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RXRXT

Rackspace Technology, Inc.

$RXT·$1.0B·Software - Infrastructure·Technology
$3.63-1.4%YTD+3593.9%1Y+170.9%
Price updated 8h ago·X counts updated 2d ago
RXRXT
$RXTRackspace Technology, Inc.
$3.63-1.36%118 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RXT 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.

118X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $RXT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-02

Rackspace draws multiple dip-add posts (starter at $3.33, adds at $3.18, reload at $3.40 with stop under $3), and options screens show +15,980 OI added to the $3.50 August calls — the top bullish OI change of the day. Chartists describe a 200 MA + Fib confluence and read the setup as good R/R showing strength. No bear voice appears.

Read what X is saying about $RXT

  • 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 $RXT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

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

Rackspace up 3,828% YTD — the mother of all turnaround stocks on multi-cloud services narrative.

Rackspace Technology is a multi-cloud managed-services provider — Multicloud Services and Apps & Cross Platform segments. The stock is up an eye-popping 3,828% YTD on a specific turnaround narrative, now trading above the 50-day MA with 0.45x normal volume.

  • The P&L is still weak: revenue grew only 1.9% YoY to $678.1M last quarter at a -1.9% operating margin and 12.5% gross margin — modest growth with razor-thin margins, which means the massive stock move is anchored to multiple expansion rather than fundamental acceleration.
  • The specific setups are: 200 MA + Fib confluence, +15,980 OI added to $3.50 August calls (top bullish OI change of the day), with multiple dip-add posts at $3.33, $3.18, and $3.40 — chart-driven buying from a very low base.
  • Insider selling is heavy: Kandiah sold $1.6M at $3.21, Teal-Guess $105K at $3.13 — these are modest trims but at prices near today's levels, suggesting the insiders don't see further asymmetric upside.

Accelerating holds while the multi-cloud narrative extends and short-covering persists. A soft Nov 5 earnings print on sequential revenue, or any specific commentary on multi-cloud pricing softening, is what cools the move; a FY27 revenue guide above $2.8B plus specific hyperscaler partnership commentary is what extends the move — the valuation remains unanchored to fundamentals, so this is a chart trade.

Agrees with X sentimentX bulls on multiple dip-add posts (starter at $3.33, adds at $3.18, reload at $3.40 with stop under $3), $3.50 August call OI, and the 200 MA + Fib confluence are reading the chart setup correctly — but mechanics (-1.9% operating margin) don't support the valuation; this is a trade, not a thesis.

What to watch: Nov 5 earnings — revenue growth, operating margin trajectory, Multicloud Services growth, FY27 revenue guide. A soft revenue print or widening operating loss is what cools the breakout; a signed hyperscaler commercial partnership is what extends it.

On the calendar: 2026-11-05 — Q3 FY26 earnings

Read the AI verdict on $RXT

  • 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.

Managed multicloud services company helping enterprises migrate to and optimize workloads across AWS, Azure, and GCP.

Industry overviewAI analysisGenerated by AI from underlying data

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

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $RXT

Partial — Managed multicloud services company helping enterprises migrate to and optimize workloads across AWS, Azure, and GCP.; zero-trust identity is foundational to AI infrastructure security but faces competitive intensity from platform-native IAM offerings.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-7.9How 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
-2.4%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
-1.9%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
6.6%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
0.4Same 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
12.3%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
12.5%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
-2.7Total 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 11, 2026$-0.08$-0.09+11.2%
Q1 2026May 7, 2026$-0.06$-0.03-86.5%
Q4 2025Feb 26, 2026$-0.01$-0.04+72.2%
Q3 2025Nov 6, 2025$-0.05$-0.03-73.1%
Next earningsThu, Nov 5·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$678.1M+1.9%12.9%-1.3%$0.03$-9.4M
Q4 FY25$682.8M-0.4%9.5%0.2%$-0.13$56.0M
Q3 FY25$671.2M-0.7%13.8%-3.6%$-0.28$42.7M
Q2 FY25$666.3M-2.7%13.7%-3.1%$-0.23$-12.4M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.5B$2.4B – $2.6B-$0.27-$0.29 – -$0.242
FY27$2.6B$2.5B – $2.7B$0.14-$0.05 – $0.313
FY28$2.9B$2.9B – $3.0B$0.48-$0.90 – $1.872

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.0.5×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.40%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.-3.1%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.+19.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellSep 8Kellie Teal-guessChief Human Resources Officer33.6K sh$105KSellSep 4Kandiah Gajakarnan VibushananCEO498.7K sh$1.6MSellSep 2Mark A. MarinoCFO51.4K sh$152KSellSep 2Sinha Dharmendra KumarPresident107.0K sh$316KSellSep 2Kandiah Gajakarnan VibushananCEO8.3K sh$24KSellAug 14Anthony ScottDirector48.8K sh$208KSellJun 4Kellie Teal-guessChief Human Resources Officer34.0K sh$189KSellJun 4Sinha Dharmendra KumarPresident48.1K sh$267KSellJun 4Mark A. MarinoCFO48.1K sh$267KSellMay 18Kellie Teal-guessChief Human Resources Officer113.2K sh$580K
+ 7 other (5 awards · 2 inkinds) in window

See when $RXT 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

8-KOfficer or director changeAug 248-K — Item 5.02: Officer or director change
AI summary

Rackspace Technology's President of Public Cloud, Dharmendra Kumar Sinha, is expected to depart on or about September 14, 2026. The departure is stated to not result from any disagreement with the company on operations, policies, or practices. A separation agreement is being negotiated that will be consistent with his employment agreement terms and will include customary releases and restrictive covenants. The exit of the senior leader overseeing Rackspace's public cloud segment — a key growth area — is worth monitoring, though the departure is framed as amicable.

424B5Prospectus supplement (offering)Jul 9424B5
AI summary

Rackspace Technology (RXT) — 424B5 explanatory-note filing for an at-the-market equity offering of up to $250 million via Goldman Sachs as sales agent at a 1.5% commission rate. This is the explanatory note version filed alongside the final prospectus. Material — $250M ATM program gives Rackspace on-demand equity access; 1.5% commission is market-standard for ATMs.

8-KMaterial agreementJul 98-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Rackspace Technology (RXT) — 8-K (Items 1.01, 2.02, 2.03, 8.01) filed July 2, 2026, covering multiple events: a material definitive agreement, earnings results, a new financial obligation, and other events. Multi-item filing suggests significant concurrent corporate activity. Material — combination of new contract, debt, and earnings in a single filing; refer to the full 8-K for each item's specifics.

424B5Prospectus supplement (offering)Jul 9424B5
AI summary

Rackspace Technology (RXT) — 424B5 final prospectus supplement for an at-the-market equity program of up to $250 million via Goldman Sachs as sales agent at a 1.5% commission. Shares will be sold from time to time at prevailing market prices. Material — confirms Rackspace's $250M ATM facility is active; no fixed pricing as shares sell into the market continuously.

S-3ASRAuto-shelf registrationJul 9S-3ASR
AI summary

Rackspace Technology (RXT) — S-3ASR automatic shelf registration filed July 9, 2026, enabling Rackspace to offer and sell securities on an expedited basis. Filed in connection with the concurrent $250M ATM equity program via Goldman Sachs. Administrative — enabling shelf for Rackspace's ATM and future capital raises.

3New insider — initial holdingsJun 263
AI summary

Michael Weston, associated with Apollo Management, L.P., filed a Form 3 as a newly appointed director of Rackspace Technology, Inc. (RXT) with an event date of June 18, 2026. No securities are directly beneficially owned by Mr. Weston; the filing explicitly disclaims beneficial ownership of any Apollo-affiliated RXT holdings. This is a routine insider registration reflecting Apollo's board-level representation at Rackspace — administrative, no investment activity.

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Delaware 001-39420 81-3369925 disclosed voting results from its annual or special meeting. Technology, Inc. (the "Company") held its annual meeting of stockholders (the "2026 Annual Meeting"). The close of business on April 21, 2026 was previously established as the record date for the determination of stockholders entitled to notice of and to vote at the 2026 Annual Meeting (the "Record Date"). As of the Record Date, there were 249,222,499 shares of common stock of the Company outstand...

8-KPress release / Reg FDJun 168-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Rackspace Technology, Inc. (RXT) and Advanced Micro Devices (AMD) announced a definitive GPU-as-a-Service Agreement on June 16, 2026 for phased deployment of AMD Instinct GPUs (MI355X, MI350P, future successors) and EPYC CPUs across Rackspace's global data centers. Rackspace committed to an initial 30 MW of data center capacity exclusively for AMD Products, with deployment beginning in late 2026 and full 30 MW buildout through 2028; financial terms not disclosed. Strategically transformative partnership positioning Rackspace as a major operator for AMD-based enterprise AI infrastructure, amplifying the concurrent workforce realignment toward AI services.

+ 12 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Rackspace Technology (NASDAQ:RXT) Shares Climb 6.2% – Should You Buy?defenseworld.net·3d agoCritical Contrast: Rackspace Technology (NASDAQ:RXT) and Zenvia (NASDAQ:ZENV)defenseworld.net·10d agoRackspace: The Unhealthy Fixation Over GAAP Lossesseekingalpha.com·14d agoBronstein, Gewirtz & Grossman LLC Urges Rackspace Technology, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·16d agoRXT CLASS ACTION DEADLINE TONIGHT: Faruqi & Faruqi, LLP Reminds Rackspace Technology (RXT) Investors of Securities Class Action Lawsuit Deadline on September 28, 2026gurufocus.com·16d ago

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