Ribbon Communications, Inc. (RBBN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
$2.00+0.50%
Close 2026-09-14 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
Research Workspace
Put RBBN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Achieve revenue of $857.5 million in 2026: FY26 rev guide $810M-$840M vs $857.5M target.
View ThesisRevenue is contracting — down about 8% over the past year.
View GrowthManagement screens weak on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskRBBN's growth depends on expanding Data Center Interconnect (DCI) and optical networking deployments. Revenue guidance for 2026 is $810 million to $840 million, below the $857.5 million target. Revenue grew year over year, and the last quarter beat expectations. RBBN trades at 3.8× P/E versus a peer median of 27×. The price reflects less growth than forecasted, indicating modest expectations. A specific risk is a potential guidance cut, with a 25% probability of missing next quarter's estimates. Peer multiples imply a price about 1% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. RBBN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering RBBN (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare RBBN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RBBN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across our valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Below average on quality vs scored peers
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put RBBN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand Data Center Interconnect (DCI) and optical networking deployments
Optical surge supports DCI and networking growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
