RNG Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $78.28

Capitalizzazione di Mercato (MRQ) $6.56B

P/E (TTM) 62.6

EPS (TTM) $1.25

Ricavi (TTM) $2.58B

ROE (TTM) -20.1%

D/E Debito/Patrimonio (MRQ) -1.8

Intervallo 52 sett. $24–$82

RNG Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su RingCentral, Inc. Class A Common Stock Panoramica della società da 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.

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaTechnology dipendenti7.378 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$2.52B

2016-12-31 → 2025-12-31

EPS$0.48

2019-12-31 → 2025-12-31

Flusso di cassa libero·

2016-12-31 → 2022-12-31

Margine netto4.3%

2016-12-31 → 2022-12-31

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	RNG	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	62.6media 5 anni ≈-12.9	≈-12.9	31.2	Valore equo
P/S (TTM)	2.5	·	9.1	Sottovalutato
P/B (MRQ)	-10.7	·	·	·
Prezzo / FCF (TTM)	10.3	·	·	·
Prezzo / Flusso di cassa (TTM)	9.8	·	13.6	Sottovalutato
Prezzo / Valore contabile tangibile (MRQ)	-9.5	·	·	·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica	RNG	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	71.8%	·	74.3%	Debole
Margine Operativo (TTM)	6.7%	·	4.0%	Di prim'ordine
Margine ante imposte (TTM)	4.7%	·	4.4%	Di prim'ordine
Margine di Profitto Netto (TTM)	4.3%	·	3.2%	Di prim'ordine
ROA (TTM)	7.4%	·	2.7%	In linea
ROE (TTM)	-20.1%	·	-8.1%	In linea

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	RNG	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	-1.8	·	0.2	Basso indebitamento
Rapporto corrente (MRQ)	1.1	·	2.4	Bassa liquidità
Debito a lungo termine / Patrimonio netto (MRQ)	-1.8	·	0.2	Basso indebitamento

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	RNG	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	4.8%media 5 anni ≈16.8%	≈16.8%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	8.2%media 5 anni ≈15.2%	≈15.2%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	16.3%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	Tendenza 5 anni	RNG	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))		$0.48media 5 anni ≈$-3.04	≈$-3.04	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	Tendenza 5 anni	RNG	media 5 anni	Mediana dei peer	Verdetto
Revenue / Employee (Ricavi / Dipendente)		≈$340.9K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13

Pagamento annualizzato≈$0.50Pagato trimestralmente

Data ex-dividendo	Importo	Valuta	Rendimento
Ago 6, 2026	$0,13	USD	≈0.44%
Giu 2, 2026	$0,08	USD	≈0.32%
Mar 9, 2026	$0,08	USD	≈0.18%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media 3.1%

Prossimo report Nov 02, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 3, 2026	$1.22	$1.18	3.7%
31 Marzo 2026	Mag 12, 2026	$1.20	$1.18	1.9%
31 Dicembre 2025		$1.18	$1.15	2.6%
30 Settembre 2025		$1.13	$1.09	4.1%
30 Giugno 2025		$1.06	$1.03	2.6%
31 Marzo 2025		$1.00	$0.97	3.3%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 17

Metrica	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

Stato Patrimoniale 28

Metrica	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	·	·

Flusso di cassa 15

Metrica	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

Redditività 8

Metrica	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%

Liquidità e Solvibilità 5

Metrica	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

Efficienza 3

Metrica	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

Per Azione 5

Metrica	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	·	·	·	·	·

Tassi di Crescita 3

Metrica	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%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 10

Metrica	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%	·	·	·	·	·

Conto Economico 17

Metrica	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	·	·

Stato Patrimoniale 27

Metrica	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

Flusso di cassa 15

Metrica	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	·	·

Redditività 8

Metrica	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%	·	·

Liquidità e Solvibilità 5

Metrica	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	·	·

Efficienza 3

Metrica	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	·	·

Per Azione 6

Metrica	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

Valutazione (TTM) 11

Metrica	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%	·	·	·	·	·	·	·	·	·	·	·	·	·	·

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$2.52B	$2.40B	$2.20B	$1.99B	$1.59B
Margine Lordo %	·	·	·	67.7%	·
Margine Operativo %	·	·	·	-32.7%	·
Utile netto	$43M	$-58M	$-165M	$-879M	$-376M
EPS Diluito	$0.48	$-0.63	$-1.74	$-9.23	$-4.10

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	·	·	·	1.2	·
Quick Ratio	·	·	·	0.9	·

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	·	·	·	$159M	·

Proprietari istituzionali (13F) 417 filer · $3.5B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 417

Valore detenuto $3.5B

Nuove posizioni 78

Posizioni chiuse 38

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
78 (-21 vs trimestre precedente)	38 (-6 vs trimestre precedente)	136 (+13 vs trimestre precedente)	125 (+25 vs trimestre precedente)	+6.5M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
Capital World Investors	$432.018.809	11.083.089	12,37%	Azioni
BlackRock, Inc.	$420.938.548	10.798.834	12,05%	Azioni
VANGUARD GROUP INC	$329.579.166	11.412.021	9,43%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$253.468.619	6.502.530	7,26%	Azioni
AMERIPRISE FINANCIAL INC	$199.639.109	5.120.134	5,72%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$129.987.970	3.334.735	3,72%	Azioni
STATE STREET CORP	$117.567.695	3.016.103	3,37%	Azioni
FIRST TRUST ADVISORS LP	$91.449.962	2.346.082	2,62%	Azioni
Quantinno Capital Management LP	$87.254.757	2.238.449	2,50%	Azioni
Alyeska Investment Group, L.P.	$79.863.822	2.048.841	2,29%	Azioni
JUPITER ASSET MANAGEMENT LTD	$59.731.393	1.532.360	1,71%	Azioni
AQR CAPITAL MANAGEMENT LLC	$59.143.603	1.537.795	1,69%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$54.040.690	1.386.020	1,55%	Azioni
PANAGORA ASSET MANAGEMENT INC	$53.923.178	1.383.355	1,54%	Azioni
MORGAN STANLEY	$53.748.279	1.378.867	1,54%	Azioni
DIMENSIONAL FUND ADVISORS LP	$52.612.713	1.349.709	1,51%	Azioni
RENAISSANCE TECHNOLOGIES LLC	$39.969.351	1.025.381	1,14%	Azioni
FRANKLIN RESOURCES INC	$34.177.351	876.792	0,98%	Azioni
MACKENZIE FINANCIAL CORP	$31.624.942	811.312	0,91%	Azioni
GOLDMAN SACHS GROUP INC	$28.236.922	724.395	0,81%	Azioni
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$27.790.518	712.943	0,80%	Azioni
Russell Investments Group, Ltd.	$25.041.203	642.020	0,72%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$24.738.189	634.638	0,71%	Azioni
JPMORGAN CHASE & CO	$24.660.122	627.651	0,71%	Azioni
UBS Group AG	$22.857.404	586.388	0,65%	Azioni
Bank of New York Mellon Corp	$21.655.092	555.544	0,62%	Azioni
NORTHERN TRUST CORP	$20.073.882	514.979	0,57%	Azioni
BANK OF AMERICA CORP /DE/	$20.072.039	514.932	0,57%	Azioni
VANGUARD FIDUCIARY TRUST CO	$18.296.705	469.387	0,52%	Azioni
Gotham Asset Management, LLC	$18.000.028	461.776	0,52%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$17.967.480	460.941	0,51%	Azioni
Nuveen, LLC	$17.957.075	460.675	0,51%	Azioni
Invesco Ltd.	$17.178.401	440.698	0,49%	Azioni
Parallax Volatility Advisers, L.P.	$16.215.680	416.000	0,46%	Opzione Put
COATUE MANAGEMENT LLC	$16.034.462	411.351	0,46%	Azioni
MILLENNIUM MANAGEMENT LLC	$15.316.879	392.942	0,44%	Azioni
LAZARD ASSET MANAGEMENT LLC	$15.036.730	385.755	0,43%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$14.533.654	372.849	0,42%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$13.924.280	357.216	0,40%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$13.558.803	347.840	0,39%	Azioni
Bastion Asset Management Inc.	$13.455.405	355.446	0,39%	Azioni
Public Sector Pension Investment Board	$13.339.151	342.205	0,38%	Azioni
Robertson Opportunity Capital, LLC	$13.331.160	342.000	0,38%	Azioni
Hillsdale Investment Management Inc.	$12.683.702	325.390	0,36%	Azioni
CITADEL ADVISORS LLC	$12.435.127	319.013	0,36%	Azioni
FMR LLC	$12.317.681	316.000	0,35%	Azioni
PRIMECAP MANAGEMENT CO/CA/	$10.321.904	264.800	0,30%	Azioni
TWO SIGMA ADVISERS, LP	$10.076.203	348.899	0,29%	Azioni
Baird Financial Group, Inc.	$9.917.797	254.432	0,28%	Azioni
Corient Private Wealth LP	$9.748.705	250.095	0,28%	Azioni

Mostra tutti i 417 proprietari istituzionali →

Attivisti e proprietari del 5%+ 3 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante	Depositato	Partecipazione	Stato	Scopo	Deposito
Sylebra Capital Ltd, SYLEBRA CAPITAL LLC, Sylebra Capital Management, Ltd, Gibson Daniel Patrick	29 Luglio 2025	4,88%	Modifica	·	SEC
Sylebra Capital Limited, Sylebra Capital LLC, Sylebra Capital Management, Daniel Patrick Gibson	26 Maggio 2023	·	Deposito iniziale	Investimento passivo	SEC
RingCentral, Inc. (2) ×3 depositi	24 Maggio 2023	·	Deposito iniziale	·	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.

Insider aziendali 31 insider · 13 dirigenti · 18 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Vladimir Shmunis	CEO and Chairman	03 Settembre 2026 S	179.106	22	$-10.032.549
Tarek Robbiati	Chief Executive Officer	20 Novembre 2023 F	421.425	0	$0
Vaibhav Agarwal	Chief Financial Officer	02 Settembre 2026 S	146.700	15	$-3.044.458
Abhey Lamba	Chief Financial Officer	20 Maggio 2025 F	150.442	0	$0
Sonalee Elizabeth Parekh	CHIEF FINANCIAL OFFICER	23 Agosto 2024 S	358.622	0	$0
Mitesh Dhruv	Chief Financial Officer	01 Dicembre 2021 S	159.605	0	$0
Kira Makagon	President and COO	14 Settembre 2026 S	245.385	14	$-8.364.129
Mohammed Katibeh	President and COO	15 Giugno 2023 S	312.533	0	$0
Anand Eswaran	President & COO	26 Novembre 2021 S	175.149	0	$0
David Mark Berman	President	15 Aprile 2015 C	0	0	$0
David Sipes	Chief Operating Officer	09 Dicembre 2019 M	200.853	0	$0
Tarun Arora	Chief Accounting Officer	09 Settembre 2026 S	65.692	19	$-2.013.283
John H Marlow	SVP, CAdO & GENERAL COUNSEL	01 Settembre 2026 F	312.703	0	$0
Amy Guggenheim Shenkan	Direttore	02 Luglio 2026 S	29.372	5	$-266.850
Robert I Theis	Direttore	02 Luglio 2026 S	30.834	4	$-275.537
Mahmoud Elassir	Direttore	02 Gennaio 2026 A	10.118	0	$0
Prat Bhatt	Direttore	02 Gennaio 2026 A	39.309	0	$0
Kenneth A Goldman	Direttore	02 Gennaio 2026 A	43.959	0	$0
Mignon L Clyburn	Direttore	01 Giugno 2025 A	26.135	0	$0
Ned D. Segal	Direttore	12 Dicembre 2024 S	10.633	0	$0
Neil R Williams	Direttore	03 Giugno 2024 A	31.009	0	$0
Arne Duncan	Direttore	01 Giugno 2023 A	14.419	0	$0
Allan C. Thygesen	Direttore	01 Giugno 2023 A	26.456	0	$0
Mckenna Michelle	Direttore	01 Giugno 2022 A	8.048	0	$0
Godfrey Sullivan	Direttore	01 Giugno 2021 A	22.428	0	$0
KOUREY MICHAEL R	Direttore	01 Giugno 2015 A	13.510	0	$0
David Weiden	Direttore	12 Febbraio 2015 S	81.951	0	$0
DOUGLAS LEONE ("DL")	Direttore	07 Agosto 2014 C	223.117	0	$0
Rao - Bobby Satyadev Yerramilli	Direttore	16 Maggio 2014 A	·	0	$0
Praful Shah	·	02 Settembre 2021 A	210.732	0	$0
Clyde Hosein	·	01 Maggio 2017 C	173.691	0	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 77 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
PTF · Invesco Exchange-Traded Fund Trust	2,59%	208.434 SH	02 Ottobre 2026	Giornaliero
PSCT · Invesco Exchange-Traded Fund Trust …	2,38%	163.061 SH	02 Ottobre 2026	Giornaliero
CAFG · Pacer Funds Trust	2,31%	12.522 NS	31 Luglio 2026	N-PORT
RNIN · EA Series Trust	1,74%	56.958 NS	31 Luglio 2026	N-PORT
FXL · First Trust Exchange-Traded AlphaDE…	1,42%	654.518 NS	31 Luglio 2026	N-PORT
FYC · First Trust Exchange-Traded AlphaDE…	0,77%	180.098 NS	31 Luglio 2026	N-PORT
CALF · Pacer Funds Trust	0,74%	490.864 NS	31 Luglio 2026	N-PORT
HAPS · Harbor ETF Trust	0,66%	20.150 NS	31 Luglio 2026	N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND	0,55%	64.700 NS	31 Luglio 2026	N-PORT
INFO · Harbor ETF Trust	0,47%	70.981 NS	31 Luglio 2026	N-PORT
DWAS · Invesco Exchange-Traded Fund Trust …	0,41%	21.501 SH	02 Ottobre 2026	Giornaliero
NUSC · Nushares ETF Trust	0,29%	68.113 NS	31 Luglio 2026	N-PORT
BSJQ · Invesco Exchange-Traded Self-Indexe…	0,29%	2.137.000	02 Ottobre 2026	Giornaliero
FYX · First Trust Exchange-Traded AlphaDE…	0,27%	67.137 NS	31 Luglio 2026	N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr…	0,27%	402.083 NS	31 Luglio 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,26%	87.760 SH	02 Ottobre 2026	Giornaliero
JMID · Janus Detroit Street Trust	0,25%	1.048 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,19%	52.023 SH	19 Agosto 2026	Giornaliero
RWJ · Invesco Exchange-Traded Fund Trust …	0,19%	46.982 SH	02 Ottobre 2026	Giornaliero
VFMF · VANGUARD WELLINGTON FUND	0,18%	32.847 SH	19 Agosto 2026	Giornaliero
IGV · iShares Trust	0,18%	338.717 SH	11 Settembre 2026	Giornaliero
FSMD · FIDELITY COVINGTON TRUST	0,17%	78.403 NS	31 Luglio 2026	N-PORT
VFVA · VANGUARD WELLINGTON FUND	0,17%	37.563 SH	19 Agosto 2026	Giornaliero
BKSE · BNY Mellon ETF Trust	0,17%	2.597 NS	31 Luglio 2026	N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0,16%	24.501 NS	31 Luglio 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,16%	259.107 SH	19 Agosto 2026	Giornaliero
FAD · First Trust Exchange-Traded AlphaDE…	0,16%	16.315 NS	31 Luglio 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,15%	18.738 NS	31 Luglio 2026	N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr…	0,14%	62.464 NS	31 Luglio 2026	N-PORT
PKW · Invesco Exchange-Traded Fund Trust	0,14%	29.277 SH	02 Ottobre 2026	Giornaliero
VIOV · VANGUARD ADMIRAL FUNDS	0,13%	64.448 SH	19 Agosto 2026	Giornaliero
SMDX · Tidal Trust III	0,12%	2.878 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,12%	47.531 SH	11 Settembre 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,09%	257.404 NS	31 Luglio 2026	N-PORT
EQAL · Invesco Exchange-Traded Fund Trust …	0,07%	7.324 SH	02 Ottobre 2026	Giornaliero
SMMD · iShares Trust	0,07%	39.793 SH	11 Settembre 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,06%	229.872 NS	31 Luglio 2026	N-PORT
ISCG · iShares Trust	0,06%	8.826 SH	11 Settembre 2026	Giornaliero
VBR · VANGUARD INDEX FUNDS	0,06%	1.079.425 SH	19 Agosto 2026	Giornaliero
WSML · iShares Trust	0,05%	4.355 SH	11 Settembre 2026	Giornaliero
IWS · iShares Trust	0,04%	97.799 SH	10 Settembre 2026	Giornaliero
VGT · VANGUARD WORLD FUND	0,04%	1.811.119 SH	19 Agosto 2026	Giornaliero
TILT · FlexShares Trust	0,04%	15.010 NS	31 Luglio 2026	N-PORT
IWR · iShares Trust	0,04%	302.837 SH	11 Settembre 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,03%	849.162 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,03%	1.695.646 SH	19 Agosto 2026	Giornaliero
IYW · iShares Trust	0,03%	91.060 SH	11 Settembre 2026	Giornaliero
IGM · iShares Trust	0,02%	34.819 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,02%	11.005 NS	31 Luglio 2026	N-PORT
IWP · iShares Trust	0,02%	43.537 SH	11 Settembre 2026	Giornaliero
REVS · Columbia ETF Trust I	0,01%	888 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	5.915 NS	31 Luglio 2026	N-PORT
DSI · iShares Trust	0,01%	10.384 SH	09 Settembre 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,01%	108.722 NS	31 Luglio 2026	N-PORT
IWD · iShares Trust	0,01%	146.091 SH	11 Settembre 2026	Giornaliero
RECS · Columbia ETF Trust I	0,01%	11.461 NS	31 Luglio 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0,01%	39.628 SH	19 Agosto 2026	Giornaliero
IWV · iShares Trust	0,01%	25.099 SH	09 Settembre 2026	Giornaliero
DFAU · Dimensional ETF Trust	0,01%	18.590 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,01%	103.362 SH	11 Settembre 2026	Giornaliero
IWB · iShares Trust	0,01%	52.338 SH	11 Settembre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,01%	22.417 NS	31 Luglio 2026	N-PORT
IWF · iShares Trust	0,00%	29.168 SH	11 Settembre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,00%	12 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	2.347.893 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	61.681 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,00%	12.564 SH	19 Agosto 2026	Giornaliero
VONG · VANGUARD SCOTTSDALE FUNDS	0,00%	12.166 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	6.328 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,00%	16.621 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	4.519.411 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	413.445 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	270.734 SH	08 Settembre 2026	Giornaliero
XJR · iShares Trust	·	10.219 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	3.098 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	9.229 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	184.188 SH	11 Settembre 2026	Giornaliero

RNG Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 20 analisti COMPRA

Target mediano $50.00 -36,1%

2 10,0% Acquisto forte

7 35,0% Compra

11 55,0% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

14 analisti · 2026-10-03

Target medio $57.64 -26,4%

Ora Prezzo attuale $78.28

Basso$38.00 Media$57.64 Alto$85.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
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%

Ultime notizie Notizie recenti che menzionano questa società

23

Ecco le principali chiamate di ricerca degli analisti di Wall Street di martedì: Biogen, Birkenstock, Fastly, Ford, Lennox International, Netskope, SanDisk, Tesla e altri Yahoo Finance · 5 mesi, 2 settimane fa

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

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RNG Classe A RingCentral, Inc. Class A Common Stock