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RENT

Rent the RunwayD
Nasdaq / Consumer Discretionary Distribution & Retail
Last Price
Quote time unavailable
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Current thesis
Q2 revenue growth, margin expansion, and higher add-on use indicate operating leverage if engagement begins to stabilize subscribers. Successful financing could ease near-term liquidity pressure.
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.3.
What can break
CEO transition and the decision to pause smaller initiatives add execution risk while the company refocuses on core rental and selling. [#SEC-8K-2026-09-11]
Momentum
82
Value
58
Sentiment
26
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $1.70 · Bull $2.40 · Bear $0.80Analysis 2026-10-02; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-27 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-02 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-27

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-27. Definitions

Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $21.00
Why
Momentum82 · Δ7d -
Value58 · Δ7d -0.3
Sentiment26 · Δ7d -
So what
Weak posture (Net Neutral). Prioritize risk control and patience.

Confirming evidence

  • • Value remains the lead driver in the composite, 7D delta -0.3.

Contradictions & invalidation

  • • CEO transition and the decision to pause smaller initiatives add execution risk while the company refocuses on core rental and selling. [#SEC-8K-2026-09-11]
  • • Ending active subscribers fell 3.8% year over year despite stronger add-on engagement. [#SEC-8K-2026-09-11]
  • • Ending active subscribers declined despite stronger add-on use, the prior baseline records a weaker Q3 margin outlook, and rights-offering proceeds remain uncertain.

Catalyst clock

2026-10-14

Rights offering expires October 14

Lead driver: Value · See fundamentals
Momentum
82
8% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Value
58
47% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-0.4
Sentiment
26
45% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade

Composite grade D. Momentum 81.7 / Value 58.4 / Sentiment 25.8

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-02. Scenario method

B+
Bull case
25%
Probability
Target price
$2.40
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
Most likely
B
Base case
45%
Probability
Target price
$1.70
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$0.80
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$91.19M
Beta
1.27
Shares Out
33.77M
P/E (TTM) · Derived
1.4
P/S (TTM)
0.86
P/FCF (TTM) · Derived
-0.22
Rev YoY
+29.2%
EPS YoY
-90.4%
Gross Margin
+17.3%
Op Margin
-16.4%
Net Debt
$143.4M
Current Ratio
0.75
As of 2026-10-27 • Updated nightlySource: Internal modelMethods & Data