RingCentral, Inc.

Report azionario NYSE:RNG

Capitalizzazione di mercato: US$3.8b

RingCentral Performance degli utili passati

Criteri Il passato verificati 2/6

RingCentral ha registrato una crescita degli utili a un tasso medio annuo di 24.1%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 21.7%. I ricavi sono stati in crescita a un tasso medio annuo di 13.3%.

Informazioni chiave

24.06%

Tasso di crescita degli utili

24.47%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi13.27%
Rendimento del capitale proprion/a
Margine netto1.73%
Ultimo aggiornamento sugli utili31 Dec 2025

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento dell'analisi May 03

RNG: Future Enterprise Pricing Pressure Will Outweigh AI And Cash Flow Benefits

RingCentral's analyst price targets have moved higher into a roughly $32 to $38 range, as analysts point to solid Q4 results, steady revenue trends, and improving free cash flow, while also highlighting future pricing pressure in Enterprise. Analyst Commentary Recent Street research on RingCentral clusters around a more constructive view of the company’s execution, tempered by concerns about future pricing and the quality of growth.
Aggiornamento dell'analisi Apr 19

RNG: AI Traction And Free Cash Flow Will Offset Future Pricing Risk

Narrative update on RingCentral Analysts have nudged the blended price target for RingCentral higher by about $1.77 to roughly $37.47. This reflects updated models after what they describe as solid Q4 results, improving free cash flow and growing traction in AI enabled products, even as some flag future Enterprise pricing pressure.
Aggiornamento dell'analisi Apr 04

RNG: 2026 Enterprise Pricing Pressure Will Likely Restrain AI Optimism

Analysts have nudged RingCentral's average price target higher by about $5 to the mid $30s, citing solid Q4 results, improving free cash flow and growing adoption of its AI enabled multi product platform as key supports for the updated view. Analyst Commentary Recent research updates point to a mixed backdrop for RingCentral, with several firms lifting price targets after what they describe as solid Q4 results and steady progress on free cash flow and AI driven products.
Aggiornamento dell'analisi Mar 21

RNG: Enterprise Pricing Pressure In 2026 Will Likely Cap Upside Potential

The analyst price target for RingCentral has been raised by $2 to $29, reflecting models that now assume slightly higher revenue growth and a lower future P/E. This is supported by recent Q4 reports that analysts describe as solid, with improving free cash flow and growing traction in AI driven products.
Aggiornamento dell'analisi Mar 09

RNG: Future Pricing Pressure And AI Execution Risk Will Limit Upside

Analysts have nudged their average price target for RingCentral higher to about $35.70 from roughly $33.24. They point to recent Q4 results, improving free cash flow, and an updated earnings profile with higher profit margin assumptions and a lower future P/E as key supports for the shift.
Aggiornamento dell'analisi Mar 05

RNG: AI Platform And Free Cash Flow Will Support Future Upside

Narrative Update Our updated narrative reflects a higher analyst price target for RingCentral, rising by $3.46, as analysts point to solid Q4 results, improving free cash flow, and growing traction in multi-product and AI-powered offerings, while still flagging future pricing pressure and revenue growth that remains in the mid-single digits. Analyst Commentary Recent Street research around RingCentral centers on a cluster of higher price targets following Q4 results, with most firms maintaining Neutral or positive ratings while highlighting both execution on cash generation and ongoing questions about pricing and growth beyond the near term.
Seeking Alpha Feb 23

RingCentral: Fantastic Rally Setup As AI Attach Rates Grow

Summary RingCentral is undergoing a significant re-rating, driven by strong Q4 results, an above-consensus FY26 outlook, and its first-ever dividend. AI product attach rates more than doubled y/y, now at 10% of ARR, supporting mid-single-digit growth and modernizing RNG’s reputation. RNG’s robust $2.67 billion ARR base, top-tier AT&T partnership, and declining share count underpin durable earnings and capital returns. Despite a post-earnings surge, RNG trades at 6.6x EV/FCF and 8.1x P/E for FY26, with double-digit FCF growth and margin expansion expected. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Feb 19

RNG: AI Voice Partnership Will Support Future Profitability Despite Minor Model Revisions

Analysts have trimmed their average $ fair value estimate for RingCentral by about $0, keeping it close to $42 while modestly adjusting assumptions around the discount rate, revenue growth, profit margin and future P/E to reflect the latest research, including a $1 price target cut cited in recent Street commentary. Analyst Commentary Bullish analysts are treating the recent $1 trim to the headline price target as a fine tuning of models rather than a shift in their broader view, keeping fair value expectations clustered around the current US$42 estimate.
Aggiornamento dell'analisi Feb 05

RNG: AI Communications Partnership And Buybacks Will Support Future Profitability

The latest analyst update trims the RingCentral price target by about US$1, as modest changes in the modeled discount rate, revenue growth, profit margin, and future P/E assumptions lead analysts to fine-tune their fair value estimates. Analyst Commentary Recent commentary points to a relatively measured adjustment, with the US$1 trim in the price target framed more as a technical tweak rather than a major shift in conviction on the stock.
Aggiornamento dell'analisi Jan 22

RNG: AI Customer Engagement Suite And Buybacks Will Support Future Profitability

Analysts now see RingCentral's fair value edging to about $42.32 per share from roughly $41.94, reflecting updated views on revenue growth, margins, discount rates and future P/E after recent research that included a $1 price target reduction at Morgan Stanley. Analyst Commentary Recent commentary circles around how RingCentral can justify its current fair value estimate near $42.32 per share, especially after the modest $1 trim to a major firm’s price target.
Aggiornamento dell'analisi Jan 08

RNG: AI Customer Engagement Expansion Will Support Future Profitability Momentum

Analysts have adjusted their price targets on RingCentral, citing updated assumptions around revenue growth, profit margin, discount rate and a higher future P/E multiple. These changes collectively translate into a refreshed valuation view expressed in US$ terms, even though the core fair value estimate remains at US$41.94.
Aggiornamento dell'analisi Dec 15

RNG PBX Migration Tailwind Will Support AI And Profitability Momentum

Analysts have trimmed their price target on RingCentral to approximately $42 from about $47. This reflects more conservative assumptions for revenue growth and valuation multiples, even as they acknowledge a stabilizing competitive backdrop and improving profitability.
Articolo di analisi Jul 30

There's No Escaping RingCentral, Inc.'s (NYSE:RNG) Muted Revenues

RingCentral, Inc.'s ( NYSE:RNG ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy right now...
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Nuova analisi Apr 30

AI-Powered RingCX And Market Expansion Will Create Future Opportunities

RingCentral's AI-powered solutions and market expansion are driving significant revenue growth and capturing market share.
Seeking Alpha Mar 20

RingCentral Benefits As AI Technologies Get Less Expensive

Summary RingCentral's positive GAAP operating earnings and pre-tax earnings in 4Q 2024 mark a significant milestone, driven by cost optimization and AI tool development. The company is expanding its AI-enabled product suite, enhancing features like call transcriptions, IVA, and CRM integration, benefiting from decreasing AI technology costs. Management expects ARR from new services to double by end-2025, with international expansion and strong UCaaS market position driving future growth. We rate RingCentral stock as a BUY at $68 per share, based on a 2025 EBITDA outlook and a target EV/EBITDA multiple of 22x. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

RNG: Expect Good Returns With Downside Protection

Summary RingCentral faces strong competition from Microsoft Teams but is able to differentiate through their more complete call center capabilities. Comparing RingCentral to 8x8, the former shows better operational metrics. The market is assigning a negative growth rate for RingCentral's future. I predict positive growth that will expand RingCentral's multiples and produce strong returns. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

RingCentral: Stock Poised To Outperform In 2025

Summary RingCentral's recent 17% stock correction to $35 presents a buying opportunity, given its undervaluation and strong expected revenue/earnings growth. The company offers comprehensive cloud communication solutions, including AI-powered contact centers and video meeting services, enhancing business communication and customer engagement. RingCentral's improved gross margin and reduced expenses indicate a likely path to profitability in 2025. RingCentral's strong growth, new profitability, and bargain valuation could drive the stock to outperform in 2025. Read the full article on Seeking Alpha
Seeking Alpha Nov 19

RingCentral: Under The Radar Pick -- Reiterating Buy

Summary We're putting RingCentral, Inc. on investors' radar for next year. We think RingCentral’s UCaaS platform with AI integration enhances its positioning to boost its total ARR growth in FY25. We also think management is executing strategically to boost its profitability and support further Free Cash Flow expansion. Our positive outlook on RingCentral for next year is based on our belief that its customer base (mid-market and enterprise) will see more comfortable spend as the economy recovers. Read the full article on Seeking Alpha
Articolo di analisi Nov 08

RingCentral, Inc. (NYSE:RNG) Surges 30% Yet Its Low P/S Is No Reason For Excitement

RingCentral, Inc. ( NYSE:RNG ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
Seeking Alpha Sep 02

RingCentral: Expect Continued Margin Expansion, Steady Debt Reduction

Summary Shares have remained range bound over the past year despite solid growth and substantial margin improvements in the business. Expected FCF generation from the business should support continued deleveraging of the company's balance sheet. The recent launched AI-based products should drive support further revenue growth and margin improvements. At an EV/FCF multiple of 10.7, the valuation does not appear compelling. Read the full article on Seeking Alpha
Articolo di analisi Aug 04

There's No Escaping RingCentral, Inc.'s (NYSE:RNG) Muted Revenues Despite A 26% Share Price Rise

RingCentral, Inc. ( NYSE:RNG ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Articolo di analisi May 06

RingCentral, Inc.'s (NYSE:RNG) Business And Shares Still Trailing The Industry

With a price-to-sales (or "P/S") ratio of 1.3x RingCentral, Inc. ( NYSE:RNG ) may be sending very bullish signals at...

Ripartizione dei ricavi e delle spese

Come RingCentral guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:RNG Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 252,515431,345312
30 Sep 252,486131,342319
30 Jun 252,456-121,333324
31 Mar 252,428-401,349327
31 Dec 242,400-581,355326
30 Sep 242,357-981,375326
30 Jun 242,307-1331,392327
31 Mar 242,253-1391,388327
31 Dec 232,202-1651,386331
30 Sep 232,156-4021,375333
30 Jun 232,107-6451,351334
31 Mar 232,054-7831,352350
31 Dec 221,988-8791,338357
30 Sep 221,912-7131,324358
30 Jun 221,818-5761,296357
31 Mar 221,710-5271,229337
31 Dec 211,595-3761,138310
30 Sep 211,481-2601,025280
30 Jun 211,370-134924244
31 Mar 211,269-22840211
31 Dec 201,184-83784189
30 Sep 201,102-106736172
30 Jun 201,032-98683158
31 Mar 20969-108631147
31 Dec 19903-54581136
30 Sep 19839-34534125
30 Jun 19779-31500116
31 Mar 19725-30467108
31 Dec 18674-26432101
30 Sep 18626-2139994
30 Jun 18583-1136487
31 Mar 18542-533681
31 Dec 17504-431375
30 Sep 17467-1129472
30 Jun 17433-1927770
31 Mar 17405-2526268
31 Dec 16380-1623666
30 Sep 16359-2923062
30 Jun 16339-2821359
31 Mar 16317-2820055
31 Dec 15296-3218753
30 Sep 15275-3517550
30 Jun 15255-4116548

Guadagni di qualità: RNG ha un grande una tantum perdita di $18.9M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st December, 2025.

Margine di profitto in crescita: RNG è diventata redditizia in passato.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: RNG è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 24.1% all'anno.

Accelerare la crescita: RNG è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.

Guadagni vs Settore: RNG è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 14.3% ).


Rendimento del capitale proprio

ROE elevato: Le passività di RNG superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 00:41
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

RingCentral, Inc. è coperta da 34 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
William PowerBaird
Michael FunkBofA Global Research
Matthew VanVlietBTIG