RNG
RingCentralCNYSE / Software & Services
Last Price
At close
2026-07-17
Current thesis
Primary-source evidence improved: the company raised FY26 revenue, margin and free-cash-flow outlook after Q1, AI-paid-product ARR exceeded 10% of total ARR, and some post-print target revisions moved higher in secondary coverage, including Rosenblatt to $50, Wells Fargo to $43 and BofA to $55.
Posture
Mixed
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-23 · AMC.
What can break
Debt risk is lower after repaying the 2026 converts, but the 10-Q still shows $890.7 million of term-loan principal and $325 million of 2030 senior notes outstanding, leaving leverage and interest-rate sensitivity as ongoing constraints [#10-Q-2026-05-11].
Momentum
41
Value
65
Sentiment
38
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $37.00 · Bull $48.00 · Bear $30.00
Earnings
2026-07-23 · AMC
Data freshness
Prices
As of 2026-07-17
Fundamentals
As of 2026-07-16 • Vendor: Data Vendor v1
Scores
As of 2026-07-17 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-16 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-17
Investment thesis
As of 2026-07-17
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $45.43
Why
Momentum41 · Δ7d +16.0
Value65 · Δ7d +0.0
Sentiment38 · Δ7d -6.3
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
41
26% active weight
Current posture
7d trendImproving
Δ7d
+16.0
Δ21d
+8.8
Value
65
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.4
Sentiment
38
34% active weight
Current posture
7d trendSoftening
Δ7d
-6.3
Δ21d
-18.7
Why this grade
Composite grade C. Momentum 40.7 / Value 64.5 / Sentiment 37.5
Fundamentals (TTM)As of 2026-07-16
Fundamentals (TTM)
As of 2026-07-16
Market Cap
$3.5B
Beta
1.24
Shares Out
83.86M
P/E (TTM)
196.8
P/S (TTM)
0.96
P/FCF (TTM)
4.62
Rev YoY
+5.3%
EPS YoY
-410.1%
Gross Margin
+71.8%
Op Margin
+4.1%
Net Debt
$1.36B
Current Ratio
0.89
As of 2026-07-17 • Updated nightlySource: Internal modelMethodology