Rimini Street, Inc. (RMNI)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$5.01-1.76%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
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 | -31.8% |
| 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.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
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.
| 7.3% |
Growth built into the price is above our model estimate.
The price assumes 39.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 120 industry peers
RMNI — earnings in line
Dated 2026-07-30
of this Current Report on Form 8-K and Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, unless we specifically state that the information is to be considered “filed” under the Exchange Act or specifically incorporate it by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange…
Why it matters: These margins are important for Rimini Street's profits. Keeping them shows good cost control.
Supportive ifAdjusted EBITDA margins reported within the 12.5% to 15.5% range for Q3 2026.
Worry ifAdjusted EBITDA margins fall below 12.5% for Q3 2026.
Why it matters: Revenue growth below 4% would signal trouble in meeting the 2026 growth target.
Worry ifQ2 revenue growth reported below 4%.
Less concerning ifQ2 revenue growth reported at 4% or higher.
Why it matters: The earnings miss raises concerns about performance. Q2 results will clarify the company's direction.
Watch forQ2 earnings beat analyst expectations and show revenue growth.
Also watch forQ2 earnings miss again, confirming ongoing issues.
Why it matters: Margins below 12.5% show problems reaching the 2026 margin goal.
Worry ifEBITDA margins are below 12.5%.
Less concerning ifEBITDA margins are 12.5% or higher.
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 | ±$166 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $392 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,864 loss on $10,000 · 38.6% | 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.
Why it matters: The guidance shows that management believes revenue will grow in the future.
Supportive ifManagement gives revenue guidance for the next quarter.
Worry ifNo revenue guidance is provided for the next quarter.
Why it matters: RPO growth shows future revenue potential. Strong RPO growth means more demand for Rimini's services.
Supportive ifRPO growth exceeds 8% year over year in Q3 2026.
Worry ifRPO growth falls below 5% year over year in Q3 2026.
Why it matters: Strong international growth shows a bigger market and more demand for services outside the U.S.
Supportive ifInternational revenue growth is above 15% year over year.
Worry ifInternational revenue growth is below 10% year over year.
Why it matters: A drop in sector revenue growth could signal broader challenges for Rimini Street. It may impact investor confidence.
Worry ifSector revenue growth reported below its median.
Less concerning ifSector revenue growth remains above its median.
Why it matters: More Active Clients shows demand for Rimini's services and success in keeping clients.
Supportive ifActive Clients reported above 3,150.
Worry ifActive Clients reported below 3,130.
Why it matters: The earnings report will show if Rimini Street's revenue growth is slowing. This is key for future performance.
Watch forEarnings report shows revenue growth above median for the sector.
Also watch forEarnings report shows revenue growth below median for the sector.
Why it matters: This guidance will show if Rimini Street is on track for its growth goals. It reflects management's confidence in future performance.
Supportive ifManagement confirms Q3 revenue guidance within the range of $110 million to $112 million.
Worry ifManagement expects Q3 revenue to be less than $110 million.
Why it matters: An increase in active clients shows demand for Rimini's services. It supports revenue growth and market position.
Supportive ifActive clients increase by more than 2% compared to the previous quarter.
Worry ifActive clients decrease or grow less than 1%.