RENT
Rent the RunwayANasdaq / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-07-20
Current thesis
The bull case is that Q1 confirmed the 2025 inventory reset and product work are translating into real growth: revenue beat guidance, add-on revenue accelerated, and management kept FY26 targets intact despite the CEO transition [#SEC-8K-2026-06-03].
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite.
What can break
Gross margin pressure from higher revenue-share inventory mix can offset revenue gains even if engagement improves.
Momentum
82
Value
54
Sentiment
57
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.80 · Bull $5.50 · Bear $1.70
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-26 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $21.00
Why
Momentum82 · Δ7d -
Value54 · Δ7d +0.0
Sentiment57 · Δ7d -
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
82
26% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Value
54
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.0
Sentiment
57
34% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade
Composite grade A. Momentum 81.7 / Value 54.4 / Sentiment 57.3
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$103.78M
Beta
1.27
Shares Out
33.59M
P/E (TTM) · Derived
1.6
P/S (TTM)
0.86
P/FCF (TTM) · Derived
-0.25
Rev YoY
+29.2%
EPS YoY
-90.4%
Gross Margin
+17.3%
Op Margin
+10.4%
Net Debt
$143.4M
Current Ratio
0.75
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology

