Rapid7 (RPD) Acquires Kenzo Security
Rapid7, Inc. (NASDAQ:RPD) has announced the acquisition of Kenzo Security, an agentic AI security platform focusing on autonomous security investigations. The company expects this transaction to have no material impact on its financials. This acquisition comes after Citi lowered Rapid7's price target due to concerns about its Q1 and FY26 outlook, citing go-to-market changes and execution risks, despite recent updates to its PACT Partner Program aimed at enhancing collaboration and growth in AI-integrated cybersecurity solutions.
JPMorgan Chase & Co. Decreases Stake in Rapid7, Inc. $RPD
JPMorgan Chase & Co. significantly reduced its stake in Rapid7, Inc. (NASDAQ:RPD) by 93.5% in the third quarter, selling over 2.15 million shares and retaining 150,450 shares valued at approximately $2.82 million. Despite Rapid7 surpassing quarterly earnings expectations and providing optimistic FY2026 EPS guidance, its stock is currently trading near its 52-week low. The company holds a consensus "Reduce" rating from analysts with an average price target of $12.53.
Rapid7 (NASDAQ:RPD) Rating Increased to Buy at Wall Street Zen
Wall Street Zen upgraded Rapid7 (NASDAQ:RPD) from a "hold" to a "buy" rating. Despite this upgrade, the broader analyst consensus remains "Reduce" with a target price of $12.53. Rapid7 exceeded its Q4 EPS estimates and provided FY2026 guidance, though its shares are trading near a one-year low with a market capitalization of $354 million.
Rapid7 (RPD) CFO awarded 275,000 performance stock units tied to share price
Rapid7, Inc. (RPD) has awarded its Chief Financial Officer, Rafeal E. Brown, 275,000 performance stock units (PSUs). These PSUs are designed to incentivize long-term value creation, with vesting contingent upon Rapid7's stock reaching specified price thresholds over a three-year period and Mr. Brown's continued employment. The actual number of shares that can vest ranges from 0% to 150% of the target units, aligning the CFO's compensation with the company's stock performance.
Rapid7 (RPD) CEO awarded 1.125M performance stock units tied to share price
Rapid7, Inc. (RPD) CEO Thomas Corey E. was granted 1,125,000 target performance stock units (PSUs). These PSUs will vest over a three-year period, contingent on Rapid7's stock reaching specified price thresholds and the CEO's continued employment. The actual number of PSUs that can vest ranges from 0% to 150% of the target amount, aligning executive compensation with the company's future stock performance.
Discipline and Rules-Based Execution in RPD Response
This article provides an analysis of Rapid7 Inc. (NYSE: RPD), indicating weak sentiment across all time horizons which supports a short bias. It details quantitative models that have generated three distinct trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, each tailored for different risk profiles. The analysis highlights key support and resistance levels across near-term, mid-term, and long-term perspectives, alongside current AI-generated signals for the stock.
Rapid7 Falls To US$5.27, But Insiders Sold At Lower Price
Rapid7's shares have fallen to US$5.27, yet insider transactions reveal that executives sold shares at an average price of US$14.28 last year. This discrepancy suggests insiders might have benefited from selling at a higher valuation before the recent decline. The article raises questions about the insiders' confidence in the company's future prospects given their selling behavior.
Rapid7, Tenable, HubSpot, Amplitude, and Okta Stocks Trade Up, What You Need To Know
Shares of Rapid7, Tenable, HubSpot, Amplitude, and Okta all saw increases after President Trump indicated productive talks with Iran, easing Middle Eastern tensions. This positive geopolitical news, combined with investors buying the dip in high-quality SaaS stocks after a recent "SaaSpocalypse" correction, led to a rebound in these tech stocks. The article also highlights that Okta's recent stock volatility included a 7.4% drop three days prior due to concerns about AI models impacting the cybersecurity sector.
Rapid7 (RPD) grants JANA board nominee, caps stake at 19.9% through 2027
Rapid7, Inc. has entered into a Nomination and Support Agreement with JANA Partners Management, LP, agreeing to include JANA's nominee, Kevin Galligan, in its recommended slate for the 2026 annual meeting. In exchange, JANA has agreed to cap its ownership of Rapid7's common stock at 19.9% and to vote its shares in favor of the specified director slate, including Galligan. This agreement is effective until January 8, 2027, or 30 days before the advance notice period for 2027 nominations.
Rapid7 Reaches Board Nomination Agreement With JANA Partners
Rapid7 has entered into a Nomination and Support Agreement with activist investor JANA Partners Management, LP. This agreement will add JANA’s nominee, Kevin Galligan, to Rapid7’s slate of recommended directors for the 2026 annual meeting. The deal also limits JANA's ownership stake to under 19.9% and requires them to vote for the agreed director slate, stabilizing Rapid7's governance until early 2027.
JANA gains Rapid7 (RPD) board nominee and path to 19.9% ownership
JANA Partners Management has updated its ownership in Rapid7 (RPD), disclosing beneficial ownership of 10.3% of shares and detailing a new governance agreement. This agreement includes securing a board seat for Kevin Galligan and allows JANA to increase its stake up to 19.9%. The acquisition of 6,760,149 shares for approximately $206 million positions JANA to influence Rapid7's strategic decisions.
Citi Lowers its Price Target on Rapid7 (RPD) to $7
Citi has reduced its price target for Rapid7 (RPD) to $7 from $11.50, maintaining a Neutral rating, due to a cautious outlook for Q1 and FY26. This assessment stems from ongoing go-to-market changes, execution risks, and continued churn in parts of the business, along with limited near-term catalysts. Despite these concerns, Rapid7 announced updates to its PACT Partner Program aimed at strengthening channel growth and recently reported Q4 non-GAAP EPS of 44c, exceeding estimates.
Mizuho trims Rapid7 (RPD) PT to $16, maintains neutral rating
Mizuho has adjusted its price target for Rapid7 (RPD) to $16, down from the previous target of $20. Despite this reduction, the firm has decided to maintain its neutral rating on the stock. This update reflects Mizuho's current valuation and outlook for Rapid7.
Vanguard disaggregates holdings; reports 0% in Rapid7 (RPD)
Vanguard has filed an amended Schedule 13G/A for Rapid7 (RPD), reporting 0% beneficial ownership in the company. This change is due to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately, as per SEC Release No. 34-39538. The filing explicitly states that Vanguard, at the parent level, no longer has beneficial ownership of these securities.
Rapid7 Buys Kenzo Security To Launch Autonomous AI Security Operations
Rapid7 Inc. (NASDAQ: RPD) announced the acquisition of Kenzo Security to enhance its AI cybersecurity capabilities and scale automated security operations. The acquisition aims to advance Rapid7's Command Platform towards AI-driven, machine-speed cybersecurity, with Kenzo's platform unifying security data and using AI agents to autonomously investigate alerts and tune rules, resulting in a reported 94% reduction in investigation time for customers. Despite the strategic move to combat evolving cyber threats, Rapid7's stock shows a bearish trend, trading significantly below moving averages, and analysts project a "Hold" rating with an average price target of $16.62.
Rapid7, Inc. Hits New 52-Week Low at $5.47 Amidst Major Decline
Rapid7, Inc. has hit a new 52-week low of $5.47, reflecting an 85.13% decline in performance over the past year. The microcap company, with a market capitalization of $418 million, faces challenges including a high debt-to-equity ratio of 2.80 and a 26.98% decrease in net profit. Despite these issues, it maintains a return on equity of 15.34%.
Rapid7 acquires Kenzo Security to boost AI detection platform By Investing.com
Rapid7, Inc. (NASDAQ:RPD) has acquired Kenzo Security, an AI security platform designed to automate security investigations, integrating its technology into Rapid7’s Command Platform. This acquisition aims to enhance Rapid7's managed detection and response services by leveraging AI to speed up investigations and address the growing complexity of attack surfaces. Despite Rapid7's stock trading near its 52-week low, InvestingPro analysis suggests it may be undervalued, with expected net income growth and profitability predicted for 2026.
Rapid7 Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)
Rapid7, Inc. announced inducement awards to employees and contractors of Kenzo Security, Inc. following its acquisition of Kenzo on March 26, 2026. These awards, comprising restricted stock units (RSUs) and performance-based restricted stock units (PSUs), were granted as a material inducement for Kenzo personnel to join Rapid7. The grants were approved by Rapid7's Compensation Committee in accordance with Nasdaq Listing Rule 5635(c)(4).
Rapid7 Acquires Kenzo Security To Accelerate Preemptive, Ai-Powered Security Operations
Rapid7 has acquired Kenzo Security to enhance its preemptive, AI-powered security operations. This acquisition is expected to accelerate Rapid7's capabilities in security operations. The news was reported by Reuters and is likely to impact Rapid7 (RPD) and the cybersecurity market.
Rapid7 buys AI tool that cut security investigation time 94%
Rapid7 has announced the acquisition of Kenzo Security, an agentic AI platform that significantly reduces security investigation time and enhances alert coverage. This acquisition aims to boost Rapid7's Command Platform and managed detection and response (MDR) services by integrating Kenzo's AI-powered autonomous investigations. The deal is not anticipated to materially impact Rapid7's financial performance.
Rapid7 Acquires Kenzo Security to Accelerate Preemptive, AI-Powered Security Operations
Rapid7, a leader in AI-powered managed cybersecurity operations, has acquired Kenzo Security, an agentic AI security platform. This acquisition aims to enhance Rapid7's Command Platform by integrating Kenzo's AI models to provide scalable, machine-speed detection and response capabilities. The integration is expected to reduce investigation times, improve coverage, and ultimately strengthen organizations' cyber resilience by allowing AI agents to handle complex security workflows while analysts focus on critical decisions.
Rapid7 Labs Identifies State-Sponsored Sleeper Cells Embedded in Global Telecommunications Networks
Rapid7 Labs has uncovered a sustained espionage campaign by a China-nexus threat actor, Red Menshen, who has embedded "sleeper cells" within global telecommunications infrastructure. These covert footholds, utilizing advanced techniques like kernel-level stealth and encrypted traffic weaponization, provide persistent access to subscriber activity and sensitive communications. Rapid7 is working to assist impacted organizations and has released a free scanning script to detect the BPFdoor malware used in the campaign.
Kenzo founders can earn 1.05M Rapid7 stock units after takeover
Rapid7 recently granted significant inducement equity awards to Kenzo Security employees and founders following its acquisition of Kenzo. The awards include 467,945 Restricted Stock Units (RSUs) for employees and contractors, and 525,769 Performance-based Stock Units (PSUs) for each of Kenzo's co-founders, Harish Singh and Partha Naidu, assuming maximum performance. These awards are designed to incentivize continued employment and are tied to performance goals related to Managed MDR & SIEM Annualized Recurring Revenue.
Rapid7 Labs Identifies State-Sponsored Sleeper Cells Embedded in Global Telecommunications Networks
Rapid7 Labs has uncovered a sustained state-sponsored espionage campaign, dubbed "Red Menshen," involving "sleeper cells" embedded within global telecommunications networks. These covert operations, characterized by kernel-level backdoors and abuse of encrypted traffic, allow for long-term intelligence collection on subscriber activity and sensitive communications. Rapid7 is providing a free, open-source scanning script and integrating new detections into its offerings to help organizations identify and mitigate these advanced threats.
Qualys, Rapid7, and Tenable Shares Plummet, What You Need To Know
Shares of Qualys, Rapid7, and Tenable plummeted after Databricks unveiled LakeWatch, a generative AI-driven security intelligence platform, sparking concerns about increased competition in vulnerability management. Additionally, Anthropic's Claude AI assistant gaining computer control capabilities raised fears of enterprise value shifting from application to intelligence layers, potentially leading to margin compression for legacy software providers. Despite the market overreaction, these price drops could present opportunities for high-quality stocks.
Rapid7 draws strong crowd at RSAC 2024 amid high demand for threat intelligence
Rapid7 experienced significant engagement at RSAC 2024, highlighting the increasing demand for cybersecurity solutions and threat intelligence. The company showcased new initiatives like its Hacktics and Telemetry podcast and presented research on stealth Linux backdoors. This strong presence at the conference underscores the growing interest in their offerings among security professionals.
Rapid7 launches new threat intelligence and preemptive security demos at RSAC
Rapid7 is showcasing new capabilities in proactive security, threat intelligence, and hands-on demonstrations at the RSA Conference in San Francisco. The company aims to help IT teams transition from reactive to proactive defense strategies. Attendees can learn more about Rapid7's solutions at Booth S-3201, with specific product updates and partnerships expected throughout the conference.
Rapid7 Receives Average $12.53 Price Target from Analysts
Cybersecurity firm Rapid7 (NASDAQ: RPD) has received an average price target of $12.53 from 22 research firms, which have issued a consensus 'Reduce' rating on the stock. Several analysts have recently lowered their price targets, indicating potential challenges ahead for the company within the competitive cybersecurity industry. This declining analyst sentiment suggests possible headwinds for Rapid7.
Rapid7 (NASDAQ:RPD) Upgraded by Wall Street Zen to "Buy" Rating
Wall Street Zen has upgraded Rapid7 (NASDAQ:RPD) from a "hold" to a "buy" rating, despite a more skeptical overall analyst consensus of "Reduce" with an average price target of $12.53. Rapid7 recently surpassed its Q4 earnings and revenue estimates and provided positive FY2026 guidance, trading at around $6.31 with significant institutional ownership. The company specializes in cloud-based cybersecurity solutions, offering its Insight platform to detect and remediate cyber threats across various industries.
Behavioral Patterns of RPD and Institutional Flows
Quantitative Research Desk has published an analysis on Rapid7 Inc. (NYSE: RPD), indicating near-term weak sentiment that may signal a resumption of long-term weakness. The analysis provides AI-generated trading strategies including a position trading strategy, a momentum breakout strategy, and a risk hedging strategy, alongside multi-timeframe signal analysis. Despite the current weak sentiment, no clear price positioning signal has been identified, and elevated downside risk remains.
Rapid7 cloud security with exposure command
Rapid7 has enhanced its Exposure Command product with new cloud security features, including runtime validation and Data Security Posture Management (DSPM). These advancements allow organizations to identify, prioritize, and mitigate exploitable risks based on actual attack scenarios and business impact for hybrid and multi-cloud environments. The new capabilities include continuous runtime visibility, monitoring of AI-driven workloads, automated incident response, and data-aware risk prioritization, which will be showcased at the RSAC 2026 Conference.
Rapid7 Enhances Exposure Command with New Cloud Security Capabilities, Introducing Runtime Validation and Data Security Posture Management
Rapid7 has introduced new cloud security capabilities to its Exposure Command platform, including runtime validation and Data Security Posture Management (DSPM). These enhancements aim to provide proactive risk management by identifying and prioritizing exploitable risks in hybrid and multi-cloud environments, moving from continuous assessment to continuous validation. The update also includes automated cloud incident response and continuous monitoring of AI-driven workloads, strengthening cyber defenses.
Rapid7, Inc. (NASDAQ:RPD) Receives Consensus Recommendation of "Reduce" from Analysts
Rapid7, Inc. (NASDAQ:RPD) has received a consensus "Reduce" recommendation from analysts, with an average 12-month target price of $12.53. Multiple firms have recently lowered their price targets, indicating weakening sentiment. Despite this, Rapid7 slightly exceeded Q4 earnings estimates with $0.44 EPS and $217.4 million in revenue, and provided FY2026 EPS guidance of $1.50–$1.60.
Rapid7 2026 Global Threat Landscape Report Shows Exploited High and Critical-Severity Vulnerabilities Surged 105% as Attack Timelines Collapsed
Rapid7's 2026 Global Threat Landscape Report indicates a significant increase in exploited high and critical-severity vulnerabilities, surging by 105% from 2024 to 2025. The report highlights that the time between vulnerability disclosure and exploitation has drastically shrunk, often to mere days, largely due to the integration of AI into attacker playbooks. This accelerated attack cycle emphasizes the critical need for organizations to proactively manage exposure and integrate detection and response strategies to build resilient cybersecurity operations.
Rapid7 Advances Exposure Command with New Cloud Security Capabilities for Runtime Validation and Data Security Posture Management
Rapid7 has announced new cloud security capabilities for its Exposure Command solution, introducing runtime validation and Data Security Posture Management (DSPM). These additions aim to help organizations identify, validate, and prioritize exploitable risks in hybrid and multi-cloud environments by focusing on real-world attack paths and business impact. The new features enable continuous validation of exposures, moving beyond static assessments to strengthen proactive exposure reduction.
Rapid7 Enhances Exposure Command with New Cloud Security Capabilities, Introducing Runtime Validation and Data Security Posture Management
Rapid7 has introduced new cloud security capabilities to its Exposure Command platform, including runtime validation and Data Security Posture Management (DSPM). These enhancements aim to provide organizations with more proactive risk management in hybrid and multi-cloud environments by identifying and prioritizing exploitable risks based on actual attack paths and business impact. The update allows for continuous validation of vulnerabilities and misconfigurations, along with automated incident response actions.
Rapid7 says new tools show which cloud flaws attackers can exploit
Rapid7 (NASDAQ: RPD) has announced new cloud security capabilities for its Exposure Command platform, introducing runtime validation and Data Security Posture Management (DSPM). These tools aim to identify and prioritize exploitable risks by mapping sensitive data and identity access to real-world attack paths, providing continuous validation beyond traditional assessments. The company will demonstrate these innovations, which include automated remediation for threats and continuous monitoring of AI-driven workloads, at the RSAC 2026 Conference.
Rapid7 2026 Global Threat Landscape Report Shows Exploited High and Critical-Severity Vulnerabilities Surged 105% as Attack Timelines Collapsed
Rapid7's 2026 Global Threat Landscape Report reveals a 105% surge in exploited high and critical-severity vulnerabilities between 2024 and 2025, with attack timelines collapsing to mere days. The report stresses that organizations have less time to remediate threats, emphasizing the need for proactive security operations and aligning remediation with exploitation velocity to build cyber resilience. Identity exposure remains the primary intrusion path, ransomware continues to industrialize, and AI is increasingly accelerating attacker operations.
Rapid7 outlines $835M–$843M 2026 revenue guidance as AI-driven security investments continue
Rapid7 has provided revenue guidance for 2026, projecting between $835 million and $843 million, driven by continued investments in AI-driven security solutions. This outlook reflects the company's anticipated growth in the cybersecurity sector, emphasizing the increasing reliance on advanced technologies for threat detection and response.
MSPs need to drive outcome-based relationships in cybersecurity, says Rapid7 CSO.
Rapid7 CSO Brian Castanga emphasizes the critical need for managed service providers (MSPs) and technology service providers (TSPs) to foster transparent, outcome-based relationships with clients in the cybersecurity sector. He highlights that reliable third-party partnerships are essential to alleviate the intense stress and burnout experienced by CISOs, enabling them to navigate increasing cyber threats effectively. Rapid7 has revised its channel program to better support partners in delivering trusted expertise and solutions that meet CISOs' evolving needs and budget constraints.
DA Davidson Maintains Rapid7 (RPD) Underperform Recommendation
This article reports on DA Davidson maintaining its "Underperform" recommendation for Rapid7 (RPD). No further details about the analyst's rationale or any price target are provided in the current content.
Hackers now exploit major security flaws in days, Rapid7 2026 study finds
Rapid7's 2026 Global Threat Landscape Report indicates a significant acceleration in cyber attack timelines, with exploited high and critical-severity vulnerabilities surging by 105% year-over-year. The report highlights that attackers are now operationalizing vulnerabilities within days of disclosure, leveraging identity exposure as a primary intrusion path and increasingly using AI to accelerate their operations. This trend necessitates that organizations prioritize proactive security measures, focusing on faster remediation and integrated detection and response to combat the shrinking window between vulnerability disclosure and exploitation.
Rapid7 drives early threat disruption strategy at Global Cybersecurity Summit
Rapid7 is set to present a proactive Managed Detection and Response (MDR) strategy at its upcoming Global Cybersecurity Summit, focusing on early intervention against cyber threats. This approach aims to minimize damage and data loss by disrupting attackers earlier in the attack chain. The initiative builds on Rapid7's ongoing efforts to foster industry dialogue and research into advanced cybersecurity defenses.
Rapid7 (RPD) Revamps Partner Program to Enhance Growth and Collaboration
Rapid7 (RPD) has announced updates to its PACT Partner Program for 2026, aiming to improve collaboration with its partner network and drive scalable growth through channel partnerships. The enhancements include new partner tier distinctions, simplified deal processes, and improved program economics to facilitate quicker customer value delivery. While Rapid7 shows strong gross margins, its financial performance is mixed with slower revenue growth, a high debt-to-equity ratio, and a low Altman Z-Score indicating potential financial instability.
Rapid7 Boosts Profitability, Simplification In Refreshed Partner Program
Rapid7 has revamped its channel program to significantly increase partner profitability through higher margins on deal registration and co-sell deals, and enhanced incumbency protection on renewals. The cybersecurity vendor also introduced an exclusive Platinum tier for top partners, offering superior benefits. Additionally, the program focuses on simplification by consolidating co-sell deal types and improving enablement with new role-specific training modules in the partner portal.
Cyber firm Rapid7 boosts margins and status for top partners
Rapid7 has announced updates to its 2026 PACT Partner Program, introducing a new Platinum Partner tier, simplified deal motions, and improved economics to enhance partner-led Managed Detection and Response (MDR) and recurring security services. These changes aim to strengthen alignment, predictability, and profitability for partners, notably including a Tech Champion program for technical enablement. The announcement follows mixed market reactions to recent company events, with this program signaling continued focus on channel partnerships.
Rapid7 Advances 2026 PACT Partner Program to Strengthen Partner Led Go-to-Market and Profitability
Rapid7 has announced updates to its 2026 PACT Partner Program, introducing new tiers and simplified deal motions to enhance partner-led growth and profitability. The program aims to strengthen alignment between Rapid7 and its partners, facilitating the delivery of AI-powered cybersecurity operations and outcome-driven solutions to customers. Key enhancements include a new Platinum Partner Tier, updated deal motions for clearer attribution, improved program economics for partner-sourced deals, and a Tech Champion Program for structured partner enablement.
Vulnerability Management Tools Market to Record Significant Growth Opportunities by 2033 | Qualys • Tenable • Rapid7 • CrowdStrike
Coherent Market Insights has released a new research study on the global Vulnerability Management Tools Market, forecasting significant growth opportunities by 2033. The report provides a comprehensive analysis of market dynamics, including motivators, inhibitors, opportunities, and risks, along with profiles of key players like Qualys, Tenable, and Rapid7. It also segments the market by type, distribution channel, and geographic region, offering insights into industry trends and competitive landscapes.
Rapid7, Inc. 2025 Amended Annual Report (10-K/A) – Exhibit 97 Filing Update and Company Overview
Rapid7, Inc. has filed an Amendment No. 1 (Form 10-K/A) to its 2025 Annual Report to include Exhibit 97, the company's Compensation Recoupment Policy. This amendment ensures compliance with new SEC listing standards and does not change any financial information or reflect new events beyond the original filing date. The update primarily reinforces good governance practices and is not expected to significantly impact Rapid7's share value.
Rapid7 (Nasdaq:RPD) - Stock Analysis
This Simply Wall St analysis of Rapid7 (NASDAQ: RPD) provides an overview of the company's financial health, performance, and risk factors. It highlights that RPD is currently trading significantly below its estimated fair value with projected earnings growth, yet faces risks including debt not well-covered by cash flow and a volatile share price. The report also includes varying analyst and community narratives on its future prospects, from potential growth driven by AI and cloud adoption to concerns about competition and falling margins.
