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RARANI

Rani Therapeutics Holdings, Inc.

$RANI·$45M·Biotechnology·Healthcare
$0.63-7.9%YTD-54.2%1Y-9.4%
Mentions · last 7 days
2026-07-07: 1 posts2026-07-08: 1 posts2026-07-09: 7 posts2026-07-10: 2 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 2 posts150%
Price updated 11h ago·X counts updated 11h ago
RARANI
$RANIRani Therapeutics Holdings, Inc.
$0.63-7.95%15 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 tellEvent coming upAI verdict · as of 2026-07-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Oral-biologics-platform biotech with a fresh obesity collaboration and a $20M ATM raise.

Rani Therapeutics is developing the RaniPill oral drug-delivery platform — a genuinely differentiated approach to oral biologics (delivering peptides and monoclonal antibodies via an ingestible device instead of injections). Q1 revenue was $1.7M with EPS of -$0.04 vs -$0.06 expected (+33%), following Q4 -$0.07 vs -$0.03 (miss), Q3 -$0.12 vs -$0.09 (miss), Q2 -$0.18 vs -$0.19 (small beat).

  • Consensus revenue expands from $4.1M this year to $21.9M by year four, with EPS remaining negative around -$0.19 to -$0.23 as pipeline burn continues.
  • Two specific catalysts landed in the window: a research and development collaboration with PegBio to expand the obesity pipeline across multiple novel candidates (an in-vogue therapeutic area), and Nicholas Maestas was appointed CFO — a governance change concurrent with a strategic pivot.
  • Capital-markets action: Rani priced a $20M registered direct offering ATM — real funding but dilutive.
  • Insider activity is not in the bundle.
  • There is no X sentiment sample for RANI in the window.
  • Coverage in-window includes an H.C. Wainwright BioConnect Investor Conference participation notice.
  • Next reset is the August 6 Q2 print — consensus wants -$0.05 EPS.

The operating story is a real drug-delivery platform positioning into obesity (a strategically attractive market). The $20M raise supports the pipeline, and the CFO change is a signal to watch alongside the PegBio collaboration mechanics. Watch RaniPill clinical readouts and any additional partner-development deals.

What to watch: August 6 Q2 print vs -$0.05 EPS consensus; RaniPill clinical trial progression; PegBio collaboration mechanics; any additional partnering deals; cash runway after the $20M raise.

On the calendar: 2026-08-06 — Q2 earnings (consensus EPS -$0.05)

Read the AI verdict + X sentiment for $RANI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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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; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+43.7%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
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%
Q2 2025Aug 7, 2025$-0.18$-0.19+5.3%
Next earningsThu, Aug 6·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-$0.19-$0.19 – -$0.183
FY27$4.9M$4.9M – $4.9M-$0.21-$0.24 – -$0.193
FY28$16.3M$16.3M – $16.3M-$0.21-$0.25 – -$0.164
FY29$21.9M$21.9M – $21.9M-$0.23-$0.23 – -$0.233
FY30$92.6M$92.6M – $92.6M-$0.06-$0.06 – -$0.063

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.1.0×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.9%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.-21.0%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.-42.1%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 today1.7% 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.β0.805-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 9 other (9 awards) 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
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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 holdingsJul 83
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.

3New insider — initial holdingsMar 273
+ 14 other (6 13Gs · 2 proxys · 1 routine 8-K · 1 10-Q) in window

Recent news

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

Rani Therapeutics Announces Research and Development Collaboration with PegBio to Expand Obesity Pipeline Across Multiple Novel Candidatesglobenewswire.com·5d agoRani Therapeutics Appoints Nicholas Maestas as Chief Financial Officerglobenewswire.com·15d agoRani Therapeutics Holdings, Inc. Announces Pricing of $20.0 Million Registered Direct Offering of Class A Common Stock Priced At-The-Market Under Nasdaq Rulesglobenewswire.com·49d agoRani Therapeutics Reports First Quarter 2026 Financial Results; Provides Corporate Update; Announces CFO Transitionglobenewswire.com·60d agoRani Therapeutics to Participate in the H.C. Wainwright Annual BioConnect Investor Conferenceglobenewswire.com·63d ago

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