TickerTalks
Browse all tickers →
TickerTalks›$RANI
RARANI

Rani Therapeutics Holdings, Inc.

$RANI·$52M·Biotechnology·Healthcare
$0.84-1.7%YTD-40.6%1Y+55.6%
Mentions · last 7 days
2026-08-19: 7 posts2026-08-20: 1 posts2026-08-21: 3 posts2026-08-22: 1 posts27+4%
Price updated 23h ago·X counts updated 7d ago
RARANI
$RANIRani Therapeutics Holdings, Inc.
$0.84-1.66%27 posts+4%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $RANI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellSelling offAI verdict · as of 2026-08-21

Falling on heavy selling — points lower unless it turns around.

Oral-biologics micro-cap with a genuinely interesting drug-delivery platform — but the market is pricing the cash-runway problem, not the science.

Rani Therapeutics is developing the RaniPill — a swallowable capsule that delivers biologic drugs (which normally need injection) through the small intestine. If it works at scale, it's a category-changer for any injectable biologic; the technology risk is real but the potential is why the name gets attention.

  • Q1 revenue was $1.7M with a 91% gross margin — collaboration-and-service revenue, not product; the equity is a bet on future licensed programs converting to real royalties, not on the current P&L.
  • Sits at the 12th percentile of its 52-week range and is 26% below its 200-day trend despite being +61% over 12 months — the trailing move looks strong, but the more recent tape is telling you the market is discounting the funding path.
  • Analyst revenue estimates are $4M in 2026, $5M in 2027, then $16M in 2028 — the ramp doesn't get interesting until 2028+, meaning every quarter until then is another cash-burn print against a $52M market cap.
  • Recent news (Aug 16 obesity/immunology pipeline expansion) shows management adding to the story, which is normal for a clinical-stage biotech but doesn't add cash to the balance sheet.

What restarts the move is a licensing deal with a large-pharma partner attached to a specific biologic asset — that's the funding-plus-validation shortcut this equity structurally needs. What confirms the breakdown is a fresh equity raise at this price, which at $0.85 would materially dilute the share count and force a longer wait for the eventual thesis.

What to watch: Any large-pharma partnership announcement for the RaniPill delivery platform — that's the specific catalyst that would validate the tech and fund the runway. Nov 5 Q3 print will carry cash detail.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict + X sentiment for $RANI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Developing robotic pill technology that delivers injectable biologics orally; platform biotech enabling self-administration of large-molecule drugs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $RANI.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $RANI

Partial — Developing robotic pill technology that delivers injectable biologics orally; platform biotech enabling self-administration of large-molecule drugs; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-87.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-31.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
17.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-245%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
94.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-0.04$-0.05+20.0%
Q1 2026May 15, 2026$-0.04$-0.06+33.3%
Q4 2025Mar 26, 2026$-0.07$-0.03-133.3%
Q3 2025Nov 6, 2025$-0.12$-0.09-33.3%
Next earningsThu, Nov 5·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.7M+893.0%90.6%-488%$-0.04$-6.5M
Q4 FY25$1.5M+42.1%100%-584%$-0.07$294K
Q3 FY25$0———$-0.12$-5.1M
Q2 FY25$0———$-0.18$-5.8M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1M$4.1M – $4.1M-$0.18-$0.18 – -$0.183
FY27$4.9M$4.9M – $4.9M-$0.21-$0.21 – -$0.213
FY28$16.3M$16.3M – $16.3M-$0.20-$0.23 – -$0.164
FY29$21.9M$21.9M – $21.9M-$0.22-$0.22 – -$0.223
FY30$92.6M$92.6M – $92.6M-$0.05-$0.05 – -$0.053

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.12%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-24.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJul 21Mir A ImranDirector36.0K sh$25KBuyJul 17Talat ImranCEO35.0K sh$25KSellMar 27Alireza JavadiChief Technical Officer386 sh$301
+ 15 other (11 awards · 4 inkinds) in window

See when $RANI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 43
AI summary

Gilson Michelle (Last) (First) (Middle) C/O RANI THERAPEUTICS LLC 2051 RINGWOOD AVE. (Street) SAN JOSE CALIFORNIA 95131 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/01/2026 3. Issuer Name and Ticker or Trading Symbol Rani Therapeutics Holdings, Inc. [ RANI ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Stock Option (right to buy) (1) 10/30/2026 Class A Common Stock 12,500 $ 7.46 D Explanation of Responses: 1. The shares subject to the option are fully vested and exercisable. Remarks: Exhibit 24 - Power of Attorney /s/ Carlos Perez, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of RANI, with an event date of 1473. The filer directly owns 12,500 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeAug 48-K — Item 5.02: Officer or director change
AI summary

RANI filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

3New insider — initial holdingsJul 83
AI summary

Rani Therapeutics (RANI) — Form 3 initial ownership for Nicholas Maestas (CFO) effective June 29, 2026. Maestas reports zero securities owned as of the filing date. Administrative — routine CFO initial-ownership disclosure; no shares, options, or RSUs held at filing.

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change
AI summary

Rani Therapeutics Holdings, Inc. (RANI) announced on June 29, 2026 the appointment of Nicholas M. Maestas (age 46) as Chief Financial Officer effective immediately, succeeding Svai Sanford who had announced his departure previously. Maestas brings biotech finance experience from Tempest Therapeutics (CFO, Jan 2025–Jun 2026), Alector (VP Finance & Strategy), and Immune Design (acquired by Merck in 2019). The departure from Tempest and appointment at RANI were unrelated to any disagreement. This is an orderly CFO transition with a credentialed biotech finance successor.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Rani Therapeutics Holdings held its 2026 Annual Meeting on May 28, 2026; as of the April 2, 2026 record date, approximately 123.8 million total shares (Class A and B combined) were outstanding. All seven director nominees — including Talat Imran, Mir Imran, Dennis Ausiello, Jean-Luc Butel, Vasudev Bailey, Abraham Bassan, and Lisa Rometty — were elected with strong support. Stockholders also ratified the appointment of CBIZ CPAs P.C. as independent auditor for FY2026. All proposals passed without material opposition, indicating stable governance.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

Samsara Opportunity Fund, L.P. filed an amendment to its Schedule 13D for Rani Therapeutics Holdings, Inc. reporting beneficial ownership of 661,481 shares representing approximately 5.0% of the Class A common stock. This is an amendment providing updated position information as of the filing date. The 5% stake suggests Samsara remains an active shareholder monitoring Rani's progress in its oral biologic drug delivery platform.

424B5Prospectus supplement (offering)May 27424B5
AI summary

Rani Therapeutics Holdings, Inc. offered shares of Class A common stock at $1.07 per share plus pre-funded warrants in lieu of shares (for purchasers near beneficial ownership limits) in a registered direct offering to institutional investors, pursuant to a securities purchase agreement. The total offering includes approximately 12.5 million shares and 6.2 million pre-funded warrant shares — roughly 18.7 million equivalent new shares at ~$1.07, for approximately $20 million gross proceeds. This is a meaningfully dilutive offering for a small-cap clinical-stage biotech, with use of proceeds likely funding pipeline advancement for the RaniPill oral biologic delivery system.

8-KOfficer or director changeMay 158-K — Item 2.02: Earnings release · Item 3.01: Listing / delisting notice · Item 5.02: Officer or director change
AI summary

Rani Therapeutics Holdings, Inc. reported Q1 2026 financial results (quarter ended March 31, 2026) and provided a corporate update including a CFO leadership transition (Item 5.02). A Nasdaq listing compliance update (Item 3.01) was also disclosed. The press release is furnished as Exhibit 99.1. This multi-item filing covers Rani's quarterly results, a CFO change, and an ongoing Nasdaq compliance status — indicating the clinical-stage biotech is managing both operating progress and administrative governance challenges simultaneously.

+ 17 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Rani Therapeutics Expands Oral Biologics Push With Obesity, Immunology Pipelinemarketbeat.com·13d agoRani Therapeutics Reports Second Quarter 2026 Financial Results; Provides Corporate Updateglobenewswire.com·16d agoRani Therapeutics to Participate in the Canaccord Genuity 46th Annual Growth Conferenceglobenewswire.com·20d agoRani Therapeutics Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·40d agoRani Therapeutics Announces Positive Initial Phase 1a Data for RT-114 for the Treatment of Obesity, with Oral Bioavailability Exceeding Matched Subcutaneous Dosingglobenewswire.com·46d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MRNA$ALT$AURA$IOVA$NWBO$SLS$AMLX$ABCL
Voices on X · last 7 days

No standout posts about $RANI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport