RingCentral, Inc.

NYSE:RNG 株式レポート

時価総額：US$5.8b

RingCentral マネジメント

マネジメント 基準チェック /24

RingCentralの CEO はVlad Shmunisで、 Jan1999年に任命され、 の在任期間は 27.67年です。 の年間総報酬は$ 14.57Mで、 3.4%給与と96.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の6.72%を直接所有しており、その価値は$ 390.84M 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と5.9年です。

主要情報

Vlad Shmunis

最高経営責任者

US$14.6m

報酬総額

CEO給与比率3.43%
CEO在任期間27.7yrs
CEOの所有権6.7%
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間5.9yrs

経営陣の近況

Recent updates

ナラティブ更新 • Sep 05

RNG: Rich P E Faces Test From AI And Margin Execution

Analysts have raised their fair value estimate for RingCentral from $48.57 to $57.64, citing higher expected profit margins, a lower assumed future P/E multiple, and supportive price target moves that highlight the company's position in unified communications, its expanding AI and contact center offerings, and its focus on margin expansion and shareholder returns. Analyst Commentary Recent research on RingCentral offers a mix of optimism on execution and AI driven upsell, alongside caution on valuation risk and the lack of clear near term catalysts.
ナラティブ更新 • Aug 22

RNG: Partnership And Dividend Momentum Will Test Rich P E Expectations

RingCentral's implied fair value target has shifted higher to about $48.57 from $45.40. This reflects analysts' updated price targets in the $40 to $43 range following what they describe as a solid Q2 report, a slightly better quarter than expected, and incremental positives around partnerships, dividends, and guidance.
ナラティブ更新 • Aug 08

RNG: Partnership Gains And Dividend Policy Will Support Future Upside

Analysts have raised their fair value estimate for RingCentral to about $59.18 from $55.00, citing higher Street price targets after recent research highlighted a solid quarter, strengthened partnerships, and updated guidance. Analyst Commentary Recent Street research on RingCentral points to a more constructive tone, with several bullish analysts adjusting their price targets higher after the latest quarterly report and guidance update.
ナラティブ更新 • Jul 24

RNG: Partnership Reliance And Neutral Stance Will Likely Cap AI Upside

Analysts have lifted RingCentral's implied fair value estimate from $31.49 to $38.00. This reflects a series of higher price targets clustered around $40 to $43 after what they describe as a solid, slightly better than expected quarter and updates to key partnerships and guidance.
Seeking Alpha • Jul 24

RingCentral: FCF Growth Amid AI Sales Pivot Is Impossible To Ignore

Summary RingCentral offers a compelling AI-driven growth story, with shares up ~40% YTD and a recent Q2 beat-and-raise. RNG’s AI contact center products are driving >100% net retention and higher average revenue per customer. Valuation remains attractive: RNG trades at modest multiples with a $4.32 billion enterprise value and robust mid-20s EBITDA/FCF margins. I reiterate a "Buy" rating, citing deep market opportunity, diversified partnerships, and rising free cash flow supporting further gains. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 06

RNG: AI Adoption And Margin Expansion Will Support Future Upside

RingCentral's analyst price target has moved from $45.78 to $55.00 as analysts point to updated assumptions around revenue growth, profit margins, discount rates and future P/E multiples, which are reflected in recent target hikes from several firms. Analyst Commentary Recent research commentary on RingCentral points to a cluster of higher price targets, with several bullish analysts revisiting their models to reflect updated views on the company’s revenue trajectory, profitability path and valuation multiples.
ナラティブ更新 • Jun 22

RNG: Higher Rate Sensitivity Will Likely Restrain AI Margin Upside

The analyst price target for RingCentral has been revised from $29.00 to about $31.49, with analysts citing updated assumptions around profit margins and future P/E expectations as key drivers of the change. Analyst Commentary Recent Street research on RingCentral points to a more tempered view of the stock, even as price targets have been recalibrated.
ナラティブ更新 • Jun 04

RNG: AI Execution And Cash Discipline May Balance P E And Competitive Risks

RingCentral’s analyst price target has been updated in line with recent $7 to $11 price target revisions from multiple firms, with analysts pointing to their latest assessments of growth, profitability and future P/E assumptions as key drivers. Analyst Commentary Recent price target revisions between $7 and $11 are tied to fresh views on RingCentral’s growth profile, profitability path and where its P/E could reasonably sit based on execution against current expectations.
ナラティブ更新 • May 21

RNG: AI Adoption And Free Cash Flow May Offset Future Pricing Pressure

RingCentral's analyst price target has shifted higher from about $37.47 to $45.40. Analysts point to updated assumptions around revenue growth, profit margins, future P/E and recent research highlighting solid Q4 results, growing AI adoption and free cash flow trends as key supports for the change.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
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新しいナラティブ • 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

CEO報酬分析

RingCentral の収益と比較して、Vlad Shmunis の報酬はどのように変化したか？
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$110m

Mar 31 2026n/an/a

US$84m

Dec 31 2025US$15mUS$500k

US$43m

Sep 30 2025n/an/a

US$13m

Jun 30 2025n/an/a

-US$12m

Mar 31 2025n/an/a

-US$40m

Dec 31 2024US$15mUS$376k

-US$58m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$133m

Mar 31 2024n/an/a

-US$139m

Dec 31 2023US$21mUS$5k

-US$165m

Sep 30 2023n/an/a

-US$402m

Jun 30 2023n/an/a

-US$645m

Mar 31 2023n/an/a

-US$783m

Dec 31 2022US$20mUS$5k

-US$879m

Sep 30 2022n/an/a

-US$713m

Jun 30 2022n/an/a

-US$576m

Mar 31 2022n/an/a

-US$527m

Dec 31 2021US$19mUS$5k

-US$376m

Sep 30 2021n/an/a

-US$260m

Jun 30 2021n/an/a

-US$134m

Mar 31 2021n/an/a

-US$22m

Dec 31 2020US$19mUS$5k

-US$83m

Sep 30 2020n/an/a

-US$106m

Jun 30 2020n/an/a

-US$98m

Mar 31 2020n/an/a

-US$108m

Dec 31 2019US$10mUS$141k

-US$54m

報酬と市場: Vladの 総報酬 ($USD 14.57M ) は、 US市場 ($USD 8.42M ) の同規模の企業の平均を上回っています。

報酬と収益: Vladの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Vlad Shmunis (65 yo)

27.7yrs
在職期間
US$14,566,326
報酬

Mr. Vladimir G. Shmunis, also known as Vlad, is Advisor of FTD Solutions, INC. Mr. Shmunis serves as Chief Executive Officer and Chairman at RingCentral, Inc. since December 8, 2023. He co-founded Ringcent...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Vladimir Shmunis
Co-Founder27.7yrsUS$14.57m6.72%
$ 390.8m
Kira Makagon
President & COO1.6yrsUS$12.39m0.34%
$ 19.6m
Vaibhav Agarwal
Chief Financial Officer1.1yrsUS$5.86m0.18%
$ 10.2m
John Marlow
Chief Administrative Officer17.4yrsUS$4.34m0.65%
$ 38.0m
Vlad Vendrow
Co-Founder & CTO35.7yrsデータなし3.63%
$ 210.9m
Tarun Arora
Chief Accounting Officer1.6yrsデータなし0.084%
$ 4.9m
Steven Horwitz
Vice President of Investor Relationsno dataデータなしデータなし
Carson Hostetter
Executive VP and GM of CX & AI1.6yrsデータなしデータなし
Homayoun Razavi
Executive VP & GM of Global Service Providers1.6yrsデータなしデータなし
Akshay Srivastava
Executive VP and General Manager of Direct & Channel1.6yrsデータなしデータなし
Sathesh Murthy
MD of India & Head of Engineering3.3yrsデータなしデータなし
Alex Shteyngolts
Executive VP of Systems & Technology2.7yrsデータなしデータなし
1.6yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: RNGの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Vladimir Shmunis
Co-Founder27.7yrsUS$14.57m6.72%
$ 390.8m
Kenneth A. Goldman
Independent Director9.3yrsUS$236.72k0.045%
$ 2.6m
Robert Theis
Independent Director15.1yrsUS$236.72k0.031%
$ 1.8m
Pratik Bhatt
Lead Independent Director2.5yrsUS$613.68k0.028%
$ 1.6m
Amy Shenkan
Independent Director1.8yrsUS$800.45k0.012%
$ 714.1k
Mahmoud ElAssir
Directorless than a yearUS$137.000%
$ 0
5.9yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: RNGの 取締役会 は 経験豊富 であると考えられます ( 5.9年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/10 23:26
終値2026/09/10 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

RingCentral, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

アナリスト機関
William PowerBaird
Michael FunkBofA Global Research
Matthew VanVlietBTIG