
HOLD
Price Target
$12
P/E
39.3
ROE
14.0%
Net Profit Margin
2.4%
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RPD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$12.19
Market Cap (MRQ)
$821M
P/E (TTM)
39.3
EPS (TTM)
$0.31
Revenue (TTM)
$856M
ROE (TTM)
14.0%
52W Range
$5–$20
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$860M2017-12-31 → 2025-12-31
EPS$0.362019-12-31 → 2025-12-31
Free Cash Flow·2017-12-31 → 2024-12-31
Net margin2.4%2017-12-31 → 2024-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | RPD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 39.35Y avg ≈12.0 | ≈12.0 | 21.3 | Overvalued | |
| P/S (TTM) | 1.05Y avg ≈5.8 | ≈5.8 | 2.0 | Undervalued | |
| P/B (MRQ) | 4.25Y avg ≈10.9 | ≈10.9 | 3.6 | Undervalued | |
| Price / FCF (TTM) | 5.75Y avg ≈59.2 | ≈59.2 | · | · | |
| Price / Cash Flow (TTM) | 5.45Y avg ≈50.1 | ≈50.1 | 14.9 | Undervalued | |
| Price / Tangible Book (MRQ) | 6.2 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | RPD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 69.3%5Y avg ≈69.4% | ≈69.4% | 73.6% | Weak | |
| Operating Margin (TTM) | 1.2%5Y avg ≈-11.2% | ≈-11.2% | 6.9% | Weak | |
| EBITDA Margin (TTM) | 6.5%5Y avg ≈-5.4% | ≈-5.4% | 6.9% | Weak | |
| Pretax Margin (TTM) | 2.7%5Y avg ≈-14.4% | ≈-14.4% | 4.2% | Weak | |
| Net Profit Margin (TTM) | 2.4%5Y avg ≈-15.4% | ≈-15.4% | 2.1% | Top tier | |
| ROA (TTM) | 1.2%5Y avg ≈-7.9% | ≈-7.9% | 0.78% | Top tier | |
| ROE (TTM) | 14.0%5Y avg ≈183.6% | ≈183.6% | 17.4% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | RPD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 0.85Y avg ≈1.1 | ≈1.1 | 1.3 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | RPD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 1.9%5Y avg ≈16.4% | ≈16.4% | · | · | |
| Revenue CAGR 3Y | 7.9%5Y avg ≈16.0% | ≈16.0% | · | · | |
| Revenue CAGR 5Y | 15.9% | · | · | · | |
| EPS YoY | -10.0% | · | · | · | |
| Net Income YoY | -8.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | RPD | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue / Employee | ≈$329.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
24.1%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 10, 2026 | $0.44 | $0.35 | 25.9% |
| March 31, 2026 | May 11, 2026 | $0.36 | $0.31 | 17.6% |
| Dec. 31, 2025 | $0.44 | $0.41 | 6.4% | |
| Sept. 30, 2025 | $0.57 | $0.46 | 24.6% | |
| June 30, 2025 | $0.58 | $0.45 | 29.5% | |
| March 31, 2025 | $0.49 | $0.35 | 40.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $860M | $844M | $778M | $685M | $535M | $411M | $327M | $244M | · | $157M | $111M | |
| Cost of Revenue | $255M | $251M | $232M | $214M | $169M | $122M | $91M | $71M | · | $40M | $29M | |
| Gross Profit | $605M | $593M | $546M | $471M | $366M | $290M | $236M | $173M | · | $118M | $81M | |
| R&D Expense | $191M | $173M | $178M | $190M | $161M | $109M | $79M | $68M | · | $48M | $39M | |
| SG&A Expense | $85M | $86M | $85M | $85M | $78M | $60M | $45M | $35M | · | $28M | $22M | |
| Operating Expenses | $593M | $558M | $630M | $582M | $487M | $364M | $282M | $226M | · | $167M | $128M | |
| Operating Income | $12M | $35M | $-84M | $-112M | $-120M | $-74M | $-46M | $-53M | · | $-49M | $-47M | |
| Interest Expense | · | · | $65M | $11M | $14M | $24M | $13M | $5M | · | $211.0K | · | |
| Interest Income | $23M | $21M | $10M | $2M | $365.0K | $1M | $6M | $3M | · | $342.0K | · | |
| Other Non-op | $6M | $-4M | $-15M | $-2M | $-2M | $-81.0K | $-433.0K | $-336.0K | · | $-109.0K | $-278.0K | |
| Pretax Income | $30M | $41M | $-153M | $-122M | $-136M | $-97M | $-54M | $-55M | · | $-49M | $-49M | |
| Income Tax | $7M | $16M | $-518.0K | $2M | $10M | $2M | $42.0K | $466.0K | · | $-27.0K | $496.0K | |
| Net Income | $23M | $26M | $-153M | $-125M | $-146M | $-99M | $-54M | $-56M | · | $-49M | $-50M | |
| EPS (Basic) | $0.36 | $0.41 | $-2.52 | $-2.13 | $-2.65 | $-1.94 | $-1.10 | · | · | · | · | |
| EPS (Diluted) | $0.36 | $0.40 | $-2.52 | $-2.13 | $-2.65 | $-1.94 | $-1.10 | · | · | · | · | |
| Shares (Basic) | 64,727,551 | 62,607,583 | 60,756,087 | 58,552,065 | 55,270,998 | 51,036,824 | 48,731,791 | · | · | · | · | |
| Shares (Diluted) | 65,001,955 | 63,183,651 | 60,756,087 | 58,552,065 | 55,270,998 | 51,036,824 | 48,731,791 | · | · | · | · | |
| EBITDA | · | $80M | $-35M | $-71M | $-87M | $-51M | $-29M | $-42M | · | $-42M | $-41M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $247M | $335M | $214M | $207M | $165M | $174M | $123M | $100M | $52M | $53M | $87M | |
| Short-term Investments | $228M | $187M | $170M | $84M | $59M | $139M | $116M | $159M | $39M | $19M | · | |
| Prepaid Expense | $47M | $44M | $41M | $32M | $33M | $28M | $20M | $10M | $9M | $9M | $6M | |
| Current Assets | $737M | $786M | $634M | $510M | $433M | $473M | $365M | $356M | · | $130M | $137M | |
| PP&E (Net) | $32M | $32M | $40M | $58M | $50M | $53M | $51M | $18M | $9M | $8M | $8M | |
| PP&E (Gross) | $97M | $97M | $93M | $103M | $82M | $73M | $65M | $44M | · | $24M | $19M | |
| Accum. Depreciation | $65M | $65M | $54M | $45M | $32M | $20M | $14M | $26M | · | $16M | $12M | |
| Goodwill | $575M | $575M | $536M | $516M | $515M | $214M | $98M | $88M | $83M | $75M | $75M | |
| Intangibles | $65M | $86M | $95M | $101M | $112M | $44M | $29M | $24M | $17M | $9M | $11M | |
| Other Non-current Assets | $20M | $13M | $13M | $17M | · | · | · | · | · | · | · | |
| Total Assets | $1.73B | $1.65B | $1.51B | $1.36B | $1.30B | $913M | $665M | $559M | $311M | $243M | $231M | |
| Accounts Payable | $11M | $19M | $16M | $10M | $4M | $4M | $7M | $7M | $2M | $4M | $2M | |
| Accrued Liabilities | $97M | $89M | $85M | $80M | $83M | $62M | $41M | $37M | $30M | $23M | $25M | |
| Current Liabilities | $575M | $630M | $570M | $531M | $469M | $354M | $287M | $235M | · | $146M | $116M | |
| Capital Leases | $60M | $68M | $81M | $86M | $91M | $76M | $72M | $0 | · | · | · | |
| Other Non-current Liabilities | $14M | $20M | $10M | $15M | $17M | $2M | $1M | $4M | $2M | $3M | $4M | |
| Total Liabilities | $1.57B | $1.63B | $1.62B | $1.48B | $1.42B | $842M | $582M | $472M | $261M | $201M | $162M | |
| Common Stock | $658.0K | $635.0K | $617.0K | $597.0K | $577.0K | $522.0K | $499.0K | $476.0K | $441.0K | $426.0K | $415.0K | |
| Paid-in Capital | $1.12B | $1.01B | $898M | $746M | $615M | $693M | $606M | $556M | $463M | $435M | $412M | |
| Retained Earnings | $-965M | $-988M | $-1.01B | $-861M | $-736M | $-617M | $-518M | $-465M | $-409M | $-389M | $-340M | |
| Treasury Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | |
| AOCI | $3M | $-1M | $1M | $-1M | $-812.0K | $454.0K | $213.0K | $-31.0K | $-39.0K | $-19.0K | · | |
| Stockholders' Equity | $155M | $18M | $-118M | $-120M | $-126M | $72M | $83M | $87M | $50M | $42M | $68M | |
| Liabilities + Equity | $1.73B | $1.65B | $1.51B | $1.36B | $1.30B | $913M | $665M | $559M | $311M | $243M | $231M | |
| Shares Outstanding | 65,846,920 | 63,497,000 | 61,714,000 | 59,720,000 | 57,695,000 | 52,225,000 | 49,911,000 | 47,600,449 | · | 42,554,683 | 41,540,400 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $45M | $45M | $46M | $41M | $34M | $23M | $17M | $11M | · | $7M | $5M | |
| Stock-based Comp | $104M | $108M | $112M | $120M | $103M | $64M | $41M | $28M | · | $17M | $11M | |
| Deferred Tax | $-2M | $791.0K | $-6M | $-1M | $430.0K | $707.0K | $-582.0K | $-12.0K | · | $75.0K | $119.0K | |
| Amort. of Intangibles | $36M | $34M | $32M | $28M | $21M | $12M | $8M | $5M | · | $2M | $1M | |
| Restructuring | $0 | $0 | $22M | $0 | $0 | · | · | · | · | · | · | |
| Other Non-cash | · | $-8M | $105M | $43M | $64M | $17M | $-4M | $23M | · | $34M | $32M | |
| Operating Cash Flow | $154M | $172M | $104M | $78M | $54M | $5M | $-1M | $6M | · | $9M | $-2M | |
| CapEx | $8M | $3M | $4M | $20M | $9M | $14M | $29M | $13M | · | $4M | $4M | |
| Investing Cash Flow | $-209M | $-47M | $-179M | $-40M | $-325M | $-156M | $17M | $-194M | · | $-43M | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | $-19M | |
| Stock Issued | · | · | · | · | · | $0 | $0 | $31M | · | · | · | |
| Net Stock Activity | · | · | · | · | · | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $-46M | $6M | $80M | $7M | $264M | $201M | $9M | $236M | · | $1M | · | |
| Net Change in Cash | $-95M | $128M | $6M | $43M | $-9M | $50M | $24M | $48M | · | $-33M | $50M | |
| Taxes Paid | $8M | $8M | $2M | $2M | $3M | $312.0K | $400.0K | $188.0K | · | $556.0K | $341.0K | |
| Free Cash Flow | · | $168M | $100M | $58M | $45M | $-9M | $-31M | $-7M | · | $5M | $-6M | |
| Levered FCF | · | · | $35M | $47M | $30M | $-34M | $-44M | $-12M | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 70.3% | 70.2% | 68.7% | 68.4% | 70.5% | 72.1% | 70.9% | · | 74.8% | 73.5% | |
| Operating Margin | · | 4.2% | -10.4% | -16.3% | -22.4% | -18.0% | -14.1% | -21.7% | · | -31.1% | -42.1% | |
| Net Margin | · | 3.0% | -19.2% | -18.2% | -27.3% | -24.0% | -16.5% | -22.8% | · | -31.1% | -45.1% | |
| Pretax Margin | · | 4.9% | -19.3% | -17.8% | -25.4% | -23.5% | -16.5% | -22.6% | · | -31.1% | -44.7% | |
| EBITDA Margin | · | 9.5% | -4.5% | -10.3% | -16.2% | -12.5% | -9.0% | -17.2% | · | -26.9% | -37.3% | |
| ROA | · | 1.6% | -10.4% | -9.4% | -13.2% | -12.5% | -8.8% | -12.8% | · | -20.7% | -31.4% | |
| ROE | · | 406.0% | 106.7% | 95.1% | 126.7% | -126.0% | -63.6% | -61.6% | · | -89.0% | 55.8% | |
| ROIC | · | 121.8% | 68.1% | 94.8% | 102.6% | -105.7% | -55.4% | -61.3% | · | -116.6% | -69.1% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.2 | 1.1 | 1.0 | 0.9 | 1.3 | 1.3 | 1.5 | · | 0.9 | 1.2 | |
| Quick Ratio | · | 0.8 | 0.7 | 0.5 | 0.5 | 0.9 | 0.8 | 1.1 | · | 0.5 | 0.7 | |
| Interest Coverage | · | · | -1.2 | -10.2 | -8.4 | -3.1 | -3.4 | -10.7 | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | · | 0.7 | 0.7 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $0.28 | $-1.91 | $-2.01 | $-2.18 | $1.37 | $1.67 | $1.83 | · | $0.99 | $1.64 | |
| Revenue / Share | · | $13.36 | $12.80 | $11.70 | $9.69 | · | · | · | · | · | · | |
| Cash Flow / Share | · | $2.72 | $1.72 | $1.34 | $0.98 | · | · | · | · | · | · | |
| Cash / Share | · | $5.27 | $3.46 | $3.47 | $2.85 | $3.32 | $2.47 | $2.09 | · | $1.25 | $2.08 | |
| EPS (TTM) | $0.36 | $0.40 | $-2.52 | $-2.13 | $-2.65 | $-1.94 | $-1.10 | · | · | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.9% | 8.5% | 13.5% | 28.0% | 30.1% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.9% | 16.4% | 23.6% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.9% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -10.0% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -8.4% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $860M | $844M | $778M | $685M | $535M | $411M | $327M | $244M | · | $157M | $111M | |
| Net Income TTM | $23M | $26M | $-153M | $-125M | $-146M | $-99M | $-54M | $-56M | · | $-49M | $-50M | |
| Market Cap | · | $2.55B | $3.52B | $2.03B | $6.79B | $4.71B | $2.80B | $1.48B | · | $518M | $629M | |
| P/E | 42.2 | 100.6 | -22.7 | -16.0 | -44.4 | -46.5 | -50.9 | · | · | · | · | |
| P/S | · | 3.0 | 4.5 | 3.0 | 12.7 | 11.4 | 8.6 | 6.1 | · | 3.3 | 5.7 | |
| P/B | · | 144.2 | -29.8 | -16.9 | -53.9 | 65.8 | 33.6 | 17.0 | · | 12.3 | 9.2 | |
| P / Cash Flow | · | 14.9 | 33.8 | 25.9 | 125.9 | 963.5 | -1969.0 | 244.5 | · | 56.8 | -329.6 | |
| P / FCF | · | 15.2 | 35.3 | 35.1 | 151.2 | -528.2 | -90.6 | -219.8 | · | 112.3 | -104.0 | |
| Earnings Yield | 2.4% | 0.99% | -4.4% | -6.3% | -2.2% | -2.1% | -2.0% | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $211M | $210M | $217M | $218M | $214M | $210M | $216M | $215M | $208M | $205M | $205M | $199M | $190M | $183M | $184M | $176M | |
| Cost of Revenue | $66M | $65M | $68M | $65M | $63M | $59M | $66M | $63M | $61M | $61M | $60M | $58M | $58M | $56M | $55M | $54M | |
| Gross Profit | $145M | $145M | $150M | $153M | $151M | $151M | $150M | $151M | $147M | $144M | $145M | $141M | $132M | $127M | $130M | $122M | |
| R&D Expense | $47M | $48M | $49M | $47M | $47M | $48M | $46M | $45M | $40M | $41M | $40M | $40M | $51M | $46M | $43M | $49M | |
| SG&A Expense | $17M | $18M | $19M | $21M | $21M | $24M | $24M | $19M | $23M | $20M | $20M | $18M | $23M | $24M | $22M | $21M | |
| Operating Expenses | $142M | $146M | $148M | $147M | $148M | $151M | $143M | $139M | $142M | $134M | $138M | $157M | $184M | $151M | $143M | $145M | |
| Operating Income | $3M | $-558.0K | $2M | $6M | $3M | $-101.0K | $7M | $13M | $5M | $10M | $7M | $-16M | $-52M | $-24M | $-13M | $-23M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $3M | · | $57M | $3M | $3M | · | $3M | |
| Interest Income | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $4M | $3M | $2M | $2M | $960.0K | $498.0K | |
| Other Non-op | $-162.0K | $-726.0K | $444.0K | $-173.0K | $4M | $2M | $-4M | $3M | $-695.0K | $-1M | $4M | $-5M | $-13M | $-307.0K | $4M | $-2M | |
| Pretax Income | $6M | $2M | $6M | $9M | $10M | $5M | $6M | $18M | $7M | $10M | $12M | $-75M | $-66M | $-25M | $-11M | $-28M | |
| Income Tax | $-210.0K | $700.0K | $3M | $-497.0K | $2M | $3M | $4M | $3M | $538.0K | $9M | $-4M | $2M | $869.0K | $594.0K | $-96.0K | $1M | |
| Net Income | $6M | $1M | $3M | $10M | $8M | $2M | $2M | $15M | $7M | $1M | $19M | $-77M | $-68M | $-27M | $-11M | $-29M | |
| EPS (Basic) | $0.09 | $0.02 | $0.05 | $0.15 | $0.13 | $0.03 | $0.05 | $0.24 | $0.10 | $0.02 | $0.31 | $-1.26 | $-1.13 | $-0.44 | $-0.18 | $-0.49 | |
| EPS (Diluted) | $0.09 | $0.02 | $0.05 | $0.15 | $0.13 | $0.03 | $0.08 | $0.21 | $0.09 | $0.02 | $0.26 | $-1.26 | $-1.13 | $-0.44 | $-0.18 | $-0.49 | |
| Shares (Basic) | 67,024,154 | 66,174,341 | · | 64,967,114 | 64,441,000 | 63,835,945 | · | 62,898,078 | 62,496,289 | 61,907,808 | · | 61,065,157 | 60,470,396 | 59,888,119 | · | 58,730,651 | |
| Shares (Diluted) | 67,919,961 | 66,904,992 | · | 65,181,941 | 64,696,992 | 64,224,415 | · | 74,537,085 | 74,250,360 | 74,021,704 | · | 61,065,157 | 60,470,396 | 59,888,119 | · | 58,730,651 | |
| EBITDA | $3M | $11M | · | $6M | $3M | $12M | · | $14M | $7M | $22M | · | $-16M | $-52M | $-13M | · | $-23M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $426M | $343M | $247M | $131M | $261M | $291M | $335M | $223M | $237M | $199M | $214M | $183M | $186M | $206M | $207M | $168M | |
| Short-term Investments | $277M | $327M | $228M | $277M | $250M | $202M | $187M | $221M | $206M | $213M | · | $139M | $108M | $56M | · | $83M | |
| Prepaid Expense | $41M | $48M | $47M | $39M | $43M | $48M | $44M | $37M | $39M | $43M | · | $35M | $56M | $40M | · | $33M | |
| Current Assets | $931M | $900M | $737M | $635M | $755M | $733M | $786M | $673M | $674M | $626M | · | $536M | $525M | $455M | · | $439M | |
| PP&E (Net) | $29M | $30M | $32M | $32M | $30M | $32M | $32M | $34M | $35M | $37M | · | $42M | $47M | $57M | · | $55M | |
| PP&E (Gross) | $97M | $97M | $97M | $104M | $99M | $99M | $97M | $96M | $94M | $94M | · | $93M | $99M | $105M | · | $96M | |
| Accum. Depreciation | $68M | $66M | $65M | $72M | $70M | $67M | $65M | $62M | $59M | $57M | · | $51M | $52M | $49M | · | $41M | |
| Goodwill | $593M | $593M | $575M | $575M | $575M | $575M | $575M | $575M | $536M | $536M | $536M | $536M | $536M | $538M | $516M | $516M | |
| Intangibles | $63M | $68M | $65M | $70M | $75M | $80M | $86M | $91M | $84M | $89M | · | $100M | $105M | $111M | · | $104M | |
| Other Non-current Assets | $19M | $18M | $20M | $15M | $16M | $10M | $13M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $1.74B | $1.72B | $1.73B | $1.67B | $1.65B | $1.64B | $1.65B | $1.57B | $1.53B | $1.49B | · | $1.40B | $1.36B | $1.33B | · | $1.30B | |
| Accounts Payable | $14M | $12M | $11M | $16M | $16M | $12M | $19M | $6M | $13M | $12M | · | $9M | $9M | $8M | · | $14M | |
| Accrued Liabilities | $93M | $84M | $97M | $81M | $78M | $69M | $89M | $82M | $67M | $61M | · | $63M | $69M | $58M | · | $64M | |
| Current Liabilities | $1.16B | $1.15B | $575M | $535M | $556M | $589M | $630M | $574M | $579M | $524M | · | $508M | $520M | $494M | · | $487M | |
| Capital Leases | $49M | $54M | $60M | $64M | $62M | $65M | $68M | $73M | $73M | $77M | · | $81M | $85M | $84M | · | $90M | |
| Other Non-current Liabilities | $15M | $12M | $14M | $21M | $21M | $21M | $20M | $19M | $14M | $14M | · | $14M | $14M | $13M | · | $14M | |
| Total Liabilities | $1.55B | $1.54B | $1.57B | $1.54B | $1.56B | $1.59B | $1.63B | $1.58B | $1.58B | $1.57B | · | $1.56B | $1.47B | $1.44B | · | $1.44B | |
| Common Stock | $672.0K | $667.0K | $658.0K | $652.0K | $646.0K | $642.0K | $635.0K | $632.0K | $627.0K | $623.0K | · | $614.0K | $609.0K | $603.0K | · | $592.0K | |
| Paid-in Capital | $1.16B | $1.14B | $1.12B | $1.10B | $1.07B | $1.04B | $1.01B | $979M | $952M | $926M | $898M | $873M | $846M | $781M | · | $718M | |
| Retained Earnings | $-957M | $-964M | $-965M | $-968M | $-978M | $-986M | $-988M | $-983M | $-1000M | $-1.01B | $-1.01B | $-1.03B | $-953M | $-887M | · | $-849M | |
| Treasury Stock | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $5M | |
| AOCI | $-372.0K | $89.0K | $3M | $2M | $4M | $419.0K | $-1M | $2M | $-851.0K | $-221.0K | · | $-822.0K | $250.0K | $-200.0K | · | $-7M | |
| Stockholders' Equity | $197M | $175M | $155M | $127M | $90M | $53M | $18M | $-6M | $-53M | $-86M | $-118M | $-162M | $-111M | $-110M | $-120M | $-142M | |
| Liabilities + Equity | $1.74B | $1.72B | $1.73B | $1.67B | $1.65B | $1.64B | $1.65B | $1.57B | $1.53B | $1.49B | · | $1.40B | $1.36B | $1.33B | · | $1.30B | |
| Shares Outstanding | 67,316,056 | 66,772,002 | 65,846,920 | 65,337,900 | 64,707,489 | 64,181,792 | 63,496,965 | 63,177,945 | 62,701,694 | 62,268,548 | 61,714,000 | 61,422,358 | 60,940,037 | 60,321,909 | 59,720,000 | 59,204,064 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $11M | $11M | $11M | $12M | $11M | $11M | $11M | $11M | $11M | $12M | $12M | $11M | $10M | $10M | |
| Stock-based Comp | $20M | $20M | $23M | $26M | $28M | $27M | $27M | · | · | $26M | $27M | $24M | $32M | $29M | $28M | $31M | |
| Amort. of Intangibles | $9M | $9M | $9M | $9M | $9M | $9M | $9M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $7M | $7M | |
| Restructuring | $2M | · | · | · | · | · | $0 | $0 | $-10.0K | $200.0K | $2M | $20M | · | · | $0 | $0 | |
| Other Non-cash | · | $8M | · | · | · | $-11M | · | · | · | $-7M | · | · | · | $-9M | · | · | |
| Operating Cash Flow | $37M | $40M | $38M | $39M | $48M | $30M | $64M | · | · | $31M | $63M | $4M | $31M | $6M | $40M | $20M | |
| CapEx | $1M | $2M | $1M | $4M | $948.0K | $1M | $1M | $1M | $280.0K | $620.0K | $367.0K | $295.0K | $1M | $2M | $7M | $6M | |
| Investing Cash Flow | $45M | $55M | $83M | $-172M | $-41M | $-79M | $53M | $-65M | $7M | $-42M | $-34M | $-83M | $-52M | $-10M | $-5M | $-20M | |
| Financing Cash Flow | $-47.0K | $3M | $-5M | $2M | $-47M | $5M | $-1M | $3M | $-1M | $4M | $-2M | $78M | $1M | $3M | $978.0K | $5M | |
| Net Change in Cash | $82M | $97M | $116M | $-131M | $-37M | $-43M | $112M | $-14M | $38M | $-8M | $31M | $-3M | $-20M | $-2M | $39M | $3M | |
| Taxes Paid | $4M | $782.0K | $824.0K | $1M | $5M | $992.0K | $1M | $2M | $3M | $2M | $-2M | $3M | $1M | $166.0K | $68.0K | $939.0K | |
| Free Cash Flow | · | $38M | · | · | · | $28M | · | · | · | $30M | · | · | · | $4M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $30M | · | · | · | $776.3K | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 68.9% | 69.1% | · | 70.2% | 70.6% | 71.7% | · | 70.6% | 70.7% | 70.3% | · | 70.9% | 69.5% | 69.4% | · | 69.4% | |
| Operating Margin | 1.4% | -0.27% | · | 2.7% | 1.6% | -0.05% | · | 6.5% | 3.3% | 5.1% | · | -8.1% | -27.1% | -13.1% | · | -13.2% | |
| Net Margin | 2.9% | 0.54% | · | 4.5% | 3.9% | 1.0% | · | 7.7% | 3.9% | 1.1% | · | -38.5% | -35.1% | -14.1% | · | -16.3% | |
| Pretax Margin | 2.8% | 0.87% | · | 4.3% | 4.8% | 2.3% | · | 9.1% | 4.2% | 5.5% | · | -37.5% | -34.6% | -13.8% | · | -15.8% | |
| EBITDA Margin | 1.4% | 5.1% | · | 2.7% | 1.6% | 5.5% | · | 6.5% | 3.3% | 10.7% | · | -8.1% | -27.1% | -7.0% | · | -13.2% | |
| ROA | 0.36% | 0.07% | · | 0.61% | 0.53% | 0.13% | · | 1.1% | 0.57% | 0.16% | · | -5.7% | -5.1% | -2.0% | · | -2.2% | |
| ROE | 4.2% | 0.99% | · | 16.2% | 44.4% | -12.5% | · | -19.7% | -10.0% | -2.3% | · | 50.4% | 51.5% | 21.0% | · | 23.2% | |
| ROIC | 1.6% | -0.20% | · | 4.9% | 3.1% | -0.08% | · | -187.9% | -12.2% | -2.5% | · | 10.2% | 47.1% | 22.3% | · | 16.9% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | · | 1.2 | 1.4 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.0 | 0.9 | · | 0.9 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.8 | 0.9 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.6 | 0.6 | 0.5 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 4.0 | · | -0.3 | -18.6 | -8.8 | · | -8.5 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.92 | $2.62 | · | $1.95 | $1.40 | $0.82 | · | $-0.10 | $-0.84 | $-1.39 | · | $-2.63 | $-1.82 | $-1.83 | · | $-2.40 | |
| Revenue / Share | $3.10 | $3.13 | · | $3.34 | $3.31 | $3.27 | · | $2.88 | $2.80 | $2.77 | · | $3.26 | $3.15 | $3.06 | · | $2.99 | |
| Cash Flow / Share | · | $0.60 | · | · | · | $0.46 | · | · | · | $0.42 | · | · | · | $0.10 | · | · | |
| Cash / Share | $6.32 | $5.14 | · | $2.00 | $4.04 | $4.54 | · | $3.52 | $3.78 | $3.19 | · | $2.97 | $3.05 | $3.41 | · | $2.84 | |
| EPS (TTM) | $0.31 | $0.35 | · | $0.39 | $0.45 | $0.41 | · | $0.58 | $-0.89 | $-2.11 | · | $-3.01 | $-2.24 | $-1.79 | · | $-2.75 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $856M | $859M | · | $859M | $855M | $849M | · | $833M | $817M | $800M | · | $757M | $734M | $711M | · | $652M | |
| Net Income TTM | $20M | $22M | · | $22M | $28M | $26M | · | $42M | $-50M | $-125M | · | $-183M | $-135M | $-106M | · | $-158M | |
| Market Cap | $545M | $368M | · | $1.23B | $1.50B | $1.70B | · | $2.52B | $2.71B | $3.05B | · | $2.81B | $2.76B | $2.77B | · | $2.54B | |
| P/E | 26.1 | 15.7 | · | 48.1 | 51.4 | 64.7 | · | 68.8 | -48.6 | -23.2 | · | -15.2 | -20.2 | -25.6 | · | -15.6 | |
| P/S | 0.6 | 0.4 | · | 1.4 | 1.7 | 2.0 | · | 3.0 | 3.3 | 3.8 | · | 3.7 | 3.8 | 3.9 | · | 3.9 | |
| P/B | 2.8 | 2.1 | · | 9.6 | 16.5 | 32.3 | · | -399.8 | -51.2 | -35.3 | · | -17.4 | -24.9 | -25.1 | · | -17.9 | |
| P / Cash Flow | · | 9.2 | · | · | · | 57.2 | · | · | · | 98.3 | · | · | · | 474.0 | · | · | |
| Earnings Yield | 3.8% | 6.3% | · | 2.1% | 1.9% | 1.6% | · | 1.5% | -2.1% | -4.3% | · | -6.6% | -5.0% | -3.9% | · | -6.4% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $860M | $844M | $778M | $685M | $535M |
| Gross Margin % | · | 70.3% | 70.2% | 68.7% | 68.4% |
| Operating Margin % | · | 4.2% | -10.4% | -16.3% | -22.4% |
| Net Income | $23M | $26M | $-153M | $-125M | $-146M |
| Diluted EPS | $0.36 | $0.40 | $-2.52 | $-2.13 | $-2.65 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | · | 1.2 | 1.1 | 1.0 | 0.9 |
| Quick Ratio | · | 0.8 | 0.7 | 0.5 | 0.5 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | · | $168M | $100M | $58M | $45M |
Institutional owners (13F) 274 filers · $694.0M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
274
Value held
$694.0M
New positions
55
Exited positions
53
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 55 (-21 vs prior Q) | 53 (+8 vs prior Q) | 112 (+30 vs prior Q) | 54 (-18 vs prior Q) | +7.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $140,961,198 | 9,273,763 | 20.31% | Shares |
| BlackRock, Inc. | $73,002,215 | 9,012,619 | 10.52% | Shares |
| JANA Partners Management, LP | $54,674,482 | 6,749,936 | 7.88% | Shares |
| UBS Group AG | $32,882,169 | 4,059,527 | 4.74% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $32,565,686 | 4,020,455 | 4.69% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $22,333,288 | 2,757,196 | 3.22% | Shares |
| TWO SIGMA INVESTMENTS, LP | $22,018,951 | 2,718,389 | 3.17% | Shares |
| STATE STREET CORP | $20,393,305 | 2,517,692 | 2.94% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $15,455,863 | 1,908,131 | 2.23% | Shares |
| GOLDMAN SACHS GROUP INC | $13,660,464 | 1,686,477 | 1.97% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $13,275,365 | 1,638,553 | 1.91% | Shares |
| D. E. Shaw & Co., Inc. | $12,079,279 | 1,491,269 | 1.74% | Shares |
| CITADEL ADVISORS LLC | $12,071,381 | 1,490,294 | 1.74% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $10,619,012 | 1,311,725 | 1.53% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $9,643,625 | 1,190,571 | 1.39% | Shares |
| MORGAN STANLEY | $9,040,888 | 1,116,158 | 1.30% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8,276,240 | 1,021,758 | 1.19% | Shares |
| Point72 Asset Management, L.P. | $7,570,746 | 934,660 | 1.09% | Shares |
| TWO SIGMA ADVISERS, LP | $7,378,065 | 485,399 | 1.06% | Shares |
| Thematics Asset Management | $7,063,838 | 376,738 | 1.02% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,860,539 | 846,980 | 0.99% | Shares |
| Creative Planning | $5,576,024 | 688,398 | 0.80% | Shares |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $4,662,708 | 575,643 | 0.67% | Shares |
| NORTHERN TRUST CORP | $4,563,711 | 563,421 | 0.66% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $4,275,172 | 527,799 | 0.62% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4,136,549 | 510,685 | 0.60% | Shares |
| Bank of New York Mellon Corp | $3,844,278 | 474,602 | 0.55% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3,534,484 | 641,467 | 0.51% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $3,459,478 | 427,096 | 0.50% | Shares |
| Man Group plc | $3,409,420 | 420,916 | 0.49% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3,406,415 | 420,545 | 0.49% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $3,249,072 | 401,120 | 0.47% | Shares |
| FRANKLIN RESOURCES INC | $3,195,417 | 394,496 | 0.46% | Shares |
| Quinn Opportunity Partners LLC | $3,141,966 | 387,897 | 0.45% | Shares |
| Vanguard Global Advisers, LLC | $3,126,948 | 386,043 | 0.45% | Shares |
| Centiva Capital, LP | $2,943,540 | 363,400 | 0.42% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,935,456 | 362,402 | 0.42% | Shares |
| MILLENNIUM MANAGEMENT LLC | $2,796,112 | 345,199 | 0.40% | Shares |
| Russell Investments Group, Ltd. | $2,704,569 | 341,180 | 0.39% | Shares |
| Qube Research & Technologies Ltd | $2,626,652 | 324,278 | 0.38% | Shares |
| FMR LLC | $2,583,181 | 318,911 | 0.37% | Shares |
| Quantinno Capital Management LP | $2,419,593 | 298,715 | 0.35% | Shares |
| Cubist Systematic Strategies, LLC | $2,383,575 | 127,124 | 0.34% | Shares |
| JANE STREET GROUP, LLC | $2,308,671 | 285,021 | 0.33% | Shares |
| JANE STREET GROUP, LLC | $2,245,320 | 277,200 | 0.32% | Put option |
| Nuveen, LLC | $2,107,641 | 260,203 | 0.30% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $2,098,289 | 259,048 | 0.30% | Shares |
| D. E. Shaw & Co., Inc. | $2,033,910 | 251,100 | 0.29% | Put option |
| Jump Financial, LLC | $2,031,480 | 250,800 | 0.29% | Shares |
| Balyasny Asset Management L.P. | $2,025,000 | 250,000 | 0.29% | Call option |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| JANA Partners Management, LP ×8 filings | March 30, 2026 | 10.30% | Amendment | · | SEC |
| Bain Capital Venture Fund 2007, L.P., BCIP Venture Associates, BCIP Venture Associates-B ×6 filings | May 17, 2018 | · | Initial filing | · | SEC |
| TCV VII, L.P., TCV VII (A), L.P., TCV MEMBER FUND, L.P., TECHNOLOGY CROSSOVER MANAGEMENT VII, L.P., TECHNOLOGY CROSSOVER MANAGEMENT VII, LTD., TCV VII MANAGEMENT, L.L.C., JAY C. HOAG, RICHARD H. KIMBALL, JOHN L. DREW, JON Q. REYNOLDS, JR., DAVID L. YUAN, ROBERT W. TRUDEAU, CHRISTOPHER P. MARSHALL, TIMOTHY P. McADAM, JOHN C. ROSENBERG ×6 filings | May 17, 2018 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 30 insiders · 11 officers · 18 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Wael Mohamed | CEO | June 15, 2026 A | 857,315 | 0 | 0 | $0 |
| Rafeal E. Brown | Chief Financial Officer | March 31, 2026 A | 466,999 | 0 | 0 | $0 |
| Steven Gatoff | Chief Financial Officer | Nov. 15, 2016 F | 70,692 | 0 | 0 | $0 |
| Andrew F. Burton | Chief Operating Officer | Feb. 15, 2024 F | 288,260 | 0 | 0 | $0 |
| Scott M Murphy | Chief Accounting Officer | Aug. 15, 2026 F | 37,738 | 0 | 5 | $-58,118 |
| Corey E. Thomas | Executive Chairman | Aug. 15, 2026 F | 643,274 | 1 | 0 | $200,390 |
| Christina Luconi | Chief People Officer | April 7, 2025 S | 58,165 | 0 | 0 | $0 |
| Peter Kaes | SVP, General Counsel | Nov. 15, 2021 F | 52,515 | 0 | 0 | $0 |
| Lee David Weiner | Chief Innovation Officer | May 18, 2021 S | 132,807 | 0 | 0 | $0 |
| Richard Moseley | SR VP, Global Sales | Nov. 15, 2016 F | 41,146 | 0 | 0 | $0 |
| Michael George Mckee | SrVP-Services/Customer Success | Feb. 10, 2016 M | 38,178 | 0 | 0 | $0 |
| Maria Bettina Barrett | Director | Sept. 1, 2026 A | 34,909 | 0 | 0 | $0 |
| Kevin G. Galligan | Director | June 9, 2026 A | 0 | 0 | 0 | $0 |
| Reeny Sondhi | Director | June 9, 2026 A | 37,425 | 0 | 0 | $0 |
| Marc Evan Brown | Director | June 9, 2026 A | 67,090 | 1 | 0 | $45,630 |
| Benjamin Holzman | Director | June 9, 2026 A | 81,313 | 0 | 0 | $0 |
| Jeffrey Kalowski | Director | June 9, 2026 A | 57,390 | 0 | 0 | $0 |
| Thomas E Schodorf | Director | June 9, 2026 A | 49,648 | 1 | 0 | $98,910 |
| Benjamin Nye | Director | June 9, 2026 A | 95,502 | 0 | 0 | $0 |
| Mike Burns | Director | June 9, 2026 A | 31,405 | 1 | 0 | $27,600 |
| Michael J Berry | Director | June 9, 2026 G | 26,170 | 0 | 0 | $0 |
| Judy Bruner | Director | June 9, 2026 A | 69,820 | 0 | 0 | $0 |
| Christina Kosmowski | Director | June 8, 2023 A | 19,756 | 0 | 0 | $0 |
| Timothy P Mcadam | Director | May 23, 2019 S | 8,385 | 0 | 0 | $0 |
| Alan Matthews | Director | May 30, 2018 S | 2,582,177 | 0 | 0 | $0 |
| Jay C Hoag | Director | Nov. 22, 2017 S | 0 | 0 | 0 | $0 |
| Christopher David Young | Director | June 13, 2016 A | 81,799 | 0 | 0 | $0 |
| JANA Partners Management, LP | 10% owner | June 9, 2026 J | 6,775,357 | 3 | 0 | $3,522,672 |
| Timothy M Adams | · | Nov. 15, 2025 F | 186,863 | 0 | 0 | $0 |
| John Edward Sweeney | · | June 13, 2016 A | 126,083 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 22 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IHAK · iShares Trust | 0.97% | 968,612 SH | Sept. 11, 2026 | Daily |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0.47% | 8,905 SH | Oct. 1, 2026 | Daily |
| IWC · iShares Trust | 0.17% | 227,176 SH | Sept. 11, 2026 | Daily |
| ESSC · Strategy Shares | 0.15% | 5,438 NS | July 31, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.13% | 497,996 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.11% | 116,558 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.06% | 143,005 SH | Oct. 1, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.03% | 28,283 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 53,392 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.02% | 1,729,363 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 31,872 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 384,237 SH | Aug. 19, 2026 | Daily |
| RILA · Spinnaker ETF Series | 0.02% | 878 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 690,693 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.01% | 1,457,659 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.00% | 50,246 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.00% | 81,533 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 15,607 SH | Sept. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,001,967 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 5,743 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 4,939 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 578,579 SH | Sept. 11, 2026 | Daily |
RPD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 31 analysts
HOLD
Median target
$12.00
-1.6%
1 3.2%
Strong Buy
1 3.2%
Buy
20 64.5%
Hold
8 25.8%
Sell
1 3.2%
Strong Sell
12-Month Price Target
21 analysts · 2026-10-03Mean target $11.71 -3.9%
Now
Current price $12.19
Low$8.76
Mean$11.71
High$15.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| RPD | · | 42.2 | 1.9% | · | · | · |
| APPN | $2.62B | 1771.0 | 17.8% | 0.17% | -2.5% | 72.5% |
| ATEN | $1.26B | 31.0 | 11.0% | 14.5% | 20.3% | 79.3% |
| PRGS | $1.75B | 24.9 | 29.8% | 7.5% | 15.7% | 80.8% |
| AIP | $686M | -18.9 | 22.3% | -49.2% | 313.6% | 90.2% |
| NABL | · | -74.8 | 9.3% | -3.7% | · | 76.9% |
| OSPN | $480M | 6.8 | 0.00% | 30.0% | 28.3% | 73.8% |
| XPER | $275M | -4.8 | -9.2% | -12.6% | -13.5% | · |
| TLS | $371M | -10.2 | 52.2% | -22.2% | -34.1% | 37.0% |
| SVCO | $125M | -2.9 | 5.7% | -65.3% | -53.3% | 78.3% |
| MSFT | $2.77T | 20.8 | 17.8% | 40.3% | 34.0% | 67.9% |
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Source: SEC 10-Q filed Aug 10, 2026