Reading RMNI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track RMNI free→Reading RMNI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track RMNI free→NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-06-15
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, and earnings quality is also neutral. Management's recent track record has been fairly steady, while risk is elevated. The sector backdrop is a tailwind, and compared with sector peers, RMNI is typical. Peer multiples imply a price about 61% above where it trades (it looks cheap on this basis); the read is cheap, quality intact. If RMNI cuts guidance on the next call, that's a meaningful negative. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 6 valuation methods, at three horizons. Current price $4.17. 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-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $4.17 RMNI trades at 8× p/e, below its 21× p/e peer median. Our $11 fair value sits above the price; medium confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 61% below a flat-multiple fair value, below our forecast of about 1%. This describes what's priced in, not a forecast of the move.
Only weak execution quality, a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 54% of the time over the next year (vs 68% for the rest of the cohort, n=3704).
Over the trailing year it converted 1.45x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 62% of the time over the next year (vs 58% for the rest of the cohort, n=2831).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.09 → $0.06 (-27.0% / 30d). 0 raised, 3 cut, 3 covering analysts.
0 upgrades, 0 downgrades / 30d. 80% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$149.
How much price usually moves either way.
On a bad day, this stock has moved -$404.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,332.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: A drop in sector revenue growth could signal broader challenges for Rimini Street. It may impact investor confidence.
Confirms:Sector revenue growth reported below its median.
Disproves:Sector revenue growth remains above its median.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for RMNI yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
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…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
RMNI Rimini Street, Inc. | Typical Show detailsSector percentile: 45 of 100 | inexpensive | elevated |
ORCL Oracle Corporation | Typical Show detailsSector percentile: 66 of 100 | expensive | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 82 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 60 of 100 | expensive | elevated |
8 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 64% of the time over the next year (vs 57% for the rest of the cohort, n=1040).
Not investment advice. As of 2026-06-15.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Management aims for revenue growth between 4% and 6% for the full year 2026.
Stated in 2 of last 2 quarters. Revenue for 2026-Q1 was $105.473M, down from $109.79M in 2025-Q4, indicating a decline rather than growth. Persistent statement, limited substantive delivery this quarter.
“Reiterating full year 2026 guidance for revenue growth in the 4% to 6% range.”
“Reiterating full year 2026 guidance as communicated at the Company’s Investor Day for revenue growth in the 4% to 6% range.”
Management targets adjusted EBITDA margins between 12.5% and 15.5% for the full year 2026.
Stated in 2 of last 2 quarters. Operating income for 2026-Q1 was $4.801M, down from $4.965M in 2025-Q4, suggesting limited progress towards the margin target. Recurring focus, narrow delivery so far.
“Adjusted EBITDA margins in the 12.5% to 15.5% range.”
Management continues to provide quarterly revenue guidance to maintain transparency.
Stated in 2 of last 2 quarters. Revenue for 2026-Q1 was $105.473M, within the guidance range of $101.5M to $103.5M. Management is delivering on providing guidance, though revenue declined from $109.79M in 2025-Q4.
“The Company is providing second quarter 2026 revenue guidance to be in the range of $106 million to $108 million.”
Why it matters: The earnings report will show if Rimini Street's revenue growth is slowing. This is key for future performance.
Confirms one read:Earnings report shows revenue growth above median for the sector.
Confirms the other:Earnings report shows revenue growth below median for the sector.
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On March 27, 2026, Rimini Street, Inc. (the “ Company ”) entered into Amendment No. 1 (the “ Amendment ”) to that certain Amended and Restated Credit Agreement dated as of April 30, 2024 (as amended, restated, modified or supplemented from time to time, the “ Credit Agreement ”), by and among Rimini Street, Inc., as borrower, the lenders party thereto and Capital One, National Association, as a lender, swing lender and agent for all lenders. The Cred…
CREATION OF A DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT The information set forth in
DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS 2026 Long-Term Incentive Plan Effective as of March 2, 2026 (the “ Date of Grant ”), the Compensation Committee (the “ Committee ”) of the Rimini Street, Inc. (the “ Company ”) Board of Directors, with the input of the Committee’s independent compensation consultant, Willis Towers Watson (“ WTW ”), approved the Company’s 2026 Long-Term Incentive Pla…
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…
“Adjusted EBITDA margins in the 12.5% to 15.5% range.”
“The Company is providing first quarter 2026 revenue guidance to be in the range of $101.5 million to $103.5 million.”