Rimini Street, Inc. (RMNI)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$5.26+7.35%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · RMNI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -24.8% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 6.8% |
Growth built into the price is above our model estimate.
The price assumes 31.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 35 industry peers · Company calendar date is not available
RMNI — CEO transition
Dated 2026-09-14
Chief Revenue Officer — Steven Hershkowitz: The filing discloses the reinstatement of a recently resigned executive to his previous role, which is a reversal of a departure rather than a new loss or routine appointment.
Why it matters: The company launched this AI service, but has not shared its revenue. Named paid clients would show that the launch is gaining traction.
Supportive ifThe company names paid Rimini Govern for AI clients and reports revenue or contract growth from the service.
Worry ifThe next results give no paid-client or revenue figures for the service, or report a delay to wider sales.
Why it matters: Revenue retention was 90% in Q3, up from 89% a year earlier. A higher rate would show that more client revenue is staying.
Supportive ifRevenue retention over the past 12 months rises above 90% in the next reported quarter.
Worry ifTrailing 12-month revenue retention falls below 89%.
Why it matters: Adjusted annual recurring revenue grew 9.8% in Q3. Continued growth would back the company’s core support business.
Supportive ifAdjusted annual recurring revenue grows at least 9% year over year in the next reported quarter.
Worry ifAdjusted annual recurring revenue growth is below 5% year over year.
Why it matters: This is the next test of the company’s growth plan. A result in range would match its latest guidance.
Supportive ifQ4 2026 revenue is at least $117 million and the company keeps its full-year Rule of 20 guidance.
Worry ifQ4 2026 revenue is below $117 million, or the company cuts its full-year guidance.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$126 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $380 loss on $10,000 · 3.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,938 loss on $10,000 · 29.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.