RNG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03

Precio $78.28

Capitalización Bursátil (MRQ) $6.56B

P/E (TTM) 62.6

BPA (TTM) $1.25

Ingresos (TTM) $2.58B

ROE (TTM) -20.1%

Deuda/Capital (MRQ) -1.8

Rango 52S $24–$82

RNG Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04

rango

barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Acerca de RingCentral, Inc. Class A Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

RingCentral, Inc. is an American provider of AI-powered cloud-based communication and collaboration products and services.

CEO Vlad Shmunis and CTO Vlad Vendrow founded the company in 1999. Investors included Doug Leone, Sequoia Capital, Khosla Ventures, Scale Venture Partners, and DAG Ventures. It completed its IPO in 2013.

History

RingCentral was founded by Vlad Shmunis and Vlad Vendrow. The company originally operated as RingZero, focused on small business communications on Microsoft Windows.

RingCentral received its first round of venture capital investment in 2006. By 2011, it had secured $45 million in capital investment, with Cisco and Silicon Valley Bank among its investors. It completed its IPO on September 27, 2013, followed by a follow-on offering in March 2014 that raised an additional $39.8 million.

In 2018, RingCentral became a founding partner of the Chase Center as well as the exclusive cloud communications provider for the Golden State Warriors.

In February 2020, RingCentral and Avaya unveiled the Avaya Cloud Office application.

In April 2020, RingCentral launched RingCentral Video, a video-conferencing product that completed its Message Video Phone (MVP) solution. The RingCentral MVP app launched in May 2020.

In 2021, RingCentral entered an exclusive UCaaS partnership with Mitel, granting Mitel's users access to RingCentral's cloud communications platform. In December, the company introduced common integrations for MVP with enhanced data protections.

Mo Katibeh, formerly of AT&T, was appointed as president and COO in January 2022.

RingCentral began offering its MVP and Contact Center features to Amazon Web Services (AWS) in February 2023. That same year, it launched RingSense, an AI platform.

In April 2023, Vodafone Italy and RingCentral partnered to roll out Vodafone Business UC, followed by a similar rollout in Portugal in May 2023, combining RingCentral’s messaging and video tools with Vodafone’s fixed and mobile voice services. The next generation of RingCentral for Microsoft Teams 2.0 was announced in May 2023. The embedded app integrates RingCentral's cloud PBX, softphone dialer, SMS, and fax capabilities directly into the Microsoft Teams platform interface.

In June 2023, RingCentral became the first global cloud provider to offer fully compliant cloud phone system services in India.

On August 28, 2023, Tarek Robbiati was appointed CEO. In 2024, founder Vlad Shmunis returned to the CEO role.

In May 2025, RingCentral launched RingCX for Salesforce Service Cloud Voice, followed by the release of its AI Receptionist (AIR), which automates front desk call handling. AIR Pro, a voice-first AI agent platform that automates customer interactions across SMS, chat and digital channels, was launched in March 2026.

On July 28th, 2026, RingCentral acknowledged it had been the victim of a targeted attack by the hacker group ShinyHunters, which resulted in a data breach of approximately 623GB of data, including the release of over 1.6 million customer account records.

Acquisitions

In June 2015, RingCentral acquired Glip, a persistent workstream collaboration platform that integrates team messaging, document sharing, task and event management, and other collaboration functionalities into the RingCentral platform. In October 2018, it acquired Dimelo, a Paris-based OmniChannel contact center provider.

In January 2019, the company acquired Connect First, a Boulder, Colorado-based outbound and blended customer engagement provider.

In December 2020, the company acquired DeepAffects, which specializes in intelligence-assisted speech recognition. In March 2021, it purchased Kindite, an encryption service provider.

RingCentral expanded its video communications portfolio by acquiring Hopin, an online audience engagement technology provider, in August 2023.

Products

RingCentral's integrated platform ensures compatibility across its entire product line. For example, RingEX (UC) can be used with RingCentral's RingCX and Contact Center. It provides a cloud-based business phone system with PBX features, including: multiple extensions, call control, Outlook, Microsoft Teams, Salesforce, Google Docs, DropBox, and Box integration; SMS; video conferencing and web conferencing; fax; auto-receptionist; call logs; and rule-based call routing and answering. RingCentral also offers AI assistance tools, such as AIR and AI Virtual Assistant, across its unified communications and contact center platforms.

RingEX

RingEX is a unified UCaaS platform that integrates business phone, video conferencing, team messaging, SMS, and fax, along with AI-powered features. RingEX integrates directly with Microsoft Teams through RingCentral for Teams 2.0. Additionally, RingEX powers Vodafone Business UC, combining RingCentral’s messaging and video tools with Vodafone’s fixed and mobile voice services.

AI Receptionist

AI Receptionist (AIR) is RingCentral’s generative AI-powered voice agent, launched in 2025. AIR automatically answers inbound calls and routes callers by context, triages inquiries using natural language, and sends SMS confirmations. It provides transcripts and analytics for each call, featuring customizable voice and multilingual support.

RingCX

Launched in 2023, RingCX is RingCentral’s CaaS platform that combines UC services (i.e. message, video, phone, SMS, fax) with a contact center solution powered by a generative AI feature set.

AI Conversation Expert

Formerly known as RingSense, AI Conversation Expert (ACE) is RingCentral’s conversation intelligence and analytics engine. ACE uses voice and natural language processing to extract business intelligence from interaction data by leveraging generative AI. The platform features a centralized insights dashboard that aggregates interaction data into six strategic modules to provide high-level visibility into customer trends and streamline workflows.

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Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorTechnology industriaTechnology empleados7 378 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06

Ingresos$2.52B

2016-12-31 → 2025-12-31

BPA$0.48

2019-12-31 → 2025-12-31

Flujo de caja libre·

2016-12-31 → 2022-12-31

Margen neto4.3%

2016-12-31 → 2022-12-31

Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica	RNG	promedio 5A	Mediana de Pares	Veredicto
P/E (TTM)	62.6promedio 5A ≈-12.9	≈-12.9	31.2	Valor razonable
P/S (TTM)	2.5	·	9.1	Infravalorado
P/C (MRQ)	-10.7	·	·	·
Precio / FCF (TTM)	10.3	·	·	·
Precio / Flujo de Caja (TTM)	9.8	·	13.6	Infravalorado
Precio / Valor Contable Tangible (MRQ)	-9.5	·	·	·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica	RNG	promedio 5A	Mediana de Pares	Veredicto
Margen Bruto (TTM)	71.8%	·	74.3%	Débil
Margen Operativo (TTM)	6.7%	·	4.0%	De primer nivel
Margen antes de impuestos (TTM)	4.7%	·	4.4%	De primer nivel
Margen de Beneficio Neto (TTM)	4.3%	·	3.2%	De primer nivel
ROA (TTM)	7.4%	·	2.7%	En línea
ROE (TTM)	-20.1%	·	-8.1%	En línea

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica	RNG	promedio 5A	Mediana de Pares	Veredicto
Deuda / Patrimonio (MRQ)	-1.8	·	0.2	Baja deuda
Ratio corriente (MRQ)	1.1	·	2.4	Baja liquidez
Deuda a Largo Plazo / Patrimonio (MRQ)	-1.8	·	0.2	Baja deuda

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica	RNG	promedio 5A	Mediana de Pares	Veredicto
Revenue YoY (Ingresos interanuales)	4.8%promedio 5A ≈16.8%	≈16.8%	·	·
Revenue CAGR 3Y (Ingresos CAGR 3A)	8.2%promedio 5A ≈15.2%	≈15.2%	·	·
Revenue CAGR 5Y (Ingresos CAGR 5A)	16.3%	·	·	·

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica	Tendencia a 5 años	RNG	promedio 5A	Mediana de Pares	Veredicto
EPS (Diluted) (BPA (Diluido))		$0.48promedio 5A ≈$-3.04	≈$-3.04	·	·

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica	Tendencia a 5 años	RNG	promedio 5A	Mediana de Pares	Veredicto
Revenue / Employee (Ingresos / Empleado)		≈$340.9K	·	·	·

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13

Pago anualizado≈$0.50Pago trimestral

Fecha ex-dividendo	Monto	Moneda	Rendimiento
Ago 6, 2026	$0,13	USD	≈0.44%
Jun 2, 2026	$0,08	USD	≈0.32%
Mar 9, 2026	$0,08	USD	≈0.18%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14

Sorpresa Media 3.1%

Próximo informe Nov 02, 2026

Período	Informe	EPS Actual	EPS est.	Sorpresa
30 de junio de 2026	Ago 3, 2026	$1.22	$1.18	3.7%
31 de marzo de 2026	May 12, 2026	$1.20	$1.18	1.9%
31 de diciembre de 2025		$1.18	$1.15	2.6%
30 de septiembre de 2025		$1.13	$1.09	4.1%
30 de junio de 2025		$1.06	$1.03	2.6%
31 de marzo de 2025		$1.00	$0.97	3.3%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15

Estado de resultados 17

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.52B	$2.40B	$2.20B	$1.99B	$1.59B	$1.18B	$903M	$674M	$504M	$380M	$296M	$220M
Cost of Revenue	$723M	$706M	$664M	$642M	$448M	$324M	$231M	$157M	$121M	$92M	$87M	$77M
Gross Profit	$1.79B	$1.69B	$1.54B	$1.35B	$1.15B	$860M	$672M	$516M	$382M	$288M	$209M	$143M
R&D Expense	$317M	$329M	$336M	$362M	$310M	$189M	$136M	$101M	$75M	$66M	$53M	$45M
SG&A Expense	$258M	$266M	$333M	$293M	$284M	$200M	$142M	$103M	$72M	$55M	$47M	$39M
Operating Expenses	$1.67B	$1.69B	$1.74B	$2.00B	$1.45B	$973M	$717M	$533M	$388M	$301M	$240M	$188M
Operating Income	$121M	$3M	$-199M	$-649M	$-302M	$-113M	$-46M	$-16M	$-5M	$-13M	$-31M	$-45M
Interest Expense	·	·	$36M	$5M	$64M	$49M	$21M	$16M	$99.0K	$746.0K	$1M	$2M
Other Non-op	$-4M	$15M	$78M	$-220M	$-8M	$80M	$9M	$-10M	$1M	$-2M	$-1M	$-1M
Pretax Income	$56M	$-47M	$-157M	$-874M	$-374M	$-82M	$-57M	$-26M	$-4M	$-16M	$-33M	$-48M
Income Tax	$13M	$11M	$8M	$5M	$3M	$934.0K	$-3M	$140.0K	$258.0K	$236.0K	$-1M	$97.0K
Net Income	$43M	$-58M	$-165M	$-879M	$-376M	$-83M	$-54M	$-26M	$-4M	$-16M	$-32M	$-48M
EPS (Basic)	$0.48	$-0.63	$-1.74	$-9.23	$-4.10	$-0.94	$-0.64	·	·	·	·	·
EPS (Diluted)	$0.48	$-0.63	$-1.74	$-9.23	$-4.10	$-0.94	$-0.64	·	·	·	·	·
Shares (Basic)	89,481,000	92,110,000	94,912,000	95,239,000	91,738,000	88,684,000	83,130,000	·	·	·	·	·
Shares (Diluted)	91,214,000	92,110,000	94,912,000	95,239,000	91,738,000	88,684,000	83,130,000	·	·	·	·	·
EBITDA	·	·	·	$-649M	·	$-113M	$-46M	$-16M	$-27M	$-26M	$-31M	$-45M

Balance general 28

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$133M	$243M	$222M	$270M	$267M	$640M	$344M	$566M	$181M	$160M	$138M	$113M
Short-term Investments	·	·	·	·	·	·	·	·	·	·	·	$28M
Receivables	$384M	$386M	$364M	$311M	$233M	$176M	$130M	$94M	$47M	$30M	$19M	$8M
Inventory	$929.0K	$1M	$1M	$1M	$6M	$551.0K	$401.0K	$199.0K	$198.0K	$63.0K	$2M	$2M
Prepaid Expense	$81M	$59M	$77M	$56M	$48M	$47M	$25M	$24M	$22M	$15M	$12M	$9M
Other Current Assets	$37M	$18M	$43M	$31M	$16M	$27M	$9M	$9M	$8M	$5M	·	·
Current Assets	$765M	$871M	$849M	$796M	$651M	$926M	$536M	$708M	$265M	$206M	$171M	$160M
PP&E (Net)	$187M	$181M	$184M	$185M	$167M	$142M	$89M	$70M	$43M	$32M	$28M	$26M
PP&E (Gross)	$672M	$589M	$518M	$444M	$360M	$281M	$188M	$146M	$103M	$79M	$63M	$54M
Accum. Depreciation	$485M	$409M	$333M	$259M	$193M	$138M	$99M	$76M	$60M	$47M	$35M	$29M
Goodwill	$98M	$83M	$67M	$54M	$55M	$57M	$55M	$31M	$9M	$9M	$9M	·
Intangibles	$135M	$259M	$394M	$528M	$717M	$118M	$127M	$19M	$1M	$2M	$3M	·
Other Non-current Assets	$13M	$15M	$12M	$36M	$8M	$9M	$10M	$10M	$3M	$3M	$3M	$3M
Total Assets	$1.48B	$1.78B	$1.94B	$2.07B	$2.58B	$2.18B	$1.45B	$894M	$360M	$253M	$215M	$188M
Accounts Payable	$28M	$22M	$53M	$63M	$70M	$54M	$35M	$10M	$7M	$8M	$5M	$4M
Accrued Liabilities	$298M	$284M	$326M	$380M	$280M	$211M	$139M	$101M	$55M	$48M	$35M	$29M
Current Liabilities	$1.22B	$749M	$633M	$653M	$526M	$438M	$281M	$199M	$125M	$116M	$81M	$76M
Capital Leases	$14M	$30M	$28M	$20M	$32M	$39M	$29M	$0	·	·	$181.0K	$535.0K
Other Non-current Liabilities	$8M	$5M	$62M	$46M	$84M	$20M	$9M	$11M	$6M	$6M	$5M	$3M
Total Liabilities	$1.87B	$2.13B	$2.25B	$2.36B	$2.04B	$1.87B	$705M	$577M	$131M	$123M	$105M	$92M
Long-term Debt	$1.25B	$1.53B	$1.56B	$1.64B	·	·	·	·	·	$15M	$19M	$25M
Total Debt	·	·	·	·	·	·	·	·	·	$15M	$19M	$25M
Common Stock	$9.0K	$9.0K	$9.0K	$10.0K	$9.0K	$9.0K	$9.0K	$8.0K	$8.0K	$7.0K	$7.0K	$7.0K
Retained Earnings	$-1.71B	$-1.76B	$-1.70B	$-1.53B	$-749M	$-372M	$-289M	$-236M	$-210M	$-240M	$-210M	$-178M
AOCI	$2M	$-9M	$-8M	$-9M	$644.0K	$7M	$2M	$2M	$3M	$3M	$527.0K	$-251.0K
Stockholders' Equity	$-588M	$-551M	$-503M	$-483M	$339M	$308M	$746M	$318M	$228M	$164M	$110M	$97M
Liabilities + Equity	$1.48B	$1.78B	$1.94B	$2.07B	$2.58B	$2.18B	$1.45B	$894M	$360M	$253M	$215M	$188M
Shares Outstanding	85,199,000	90,718,000	93,467,000	95,385,000	94,309,000	90,430,000	86,940,000	81,046,000	78,054,000	74,383,000	·	·

Flujo de Efectivo 15

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$223M	$223M	$234M	$247M	$125M	$76M	$38M	$23M	$16M	$15M	$13M	$10M
Stock-based Comp	$270M	$339M	$427M	$386M	$358M	$190M	$101M	$68M	$42M	$31M	$22M	$16M
Deferred Tax	$2M	$-4M	$631.0K	$-701.0K	$-2M	$-660.0K	$-4M	$-303.0K	$-47.0K	$-36.0K	$-1M	$-35.0K
Amort. of Intangibles	$135M	$136M	$151M	$174M	$66M	$36M	$11M	$4M	$800.0K	$1M	·	·
Operating Cash Flow	$617M	$483M	$400M	$191M	$152M	$-35M	$65M	$72M	$41M	$30M	$5M	$-11M
CapEx	$30M	$25M	$24M	$33M	$29M	$44M	$28M	$27M	$19M	$14M	$15M	$17M
Investing Cash Flow	$-108M	$-109M	$-90M	$-87M	$-397M	$-108M	$-297M	$-83M	$-26M	$-16M	·	·
Stock Issued	·	·	·	·	·	·	·	·	·	·	·	$57M
Stock Repurchased	$334M	$322M	$311M	$100M	$0	$0	$0	$15M	$0	·	·	·
Net Stock Activity	·	·	·	$-100M	·	$0	$0	$-15M	·	·	·	$57M
Financing Cash Flow	$-623M	$-351M	$-358M	$-98M	$-127M	$438M	$9M	$397M	$7M	$9M	·	·
Net Change in Cash	$-110M	$21M	$-48M	$3M	$-373M	$296M	$-223M	$385M	$21M	$23M	$24M	$-3M
Taxes Paid	$12M	$18M	$11M	$4M	$1M	$870.0K	$996.0K	$433.0K	$216.0K	$229.0K	·	·
Free Cash Flow	·	·	·	$159M	·	$-79M	$37M	$45M	$22M	$15M	$-10M	$-29M
Levered FCF	·	·	·	$154M	·	$-129M	$18M	$29M	$22M	$15M	$-11M	$-31M

Rentabilidad 8

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	·	·	·	67.7%	·	72.7%	74.4%	76.7%	75.8%	75.7%	70.5%	65.1%
Operating Margin	·	·	·	-32.7%	·	-9.6%	-5.1%	-2.4%	-5.4%	-6.8%	-10.4%	-20.6%
Net Margin	·	·	·	-44.2%	·	-7.0%	-5.9%	-3.9%	-5.2%	-7.7%	-10.8%	-22.0%
Pretax Margin	·	·	·	-44.0%	·	-6.9%	-6.3%	-3.9%	-5.2%	-7.7%	-11.3%	-21.9%
EBITDA Margin	·	·	·	-32.7%	·	-9.6%	-5.1%	-2.4%	-5.4%	-6.8%	-10.4%	-20.6%
ROA	·	·	·	-37.8%	·	-4.6%	-4.6%	-4.2%	-9.4%	-12.5%	-15.9%	-29.0%
ROE	·	·	·	241.6%	·	-27.4%	-9.6%	-8.5%	-15.5%	-24.4%	-31.1%	-60.4%
ROIC	·	·	·	135.3%	·	-37.1%	-5.8%	-5.2%	-16.0%	-18.1%	-23.1%	-37.4%

Liquidez y Solvencia 5

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	·	·	·	1.2	·	2.1	1.9	3.5	2.0	1.8	2.1	2.1
Quick Ratio	·	·	·	0.9	·	1.9	1.7	3.3	1.8	1.6	1.9	2.0
Debt / Equity	·	·	·	·	·	·	·	·	·	0.1	0.2	0.3
LT Debt / Equity	·	·	·	·	·	·	·	·	·	0.0	0.1	0.1
Interest Coverage	·	·	·	-135.1	·	-2.3	-2.2	-1.0	-275.5	-34.8	-27.5	-22.5

Eficiencia 3

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	·	·	·	0.9	·	0.7	0.8	1.1	1.8	1.6	1.5	1.3
Inventory Turnover	·	·	·	187.0	·	679.8	770.1	791.6	929.3	77.5	43.3	40.2
Receivables Turnover	·	·	·	7.3	·	7.7	8.0	9.6	13.3	15.4	22.1	41.1

Por Acción 5

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	·	·	·	$-5.06	·	$3.41	$8.58	·	·	·	·	·
Revenue / Share	·	·	·	$20.88	·	·	·	·	·	·	·	·
Cash Flow / Share	·	·	·	$2.01	·	·	·	·	·	·	·	·
Cash / Share	·	·	·	$2.83	·	$7.08	$3.95	·	·	·	·	·
EPS (TTM)	$0.48	$-0.63	$-1.74	$-9.23	$-4.10	$-0.94	$-0.64	·	·	·	·	·

Tasas de Crecimiento 3

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	4.8%	9.0%	10.8%	24.7%	34.7%	·	·	·	·	·	·	·
Revenue CAGR 3Y	8.2%	14.6%	23.0%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	16.3%	·	·	·	·	·	·	·	·	·	·	·

Valoración (TTM) 10

Métrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.52B	$2.40B	$2.20B	$1.99B	$1.59B	$1.18B	$903M	$674M	$504M	$380M	$296M	$220M
Net Income TTM	$43M	$-58M	$-165M	$-879M	$-376M	$-83M	$-54M	$-26M	$-4M	$-16M	$-32M	$-48M
Market Cap	·	·	·	$3.38B	·	$34.27B	$14.66B	·	·	·	·	·
P/E	60.2	-55.6	-19.5	-3.8	-45.7	-403.2	-263.5	·	·	·	·	·
P/S	·	·	·	1.7	·	29.0	16.2	·	·	·	·	·
P/B	·	·	·	-7.0	·	111.1	19.7	·	·	·	·	·
P / Tangible Book	·	·	·	·	·	258.0	·	·	·	·	·	·
P / Cash Flow	·	·	·	17.7	·	-973.8	226.1	·	·	·	·	·
P / FCF	·	·	·	21.3	·	-434.9	395.5	·	·	·	·	·
Earnings Yield	1.7%	-1.8%	-5.1%	-26.1%	-2.2%	-0.25%	-0.38%	·	·	·	·	·

Estado de resultados 17

Métrica	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	$657M	$644M	$644M	$639M	$620M	$612M	$615M	$609M	$593M	$584M	$571M	$558M	$539M	$534M	$525M	$509M
Cost of Revenue	$185M	$179M	$184M	$180M	$179M	$180M	$178M	$180M	$177M	$170M	$170M	$169M	$164M	$161M	$161M	$167M
Gross Profit	$472M	$465M	$461M	$458M	$441M	$432M	$436M	$429M	$416M	$414M	$401M	$389M	$375M	$373M	$364M	$342M
R&D Expense	$83M	$82M	$78M	$80M	$78M	$82M	$85M	$84M	$80M	$81M	$85M	$85M	$80M	$85M	$89M	$87M
SG&A Expense	$64M	$60M	$65M	$66M	$63M	$64M	$59M	$64M	$72M	$71M	$89M	$87M	$75M	$82M	$75M	$72M
Operating Expenses	$422M	$415M	$418M	$428M	$404M	$421M	$421M	$425M	$422M	$425M	$446M	$443M	$420M	$428M	$620M	$524M
Operating Income	$50M	$50M	$42M	$31M	$37M	$10M	$16M	$3M	$-5M	$-11M	$-45M	$-54M	$-45M	$-55M	$-256M	$-183M
Interest Expense	·	·	·	·	·	·	·	·	·	$16M	·	$12M	$5M	$2M	·	$1M
Other Non-op	$11M	$-1M	$-796.0K	$179.0K	$-5M	$1M	$2M	$1M	$10M	$2M	$16M	$20M	$36M	$5M	$-25M	$-100M
Pretax Income	$42M	$34M	$28M	$17M	$16M	$-4M	$2M	$-12M	$-12M	$-25M	$-45M	$-46M	$-15M	$-51M	$-282M	$-284M
Income Tax	$3M	$3M	$5M	$-513.0K	$2M	$6M	$9M	$-4M	$3M	$3M	$2M	$-4M	$7M	$3M	$2M	$873.0K
Net Income	$39M	$31M	$23M	$18M	$13M	$-10M	$-7M	$-8M	$-15M	$-28M	$-47M	$-42M	$-21M	$-54M	$-284M	$-285M
EPS (Basic)	$0.47	$0.36	$0.25	$0.19	$0.15	$-0.11	$-0.07	$-0.09	$-0.16	$-0.31	$-0.49	$-0.45	$-0.23	$-0.57	$-2.97	$-2.98
EPS (Diluted)	$0.45	$0.35	$0.26	$0.19	$0.14	$-0.11	$-0.07	$-0.09	$-0.16	$-0.31	$-0.49	$-0.45	$-0.23	$-0.57	$-2.97	$-2.98
Shares (Basic)	84,049,000	84,662,000	·	90,141,000	90,710,000	91,015,000	·	91,892,000	92,745,000	93,142,000	·	94,593,000	95,339,000	95,720,000	·	95,575,000
Shares (Diluted)	86,619,000	86,991,000	·	91,964,000	92,056,000	91,015,000	·	91,892,000	92,745,000	93,142,000	·	94,593,000	95,339,000	95,720,000	·	95,575,000
EBITDA	$50M	$50M	·	$31M	$37M	$10M	·	$3M	$-5M	$-11M	·	$-54M	$-45M	$-55M	·	·

Balance general 27

Métrica	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	$112M	$117M	$133M	$145M	$168M	$154M	$243M	$213M	$199M	$203M	·	$122M	$82M	$81M	·	$91M
Receivables	$389M	$363M	$384M	$381M	$391M	$381M	$386M	$396M	$370M	$371M	·	$348M	$322M	$315M	·	$266M
Inventory	$991.0K	$1M	$929.0K	$885.0K	$1M	$1M	$1M	$2M	$2M	$2M	·	$1M	$1M	$1M	·	$1M
Prepaid Expense	$75M	$87M	$81M	$65M	$65M	$66M	$59M	$65M	$72M	$72M	·	$96M	$85M	$80M	·	$52M
Other Current Assets	$27M	$37M	$37M	$24M	$25M	$26M	$18M	$23M	$30M	$36M	·	$60M	$49M	$41M	·	$24M
Current Assets	$733M	$728M	$765M	$762M	$800M	$780M	$871M	$859M	$828M	$831M	·	$1.05B	$804M	$851M	·	$775M
PP&E (Net)	$190M	$189M	$187M	$186M	$185M	$182M	$181M	$185M	$182M	$183M	·	$184M	$186M	$187M	·	$182M
PP&E (Gross)	$716M	$694M	$672M	$651M	$631M	$609M	$589M	$580M	$555M	$535M	·	$497M	$484M	$465M	·	$422M
Accum. Depreciation	$526M	$505M	$485M	$465M	$447M	$428M	$409M	$395M	$372M	$353M	·	$314M	$298M	$278M	·	$240M
Goodwill	$103M	$103M	$98M	$98M	$85M	$84M	$83M	$75M	$74M	$67M	·	$66M	$55M	$55M	·	$53M
Intangibles	$77M	$112M	$135M	$170M	$192M	$225M	$259M	$290M	$323M	$359M	·	$432M	$457M	$495M	·	$585M
Other Non-current Assets	$9M	$9M	$13M	$16M	$13M	$14M	$15M	$16M	$12M	$13M	·	$22M	$24M	$34M	·	$6M
Total Assets	$1.38B	$1.42B	$1.48B	$1.53B	$1.61B	$1.63B	$1.78B	$1.82B	$1.83B	$1.87B	·	$2.18B	$1.96B	$2.05B	·	$2.32B
Accounts Payable	$22M	$30M	$28M	$37M	$65M	$61M	$22M	$35M	$39M	$24M	·	$43M	$37M	$56M	·	$89M
Accrued Liabilities	$299M	$302M	$298M	$283M	$277M	$271M	$284M	$288M	$279M	$312M	·	$311M	$308M	$315M	·	$341M
Current Liabilities	$663M	$635M	$1.22B	$1.21B	$1.23B	$1.21B	$749M	$765M	$761M	$764M	·	$605M	$592M	$591M	·	$639M
Capital Leases	$23M	$27M	$14M	$17M	$19M	$23M	$30M	$30M	$31M	$26M	·	$19M	$17M	$18M	·	$22M
Other Non-current Liabilities	$32M	$10M	$8M	$8M	$7M	$6M	$5M	$18M	$12M	$46M	·	$62M	$65M	$70M	·	$62M
Total Liabilities	$1.79B	$1.83B	$1.87B	$1.86B	$1.89B	$1.97B	$2.13B	$2.16B	$2.16B	$2.20B	·	$2.47B	$2.23B	$2.32B	·	$2.36B
Long-term Debt	$1.12B	$1.21B	$1.25B	$1.26B	$1.26B	$1.36B	$1.53B	$1.53B	$1.54B	$1.54B	·	$1.82B	$1.58B	·	·	·
Total Debt	$1.12B	$1.21B	·	$1.26B	$1.26B	$1.36B	·	$1.53B	$1.54B	$1.54B	·	$1.80B	$1.58B	·	·	·
Common Stock	$8.0K	$8.0K	·	$9.0K	$9.0K	$9.0K	·	$9.0K	$9.0K	$9.0K	·	$9.0K	$9.0K	$10.0K	·	$10.0K
Retained Earnings	$-1.66B	$-1.69B	$-1.71B	$-1.74B	$-1.75B	$-1.77B	$-1.76B	$-1.75B	$-1.74B	$-1.73B	·	$-1.65B	$-1.61B	$-1.59B	·	$-1.25B
AOCI	$3M	$2M	$2M	$2M	$3M	$-8M	$-9M	$-6M	$-5M	$-5M	·	$-3M	$-5M	$-7M	·	$-18M
Stockholders' Equity	$-610M	$-609M	$-588M	$-534M	$-487M	$-541M	$-551M	$-545M	$-528M	$-522M	$-503M	$-484M	$-472M	$-472M	$-483M	$-245M
Liabilities + Equity	$1.38B	$1.42B	$1.48B	$1.53B	$1.61B	$1.63B	$1.78B	$1.82B	$1.83B	$1.87B	·	$2.18B	$1.96B	$2.05B	·	$2.32B
Shares Outstanding	83,764,000	84,340,000	85,199,000	88,514,000	90,958,000	90,452,000	90,718,000	91,318,000	92,530,000	93,123,000	93,467,000	93,746,000	94,684,000	95,598,000	95,385,000	95,866,000

Flujo de Efectivo 15

Métrica	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	$57M	$57M	$56M	$56M	$55M	$55M	$55M	$55M	$56M	$57M	$59M	$59M	$58M	$58M	·	·
Stock-based Comp	$57M	$55M	$64M	$65M	$63M	$78M	$80M	$84M	$87M	$88M	$112M	$112M	$105M	$98M	$92M	$96M
Amort. of Intangibles	$34M	$34M	$34M	$35M	$33M	$33M	$33M	$34M	$35M	$35M	$38M	$38M	$38M	$37M	$43M	$44M
Operating Cash Flow	$206M	$164M	$149M	$151M	$167M	$150M	$133M	$127M	$127M	$96M	$114M	$87M	$91M	$109M	$39M	$42M
CapEx	$11M	$7M	$8M	$8M	$9M	$6M	$6M	$7M	$5M	$6M	$6M	$4M	$4M	$9M	$9M	$8M
Investing Cash Flow	$-26M	$-31M	$-23M	$-43M	$-23M	$-19M	$-21M	$-24M	$-45M	$-19M	$-20M	$-31M	$-18M	$-21M	$-23M	$-19M
Net Debt Issued	·	·	·	·	·	·	·	·	·	$-5M	·	·	·	·	·	·
Stock Repurchased	$94M	$81M	$135M	$117M	$32M	$50M	$77M	$83M	$82M	$80M	$62M	$75M	$100M	$75M	$55M	$20M
Net Stock Activity	·	$-81M	·	·	·	$-50M	·	·	·	$-80M	·	·	·	$-75M	·	·
Dividends Paid	$6M	$6M	·	·	$0	$0	·	·	·	·	·	·	·	·	·	·
Financing Cash Flow	$-185M	$-148M	$-139M	$-131M	$-134M	$-220M	$-78M	$-92M	$-86M	$-95M	$-306M	$153M	$-122M	$-83M	$-53M	$-23M
Net Change in Cash	$-5M	$-16M	$-13M	$-23M	$14M	$-88M	$30M	$13M	$-4M	$-19M	$-210M	$207M	$-49M	$5M	$-35M	$-1M
Taxes Paid	$5M	$2M	$2M	$2M	$6M	$2M	$4M	$2M	$7M	$5M	$2M	$2M	$5M	$2M	$831.0K	$1M
Free Cash Flow	·	$158M	·	·	·	$144M	·	·	·	$90M	·	·	·	$100M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$72M	·	·	·	$97M	·	·

Rentabilidad 8

Métrica	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	71.9%	72.2%	·	71.8%	71.2%	70.5%	·	70.4%	70.2%	70.8%	·	69.7%	69.5%	69.9%	·	·
Operating Margin	7.6%	7.8%	·	4.8%	6.0%	1.7%	·	0.54%	-0.90%	-1.9%	·	-9.7%	-8.4%	-10.2%	·	·
Net Margin	5.9%	4.8%	·	2.8%	2.1%	-1.7%	·	-1.3%	-2.5%	-4.9%	·	-7.5%	-4.0%	-10.2%	·	·
Pretax Margin	6.4%	5.3%	·	2.7%	2.5%	-0.71%	·	-2.0%	-1.9%	-4.3%	·	-8.2%	-2.7%	-9.6%	·	·
EBITDA Margin	7.6%	7.8%	·	4.8%	6.0%	1.7%	·	0.54%	-0.90%	-1.9%	·	-9.7%	-8.4%	-10.2%	·	·
ROA	2.6%	2.0%	·	1.1%	0.77%	-0.59%	·	-0.39%	-0.78%	-1.5%	·	-1.9%	-0.96%	-2.4%	·	·
ROE	-7.1%	-5.3%	·	-3.2%	-2.6%	1.9%	·	1.5%	2.9%	5.7%	·	11.6%	8.4%	25.7%	·	·
ROIC	9.1%	7.5%	·	4.4%	4.0%	3.0%	·	0.22%	-0.68%	-1.2%	·	-3.8%	-6.0%	12.2%	·	·

Liquidez y Solvencia 5

Métrica	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	1.1	1.1	·	0.6	0.6	0.6	·	1.1	1.1	1.1	·	1.7	1.4	1.4	·	·
Quick Ratio	0.8	0.8	·	0.4	0.5	0.4	·	0.8	0.7	0.8	·	0.8	0.7	0.7	·	·
Debt / Equity	-1.8	-2.0	·	-2.4	-2.6	-2.5	·	-2.8	-2.9	-3.0	·	-3.7	-3.3	·	·	·
LT Debt / Equity	-1.8	-1.9	·	-1.2	-1.3	-1.4	·	-2.5	-2.6	-2.6	·	-3.7	-3.3	·	·	·
Interest Coverage	·	·	·	·	·	·	·	·	·	-0.7	·	-4.5	-8.8	-24.7	·	·

Eficiencia 3

Métrica	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	0.4	0.4	·	0.4	0.4	0.3	·	0.3	0.3	0.3	·	0.2	0.2	0.2	·	·
Inventory Turnover	172.9	165.3	·	122.5	117.2	110.7	·	111.8	116.5	100.4	·	139.6	57.8	45.5	·	·
Receivables Turnover	1.7	1.7	·	1.6	1.6	1.6	·	1.6	1.7	1.7	·	1.8	1.9	1.9	·	·

Por Acción 6

Métrica	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	$-7.29	$-7.22	·	$-6.03	$-5.35	$-5.98	·	$-5.97	$-5.71	$-5.61	·	$-5.17	$-4.98	$-4.94	·	·
Revenue / Share	$7.59	$7.41	·	$6.94	$6.74	$6.72	·	$6.62	$6.39	$6.27	·	$5.90	$5.66	$5.58	·	·
Cash Flow / Share	·	$1.89	·	·	·	$1.64	·	·	·	$1.03	·	·	·	$1.13	·	·
Cash / Share	$1.33	$1.38	·	$1.64	$1.85	$1.71	·	$2.33	$2.15	$2.18	·	$1.30	$0.86	$0.85	·	·
Dividend / Share	$0.07	$0.07	·	·	·	·	·	·	·	·	·	·	·	·	·	·
EPS (TTM)	$1.25	$0.94	·	$0.15	$-0.13	$-0.43	·	$-1.05	$-1.41	$-1.48	·	$-4.22	$-6.75	$-8.20	·	$-7.86

Valoración (TTM) 11

Métrica	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	$2.58B	$2.55B	·	$2.49B	$2.46B	$2.43B	·	$2.36B	$2.31B	$2.25B	·	$2.16B	$2.11B	$2.05B	·	$1.88B
Net Income TTM	$110M	$84M	·	$13M	$-12M	$-40M	·	$-98M	$-133M	$-139M	·	$-402M	$-645M	$-783M	·	$-742M
Market Cap	$3.27B	$3.14B	·	$2.51B	$2.58B	$2.24B	·	$2.89B	$2.61B	$3.24B	·	$2.78B	$3.10B	$2.93B	·	·
Enterprise Value	$4.27B	$4.23B	·	$3.62B	$3.67B	$3.45B	·	$4.21B	$3.95B	$4.57B	·	$4.46B	$4.60B	·	·	·
P/E	31.2	39.6	·	188.9	-218.1	-57.6	·	-30.1	-20.0	-23.5	·	-7.0	-4.8	-3.7	·	-5.1
P/S	1.3	1.2	·	1.0	1.1	0.9	·	1.2	1.1	1.4	·	1.3	1.5	1.4	·	·
P/B	-5.3	-5.1	·	-4.7	-5.3	-4.1	·	-5.3	-4.9	-6.2	·	-5.7	-6.6	-6.2	·	·
P / Cash Flow	·	19.1	·	·	·	15.0	·	·	·	33.7	·	·	·	27.0	·	·
EV / Revenue	1.7	1.7	·	1.5	1.5	1.4	·	1.8	1.7	2.0	·	2.1	2.2	·	·	·
Earnings Yield	3.2%	2.5%	·	0.53%	-0.46%	-1.7%	·	-3.3%	-5.0%	-4.3%	·	-14.2%	-20.6%	-26.7%	·	-19.7%
Payout Ratio	·	20.9%	·	·	·	·	·	·	·	·	·	·	·	·	·	·

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ingresos	$2.52B	$2.40B	$2.20B	$1.99B	$1.59B
Margen Bruto %	·	·	·	67.7%	·
Margen Operativo %	·	·	·	-32.7%	·
Beneficio neto	$43M	$-58M	$-165M	$-879M	$-376M
EPS Diluido	$0.48	$-0.63	$-1.74	$-9.23	$-4.10

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ratio corriente	·	·	·	1.2	·
Ratio Rápido	·	·	·	0.9	·

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flujo de caja libre	·	·	·	$159M	·

Propietarios institucionales (13F) 417 declarantes · $3.5B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 417

Valor en tenencia $3.5B

Nuevas posiciones 78

Posiciones cerradas 38

Actividad institucional — Q2 2026 vs trimestre anterior

Nuevas posiciones	Posiciones cerradas	Aumentado	Disminuido	Cambio neto de acciones
78 (-21 vs trimestre anterior)	38 (-6 vs trimestre anterior)	136 (+13 vs trimestre anterior)	125 (+25 vs trimestre anterior)	+6.5M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución	Valor	Acciones	% de 13F rastreadas	Tipo
Capital World Investors	$432 018 809	11 083 089	12,37%	Acciones
BlackRock, Inc.	$420 938 548	10 798 834	12,05%	Acciones
VANGUARD GROUP INC	$329 579 166	11 412 021	9,43%	Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC	$253 468 619	6 502 530	7,26%	Acciones
AMERIPRISE FINANCIAL INC	$199 639 109	5 120 134	5,72%	Acciones
VANGUARD CAPITAL MANAGEMENT LLC	$129 987 970	3 334 735	3,72%	Acciones
STATE STREET CORP	$117 567 695	3 016 103	3,37%	Acciones
FIRST TRUST ADVISORS LP	$91 449 962	2 346 082	2,62%	Acciones
Quantinno Capital Management LP	$87 254 757	2 238 449	2,50%	Acciones
Alyeska Investment Group, L.P.	$79 863 822	2 048 841	2,29%	Acciones
JUPITER ASSET MANAGEMENT LTD	$59 731 393	1 532 360	1,71%	Acciones
AQR CAPITAL MANAGEMENT LLC	$59 143 603	1 537 795	1,69%	Acciones
GEODE CAPITAL MANAGEMENT, LLC	$54 040 690	1 386 020	1,55%	Acciones
PANAGORA ASSET MANAGEMENT INC	$53 923 178	1 383 355	1,54%	Acciones
MORGAN STANLEY	$53 748 279	1 378 867	1,54%	Acciones
DIMENSIONAL FUND ADVISORS LP	$52 612 713	1 349 709	1,51%	Acciones
RENAISSANCE TECHNOLOGIES LLC	$39 969 351	1 025 381	1,14%	Acciones
FRANKLIN RESOURCES INC	$34 177 351	876 792	0,98%	Acciones
MACKENZIE FINANCIAL CORP	$31 624 942	811 312	0,91%	Acciones
GOLDMAN SACHS GROUP INC	$28 236 922	724 395	0,81%	Acciones
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$27 790 518	712 943	0,80%	Acciones
Russell Investments Group, Ltd.	$25 041 203	642 020	0,72%	Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$24 738 189	634 638	0,71%	Acciones
JPMORGAN CHASE & CO	$24 660 122	627 651	0,71%	Acciones
UBS Group AG	$22 857 404	586 388	0,65%	Acciones
Bank of New York Mellon Corp	$21 655 092	555 544	0,62%	Acciones
NORTHERN TRUST CORP	$20 073 882	514 979	0,57%	Acciones
BANK OF AMERICA CORP /DE/	$20 072 039	514 932	0,57%	Acciones
VANGUARD FIDUCIARY TRUST CO	$18 296 705	469 387	0,52%	Acciones
Gotham Asset Management, LLC	$18 000 028	461 776	0,52%	Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$17 967 480	460 941	0,51%	Acciones
Nuveen, LLC	$17 957 075	460 675	0,51%	Acciones
Invesco Ltd.	$17 178 401	440 698	0,49%	Acciones
Parallax Volatility Advisers, L.P.	$16 215 680	416 000	0,46%	Opción de venta
COATUE MANAGEMENT LLC	$16 034 462	411 351	0,46%	Acciones
MILLENNIUM MANAGEMENT LLC	$15 316 879	392 942	0,44%	Acciones
LAZARD ASSET MANAGEMENT LLC	$15 036 730	385 755	0,43%	Acciones
BNP PARIBAS FINANCIAL MARKETS	$14 533 654	372 849	0,42%	Acciones
PRINCIPAL FINANCIAL GROUP INC	$13 924 280	357 216	0,40%	Acciones
WELLINGTON MANAGEMENT GROUP LLP	$13 558 803	347 840	0,39%	Acciones
Bastion Asset Management Inc.	$13 455 405	355 446	0,39%	Acciones
Public Sector Pension Investment Board	$13 339 151	342 205	0,38%	Acciones
Robertson Opportunity Capital, LLC	$13 331 160	342 000	0,38%	Acciones
Hillsdale Investment Management Inc.	$12 683 702	325 390	0,36%	Acciones
CITADEL ADVISORS LLC	$12 435 127	319 013	0,36%	Acciones
FMR LLC	$12 317 681	316 000	0,35%	Acciones
PRIMECAP MANAGEMENT CO/CA/	$10 321 904	264 800	0,30%	Acciones
TWO SIGMA ADVISERS, LP	$10 076 203	348 899	0,29%	Acciones
Baird Financial Group, Inc.	$9 917 797	254 432	0,28%	Acciones
Corient Private Wealth LP	$9 748 705	250 095	0,28%	Acciones

Mostrar todos los 417 propietarios institucionales →

Activistas y propietarios del %+ 5 3 tenencias

18

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante	Presentado	Participación	Estado	Propósito	Presentación
Sylebra Capital Ltd, SYLEBRA CAPITAL LLC, Sylebra Capital Management, Ltd, Gibson Daniel Patrick	29 de julio de 2025	4,88%	Enmienda	·	SEC
Sylebra Capital Limited, Sylebra Capital LLC, Sylebra Capital Management, Daniel Patrick Gibson	26 de mayo de 2023	·	Presentación inicial	Inversión pasiva	SEC
RingCentral, Inc. (2) ×3 presentaciones	24 de mayo de 2023	·	Presentación inicial	·	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.

Informantes de la empresa 31 insiders · 13 directivos · 18 consejeros

19

Insider	Rol	Última actividad	Acciones en propiedad	Ventas 12m	Neto 12m
Vladimir Shmunis	CEO and Chairman	3 de septiembre de 2026 S	179 106	22	$-10 032 549
Tarek Robbiati	Chief Executive Officer	20 de noviembre de 2023 F	421 425	0	$0
Vaibhav Agarwal	Chief Financial Officer	2 de septiembre de 2026 S	146 700	15	$-3 044 458
Abhey Lamba	Chief Financial Officer	20 de mayo de 2025 F	150 442	0	$0
Sonalee Elizabeth Parekh	CHIEF FINANCIAL OFFICER	23 de agosto de 2024 S	358 622	0	$0
Mitesh Dhruv	Chief Financial Officer	1 de diciembre de 2021 S	159 605	0	$0
Kira Makagon	President and COO	14 de septiembre de 2026 S	245 385	14	$-8 364 129
Mohammed Katibeh	President and COO	15 de junio de 2023 S	312 533	0	$0
Anand Eswaran	President & COO	26 de noviembre de 2021 S	175 149	0	$0
David Mark Berman	President	15 de abril de 2015 C	0	0	$0
David Sipes	Chief Operating Officer	9 de diciembre de 2019 M	200 853	0	$0
Tarun Arora	Chief Accounting Officer	9 de septiembre de 2026 S	65 692	19	$-2 013 283
John H Marlow	SVP, CAdO & GENERAL COUNSEL	1 de septiembre de 2026 F	312 703	0	$0
Amy Guggenheim Shenkan	Consejero	2 de julio de 2026 S	29 372	5	$-266 850
Robert I Theis	Consejero	2 de julio de 2026 S	30 834	4	$-275 537
Mahmoud Elassir	Consejero	2 de enero de 2026 A	10 118	0	$0
Prat Bhatt	Consejero	2 de enero de 2026 A	39 309	0	$0
Kenneth A Goldman	Consejero	2 de enero de 2026 A	43 959	0	$0
Mignon L Clyburn	Consejero	1 de junio de 2025 A	26 135	0	$0
Ned D. Segal	Consejero	12 de diciembre de 2024 S	10 633	0	$0
Neil R Williams	Consejero	3 de junio de 2024 A	31 009	0	$0
Arne Duncan	Consejero	1 de junio de 2023 A	14 419	0	$0
Allan C. Thygesen	Consejero	1 de junio de 2023 A	26 456	0	$0
Mckenna Michelle	Consejero	1 de junio de 2022 A	8 048	0	$0
Godfrey Sullivan	Consejero	1 de junio de 2021 A	22 428	0	$0
KOUREY MICHAEL R	Consejero	1 de junio de 2015 A	13 510	0	$0
David Weiden	Consejero	12 de febrero de 2015 S	81 951	0	$0
DOUGLAS LEONE ("DL")	Consejero	7 de agosto de 2014 C	223 117	0	$0
Rao - Bobby Satyadev Yerramilli	Consejero	16 de mayo de 2014 A	·	0	$0
Praful Shah	·	2 de septiembre de 2021 A	210 732	0	$0
Clyde Hosein	·	1 de mayo de 2017 C	173 691	0	$0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 77 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo	Ponderación	Unidades	A fecha de	Fuente
PTF · Invesco Exchange-Traded Fund Trust	2,59%	208 434 SH	2 de octubre de 2026	Diario
PSCT · Invesco Exchange-Traded Fund Trust …	2,38%	163 061 SH	2 de octubre de 2026	Diario
CAFG · Pacer Funds Trust	2,31%	12 522 NS	31 de julio de 2026	N-PORT
RNIN · EA Series Trust	1,74%	56 958 NS	31 de julio de 2026	N-PORT
FXL · First Trust Exchange-Traded AlphaDE…	1,42%	654 518 NS	31 de julio de 2026	N-PORT
FYC · First Trust Exchange-Traded AlphaDE…	0,77%	180 098 NS	31 de julio de 2026	N-PORT
CALF · Pacer Funds Trust	0,74%	490 864 NS	31 de julio de 2026	N-PORT
HAPS · Harbor ETF Trust	0,66%	20 150 NS	31 de julio de 2026	N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND	0,55%	64 700 NS	31 de julio de 2026	N-PORT
INFO · Harbor ETF Trust	0,47%	70 981 NS	31 de julio de 2026	N-PORT
DWAS · Invesco Exchange-Traded Fund Trust …	0,41%	21 501 SH	2 de octubre de 2026	Diario
NUSC · Nushares ETF Trust	0,29%	68 113 NS	31 de julio de 2026	N-PORT
BSJQ · Invesco Exchange-Traded Self-Indexe…	0,29%	2 137 000	2 de octubre de 2026	Diario
FYX · First Trust Exchange-Traded AlphaDE…	0,27%	67 137 NS	31 de julio de 2026	N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr…	0,27%	402 083 NS	31 de julio de 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,26%	87 760 SH	2 de octubre de 2026	Diario
JMID · Janus Detroit Street Trust	0,25%	1 048 NS	31 de julio de 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,19%	52 023 SH	19 de agosto de 2026	Diario
RWJ · Invesco Exchange-Traded Fund Trust …	0,19%	46 982 SH	2 de octubre de 2026	Diario
VFMF · VANGUARD WELLINGTON FUND	0,18%	32 847 SH	19 de agosto de 2026	Diario
IGV · iShares Trust	0,18%	338 717 SH	11 de septiembre de 2026	Diario
FSMD · FIDELITY COVINGTON TRUST	0,17%	78 403 NS	31 de julio de 2026	N-PORT
VFVA · VANGUARD WELLINGTON FUND	0,17%	37 563 SH	19 de agosto de 2026	Diario
BKSE · BNY Mellon ETF Trust	0,17%	2 597 NS	31 de julio de 2026	N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0,16%	24 501 NS	31 de julio de 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,16%	259 107 SH	19 de agosto de 2026	Diario
FAD · First Trust Exchange-Traded AlphaDE…	0,16%	16 315 NS	31 de julio de 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,15%	18 738 NS	31 de julio de 2026	N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr…	0,14%	62 464 NS	31 de julio de 2026	N-PORT
PKW · Invesco Exchange-Traded Fund Trust	0,14%	29 277 SH	2 de octubre de 2026	Diario
VIOV · VANGUARD ADMIRAL FUNDS	0,13%	64 448 SH	19 de agosto de 2026	Diario
SMDX · Tidal Trust III	0,12%	2 878 NS	31 de julio de 2026	N-PORT
ESML · iShares Trust	0,12%	47 531 SH	11 de septiembre de 2026	Diario
DFAS · Dimensional ETF Trust	0,09%	257 404 NS	31 de julio de 2026	N-PORT
EQAL · Invesco Exchange-Traded Fund Trust …	0,07%	7 324 SH	2 de octubre de 2026	Diario
SMMD · iShares Trust	0,07%	39 793 SH	11 de septiembre de 2026	Diario
FTEC · FIDELITY COVINGTON TRUST	0,06%	229 872 NS	31 de julio de 2026	N-PORT
ISCG · iShares Trust	0,06%	8 826 SH	11 de septiembre de 2026	Diario
VBR · VANGUARD INDEX FUNDS	0,06%	1 079 425 SH	19 de agosto de 2026	Diario
WSML · iShares Trust	0,05%	4 355 SH	11 de septiembre de 2026	Diario
IWS · iShares Trust	0,04%	97 799 SH	10 de septiembre de 2026	Diario
VGT · VANGUARD WORLD FUND	0,04%	1 811 119 SH	19 de agosto de 2026	Diario
TILT · FlexShares Trust	0,04%	15 010 NS	31 de julio de 2026	N-PORT
IWR · iShares Trust	0,04%	302 837 SH	11 de septiembre de 2026	Diario
VXF · VANGUARD INDEX FUNDS	0,03%	849 162 SH	19 de agosto de 2026	Diario
VB · VANGUARD INDEX FUNDS	0,03%	1 695 646 SH	19 de agosto de 2026	Diario
IYW · iShares Trust	0,03%	91 060 SH	11 de septiembre de 2026	Diario
IGM · iShares Trust	0,02%	34 819 SH	11 de septiembre de 2026	Diario
DCOR · Dimensional ETF Trust	0,02%	11 005 NS	31 de julio de 2026	N-PORT
IWP · iShares Trust	0,02%	43 537 SH	11 de septiembre de 2026	Diario
REVS · Columbia ETF Trust I	0,01%	888 NS	31 de julio de 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	5 915 NS	31 de julio de 2026	N-PORT
DSI · iShares Trust	0,01%	10 384 SH	9 de septiembre de 2026	Diario
DFAC · Dimensional ETF Trust	0,01%	108 722 NS	31 de julio de 2026	N-PORT
IWD · iShares Trust	0,01%	146 091 SH	11 de septiembre de 2026	Diario
RECS · Columbia ETF Trust I	0,01%	11 461 NS	31 de julio de 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0,01%	39 628 SH	19 de agosto de 2026	Diario
IWV · iShares Trust	0,01%	25 099 SH	9 de septiembre de 2026	Diario
DFAU · Dimensional ETF Trust	0,01%	18 590 NS	31 de julio de 2026	N-PORT
ITOT · iShares Trust	0,01%	103 362 SH	11 de septiembre de 2026	Diario
IWB · iShares Trust	0,01%	52 338 SH	11 de septiembre de 2026	Diario
DFUS · Dimensional ETF Trust	0,01%	22 417 NS	31 de julio de 2026	N-PORT
IWF · iShares Trust	0,00%	29 168 SH	11 de septiembre de 2026	Diario
DXUV · Dimensional ETF Trust	0,00%	12 NS	31 de julio de 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	2 347 893 SH	19 de agosto de 2026	Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	61 681 SH	19 de agosto de 2026	Diario
VONE · VANGUARD SCOTTSDALE FUNDS	0,00%	12 564 SH	19 de agosto de 2026	Diario
VONG · VANGUARD SCOTTSDALE FUNDS	0,00%	12 166 SH	19 de agosto de 2026	Diario
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	6 328 SH	19 de agosto de 2026	Diario
ESGV · VANGUARD WORLD FUND	0,00%	16 621 SH	19 de agosto de 2026	Diario
IJR · iShares Trust	·	4 519 411 SH	10 de septiembre de 2026	Diario
IJT · iShares Trust	·	413 445 SH	9 de septiembre de 2026	Diario
IJS · iShares Trust	·	270 734 SH	8 de septiembre de 2026	Diario
XJR · iShares Trust	·	10 219 SH	31 de agosto de 2026	Diario
ISCB · iShares Trust	·	3 098 SH	11 de septiembre de 2026	Diario
ISCV · iShares Trust	·	9 229 SH	11 de septiembre de 2026	Diario
SMLF · iShares Trust	·	184 188 SH	11 de septiembre de 2026	Diario

RNG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21

calificación · 20 analistas COMPRA

Objetivo mediano $50.00 -36,1%

2 10,0% Compra fuerte

7 35,0% Compra

11 55,0% Mantener

0 0,0% Venta

0 0,0% Venta fuerte

Precio objetivo a 12 meses

14 analistas · 2026-10-03

Objetivo medio $57.64 -26,4%

Ahora Precio Actual $78.28

Mín$38.00 Media$57.64 Máx$85.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker	Capitalización Bursátil	P/E	Ingresos interanuales	Margen Neto	ROE	Margen Bruto
RNG	·	60.2	4.8%	·	·	·
DBX	$6.75B	14.9	-1.1%	20.2%	-32.8%	80.1%
RIOT	$4.71B	-6.5	71.9%	-102.4%	-21.6%	·
APPF	·	60.0	19.7%	14.8%	28.2%	·
CIFR	$5.98B	-6.9	48.0%	-367.2%	-105.8%	·
TTAN	·	-46.1	24.5%	·	·	·
QBTS	$9.38B	-23.6	178.5%	-1444.1%	-45.9%	82.6%
PEGA	$10.17B	28.0	16.6%	22.5%	55.7%	75.9%
ZETA	·	-145.4	29.7%	-2.4%	-4.3%	·
CORZ	·	·	·	·	·	·
PLTR	$425.03B	282.1	56.2%	36.3%	26.2%	82.4%

Últimas noticias Noticias recientes que mencionan a esta empresa

23

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Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

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RNG Clase A RingCentral, Inc. Class A Common Stock