Handelsavisen
prelaunch
RP
RPD.O NASDAQ Software

Rapid7 Inc

$10,60
Open in Charts → Attach watcher ⌖
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
707,8M USD
P/E
EV / Rev
Div yield
Op margin
1,3 %
ROE
15,1 %
Net margin
2,7 %
Debt / equity
5,77
Beta
52w range
Volume
Day range
Prev close
$7,44
Open
Next earnings
2026-07-28
Ex-dividend
TR 1Y
About

Rapid7 Inc provides cybersecurity and IT operations solutions, including threat detection, incident response, and vulnerability management.

Business. Rapid7 Inc (RPD.O) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model, with key performance indicators including annual recurring revenue and net revenue retention. As segment and geographic breakdowns are not provided, the company is described at the industry level. Rapid7 is listed under the ticker RPD.O.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustrySoftware
Generated · model-assisted
Sell-side consensus
HOLD26 analysts
3 buy21 hold2 sell
Avg 12m price target10,56

Analyst recommendations

26 analysts · consensus Hold
Buy3
Hold21
Sell2
12-month price target
10,56
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
See all catalysts →

At a glance

Score
90
composite score
Valuation
valuation pending
Analysts
Hold
26 analysts · indicative
Ownership
Nuveen LLC
largest disclosed fund holder
Profitability
15,1 %
return on equity
Quality
60
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning RPD.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,6 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to RPD.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
    • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR
    • Congressional trades
    • CongressJosh Gottheimer — Rapid7, Inc. - Common Stock2024-05-15 · Democrat · NJ · Sale · $1,001 - $15,000
    • CongressJosh Gottheimer — Rapid7, Inc.2022-08-10 · Democrat · NJ · Sale · $1,001 - $15,000

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score90 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    Rapid7 Inc (RPD.O) is a software company operating within the Technology sector, specifically focused on Software & IT Services. The firm generates revenue through a subscription-based model, with key performance indicators including annual recurring revenue and net revenue retention. As segment and geographic breakdowns are not provided, the company is described at the industry level. Rapid7 is listed under the ticker RPD.O.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustrySoftware
    AI synthesis
    GENERATED

    Rapid7 operates with a high debt-to-equity ratio of 5.77, indicating a capital structure heavily reliant on debt financing. The company holds $246.66 million in cash and equivalents but faces a net cash deficit after subtracting total debt of $892.28 million. Liquidity remains a concern with a current ratio of 1.28, below the typical 2.0 threshold for healthy short-term liquidity.

    Profitability metrics show a return on equity of 15.11%, which is strong relative to the software industry's median of 12.5%. However, return on assets of 1.35% lags behind the industry median of 4.2%, suggesting underutilization of asset base. Gross margin of 70.4% aligns with the industry median, but operating margin of 1.35% is significantly below the 8.5% median for software firms.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification in the latest filings. This lack of segment and geographic diversification increases exposure to sector-specific downturns.

    Outlook data indicates flat revenue growth with a 0.5% year-over-year increase expected in the current fiscal year. The company's price-to-earnings ratio of 17.79 is below the software industry median of 25.0, suggesting potential undervaluation relative to peers. Free cash flow of $45.11 million provides some flexibility but is insufficient to cover debt servicing costs.

    Risk assessment highlights liquidity concerns with a medium risk rating. The company's net cash position is negative after subtracting total debt, and while dilution risk is currently low, the debt-to-equity ratio of 5.77 suggests potential for future equity issuance. Recent 10-K filings disclose no material dilution events in the past 12 months.

    Analyst coverage shows a mean price target of $10.56, implying 69% upside from the current $6.23 market price. However, the mean recommendation of 2.88 (on a 1-5 scale) reflects a cautious outlook, with 21 "hold" ratings outweighing the 3 "buy" ratings.

    Key takeaways
    • High debt load (debt-to-equity 5.77) creates financial leverage risk
    • Strong ROE (15.11%) but weak ROA (1.35%) indicates asset underutilization
    • Undervalued relative to peers (P/E 17.79 vs industry median 25.0)
    • Analysts see 69% upside potential but assign a cautious mean recommendation

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $10,60
    Market cap
    $416.0M
    Enterprise value
    $1.06B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    6.9x
    P / B
    2.7x
    P / Tangible book
    2.7x
    Tangible book
    $154.7M
    Net cash
    -$645.6M
    Current ratio
    1.3
    Debt / equity
    5.8
    ROA
    1.4%
    ROE
    15.1%
    Cash conversion
    658.0%
    CapEx / revenue
    -2.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Exposure Management Software
    low · business_description · 2026-07-03
    Security Software
    low · business_description · 2026-07-03

    Market share

    INDUSTRYSEGMENTCOMPANYTechnologyIndustryDiversified Software585,0B node revenueMSFT 48,2%ORCL 9,8%ADBE 4,1%SE 3,4%NOW 2,3%WDAY 1,6%PANW 1,6%ROP 1,4%Other 27,8%
    Source: company disclosures · own-taxonomy revenue-covered setRPD 0,1% · rank #59 of 173

    Business relationships

    Business relationships20 disclosed relationships · 2 types · extracted from filings & disclosures
    Partners3
    Servicenow IncNOW.OPartner95%Source ↗
    Subsidiaries17
    EX21:357b331ef623EX21:357b331ef623Subsidiarie97%
    EX21:50139afd15beEX21:50139afd15beSubsidiarie97%
    EX21:5cfd9b469ae8EX21:5cfd9b469ae8Subsidiarie97%
    EX21:5dc23a850703EX21:5dc23a850703Subsidiarie97%
    EX21:67c55b031e61EX21:67c55b031e61Subsidiarie97%
    EX21:6bcb44dbf228EX21:6bcb44dbf228Subsidiarie97%
    EX21:72ca68841a81EX21:72ca68841a81Subsidiarie97%
    EX21:81f0dd4f3a5aEX21:81f0dd4f3a5aSubsidiarie97%
    EX21:944f962f0c6eEX21:944f962f0c6eSubsidiarie97%
    EX21:97fbdfe09c3aEX21:97fbdfe09c3aSubsidiarie97%
    EX21:aeb46633bfefEX21:aeb46633bfefSubsidiarie97%
    EX21:b371e0761df1EX21:b371e0761df1Subsidiarie97%
    EX21:b8cc093d15e0EX21:b8cc093d15e0Subsidiarie97%
    EX21:e61dbb03ef90EX21:e61dbb03ef90Subsidiarie97%
    EX21:e6c54cb2e18fEX21:e6c54cb2e18fSubsidiarie97%
    EX21:f3b044c11409EX21:f3b044c11409Subsidiarie97%
    EX21:f7f5982b8fa0EX21:f7f5982b8fa0Subsidiarie97%

    Supply chain

    Vendors → RPD ↔ Partners → Customers · click any node to drill
    VENDORSPARTNERSCUSTOMERSRPDRPDRapid7 Inc20 entitiesMICROSOFT CORPORATIONUnclassifiedUSPalo Alto Networks IncSoftwareUSServicenow IncSoftwareUS
    3 mentions in 10-K0 from corporate websites0 from news dispatches
    Updated 2026-06-24

    Peer comparison

    Peer comparison8 peers · vs RPD · multiples and returns
    MS
    MSFT
    MICROSOFT CORPORATION
    $388,45
    2,90T USD
    P/E
    32,3x
    +14,5 vs self
    Div yield
    0,9 %
    vs self
    ROE
    23,6 %
    +8,5 vs self
    OR
    ORCL
    ORACLE CORPORATION
    $188,91
    543,3B USD
    P/E
    180,2x
    +162,4 vs self
    Div yield
    1,2 %
    vs self
    ROE
    36,1 %
    +21,0 vs self
    AD
    ADBE
    ADOBE INC.
    $219,66
    89,3B USD
    P/E
    27,1x
    +9,4 vs self
    Div yield
    vs self
    ROE
    31,3 %
    +16,1 vs self
    SE
    SE
    Sea Ltd
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    NO
    NOW
    Servicenow Inc
    $100,03
    104,0B USD
    P/E
    271,7x
    +253,9 vs self
    Div yield
    vs self
    ROE
    4,0 %
    -11,1 vs self
    WD
    WDAY
    WORKDAY, INC.
    $138,46
    35,2B USD
    P/E
    168,2x
    +150,4 vs self
    Div yield
    vs self
    ROE
    3,3 %
    -11,8 vs self
    PA
    PANW
    Palo Alto Networks Inc
    $359,50
    291,6B USD
    P/E
    727,5x
    +709,8 vs self
    Div yield
    vs self
    ROE
    6,2 %
    -8,9 vs self
    RO
    ROP
    Roper Technologies Inc
    $360,11
    36,9B USD
    P/E
    96,6x
    +78,8 vs self
    Div yield
    1,0 %
    vs self
    ROE
    1,9 %
    -13,2 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 54 %
    EPS
    Consensus EPS
    1,57
    Predicted surprise
    +0,03
    Beat probability
    54 %
    Analysts
    26
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-16 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,57
    Revenueno estimateno estimate838,7M USD
    Operating incomeno estimateno estimate111,4M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution26 analysts
    Strong buy2
    Buy1
    Hold21
    Sell2
    Strong sell0
    12-month price target$10,56 · Median $10,00
    Low $6,00High $35,11
    Operating income · consensus111,4M USD
    EPS surprise
    +32,8 %
    reported vs consensus · beat
    Revenue surprise
    +2,5 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$6,00
    Mean$10,56
    Median$10,00
    High$35,11
    Spot$10,60
    −0.4 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin1,4 %Below median
    Net Margin2,7 %Above median
    ROE15,1 %Above P75
    Capex / Rev-2,8 %Above median
    D/E5,77Bottom quartile
    Cash Conv6,58Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 3 525 000 sh3 grants3 insiders
    • MOHAMED WAELDirector, CEO · PERFORMANCE RIGHTS → COMMON STOCKAcquired 2 125 000grant · 2026-06-15
    • Brown Rafeal E.Chief Financial Officer · PERFORMANCE RIGHTS → Common StockAcquired 275 000grant · 2026-03-31
    • Thomas Corey E.Director, CEO · PERFORMANCE RIGHTS → Common StockAcquired 1 125 000grant · 2026-03-31

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Rapid7 Inc Market data — financials · 2026-05-29
    • Rapid7 Inc Market data — analyst estimates · 2026-05-29
    • Rapid7 Inc Market data — ESG · 2026-05-29

    Ownership & reference

    Top holders

    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$17M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$17M
    • EATON VANCE MANAGEMENTInstitutional Investor · as of 2022-09-300,00 %$0M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$141M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$4M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$2M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,00 %$1M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$4M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$8M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$3M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$12M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$2M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$1M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$5M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$1M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$0M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$1M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$5M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,00 %$0M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$1M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M

    Leadership

    • Corey E. ThomasExecutive Chairman of the Board

    Insider activity

    Net selling0 buys · 3 sellsnet -$23K14 insiders · last 365d
    • MOHAMED WAELDirector, CEO · COMMON STOCKOther 841 515 · 2026-06-15
    • JANA Partners Management, LP10% owner · Common Stock, par value $0.01 per shareOther 15 208 · 2026-06-09
    • Galligan Kevin G.Director · Common Stock, par value $0.01 per shareOther 15 208 · 2026-06-09
    • Brown Marc EvanDirector · COMMON STOCKOther 15 208 · 2026-06-09
    • BRUNER JUDYDirector · COMMON STOCKOther 15 208 · 2026-06-09
    • BURNS MIKEDirector · COMMON STOCKOther 15 208 · 2026-06-09
    • Holzman BenjaminDirector · COMMON STOCKOther 15 208 · 2026-06-09
    • Nye BenjaminDirector · COMMON STOCKOther 15 208 · 2026-06-09
    • Schodorf Thomas EDirector · COMMON STOCKOther 15 208 · 2026-06-09
    • Sondhi ReenyDirector · COMMON STOCKOther 15 208 · 2026-06-09
    • MOHAMED WAELDirector, CEO · COMMON STOCKOther 397 @ $7,10$3K · 2026-06-09
    • Kalowski JeffreyDirector · COMMON STOCKOther 57 390 · 2026-06-09
    • BERRY MICHAEL JDirector · COMMON STOCKOther 8 420 · 2026-06-09
    • Thomas Corey E.Director, CEO · COMMON STOCKOther 5 357 @ $6,50$35K · 2026-05-15
    • Murphy Scott MChief Accounting Officer · COMMON STOCKOther 1 059 @ $6,50$7K · 2026-05-15
    • Murphy Scott MChief Accounting Officer · COMMON STOCKSold 827 @ $6,35$5K · 2026-04-22
    • Murphy Scott MChief Accounting Officer · COMMON STOCKOther 344 @ $5,76$2K · 2026-04-15
    • Murphy Scott MChief Accounting Officer · COMMON STOCKSold 1 267 @ $6,51$8K · 2026-02-23
    • Murphy Scott MChief Accounting Officer · COMMON STOCKOther 20 000 · 2026-02-17
    • Thomas Corey E.Director, CEO · COMMON STOCKOther 64 667 · 2026-02-15
    • Thomas Corey E.Director, CEO · COMMON STOCKOther 22 328 @ $7,18$160K · 2026-02-15
    • Murphy Scott MChief Accounting Officer · COMMON STOCKOther 673 @ $7,18$5K · 2026-02-15
    • Murphy Scott MChief Accounting Officer · COMMON STOCKSold 764 @ $12,70$10K · 2026-01-22
    • Murphy Scott MChief Accounting Officer · COMMON STOCKOther 406 @ $13,30$5K · 2026-01-15

    Short positioning

    7.2Mshares short-6.7% vs prior
    4.14days to cover
    70.6%short of daily vol
    1fails-to-deliver
    as of 2026-06-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    RPD.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob54 %Surprise+0,03Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    RPDMSFTCRMNOWMSFT.OPANW.ONOW.OEX21:357EX21:501EX21:5cfEX21:5dcSoftware
    This companyPeerSectorPartnersSubsidiaries

    Evidence & claims

    From filings & derived data
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): 10.1%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): -10.4%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): -8.4%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): -67.0%Derived (calculated)
    • Revenue (YoY) (2025-12-31 vs 2024-12-31): 1.9%Derived (calculated)
    • Gross profit (YoY) (2025-12-31 vs 2024-12-31): 2.0%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -3.8%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 773.6%Derived (calculated)
    • EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -10.0%Derived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): 4.5%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -12.2%Derived (calculated)
    • Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 1.6%Derived (calculated)
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -26.3%Derived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): 121.9%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 10.16xDerived (calculated)
    • Return on assets (FY 2025-12-31): 1.4%Derived (calculated)
    • Current ratio (FY 2025-12-31): 1.28xDerived (calculated)
    • Return on equity (FY 2025-12-31): 15.1%Derived (calculated)
    • Gross margin (FY 2025-12-31): 70.3%Derived (calculated)
    • Net margin (FY 2025-12-31): 2.7%Derived (calculated)
    • EPS (basic) (annual): USD-PER-SHARES 0SEC XBRL filing
    • Cash & equivalents (annual): USD 246.66MSEC XBRL filing
    • Gross profit (annual): USD 604.75MSEC XBRL filing
    • Operating income (annual): USD 11.57MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-15 00:00 UTCINSIDER14 insider transactions — 2026-06 1 derivative
    2026-06-15INSIDERMOHAMED WAEL transacted 841.5k sh — Director, CEO
    2026-06-15INSIDERMOHAMED WAEL acquired 2.12M sh PERFORMANCE RIGHTS — Director, CEO
    2026-06-10FILING8-K filing →
    2026-06-09INSIDERJANA Partners Management, LP transacted 15.2k sh Common Stock, par value $0.01 per share — 10% owner
    2026-06-09INSIDERGalligan Kevin G. transacted 15.2k sh Common Stock, par value $0.01 per share — Director
    2026-06-09INSIDERBrown Marc Evan transacted 15.2k sh — Director
    2026-06-09INSIDERBRUNER JUDY transacted 15.2k sh — Director
    2026-06-09INSIDERBURNS MIKE transacted 15.2k sh — Director
    2026-06-09INSIDERHolzman Benjamin transacted 15.2k sh — Director
    2026-06-09INSIDERNye Benjamin transacted 15.2k sh — Director
    2026-06-09INSIDERSchodorf Thomas E transacted 15.2k sh — Director
    2026-06-09INSIDERSondhi Reeny transacted 15.2k sh — Director
    2026-06-09INSIDERMOHAMED WAEL transacted 397 sh — Director, CEO ~$3k
    2026-06-09INSIDERKalowski Jeffrey transacted 57.4k sh — Director
    2026-06-09INSIDERBERRY MICHAEL J transacted 8.4k sh — Director
    2026-06-01FILING8-K filing →
    2026-05-15 00:00 UTCINSIDER2 insider transactions — 2026-05
    2026-05-15INSIDERThomas Corey E. transacted 5.4k sh — Director, CEO ~$35k
    2026-05-15INSIDERMurphy Scott M transacted 1.1k sh — Chief Accounting Officer ~$7k
    2026-05-05FILING10-Q filing →
    2026-05-05FILING8-K filing →
    2026-04-22 00:00 UTCINSIDER2 insider transactions — 2026-04
    2026-04-22FILINGDEF 14A filing →
    2026-04-22INSIDERMurphy Scott M sold 827 sh — Chief Accounting Officer ~$5k
    2026-04-15INSIDERMurphy Scott M transacted 344 sh — Chief Accounting Officer ~$2k
    2026-03-31 00:00 UTCINSIDER2 insider transactions — 2026-03 2 derivative
    2026-03-31INSIDERBrown Rafeal E. acquired 275.0k sh PERFORMANCE RIGHTS — Chief Financial Officer
    2026-03-31INSIDERThomas Corey E. acquired 1.12M sh PERFORMANCE RIGHTS — Director, CEO
    2026-03-30FILING8-K filing →
    2026-02-23 00:00 UTCINSIDER5 insider transactions — 2026-02 · net sell $173k
    2026-02-23INSIDERMurphy Scott M sold 1.3k sh — Chief Accounting Officer ~$8k
    2026-02-19FILING10-K filing →
    2026-02-17INSIDERMurphy Scott M transacted 20.0k sh — Chief Accounting Officer
    Showing the 40 most recent of 53 entries.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage