RPD Rapid7, Inc. - Common Stock
NASDAQ · Technology · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Ago 10, 2026
$12,19
· % dell'intervallo 52 sett.
· sopra il minimo
· al massimo
$4,97minimo 52 sett.
$20,17massimo 52 sett.
Capitalizzazione di Mercato (MRQ)
$821M
P/E (TTM)
39.3
EPS (TTM)
$0.31
Ricavi (TTM)
$856M
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Intervallo 52 sett.
$5–$20
Rating Analisti
HOLD
Prezzo Obiettivo
$12
P/E
39.3
ROE
14.0%
Margine di Profitto Netto
2.4%
La tua barra dei badge è vuota — aggiungi una metrica a piacere in questa pagina.
RPD Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$12.19
Capitalizzazione di Mercato (MRQ)
$821M
P/E (TTM)
39.3
EPS (TTM)
$0.31
Ricavi (TTM)
$856M
ROE (TTM)
14.0%
Intervallo 52 sett.
$5–$20
RPD Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
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.
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi$860M2017-12-31 → 2025-12-31
EPS$0.362019-12-31 → 2025-12-31
Flusso di cassa libero·2017-12-31 → 2024-12-31
Margine netto2.4%2017-12-31 → 2024-12-31
Valutazione e Rapporti
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | RPD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 39.3media 5 anni ≈12.0 | ≈12.0 | 21.3 | Sopravvalutato | |
| P/S (TTM) | 1.0media 5 anni ≈5.8 | ≈5.8 | 2.0 | Sottovalutato | |
| P/B (MRQ) | 4.2media 5 anni ≈10.9 | ≈10.9 | 3.6 | Sottovalutato | |
| Prezzo / FCF (TTM) | 5.7media 5 anni ≈59.2 | ≈59.2 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 5.4media 5 anni ≈50.1 | ≈50.1 | 14.9 | Sottovalutato | |
| Prezzo / Valore contabile tangibile (MRQ) | 6.2 | · | · | · |
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 | Tendenza 5 anni | RPD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 69.3%media 5 anni ≈69.4% | ≈69.4% | 73.6% | Debole | |
| Margine Operativo (TTM) | 1.2%media 5 anni ≈-11.2% | ≈-11.2% | 6.9% | Debole | |
| Margine EBITDA (TTM) | 6.5%media 5 anni ≈-5.4% | ≈-5.4% | 6.9% | Debole | |
| Margine ante imposte (TTM) | 2.7%media 5 anni ≈-14.4% | ≈-14.4% | 4.2% | Debole | |
| Margine di Profitto Netto (TTM) | 2.4%media 5 anni ≈-15.4% | ≈-15.4% | 2.1% | Di prim'ordine | |
| ROA (TTM) | 1.2%media 5 anni ≈-7.9% | ≈-7.9% | 0.78% | Di prim'ordine | |
| ROE (TTM) | 14.0%media 5 anni ≈183.6% | ≈183.6% | 17.4% | In linea |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | RPD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 0.8media 5 anni ≈1.1 | ≈1.1 | 1.3 | Bassa liquidità |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | RPD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 1.9%media 5 anni ≈16.4% | ≈16.4% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 7.9%media 5 anni ≈16.0% | ≈16.0% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 15.9% | · | · | · | |
| EPS YoY | -10.0% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | -8.4% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | RPD | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue / Employee (Ricavi / Dipendente) | ≈$329.0K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
24.1%
Prossimo report
Nov 02, 2026
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 10, 2026 | $0.44 | $0.35 | 25.9% |
| 31 Marzo 2026 | Mag 11, 2026 | $0.36 | $0.31 | 17.6% |
| 31 Dicembre 2025 | $0.44 | $0.41 | 6.4% | |
| 30 Settembre 2025 | $0.57 | $0.46 | 24.6% | |
| 30 Giugno 2025 | $0.58 | $0.45 | 29.5% | |
| 31 Marzo 2025 | $0.49 | $0.35 | 40.6% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · | · |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | · | · | · |
Efficienza
| Metrica | Tendenza | 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 Azione
| Metrica | Tendenza | 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 | · | · | · | · |
Tassi di Crescita
| Metrica | Tendenza | 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% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% | · | · | · | · |
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 |
Efficienza
| Metrica | Tendenza | 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 Azione
| Metrica | Tendenza | 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 |
Valutazione (TTM)
| Metrica | Tendenza | 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% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $860M | $844M | $778M | $685M | $535M |
| Margine Lordo % | · | 70.3% | 70.2% | 68.7% | 68.4% |
| Margine Operativo % | · | 4.2% | -10.4% | -16.3% | -22.4% |
| Utile netto | $23M | $26M | $-153M | $-125M | $-146M |
| EPS Diluito | $0.36 | $0.40 | $-2.52 | $-2.13 | $-2.65 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | · | 1.2 | 1.1 | 1.0 | 0.9 |
| Quick Ratio | · | 0.8 | 0.7 | 0.5 | 0.5 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | · | $168M | $100M | $58M | $45M |
Proprietari istituzionali (13F) 275 filer · $694.2M totale · Aggiornato al 30 Settembre 2026
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
275
Valore detenuto
$694.2M
Nuove posizioni
55
Posizioni chiuse
53
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 55 (-21 vs trimestre precedente) | 53 (+8 vs trimestre precedente) | 112 (+30 vs trimestre precedente) | 54 (-18 vs trimestre precedente) | +7.7M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $140.961.198 | 9.273.763 | 20,31% | Azioni |
| BlackRock, Inc. | $73.002.215 | 9.012.619 | 10,52% | Azioni |
| JANA Partners Management, LP | $54.674.482 | 6.749.936 | 7,88% | Azioni |
| UBS Group AG | $32.882.169 | 4.059.527 | 4,74% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $32.565.686 | 4.020.455 | 4,69% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $22.333.288 | 2.757.196 | 3,22% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $22.018.951 | 2.718.389 | 3,17% | Azioni |
| STATE STREET CORP | $20.393.305 | 2.517.692 | 2,94% | Azioni |
| AQR CAPITAL MANAGEMENT LLC | $15.455.863 | 1.908.131 | 2,23% | Azioni |
| GOLDMAN SACHS GROUP INC | $13.660.464 | 1.686.477 | 1,97% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $13.275.365 | 1.638.553 | 1,91% | Azioni |
| D. E. Shaw & Co., Inc. | $12.079.279 | 1.491.269 | 1,74% | Azioni |
| CITADEL ADVISORS LLC | $12.071.381 | 1.490.294 | 1,74% | Azioni |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $10.619.012 | 1.311.725 | 1,53% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $9.643.625 | 1.190.571 | 1,39% | Azioni |
| MORGAN STANLEY | $9.040.888 | 1.116.158 | 1,30% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.276.240 | 1.021.758 | 1,19% | Azioni |
| Point72 Asset Management, L.P. | $7.570.746 | 934.660 | 1,09% | Azioni |
| TWO SIGMA ADVISERS, LP | $7.378.065 | 485.399 | 1,06% | Azioni |
| Thematics Asset Management | $7.063.838 | 376.738 | 1,02% | Azioni |
| BANK OF AMERICA CORP /DE/ | $6.860.539 | 846.980 | 0,99% | Azioni |
| Creative Planning | $5.576.024 | 688.398 | 0,80% | Azioni |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $4.662.708 | 575.643 | 0,67% | Azioni |
| NORTHERN TRUST CORP | $4.563.711 | 563.421 | 0,66% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $4.275.172 | 527.799 | 0,62% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.136.549 | 510.685 | 0,60% | Azioni |
| Bank of New York Mellon Corp | $3.844.278 | 474.602 | 0,55% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.534.484 | 641.467 | 0,51% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $3.459.478 | 427.096 | 0,50% | Azioni |
| Man Group plc | $3.409.420 | 420.916 | 0,49% | Azioni |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3.406.415 | 420.545 | 0,49% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $3.249.072 | 401.120 | 0,47% | Azioni |
| FRANKLIN RESOURCES INC | $3.195.417 | 394.496 | 0,46% | Azioni |
| Quinn Opportunity Partners LLC | $3.141.966 | 387.897 | 0,45% | Azioni |
| Vanguard Global Advisers, LLC | $3.126.948 | 386.043 | 0,45% | Azioni |
| Centiva Capital, LP | $2.943.540 | 363.400 | 0,42% | Opzione Call |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.935.456 | 362.402 | 0,42% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $2.796.112 | 345.199 | 0,40% | Azioni |
| Russell Investments Group, Ltd. | $2.704.569 | 341.180 | 0,39% | Azioni |
| Qube Research & Technologies Ltd | $2.626.652 | 324.278 | 0,38% | Azioni |
| FMR LLC | $2.583.181 | 318.911 | 0,37% | Azioni |
| Quantinno Capital Management LP | $2.419.593 | 298.715 | 0,35% | Azioni |
| Cubist Systematic Strategies, LLC | $2.383.575 | 127.124 | 0,34% | Azioni |
| JANE STREET GROUP, LLC | $2.308.671 | 285.021 | 0,33% | Azioni |
| JANE STREET GROUP, LLC | $2.245.320 | 277.200 | 0,32% | Opzione Put |
| Nuveen, LLC | $2.107.641 | 260.203 | 0,30% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $2.098.289 | 259.048 | 0,30% | Azioni |
| D. E. Shaw & Co., Inc. | $2.033.910 | 251.100 | 0,29% | Opzione Put |
| Jump Financial, LLC | $2.031.480 | 250.800 | 0,29% | Azioni |
| Balyasny Asset Management L.P. | $2.025.000 | 250.000 | 0,29% | Opzione Call |
Attivisti e proprietari del 5%+ 3 partecipazioni
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 |
|---|---|---|---|---|---|
| JANA Partners Management, LP ×8 depositi | 30 Marzo 2026 | 10,30% | Modifica | · | SEC |
| Bain Capital Venture Fund 2007, L.P., BCIP Venture Associates, BCIP Venture Associates-B ×6 depositi | 17 Maggio 2018 | · | Deposito iniziale | · | 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 depositi | 17 Maggio 2018 | · | 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 30 insider · 11 dirigenti · 18 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Wael Mohamed | CEO | 15 Giugno 2026 A | 857.315 | 0 | 0 | $0 |
| Rafeal E. Brown | Chief Financial Officer | 31 Marzo 2026 A | 466.999 | 0 | 0 | $0 |
| Steven Gatoff | Chief Financial Officer | 15 Novembre 2016 F | 70.692 | 0 | 0 | $0 |
| Andrew F. Burton | Chief Operating Officer | 15 Febbraio 2024 F | 288.260 | 0 | 0 | $0 |
| Scott M Murphy | Chief Accounting Officer | 15 Agosto 2026 F | 37.738 | 0 | 5 | $-58.118 |
| Corey E. Thomas | Executive Chairman | 15 Agosto 2026 F | 643.274 | 1 | 0 | $200.390 |
| Christina Luconi | Chief People Officer | 07 Aprile 2025 S | 58.165 | 0 | 0 | $0 |
| Peter Kaes | SVP, General Counsel | 15 Novembre 2021 F | 52.515 | 0 | 0 | $0 |
| Lee David Weiner | Chief Innovation Officer | 18 Maggio 2021 S | 132.807 | 0 | 0 | $0 |
| Richard Moseley | SR VP, Global Sales | 15 Novembre 2016 F | 41.146 | 0 | 0 | $0 |
| Michael George Mckee | SrVP-Services/Customer Success | 10 Febbraio 2016 M | 38.178 | 0 | 0 | $0 |
| Maria Bettina Barrett | Direttore | 01 Settembre 2026 A | 34.909 | 0 | 0 | $0 |
| Kevin G. Galligan | Direttore | 09 Giugno 2026 A | 0 | 0 | 0 | $0 |
| Reeny Sondhi | Direttore | 09 Giugno 2026 A | 37.425 | 0 | 0 | $0 |
| Marc Evan Brown | Direttore | 09 Giugno 2026 A | 67.090 | 1 | 0 | $45.630 |
| Benjamin Holzman | Direttore | 09 Giugno 2026 A | 81.313 | 0 | 0 | $0 |
| Jeffrey Kalowski | Direttore | 09 Giugno 2026 A | 57.390 | 0 | 0 | $0 |
| Thomas E Schodorf | Direttore | 09 Giugno 2026 A | 49.648 | 1 | 0 | $98.910 |
| Benjamin Nye | Direttore | 09 Giugno 2026 A | 95.502 | 0 | 0 | $0 |
| Mike Burns | Direttore | 09 Giugno 2026 A | 31.405 | 1 | 0 | $27.600 |
| Michael J Berry | Direttore | 09 Giugno 2026 G | 26.170 | 0 | 0 | $0 |
| Judy Bruner | Direttore | 09 Giugno 2026 A | 69.820 | 0 | 0 | $0 |
| Christina Kosmowski | Direttore | 08 Giugno 2023 A | 19.756 | 0 | 0 | $0 |
| Timothy P Mcadam | Direttore | 23 Maggio 2019 S | 8.385 | 0 | 0 | $0 |
| Alan Matthews | Direttore | 30 Maggio 2018 S | 2.582.177 | 0 | 0 | $0 |
| Jay C Hoag | Direttore | 22 Novembre 2017 S | 0 | 0 | 0 | $0 |
| Christopher David Young | Direttore | 13 Giugno 2016 A | 81.799 | 0 | 0 | $0 |
| JANA Partners Management, LP | Proprietario del 10% | 09 Giugno 2026 J | 6.775.357 | 3 | 0 | $3.522.672 |
| Timothy M Adams | · | 15 Novembre 2025 F | 186.863 | 0 | 0 | $0 |
| John Edward Sweeney | · | 13 Giugno 2016 A | 126.083 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 22 ETF
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 |
|---|---|---|---|---|
| IHAK · iShares Trust | 0,97% | 968.612 SH | 11 Settembre 2026 | Giornaliero |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,47% | 8.905 SH | 01 Ottobre 2026 | Giornaliero |
| IWC · iShares Trust | 0,17% | 227.176 SH | 11 Settembre 2026 | Giornaliero |
| ESSC · Strategy Shares | 0,15% | 5.438 NS | 31 Luglio 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,13% | 497.996 NS | 31 Luglio 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,11% | 116.558 SH | 19 Agosto 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 143.005 SH | 01 Ottobre 2026 | Giornaliero |
| VFMF · VANGUARD WELLINGTON FUND | 0,03% | 28.283 SH | 19 Agosto 2026 | Giornaliero |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,03% | 53.392 SH | 19 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | 0,02% | 1.729.363 SH | 11 Settembre 2026 | Giornaliero |
| RSSL · Global X Funds | 0,02% | 31.872 NS | 31 Luglio 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 384.237 SH | 19 Agosto 2026 | Giornaliero |
| RILA · Spinnaker ETF Series | 0,02% | 878 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 690.693 SH | 19 Agosto 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,01% | 1.457.659 SH | 19 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | 0,00% | 50.246 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,00% | 81.533 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,00% | 15.607 SH | 08 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2.001.967 SH | 19 Agosto 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 5.743 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4.939 SH | 19 Agosto 2026 | Giornaliero |
| IWN · iShares Trust | · | 578.579 SH | 11 Settembre 2026 | Giornaliero |
RPD Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
rating · 31 analisti
MANTIENI
Target mediano
$12.00
-1,6%
1 3,2%
Acquisto forte
1 3,2%
Compra
20 64,5%
Mantieni
8 25,8%
Vendi
1 3,2%
Vendita forte
Target Price a 12 Mesi
21 analisti · 2026-10-03Target medio $11.71 -3,9%
Ora
Prezzo attuale $12.19
Basso$8.76
Media$11.71
Alto$15.00
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
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 |
|---|---|---|---|---|---|---|
| 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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Fonte: SEC 10-Q depositato Ago 10, 2026