RNG Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03

Preço $78.28

Capitalização de Mercado (MRQ) $6.56B

P/E (TTM) 62.6

EPS (TTM) $1.25

Receita (TTM) $2.58B

ROE (TTM) -20.1%

Dívida/Capital (MRQ) -1.8

Intervalo 52 Semanas $24–$82

RNG Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04

intervalo

barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Sobre RingCentral, Inc. Class A Common Stock Visão geral da empresa 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.

Ler mais Mostrar menos

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorTechnology indústriaTechnology funcionários7.378 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06

Receita$2.52B

2016-12-31 → 2025-12-31

EPS$0.48

2019-12-31 → 2025-12-31

Fluxo de caixa livre·

2016-12-31 → 2022-12-31

Margem líquida4.3%

2016-12-31 → 2022-12-31

Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica	RNG	média 5A	Mediana de Pares	Veredito
P/E (TTM)	62.6média 5A ≈-12.9	≈-12.9	31.2	Valor justo
P/S (TTM)	2.5	·	9.1	Subvalorizado
P/B (MRQ)	-10.7	·	·	·
Preço / FCF (TTM)	10.3	·	·	·
Preço / Fluxo de Caixa (TTM)	9.8	·	13.6	Subvalorizado
Preço / Valor Patrimonial Tangível (MRQ)	-9.5	·	·	·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC

Métrica	RNG	média 5A	Mediana de Pares	Veredito
Margem Bruta (TTM)	71.8%	·	74.3%	Fraco
Margem Operacional (TTM)	6.7%	·	4.0%	Primeira linha
Margem de Impostos Pré-Tributação (TTM)	4.7%	·	4.4%	Primeira linha
Margem de Lucro Líquido (TTM)	4.3%	·	3.2%	Primeira linha
ROA (TTM)	7.4%	·	2.7%	Em linha
ROE (TTM)	-20.1%	·	-8.1%	Em linha

Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial

Métrica	RNG	média 5A	Mediana de Pares	Veredito
Dívida / Patrimônio Líquido (MRQ)	-1.8	·	0.2	Baixa dívida
Índice de liquidez corrente (MRQ)	1.1	·	2.4	Baixa liquidez
Dívida de Longo Prazo / Patrimônio Líquido (MRQ)	-1.8	·	0.2	Baixa dívida

Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos

Métrica	RNG	média 5A	Mediana de Pares	Veredito
Revenue YoY (Receita Ano a Ano)	4.8%média 5A ≈16.8%	≈16.8%	·	·
Revenue CAGR 3Y (CAGR Receita 3A)	8.2%média 5A ≈15.2%	≈15.2%	·	·
Revenue CAGR 5Y (CAGR Receita 5A)	16.3%	·	·	·

Métricas por Ação EPS, valor patrimonial por ação, fluxo de caixa por ação, dividendo por ação

Métrica	Tendência de 5 anos	RNG	média 5A	Mediana de Pares	Veredito
EPS (Diluted) (EPS (Diluído))		$0.48média 5A ≈$-3.04	≈$-3.04	·	·

Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber

Métrica	Tendência de 5 anos	RNG	média 5A	Mediana de Pares	Veredito
Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.)		≈$340.9K	·	·	·

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos

13

Pagamento Anualizado≈$0.50Pago trimestralmente

Data ex	Valor	Moeda	Rendimento
Ago 6, 2026	$0,13	USD	≈0.44%
Jun 2, 2026	$0,08	USD	≈0.32%
Mar 9, 2026	$0,08	USD	≈0.18%

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14

Surpresa Média 3.1%

Próximo relatório Nov 02, 2026

Período	Relatório	EPS Actual	EPS est.	Surpresa
30 de Junho de 2026	Ago 3, 2026	$1.22	$1.18	3.7%
31 de Março de 2026	Mai 12, 2026	$1.20	$1.18	1.9%
31 de Dezembro de 2025		$1.18	$1.15	2.6%
30 de Setembro de 2025		$1.13	$1.09	4.1%
30 de Junho de 2025		$1.06	$1.03	2.6%
31 de Março de 2025		$1.00	$0.97	3.3%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15

Demonstração 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

Balanço Patrimonial 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	·	·

Fluxo de Caixa 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

Lucratividade 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 e Solvência 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

Eficiência 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 Ação 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	·	·	·	·	·

Taxas de Crescimento 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%	·	·	·	·	·	·	·	·	·	·	·

Avaliação (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%	·	·	·	·	·

Demonstração 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	·	·

Balanço Patrimonial 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

Fluxo de Caixa 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	·	·

Lucratividade 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 e Solvência 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	·	·

Eficiência 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 Ação 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

Avaliação (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 mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Receita	$2.52B	$2.40B	$2.20B	$1.99B	$1.59B
Margem Bruta %	·	·	·	67.7%	·
Margem Operacional %	·	·	·	-32.7%	·
Lucro líquido	$43M	$-58M	$-165M	$-879M	$-376M
EPS Diluído	$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
Índice de liquidez corrente	·	·	·	1.2	·
Índice de Liquidez Seca	·	·	·	0.9	·

Métrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Fluxo de caixa livre	·	·	·	$159M	·

Investidores institucionais (13F) 417 declarantes · $3.5B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 417

Valor detido $3.5B

Novas posições 78

Posições encerradas 38

Atividade institucional — Q2 2026 vs trimestre anterior

Novas posições	Posições encerradas	Aumentou	Diminuído	Variação líquida de ações
78 (-21 vs trimestre anterior)	38 (-6 vs trimestre anterior)	136 (+13 vs trimestre anterior)	125 (+25 vs trimestre anterior)	+6.5M

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Mostrar todos os 417 proprietários institucionais →

Ativistas e proprietários de 5%+ 3 participações

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante	Declarado	Participação	Status	Propósito	Declaração
Sylebra Capital Ltd, SYLEBRA CAPITAL LLC, Sylebra Capital Management, Ltd, Gibson Daniel Patrick	29 de Julho de 2025	4,88%	Emenda	·	SEC
Sylebra Capital Limited, Sylebra Capital LLC, Sylebra Capital Management, Daniel Patrick Gibson	26 de Maio de 2023	·	Declaração inicial	Investimento passivo	SEC
RingCentral, Inc. (2) ×3 declarações	24 de Maio de 2023	·	Declaração 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.

Executivos da empresa 31 insiders · 13 diretores · 18 conselheiros

19

Investidor com informação privilegiada	Função	Última atividade	Ações detidas	Vendas 12m	Líquido 12m
Vladimir Shmunis	CEO and Chairman	3 de Setembro de 2026 S	179.106	22	$-10.032.549
Tarek Robbiati	Chief Executive Officer	20 de Novembro de 2023 F	421.425	0	$0
Vaibhav Agarwal	Chief Financial Officer	2 de Setembro de 2026 S	146.700	15	$-3.044.458
Abhey Lamba	Chief Financial Officer	20 de Maio 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 Dezembro de 2021 S	159.605	0	$0
Kira Makagon	President and COO	14 de Setembro de 2026 S	245.385	14	$-8.364.129
Mohammed Katibeh	President and COO	15 de Junho de 2023 S	312.533	0	$0
Anand Eswaran	President & COO	26 de Novembro 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 Dezembro de 2019 M	200.853	0	$0
Tarun Arora	Chief Accounting Officer	9 de Setembro de 2026 S	65.692	19	$-2.013.283
John H Marlow	SVP, CAdO & GENERAL COUNSEL	1 de Setembro de 2026 F	312.703	0	$0
Amy Guggenheim Shenkan	Conselheiro	2 de Julho de 2026 S	29.372	5	$-266.850
Robert I Theis	Conselheiro	2 de Julho de 2026 S	30.834	6	$-355.443
Mahmoud Elassir	Conselheiro	2 de Janeiro de 2026 A	10.118	0	$0
Prat Bhatt	Conselheiro	2 de Janeiro de 2026 A	39.309	0	$0
Kenneth A Goldman	Conselheiro	2 de Janeiro de 2026 A	43.959	0	$0
Mignon L Clyburn	Conselheiro	1 de Junho de 2025 A	26.135	0	$0
Ned D. Segal	Conselheiro	12 de Dezembro de 2024 S	10.633	0	$0
Neil R Williams	Conselheiro	3 de Junho de 2024 A	31.009	0	$0
Arne Duncan	Conselheiro	1 de Junho de 2023 A	14.419	0	$0
Allan C. Thygesen	Conselheiro	1 de Junho de 2023 A	26.456	0	$0
Mckenna Michelle	Conselheiro	1 de Junho de 2022 A	8.048	0	$0
Godfrey Sullivan	Conselheiro	1 de Junho de 2021 A	22.428	0	$0
KOUREY MICHAEL R	Conselheiro	1 de Junho de 2015 A	13.510	0	$0
David Weiden	Conselheiro	12 de Fevereiro de 2015 S	81.951	0	$0
DOUGLAS LEONE ("DL")	Conselheiro	7 de Agosto de 2014 C	223.117	0	$0
Rao - Bobby Satyadev Yerramilli	Conselheiro	16 de Maio de 2014 A	·	0	$0
Praful Shah	·	2 de Setembro de 2021 A	210.732	0	$0
Clyde Hosein	·	1 de Maio de 2017 C	173.691	0	$0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 75 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo	Peso	Unidades	Em	Fonte
CAFG · Pacer Funds Trust	2,31%	12.522 NS	31 de Julho de 2026	N-PORT
PSCT · Invesco Exchange-Traded Fund Trust …	2,31%	163.061 SH	1 de Outubro de 2026	Diário
RNIN · EA Series Trust	1,74%	56.958 NS	31 de Julho de 2026	N-PORT
FXL · First Trust Exchange-Traded AlphaDE…	1,42%	654.518 NS	31 de Julho de 2026	N-PORT
FYC · First Trust Exchange-Traded AlphaDE…	0,77%	180.098 NS	31 de Julho de 2026	N-PORT
CALF · Pacer Funds Trust	0,74%	490.864 NS	31 de Julho de 2026	N-PORT
HAPS · Harbor ETF Trust	0,66%	20.150 NS	31 de Julho de 2026	N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND	0,55%	64.700 NS	31 de Julho de 2026	N-PORT
INFO · Harbor ETF Trust	0,47%	70.981 NS	31 de Julho de 2026	N-PORT
NUSC · Nushares ETF Trust	0,29%	68.113 NS	31 de Julho de 2026	N-PORT
BSJQ · Invesco Exchange-Traded Self-Indexe…	0,29%	2.137.000	1 de Outubro de 2026	Diário
FYX · First Trust Exchange-Traded AlphaDE…	0,27%	67.137 NS	31 de Julho de 2026	N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr…	0,27%	402.083 NS	31 de Julho de 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,25%	89.545 SH	1 de Outubro de 2026	Diário
JMID · Janus Detroit Street Trust	0,25%	1.048 NS	31 de Julho de 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,19%	52.023 SH	19 de Agosto de 2026	Diário
RWJ · Invesco Exchange-Traded Fund Trust …	0,18%	46.898 SH	1 de Outubro de 2026	Diário
VFMF · VANGUARD WELLINGTON FUND	0,18%	32.847 SH	19 de Agosto de 2026	Diário
IGV · iShares Trust	0,18%	338.717 SH	11 de Setembro de 2026	Diário
FSMD · FIDELITY COVINGTON TRUST	0,17%	78.403 NS	31 de Julho de 2026	N-PORT
VFVA · VANGUARD WELLINGTON FUND	0,17%	37.563 SH	19 de Agosto de 2026	Diário
BKSE · BNY Mellon ETF Trust	0,17%	2.597 NS	31 de Julho de 2026	N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0,16%	24.501 NS	31 de Julho de 2026	N-PORT
VIOO · VANGUARD ADMIRAL FUNDS	0,16%	259.107 SH	19 de Agosto de 2026	Diário
FAD · First Trust Exchange-Traded AlphaDE…	0,16%	16.315 NS	31 de Julho de 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,15%	18.738 NS	31 de Julho de 2026	N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr…	0,14%	62.464 NS	31 de Julho de 2026	N-PORT
PKW · Invesco Exchange-Traded Fund Trust	0,13%	29.327 SH	1 de Outubro de 2026	Diário
VIOV · VANGUARD ADMIRAL FUNDS	0,13%	64.448 SH	19 de Agosto de 2026	Diário
SMDX · Tidal Trust III	0,12%	2.878 NS	31 de Julho de 2026	N-PORT
ESML · iShares Trust	0,12%	47.531 SH	11 de Setembro de 2026	Diário
DFAS · Dimensional ETF Trust	0,09%	257.404 NS	31 de Julho de 2026	N-PORT
SMMD · iShares Trust	0,07%	39.793 SH	11 de Setembro de 2026	Diário
EQAL · Invesco Exchange-Traded Fund Trust …	0,07%	7.311 SH	1 de Outubro de 2026	Diário
FTEC · FIDELITY COVINGTON TRUST	0,06%	229.872 NS	31 de Julho de 2026	N-PORT
ISCG · iShares Trust	0,06%	8.826 SH	11 de Setembro de 2026	Diário
VBR · VANGUARD INDEX FUNDS	0,06%	1.079.425 SH	19 de Agosto de 2026	Diário
WSML · iShares Trust	0,05%	4.355 SH	11 de Setembro de 2026	Diário
IWS · iShares Trust	0,04%	97.799 SH	10 de Setembro de 2026	Diário
VGT · VANGUARD WORLD FUND	0,04%	1.811.119 SH	19 de Agosto de 2026	Diário
TILT · FlexShares Trust	0,04%	15.010 NS	31 de Julho de 2026	N-PORT
IWR · iShares Trust	0,04%	302.837 SH	11 de Setembro de 2026	Diário
VXF · VANGUARD INDEX FUNDS	0,03%	849.162 SH	19 de Agosto de 2026	Diário
VB · VANGUARD INDEX FUNDS	0,03%	1.695.646 SH	19 de Agosto de 2026	Diário
IYW · iShares Trust	0,03%	91.060 SH	11 de Setembro de 2026	Diário
IGM · iShares Trust	0,02%	34.819 SH	11 de Setembro de 2026	Diário
DCOR · Dimensional ETF Trust	0,02%	11.005 NS	31 de Julho de 2026	N-PORT
IWP · iShares Trust	0,02%	43.537 SH	11 de Setembro de 2026	Diário
REVS · Columbia ETF Trust I	0,01%	888 NS	31 de Julho de 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	5.915 NS	31 de Julho de 2026	N-PORT
DSI · iShares Trust	0,01%	10.384 SH	9 de Setembro de 2026	Diário
DFAC · Dimensional ETF Trust	0,01%	108.722 NS	31 de Julho de 2026	N-PORT
IWD · iShares Trust	0,01%	146.091 SH	11 de Setembro de 2026	Diário
RECS · Columbia ETF Trust I	0,01%	11.461 NS	31 de Julho de 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0,01%	39.628 SH	19 de Agosto de 2026	Diário
IWV · iShares Trust	0,01%	25.099 SH	9 de Setembro de 2026	Diário
DFAU · Dimensional ETF Trust	0,01%	18.590 NS	31 de Julho de 2026	N-PORT
ITOT · iShares Trust	0,01%	103.362 SH	11 de Setembro de 2026	Diário
IWB · iShares Trust	0,01%	52.338 SH	11 de Setembro de 2026	Diário
DFUS · Dimensional ETF Trust	0,01%	22.417 NS	31 de Julho de 2026	N-PORT
IWF · iShares Trust	0,00%	29.168 SH	11 de Setembro de 2026	Diário
DXUV · Dimensional ETF Trust	0,00%	12 NS	31 de Julho de 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	2.347.893 SH	19 de Agosto de 2026	Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	61.681 SH	19 de Agosto de 2026	Diário
VONE · VANGUARD SCOTTSDALE FUNDS	0,00%	12.564 SH	19 de Agosto de 2026	Diário
VONG · VANGUARD SCOTTSDALE FUNDS	0,00%	12.166 SH	19 de Agosto de 2026	Diário
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	6.328 SH	19 de Agosto de 2026	Diário
ESGV · VANGUARD WORLD FUND	0,00%	16.621 SH	19 de Agosto de 2026	Diário
IJR · iShares Trust	·	4.519.411 SH	10 de Setembro de 2026	Diário
IJT · iShares Trust	·	413.445 SH	9 de Setembro de 2026	Diário
IJS · iShares Trust	·	270.734 SH	8 de Setembro de 2026	Diário
XJR · iShares Trust	·	10.219 SH	31 de Agosto de 2026	Diário
ISCB · iShares Trust	·	3.098 SH	11 de Setembro de 2026	Diário
ISCV · iShares Trust	·	9.229 SH	11 de Setembro de 2026	Diário
SMLF · iShares Trust	·	184.188 SH	11 de Setembro de 2026	Diário

RNG Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21

classificação · 20 analistas COMPRA

Alvo mediano $50.00 -36,1%

2 10,0% Compra forte

7 35,0% Compra

11 55,0% Manter

0 0,0% Venda

0 0,0% Venda forte

Preço-alvo de 12 meses

14 analistas · 2026-10-03

Alvo médio $57.64 -26,4%

Agora Preço atual $78.28

Mín$38.00 Média$57.64 Máx$85.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker	Capitalização de Mercado	P/E	Receita YoY	Margem Líquida	ROE	Margem Bruta
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 notícias Notícias recentes mencionando esta empresa

23

Aqui estão as principais chamadas de pesquisa de analistas de Wall Street para terça-feira: Biogen, Birkenstock, Fastly, Ford, Lennox International, Netskope, SanDisk, Tesla e muito mais Yahoo Finance · 5 meses, 2 semanas atrás

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

RNG Classe A RingCentral, Inc. Class A Common Stock