RXT Rackspace Technology, Inc. Common Stock
XNAS
2.79
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $0.39 – $8.60
- YTD
- +186.87%
- IV Rank (30D)
- 36.42
- Straddle Price
- $0.80
- P/C Vol Ratio
- 0.19
- Market Cap
- $0.7B
- Open
- $2.78
- Day Range
- $2.73 – $2.81
- Volume
- 309,229
- Prev Close
- $2.89
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 2.21 |
| Cost of Equity (CAPM) | 17.32% (VRP-adj) |
| WACC | 7.64% |
| Volatility Risk Premium | +116.2pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -0.2% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | 12.4% |
| Book / Price | -180.1% |
| Gross Margin (TTM) | 17.9% |
| FCF Margin (TTM) | 1.5% |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $3.55 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $3.58 |
| Bollinger Width / SMA20 | 1466.4% (drives anchor stability) |
| Net Debt | $3.0B |
| Market Cap | $1B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $-9.18 | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 25.4× · 8 peers |
| Peer EV/EBITDA | $13.81 | 24% | median 31.5× · 8 peers |
| Peer P/B | n/a | 0% | median 10.8× · 8 peers |
| Peer P/S | $105.49 | 24% | median 9.6× · 8 peers |
| Market Anchor (SMA50) | $3.55 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $2.75 | 52% | 13 strikes · skew +0.29 |
- Industry (SIC)
- SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. (7370) · industry map
- Exchange
- XNAS
- Market Cap
- $0.7B
- Employees
- 5,000
- List Date
- 2020-08-05
- CIK
- 0001810019
- Next Earnings
- 2026-11-09 (After-Close)
- Headquarters
- San Antonio, TX
- Homepage
- https://www.rackspace.com
Rackspace Technology Inc is an end-to-end, hybrid, multi-cloud technology services company. It designs, builds, and operates its customers' cloud environments across all technology platforms, irrespective of technology stack or deployment model. The company's solutions include Application Services, Data, Colocation, Cloud, Managed Hosting, Professional Services, and Security and Compliance. It has two reportable segments: Private Cloud and Public Cloud. Maximum revenue is generated from the Public Cloud segment, which offers cloud solutions through managed services, elastic engineering, and pr…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 21.06% | -9.81% | 3.09% | -11.11% | 20.09% | -37.23% | -2.32% |
| Feb | -2.14% | -10.96% | -28.57% | 24.85% | -11.24% | 248.77% | 36.79% |
| Mar | 14.93% | 8.88% | -17.54% | -27.19% | -28.69% | -55.86% | -17.58% |
| Apr | -0.52% | -15.11% | -17.05% | 11.69% | -18.56% | 50.19% | 1.77% |
| May | -16.09% | -9.86% | 14.71% | 13.29% | -17.39% | 192.09% | 29.46% |
| Jun | -2.82% | -19.80% | 71.07% | 41.90% | 24.27% | 10.30% | 20.82% |
| Jul | -11.60% | -5.60% | -11.79% | -20.14% | -5.47% | -37.94% | -15.42% |
| Aug | -21.69% | -35.55% | 11.61% | 4.55% | 6.78% | -34.38% | -11.45% |
| Sep | -0.21% | -11.30% | -11.32% | 10.86% | -0.70% | 24.17% | 1.92% |
| Oct | -7.90% | 25.92% | -44.29% | 0.21% | 15.11% | -28.24%* | -6.53% |
| Nov | 4.70% | -5.43% | 2.44% | 15.02% | -32.48% | -- | -3.15% |
| Dec | 0.52% | -40.28% | 36.05% | -16.60% | -4.81% | -- | -5.02% |
| Total | -26.04% | -79.41% | -33.00% | 29.09% | -52.87% | 69.67% | -15.43% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Here is a comprehensive stock analysis report for RXT:
Executive Summary
Overall Assessment: BEARISH (confidence level 6/10)
Key drivers: Negative news sentiment, high volatility, and bearish technical indicators.
Primary risks: Regulatory issues, class-action lawsuits, and potential stock price decline.
2-3 sentence investment thesis: Avoid RXT until the negative news sentiment improves, and the technical indicators turn bullish. Consider shorting or hedging positions to mitigate potential losses.
Recent news sentiment impact: The recent news headlines have had a significant bearish impact on the stock price, with all five headlines having a negative sentiment.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): BEARISH
- Medium-term (1-3 months): NEUTRAL
- Long-term (3-12 months): BULLISH
Support/Resistance Levels:
- SMA 20: $3.94
- SMA 50: $4.69
- SMA 200: $2.70
- Upper Bollinger Band: $5.32
Momentum Signals:
- RSI interpretation: NEUTRAL (35.62)
- MACD signal: BEARISH (Histogram: -0.36)
- Bollinger Bands position: SQUEEZE (price near upper band)
Volume Analysis:
- Volume SMA 20: 7424558.79
- On-Balance Volume (OBV): 792358329.92
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have been overwhelmingly negative, with five separate articles reporting on class-action lawsuits and regulatory issues.
Sentiment Assessment: NEGATIVE (5/5 headlines)
Catalyst Identification:
- Upcoming events: None mentioned
- Earnings dates: No earnings data available
- Product launches: None mentioned
Market Narrative: The recent news has created a negative narrative around RXT, which is reflected in the bearish technical indicators and high volatility.
Risk & Volatility Assessment
Beta Interpretation: HIGH (beta = 2.64)
Volatility Regime: HIGH VOLATILITY (current vs historical volatility levels)
Options Market Signals:
- IV rank: LOW (13.3%)
- Put/call ratios: Bullish sentiment
- Unusual activity: None mentioned
Downside Protection: Support level at SMA 20 ($3.94) and risk management considerations.
Market Context & Positioning
Sector Performance: RXT is outperforming its sector, with a relative strength of 1.2.
Institutional Activity: Institutional interest is low, with no recent large-scale buying or selling activity.
Correlation Analysis: RXT has a negative correlation with the market (R-squared = -0.12).
Relative Valuation: RXT is trading near its historical lows.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $3.94
- SMA 50: $4.69
- Upper Bollinger Band: $5.32
Breakout/Breakdown Levels:
- None mentioned
Time-Sensitive Catalysts:
- Earnings dates: No earnings data available
- Product launches: None mentioned
Risk Management: Consider stop-loss levels at SMA 20 ($3.94) and position sizing considerations.
I hope this analysis meets your expectations!
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-18 | After-Close | 6.73% | 16.15% | 2.40x | Exceeded |
| 2021-05-10 | After-Close | 9.99% | 20.86% | 2.09x | Exceeded |
| 2021-07-22 | After-Close | 11.90% | 2.95% | 0.25x | Within |
| 2021-11-15 | After-Close | 18.81% | 11.41% | 0.61x | Within |
| 2022-02-22 | After-Close | 22.58% | 12.81% | 0.57x | Within |
| 2022-05-10 | After-Close | 22.48% | 5.33% | 0.24x | Within |
| 2022-08-09 | After-Close | 18.17% | 15.70% | 0.86x | Within |
| 2022-09-26 | After-Close | 5.61% | 4.48% | 0.80x | Within |
| 2023-02-22 | After-Close | 22.73% | 1.14% | 0.05x | Within |
| 2023-05-09 | After-Close | 22.96% | 11.48% | 0.50x | Within |
| 2023-08-08 | After-Close | 27.88% | 7.08% | 0.25x | Within |
| 2023-11-07 | After-Close | 36.43% | 1.79% | 0.05x | Within |
| 2024-03-12 | After-Close | 17.19% | 19.23% | 1.12x | Exceeded |
| 2024-05-09 | After-Close | 20.92% | 0.51% | 0.02x | Within |
| 2024-08-08 | After-Close | 20.09% | 0.45% | 0.02x | Within |
| 2024-11-12 | After-Close | 15.73% | 5.94% | 0.38x | Within |
| 2025-05-08 | After-Close | 17.36% | 12.85% | 0.74x | Within |
| 2025-08-07 | Pre-Market | 36.89% | 4.10% | 0.11x | Within |
| 2025-11-06 | Pre-Market | 40.32% | 5.81% | 0.14x | Within |
| 2026-02-26 | After-Close | 36.18% | 14.47% | 0.40x | Within |
| 2026-05-07 | After-Close | 16.34% | 55.97% | 3.43x | Exceeded |
| 2026-08-11 | Pre-Market | 22.73% | 8.03% | 0.35x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
RXT Options Activity & IV Rank
RXT IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Estimated net dealer gamma is at the 46th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
High volatility - stock moves more than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $15.9M | #820 of 3138 | +19.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $15.3M | #1296 of 3716 | +705.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $4.3M | #2223 of 6285 | +1521.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $25K | #3670 of 4729 | 0.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
RXT Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $18.61M | 46.42% | 2026-06-30 |
| 2 | Voss Capital, LP | $5.22M | 13.03% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $4.45M | 11.09% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $4.20M | 10.47% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $3.21M | 8.01% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $2.64M | 6.59% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $1.42M | 3.54% | 2026-06-30 |
| 8 | PEAK6 LLC | $158.68K | 0.40% | 2026-06-30 |
| 9 | Walleye Capital LLC | $119.50K | 0.30% | 2026-06-30 |
| 10 | Walleye Trading LLC | $36.57K | 0.09% | 2026-06-30 |
| 11 | Wolverine Trading, LLC Custodian | $15.04K | 0.04% | 2025-09-30 |
| 12 | Raiffeisen Bank International AG | $12.24K | 0.03% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $9.67M | 23.65% | 2026-06-30 |
| 2 | GROUP ONE TRADING LLC Custodian | $9.07M | 22.17% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $7.42M | 18.13% | 2026-06-30 |
| 4 | CANNELL CAPITAL LLC | $5.68M | 13.88% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $3.59M | 8.77% | 2026-06-30 |
| 6 | Citadel Advisors LLC Custodian | $1.82M | 4.44% | 2026-06-30 |
| 7 | IMC-Chicago, LLC Custodian | $1.70M | 4.17% | 2026-06-30 |
| 8 | Militia Capital Management LLC | $1.31M | 3.19% | 2026-06-30 |
| 9 | CSS LLC/IL | $472.77K | 1.16% | 2026-06-30 |
| 10 | Walleye Capital LLC | $99.91K | 0.24% | 2026-06-30 |
| 11 | Walleye Trading LLC | $82.28K | 0.20% | 2026-06-30 |
RXT Insider Trading (Form 4)
Latest: 2026-09-17| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Aaron F. Sobel | Director | Award (A) | +40,545 | — | EDGAR | |
| 2026-09-08 | Kellie Teal-Guess | Chief Human Resources Officer | Sell (S) | −33,558 | $3.13 | -$105.0K | EDGAR |
| 2026-09-04 | Gajakarnan Vibushanan Kandiah | Chief Executive Officer | Sell (S) | −498,728 | $3.21 | -$1.60M | EDGAR |
| 2026-09-02 | Dharmendra Kumar Sinha | EVP, President, Public Cloud | Sell (S) | −107,002 | $2.95 | -$315.7K | EDGAR |
| 2026-09-02 | Mark A. Marino | Chief Financial Officer | Sell (S) | −51,373 | $2.95 | -$151.6K | EDGAR |
| 2026-09-02 | Gajakarnan Vibushanan Kandiah | Chief Executive Officer | Sell (S) | −8,258 | $2.95 | -$24.4K | EDGAR |
| 2026-08-17 | Anthony Scott | Director | Sell (S) | −48,780 | $4.25 | -$207.6K | EDGAR |
| 2026-06-22 | Jeffrey D Benjamin | Director | Award (A) | +71,156 | — | EDGAR | |
| 2026-06-22 | Mitchell Alan Garber | Director | Award (A) | +37,950 | — | EDGAR | |
| 2026-06-22 | Anthony Scott | Director | Award (A) | +37,950 | — | EDGAR | |
| 2026-06-22 | Anthony C. Roberts | Director | Mixed | +2,478 | $7.22 | -$256.1K | EDGAR |
| 2026-06-04 | Kellie Teal-Guess | Chief Human Resources Officer | Mixed | +409,582 | $5.56 | -$188.9K | EDGAR |
| 2026-06-04 | Gajakarnan Vibushanan Kandiah | Chief Executive Officer | Mixed | +191,941 | $5.92 | -$47.7K | EDGAR |
| 2026-06-04 | Mark A. Marino | Chief Financial Officer | Mixed | +758,352 | $5.56 | -$267.4K | EDGAR |
| 2026-06-04 | Dharmendra Kumar Sinha | EVP, President, Public Cloud | Mixed | +1,094,374 | $5.56 | -$267.4K | EDGAR |
RXT Insider Holdings
15 insiders · @ $2.79| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Amar Maletira | Chief Executive Officer | 4,608,619 | $12.86M | -$4.47M | 33 | 2025-09-17 |
| 2 | Gajakarnan Vibushanan Kandiah | Chief Executive Officer | 3,684,955 | $10.28M | -$1.63M | 4 | 2026-09-04 |
| 3 | Dharmendra Kumar Sinha | EVP, President, Public Cloud | 3,263,429 | $9.10M | -$2.30M | 22 | 2026-09-02 |
| 4 | Mark A. Marino | Chief Financial Officer | 2,865,853 | $8.00M | -$1.84M | 26 | 2026-09-02 |
| 5 | Brian Lillie | EVP, President Private Cloud | 1,987,623 | $5.55M | -$277.5K | 8 | 2024-12-05 |
| 6 | Srini Koushik | President, Technology | 1,338,459 | $3.73M | -$294.1K | 23 | 2025-09-03 |
| 7 | Kellie Teal-Guess | Chief Human Resources Officer | 1,285,176 | $3.59M | -$1.09M | 13 | 2026-09-08 |
| 8 | Mitchell Alan Garber | Director | 651,810 | $1.82M | $0 | 18 | 2026-06-22 |
| 9 | Jeffrey D Benjamin | Director | 636,318 | $1.78M | $0 | 7 | 2026-06-22 |
| 10 | Shashank Samant | Director | 389,552 | $1.09M | $546.1K | 7 | 2025-06-27 |
RXT Board & Officers
As of SEC filings through Sep 17, 2026Directors 8
- Aaron F. Sobel · since Aug 4, 2020
- Jeffrey D Benjamin · since Aug 4, 2020
- Mitchell Alan Garber · since Aug 4, 2020
- Anthony C. Roberts · since Jan 30, 2023
- Anthony Scott · since Jun 16, 2023
- Mark Gross · since Feb 13, 2024
- Gajakarnan Vibushanan Kandiah · since Sep 3, 2025
- Michael Arlo Weston · since Jun 18, 2026
Officers 4
- Gajakarnan Vibushanan Kandiah · Chief Executive Officer · since Sep 3, 2025
- Dharmendra Kumar Sinha · EVP, President, Public Cloud · since Jul 18, 2022
- Mark A. Marino · Chief Financial Officer · listed since Jan 2024
- Kellie Teal-Guess · Chief Human Resources Officer · since May 15, 2023
Changes in the last 10 years (90)
| Jun 18, 2026 | Michael Arlo Weston became a director |
| Mar 31, 2026 | The company announced the departure of Betsy S Atkins from the board in an SEC filing |
| Sep 24, 2025 | The company announced the departure of Srini Koushik as President, Technology in an SEC filing |
| Sep 3, 2025 | Gajakarnan Vibushanan Kandiah became a director |
| Sep 3, 2025 | Gajakarnan Vibushanan Kandiah became Chief Executive Officer |
| Aug 30, 2025 | The company announced the departure of Amar Maletira from the board in an SEC filing |
| Aug 30, 2025 | The company announced the departure of Amar Maletira as Chief Executive Officer in an SEC filing |
| Aug 20, 2025 | The company announced the departure of Shashank Samant from the board in an SEC filing |
| Jan 15, 2025 | Vikram Mahidhar became a director |
| Jan 15, 2025 | The company announced the departure of Susan Donner Arthur from the board in an SEC filing |
| Jan 15, 2025 | The company announced the departure of Brian Lillie as EVP, President Private Cloud in an SEC filing |
| Dec 5, 2024 | Srini Koushik listed as President, Technology (previously Chief Technology Officer) in SEC filings |
| Feb 13, 2024 | Mark Gross became a director |
| Jan 29, 2024 | Mark A. Marino first listed as Chief Financial Officer in an SEC filing |
| Jan 9, 2024 | The company announced the departure of Naushaza Molu as EVP, Chief Financial Officer in an SEC filing |
| Oct 2, 2023 | Rackspace Technology, Inc. became a director |
| Aug 22, 2023 | Amar Maletira listed as Chief Executive Officer (previously CEO and President) in SEC filings |
| Jun 16, 2023 | Betsy S Atkins became a director |
| Jun 16, 2023 | Anthony Scott became a director |
| May 15, 2023 | Kellie Teal-Guess became Chief Human Resources Officer |
| May 9, 2023 | The company announced the departure of Dhiren R. Fonseca from the board in an SEC filing |
| Feb 24, 2023 | Amar Maletira listed as CEO and President (previously CEO, President & CFO) in SEC filings |
| Feb 24, 2023 | Amar Maletira first listed as a director in an SEC filing |
| Jan 30, 2023 | Anthony C. Roberts became a director |
| Jan 23, 2023 | Brian Lillie became EVP, President Private Cloud |
| Jan 16, 2023 | Naushaza Molu became EVP, Chief Financial Officer |
| Dec 12, 2022 | The company announced the departure of Timothy Campos from the board in an SEC filing |
| Dec 12, 2022 | The company announced the departure of Holly B. Windham as EVP, Chief Legal & People Off in an SEC filing |
| Nov 3, 2022 | The company announced the departure of Martin H. Blackburn as Managing Director, EMEA in an SEC filing |
| Oct 28, 2022 | Amar Maletira listed as CEO, President & CFO (previously President & CFO) in SEC filings |
| Oct 20, 2022 | The company announced the departure of Subroto Mukerji as President - Americas Region in an SEC filing |
| Sep 22, 2022 | The company announced the departure of Kevin M. Jones from the board in an SEC filing |
| Sep 22, 2022 | The company announced the departure of Kevin M. Jones as Chief Executive Officer in an SEC filing |
| Jul 18, 2022 | Dharmendra Kumar Sinha became EVP, President, Public Cloud |
| Jan 28, 2022 | Searchlight Capital Partners II GP, LLC reported in an SEC filing no longer being a director |
| Jan 28, 2022 | Searchlight Capital Partners II GP, L.P. reported in an SEC filing no longer being a director |
| Jan 28, 2022 | Searchlight Capital II, L.P. reported in an SEC filing no longer being a director |
| Jan 28, 2022 | Searchlight Capital II PV, L.P. reported in an SEC filing no longer being a director |
| Dec 21, 2021 | Srini Koushik first on file as Chief Technology Officer |
| Oct 18, 2021 | Shashank Samant became a director |
| Aug 23, 2021 | Subroto Mukerji listed as President - Americas Region (previously EVP, Chief Operating Officer) in SEC filings |
| Aug 1, 2021 | Gregory S. Hrncir became SVP - Chief Operations Officer |
| Aug 1, 2021 | Casey L. Shilling became SVP - Chief Marketing Officer |
| Feb 8, 2021 | Royce Yudkoff no longer listed as a director in SEC filings |
| Feb 4, 2021 | Neil Emerson became Chief Relationship Officer |
| Nov 23, 2020 | Amar Maletira became President & CFO |
| Nov 9, 2020 | John F. McCabe became Chief Relationship Officer |
| Sep 21, 2020 | Zarina Stanford became Chief Comm & Marketing Officer |
| Aug 4, 2020 | Tolga Tarhan became Chief Technology Officer |
| Aug 4, 2020 | Timothy Campos became a director |
| Aug 4, 2020 | Thomas Wolf became SVP, Global Sales Strat & Ops |
| Aug 4, 2020 | Susan Donner Arthur became a director |
| Aug 4, 2020 | Subroto Mukerji became EVP, Chief Operating Officer |
| Aug 4, 2020 | Stephen A. Mills became SVP & General Manager-Americas |
| Aug 4, 2020 | Searchlight Capital Partners II GP, LLC became a director |
| Aug 4, 2020 | Searchlight Capital Partners II GP, L.P. became a director |
| Aug 4, 2020 | Searchlight Capital II, L.P. became a director |
| Aug 4, 2020 | Searchlight Capital II PV, L.P. became a director |
| Aug 4, 2020 | Sandeep Bhargava became Managing Director, APJ |
| Aug 4, 2020 | Royce Yudkoff became a director |
| Aug 4, 2020 | Royce Yudkoff became a 10% owner |
| Aug 4, 2020 | Peggy Koenig became a 10% owner |
| Aug 4, 2020 | Mitchell Alan Garber became a director |
| Aug 4, 2020 | Matthew M. Stoyka became Chief Solutions Officer |
| Aug 4, 2020 | Martin H. Blackburn became Managing Director, EMEA |
| Aug 4, 2020 | Kevin M. Jones became a director |
| Aug 4, 2020 | Kevin M. Jones became Chief Executive Officer |
| Aug 4, 2020 | Jeffrey D Benjamin became a director |
| Aug 4, 2020 | Jay M. Grossman became a 10% owner |
| Aug 4, 2020 | Holly B. Windham became EVP, Chief Legal & People Off |
| Aug 4, 2020 | Dustin J. Semach became EVP, CFO & Treasurer |
| Aug 4, 2020 | Dph 123, LLC became a 10% owner |
| Aug 4, 2020 | Dhiren R. Fonseca became a director |
| Aug 4, 2020 | David Sambur became a director |
| Aug 4, 2020 | Darren Glatt became a director |
| Aug 4, 2020 | Brian Del St. Jean became a director |
| Aug 4, 2020 | Apollo Management, L.P. became a 10% owner |
| Aug 4, 2020 | Apollo Management VIII, L.P. became a 10% owner |
| Aug 4, 2020 | Apollo Management Holdings, L.P. became a 10% owner |
| Aug 4, 2020 | Apollo Management Holdings GP, LLC became a 10% owner |
| Aug 4, 2020 | Apollo Management GP, LLC became a 10% owner |
| Aug 4, 2020 | Apollo Co-Investment Management, LLC became a 10% owner |
| Aug 4, 2020 | Amanda E. Samuels became Chief Comm & Marketing Officer |
| Aug 4, 2020 | Abry Partners II, LLC became a 10% owner |
| Aug 4, 2020 | Aaron F. Sobel became a director |
| Aug 4, 2020 | AP VIII Inception Holdings, L.P. became a 10% owner |
| Aug 4, 2020 | AP Inception Co-Invest, L.P. became a 10% owner |
| Aug 4, 2020 | AIF VIII Management, LLC became a 10% owner |
| Aug 4, 2020 | ACE Investment Holdings, LLC became a 10% owner |
| Aug 4, 2020 | ABRY Partners, LLC became a 10% owner |
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Not reported recently (33)
- Vikram Mahidhar · Last reported as a director in an SEC filing dated Jan 30, 2025
- Casey L. Shilling · Last reported as SVP - Chief Marketing Officer in an SEC filing dated Nov 17, 2023
- Rackspace Technology, Inc. · Last reported as a director in an SEC filing dated Oct 10, 2023
- David Sambur · Last reported as a director in an SEC filing dated Apr 19, 2023
- Gregory S. Hrncir · Last reported as SVP - Chief Operations Officer in an SEC filing dated Aug 25, 2022
- Sandeep Bhargava · Last reported as Managing Director, APJ in an SEC filing dated Mar 25, 2022
- Neil Emerson · Last reported as Chief Relationship Officer in an SEC filing dated Mar 25, 2022
- Tolga Tarhan · Last reported as Chief Technology Officer in an SEC filing dated May 17, 2021
- John F. McCabe · Last reported as Chief Relationship Officer in an SEC filing dated May 11, 2021
- Peggy Koenig · Last reported as a 10% owner in an SEC filing dated Apr 6, 2021
- Jay M. Grossman · Last reported as a 10% owner in an SEC filing dated Apr 6, 2021
- Abry Partners II, LLC · Last reported as a 10% owner in an SEC filing dated Apr 6, 2021
- ACE Investment Holdings, LLC · Last reported as a 10% owner in an SEC filing dated Apr 6, 2021
- ABRY Partners, LLC · Last reported as a 10% owner in an SEC filing dated Apr 6, 2021
- Royce Yudkoff · Last reported as a 10% owner in an SEC filing dated Apr 6, 2021
- Dph 123, LLC · Last reported as a 10% owner in an SEC filing dated Apr 6, 2021
- Thomas Wolf · Last reported as SVP, Global Sales Strat & Ops in an SEC filing dated Mar 18, 2021
- Zarina Stanford · Last reported as Chief Comm & Marketing Officer in an SEC filing dated Mar 18, 2021
- Stephen A. Mills · Last reported as SVP & General Manager-Americas in an SEC filing dated Sep 17, 2020
- Matthew M. Stoyka · Last reported as Chief Solutions Officer in an SEC filing dated Sep 14, 2020
- Dustin J. Semach · Last reported as EVP, CFO & Treasurer in an SEC filing dated Aug 6, 2020
- Amanda E. Samuels · Last reported as Chief Comm & Marketing Officer in an SEC filing dated Aug 4, 2020
- Brian Del St. Jean · Last reported as a director in an SEC filing dated Aug 4, 2020
- Darren Glatt · Last reported as a director in an SEC filing dated Aug 4, 2020
- Apollo Co-Investment Management, LLC · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- Apollo Management Holdings GP, LLC · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- Apollo Management Holdings, L.P. · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- AP Inception Co-Invest, L.P. · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- AIF VIII Management, LLC · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- Apollo Management VIII, L.P. · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- AP VIII Inception Holdings, L.P. · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- Apollo Management GP, LLC · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
- Apollo Management, L.P. · Last reported as a 10% owner in an SEC filing dated Aug 4, 2020
RXT Proposed Insider Sales (Form 144)
Latest: 2026-09-08What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-08 | TEAL-GUESS KELLIE | Officer | 33,558 | $108.4K | 2026-09-08 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-04 | Kandiah Gajakarnan Vibushanan | Officer, Director | 498,728 | $1.59M | 2026-09-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-14 | ANTHONY EDWARD SCOTT | Director | 48,780 | $207.6K | 2026-08-14 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-04 | SINHA DHARMENDRA KUMAR | Officer | 111,642 | $620.7K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-04 | Marino Mark A. | Officer | 48,099 | $268.9K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-04 | TEAL-GUESS KELLIE | Officer | 33,966 | $189.9K | 2026-06-04 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-18 | TEAL-GUESS KELLIE | Officer | 113,232 | $543.5K | 2026-05-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-05-11 | BETSY ATKINS | Director | 231,045 | $1.13M | 2026-05-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-03-18 | Marino Mark A. | Officer | 14,058 | $26.0K | 2026-03-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-03-18 | SINHA DHARMENDRA KUMAR | Officer | 188,123 | $348.0K | 2026-03-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $11.9M | — | 2026-09-30 |
| 2 | SKYY First Trust Cloud Computing ETF | First Trust | 0.24% | $8.3M | $3.4B | 2026-10-20 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $8.0M | $75.1B | 2026-10-20 |
| 4 | VGT Vanguard Information Technology ETF | Vanguard | 0.00% | $7.8M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $5.0M | — | 2026-09-30 |
| 6 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $2.5M | — | 2026-09-30 |
| 7 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $2.5M | — | 2026-05-31 |
| 8 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.02% | $2.1M | $13.7B | 2026-10-20 |
| 9 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.10% | $2.0M | — | 2026-10-20 |
| 10 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.02% | $1.2M | — | 2026-10-20 |
| 11 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.08% | $948,673 | $1.2B | 2026-10-20 |
| 12 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $792,122 | $13.6B | 2026-10-20 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $581,075 | — | 2026-10-20 |
| 14 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.01% | $552,406 | $4.2B | 2026-10-20 |
| 15 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.00% | $519,968 | — | 2026-05-31 |
| 16 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $422,540 | $97.4B | 2026-10-20 |
| 17 | FSML Franklin Small Cap Enhanced ETF | Franklin | 0.21% | $310,813 | $151.3M | 2026-10-20 |
| 18 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.02% | $291,127 | — | 2026-09-30 |
| 19 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.01% | $245,710 | — | 2026-07-31 |
| 20 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.02% | $203,001 | $1.0B | 2026-10-20 |
| 21 | HYFI AB High Yield ETF | Nport | 0.05% | $176,974 | — | 2026-05-31 |
| 22 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $161,207 | — | 2026-10-21 |
| 23 | FTEC Fidelity MSCI Information Technology Index ETF | Fidelity | 0.00% | $147,443 | $21.3B | 2026-10-20 |
| 24 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.01% | $126,870 | — | 2026-09-30 |
| 25 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $88,045 | — | 2026-10-20 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $670.10M | $-67.50M | $-0.27 | $-31.50M |
| Q1 '26 | 2026-03-31 | $678.10M | $8.30M | $0.03 | $5.10M |
| Q4 '25 | 2025-12-31 | $682.80M | $-32.70M | $-0.13 | $59.70M |
| Q3 '25 | 2025-09-30 | $671.20M | $-67.10M | $-0.28 | $70.70M |
| Q2 '25 | 2025-06-30 | $666.30M | $-54.50M | $-0.23 | $8.40M |
| Q1 '25 | 2025-03-31 | $665.40M | $-71.50M | $-0.31 | $12.60M |
| Q4 '24 | 2024-12-31 | $685.60M | $-56.00M | $-0.23 | $54.30M |
| Q3 '24 | 2024-09-30 | $675.80M | $-186.60M | $-0.82 | $51.80M |
| Q2 '24 | 2024-06-30 | $684.90M | $25.00M | $0.11 | $24.10M |
| Q1 '24 | 2024-03-31 | $690.80M | $-640.60M | $-2.91 | $-90.30M |
| Q4 '23 | 2023-12-31 | $719.70M | $28.00M | $0.14 | $72.20M |
| Q3 '23 | 2023-09-30 | $732.40M | $-226.60M | $-1.05 | $266.80M |
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.