Cloud Migration Will Shrink Legacy Demand While Efficiency Emerges

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

23 Jun 25

Updated

17 Mar 26

Views

4

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-10.4%

7D

0%

Loading

1Y

-10.4%

7D

0%

You can edit this narrative until Mar 18 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$4.2526.8% undervalued

AnalystLowTarget Fair Value

Shared on 17 Mar 26

RMNI: AI Automation And Client Wins Will Drive Future Upside

Analysts have kept their Rimini Street price target steady at $4.25, citing only minor refreshed assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view of the stock’s valuation. What's in the News Flexitech, a French automotive hose manufacturer, selected Rimini Support for SAP ECC 6 to extend the life of its current ERP system, redirect support savings toward cybersecurity, TISAX compliance and manufacturing modernization, and maintain flexibility for potential expansion or acquisitions (Client announcement).

0 views

Shared on 03 Mar 26

Fair value Decreased 5.56%

RMNI: AI And Automation Projects Will Drive Future Upside Potential

Analysts have nudged their price target on Rimini Street slightly lower to $4.25 from $4.50, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E that modestly adjust their overall valuation view. What's in the News KleanNara in South Korea selected Rimini Street to support SAP ECC 6 and Oracle Database systems, consolidating ERP support under one provider to reduce annual vendor fees and improve support responsiveness, while redirecting savings to projects such as AI, cloud expansion and IoT adoption (Client Announcements).

0 views

Shared on 17 Feb 26

Fair value Decreased 10%

RMNI: AI Workflow Automation And Buybacks Will Support Future Upside

Analysts have reduced their fair value estimate for Rimini Street from $5.00 to $4.50, as slightly higher discount rate assumptions and a lower future P/E estimate more than offset modestly higher projected revenue growth and a small adjustment to profit margin expectations. What's in the News LF, a lifestyle company in South Korea, chose Rimini Support for SAP ECC 6.0 and Oracle Database to consolidate support, cut maintenance costs and maintain operational stability during a complex data center relocation (Client announcement).

0 views

Shared on 03 Feb 26

RMNI: AI Workflow Automation Partnerships Will Drive Future Upside Potential

Analysts have made only modest adjustments to their price targets for Rimini Street, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. The fair value estimate remains steady at approximately $5.00 per share.

0 views

Shared on 19 Jan 26

RMNI: Expanding ERP Support Partnerships Will Drive Future Upside Potential

Analysts have kept their price target for Rimini Street at US$5.00, citing only small tweaks to assumptions on discount rate, revenue growth, profit margin and forward P/E that they view as too minor to justify a change in valuation. What's in the News SP Electricity North West reported resolving SAP system challenges after partnering with Rimini Street, highlighting the company as a support provider for complex ERP environments (Client announcement).

0 views

Shared on 05 Jan 26

RMNI: Expanded Partnerships And Share Repurchases Will Support Future Upside Potential

Analysts have kept their price target for Rimini Street steady at US$5.00, citing only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that did not justify a change in their valuation view. What's in the News Rimini Street expanded its partnership with Tidewater.

0 views

Shared on 15 Dec 25

Fair value Decreased 17%

RMNI: Expanded Partnerships And Buybacks Will Support Long Term Upside Potential

Analysts have reduced their price target on Rimini Street from approximately 6.00 dollars to 5.00 dollars, citing expectations of higher discount rates, more modest long term profit margins, and a richer future earnings multiple despite stronger projected revenue growth. What's in the News Rimini Street expanded its partnership with Tidewater, underscoring demand for its third party enterprise software support despite ongoing Oracle related litigation and macroeconomic risks (Client Announcements).

0 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$4.25

26.8% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

4.53%

Historical revenue growth rate

4.70%

Software revenue growth rate

1.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.34%

Calculation

US$23.00m

Earnings '29

x

21.98x

PE Ratio '29

=

US$505.47m

Market Cap '29

US$505.47m

Market Cap '29

/

91.30m

No. shares '29

=

US$5.54

Share Price '29

US$5.54 Share Price '29

Discounted to 2026 @ 9.33% p.a.

=

US$4.24

Fair Value '26