RXT Rackspace US, Inc.

MIXED Impact: 5/10 PRESS-RELEASE
Horizon weeks Filed May 7, 2026 Processed 1mo ago Wire GlobeNewswire
Press release: earnings
Latest settled — T+20d ⚠ clustered
RXT ▲ +48.01% at T+20d
NEUTRAL call ✓ call won +48.01% · α vs SPY +44.88% · entry $3.52 → $5.21
Next anchor: T+60d in 7w
Last close $5.44 (close Jun 12) · +54.55% from $3.52 entry
Entry anchored
May 7, 07:59 AM ET
via Databento tick
T+1d
+55.97%
call +55.97% · α +55.14%
$5.49
settled 5w ago
T+5d
+63.92%
call +63.92% · α +62.42%
$5.77
settled 5w ago
T+20d
+48.01%
call +48.01% · α +44.88%
$5.21
settled 10d ago
T+60d
call — · α —
in 7w

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Executive Summary

Rackspace Technology reported Q1 2026 revenue of $678M (beat $660.8M consensus) and GAAP EPS of $0.03 (beat -$0.03 consensus), driven by a $55.8M gain on debt extinguishment. However, Non-GAAP Loss Per Share remained at -$0.06, Private Cloud revenue declined 6% YoY, and FY2026 guidance implies continued non-GAAP losses, capping the upside.

Key Financial Metrics

Guidance
$2.6B - $2.7B
maintained
Free Cash Flow
-$9.3M
Gross Margin
17.6%

Actionable Insight

The headline beat is tempered by one-time gains and negative non-GAAP guidance. Monitor conference call for details on the AMD MoU and any inflection in Private Cloud trends. With high short interest and poor historical momentum, near-term upside may be limited.

Key Facts

  • Q1 2026 revenue $678.1M, +2% YoY, above consensus of $660.8M
  • GAAP EPS $0.03 (diluted), vs consensus -$0.03; includes $55.8M gain on debt extinguishment
  • Non-GAAP Loss Per Share -$0.06, unchanged YoY
  • Private Cloud revenue $235M, -6% YoY; Public Cloud revenue $443M, +7% YoY
  • FY2026 guidance: revenue $2.6-2.7B, Non-GAAP Loss Per Share ($0.15)-($0.20)
  • Signed non-binding MoU with AMD to develop governed enterprise AI infrastructure

Financial Impact

Q1 revenue beat by ~$17.3M (2.6%); GAAP EPS beat by $0.06, but non-GAAP loss persists

revenueepsnon-gaap earningsprivate cloud revenue

Risk Factors

  • Declining Private Cloud revenue and competitive pressure
  • High debt load ($2.7B) and negative stockholders' deficit
  • Non-GAAP profitability not expected in FY2026
  • MoU with AMD is non-binding and may not lead to definitive agreements

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Programming, Data Processing, Etc.
Analyst Consensus
0% bullish (10 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3289934
12 reports for RXT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for RXT — sortable, filterable
Type Now
Jun 12, 2026
2d ago
Institutional Cluster
BEARISH ★ 5/10
$5.80 awaiting T+20awaiting T+20$5.44 (+6.13%)
Jun 5, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$5.38 awaiting T+20awaiting T+20$5.44 (+1.12%)
Jun 5, 2026
10d ago
144
NEUTRAL ★ 3/10
$5.38 awaiting T+20awaiting T+20$5.44 (+1.12%)
May 7, 2026
5w ago
8-K
BEARISH ★ 6/10
$3.52 $5.21▼ −48.01%▼ −44.88%$5.44 (−54.55%)
May 7, 2026
5w ago
Press Release
MIXED ★ 5/10
$3.52 $5.21▲ +48.01%▲ +44.88%$5.44 (+54.55%)
Apr 16, 2026
8w ago
Press Release
NEUTRAL ★ 3/10
$1.47 $7.29▲ +395.92%▲ +390.55%$5.44 (+270.07%)
Apr 3, 2026
10w ago
8-K
NEUTRAL ★ 3/10
$0.9480 $2.01▲ +112.03%▲ +103.04%$5.44 (+473.84%)
Mar 18, 2026
12w ago
Press Release
NEUTRAL ★ 4/10
$1.85 $1.33▼ −28.11%▼ −34.15%$5.44 (+194.05%)
Mar 18, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$1.85 $1.33▼ −28.11%▼ −34.15%$5.44 (+194.05%)
Mar 10, 2026
13w ago
Press Release
NEUTRAL ★ 4/10
$1.95 $0.9720▼ −50.15%▼ −50.00%$5.44 (+178.97%)
Showing 10 of 12

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