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RNRNG

RingCentral, Inc.

$RNG·$6.3B·Software - Application·Technology
$69.04-0.9%YTD+138.2%1Y+125.4%
Price updated 3h ago·X counts updated 3h ago
RNRNG
$RNGRingCentral, Inc.
$69.04-0.86%64 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RNG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

64X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $RNG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

RingCentral printed a new 4-year high 27 sessions in, up 60%+ from the range-high breakout with the options sleeve running "a couple hundred percent." RBC initiated coverage at Outperform with an $85 price target, and holders point at the stage-1-base-clearing setup that comes together rarely.

Read what X is saying about $RNG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RNG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-09

The move is getting stronger, with heavier trading behind it.

RingCentral tripled YTD on the software rotation — real cash generation, but CEO Shmunis unloaded $2M in two days.

RingCentral provides cloud-based business communications and contact-center software — unified communications, video conferencing, and integrated messaging. The stock is up 142% YTD and 116% over 12 months on genuine software rotation from semis into apps.

  • Q2 revenue grew 5.9% YoY to $657M with 72% gross margins, 7.7% operating margins, and 16% FCF yield — modest growth at a scale where the FCF math is what actually justifies the multiple, and the analyst FY EPS at $5.03 supports the ~14x forward.
  • CEO Vladimir Shmunis sold $1.98M across Sept 2-3 (right after receiving an A-Award grant Sept 1) — coordinated top-of-house monetization at the run's peak, and other officers followed with smaller sales in the same window.
  • Position at 26% above the 50-day and 75% above the 200-day moving average — a fully confirmed Stage 2 breakout, and the Digital Island partnership brings Agentic Voice AI to New Zealand as a genuine international expansion angle.

The Nov 2 Q3 print at $1.27 estimated EPS is the fundamental test — a beat with continued FCF-yield expansion and firm agentic-voice bookings sustains the run; another quarterly deceleration below 6% growth or margin compression is what confirms the CEO's timing was prescient.

Agrees with X sentimentAgree with the 60%+ breakout framing — the software rotation from semis is a real thematic shift, and Stage 1 base breakouts are legitimate setups. The crowd is under-weighting the coordinated $2M+ of CEO Shmunis selling on Sept 2-3 into the peak — top-of-house monetization at the highs is a genuine countersignal.

What to watch: The Nov 2 Q3 print at $1.27 estimated EPS — specifically revenue growth rate, FCF yield expansion, and any AI/agentic-voice bookings commentary. A beat with firm growth sustains the run; deceleration below 6% or margin compression confirms cooling.

On the calendar: 2026-11-02 — Q3 2026 earnings

ceo top of house selling

Read the AI verdict on $RNG

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Cloud communications platform providing business phone, video meetings, and messaging as a unified SaaS service.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $RNG.

Software - Application · Technology

SaaS deal cycles remain elongated outside AI-native workloads; rate-sensitive multiples are compressing pure-play revenue growth stories. AI co-pilot and agent automation upsell — NOW, CRM, SAP, WDAY, TEAM — is the only segment with clear near-term acceleration, while companies lacking AI differentiation are treading water on flat net-dollar-retention.

What this means for $RNG

Partial — RingCentral's AI-powered UCaaS and contact center features provide differentiation; the UCaaS market is competitive but AI telephony and agent assist tools are genuine ROI drivers for enterprise customers.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-5.0%YTD
-9.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
37.4How 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
21.3%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
6.9%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
16.5%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
1.6Same 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
-20.6%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
71.8%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
-2.2Total 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 2026Jul 23, 2026$1.22$1.16+5.2%
Q1 2026May 7, 2026$1.20$1.17+2.6%
Q4 2025Feb 19, 2026$1.18$1.14+3.5%
Q3 2025Nov 3, 2025$1.13$1.08+4.6%
Next earningsMon, Nov 2·consensus EPS $1.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$657.0M+5.9%71.9%7.7%$0.47$195.8M
Q1 FY26$644.2M+5.3%72.1%7.8%$0.36$157.5M
Q4 FY25$644.0M+4.8%71.4%7.5%$0.27$189.9M
Q3 FY25$638.7M+4.9%71.8%4.8%$0.19$143.8M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.6B$2.6B – $2.7B$5.03$4.93 – $5.0711
FY27$2.8B$2.7B – $2.8B$5.59$4.49 – $6.1711
FY28$2.9B$2.8B – $3.0B$6.17$6.12 – $6.309
FY29$3.1B$3.1B – $3.2B$7.40$7.33 – $7.554
FY30$3.3B$3.3B – $3.3B$8.29$8.22 – $8.464

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.0.6×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.85%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.+24.1%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.+72.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.

Insider activity

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

Recent transactions

SellSep 3Tarun AroraChief Accounting Officer954 sh$73KSellSep 3Vladimir ShmunisCEO11.2K sh$855KSellSep 2Vaibhav AgarwalCFO7.0K sh$508KSellSep 2Vladimir ShmunisCEO15.6K sh$1.1MSellAug 28Tarun AroraChief Accounting Officer4.6K sh$318KSellAug 25Tarun AroraChief Accounting Officer675 sh$46KSellAug 21Tarun AroraChief Accounting Officer1.9K sh$122KSellAug 21Vaibhav AgarwalCFO4.0K sh$263KSellAug 18Vaibhav AgarwalCFO1.7K sh$111KSellJul 2Robert I TheisDirector2.5K sh$102K
1–10 of 26
+ 39 other (24 inkinds · 15 awards) in window

See when $RNG 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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 10 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 10-K) in window

Recent news

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

RingCentral, Inc. (RNG) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·5h agoWhy RingCentral (RNG) is a Top Value Stock for the Long-Termzacks.com·15h agoWhy RingCentral (RNG) is a Top Growth Stock for the Long-Termzacks.com·2d agoRingCentral Named to Business Insider America's Most Innovative Businesses 2027 Listbusinesswire.com·3d agoCasella Waste Systems and Waga Energy Bring Third RNG Facility online at McKean Landfillglobenewswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $RNG 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.

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