Rapid7, Tenable, SentinelOne, Zscaler, and Qualys Shares Plummet, What You Need To Know
Shares of Rapid7, Tenable, SentinelOne, Zscaler, and Qualys plummeted after Anthropic launched Claude Code Security, an AI tool capable of autonomously scanning code for vulnerabilities and suggesting patches. This development has shifted market sentiment, leading investors to question the long-term pricing power of traditional cybersecurity firms, especially given a past large-scale AI-orchestrated cyberattack. Qualys's shares further declined due to a weak financial forecast for 2026, signaling slowing growth and missed analyst estimates.
Scotiabank lowers its price target on Rapid7, Inc. (RPD) to $9 and maintains a sector perform rating
Scotiabank has reduced its price target for Rapid7, Inc. (RPD) to $9, down from the previous $12. Despite this reduction, the firm has decided to maintain its "Sector Perform" rating on the company's stock. This adjustment reflects Scotiabank's updated outlook on Rapid7's financial prospects and market valuation.
5 Revealing Analyst Questions From Rapid7's Q4 Earnings Call
Rapid7's Q4 2025 earnings were met with a negative market reaction due to stagnant sales and margin pressures. Despite a revenue beat, adjusted EPS beat, and adjusted operating income beat, the company's guidance for Q1 2026 and full-year 2026 EPS fell below analyst estimates. Analysts questioned management on sales and marketing realignment, growth drivers, ARR decline, customer consolidation, and the reasons behind the Q1 ARR decline and margin improvements, highlighting key challenges and anticipated improvements.
Scotiabank Lowers its Price Target on Rapid7, Inc. (RPD) to $9 and Maintains a Sector Perform Rating
Scotiabank has lowered its price target for Rapid7, Inc. (RPD) to $9 from $18 and maintained a Sector Perform rating, citing the need for the company to demonstrate a return to sustainable revenue and earnings growth. Other firms, including Truist and UBS, also reduced their price targets and ratings following Rapid7's mixed Q4 results and cautious 2026 guidance, which projects a 2% year-over-year revenue decline. Rapid7 reported Q4 revenue of $217 million, slightly above estimates, and aims to focus on innovation and execution in 2026 to re-accelerate growth.
Scotiabank Lowers its Price Target on Rapid7, Inc. (RPD) to $9 and Maintains a Sector Perform Rating
Scotiabank has lowered its price target for Rapid7, Inc. (RPD) to $9 from $18 while maintaining a Sector Perform rating, citing the need for the company to demonstrate sustainable revenue and earnings growth. Other firms like Truist and UBS also cut their price targets and ratings, expressing concerns over mixed fourth-quarter results, cautious 2026 guidance, and projected revenue decline. Rapid7 reported fourth-quarter revenue slightly above consensus but guided fiscal 2026 revenue below expectations.
Earnings call transcript: Rapid7 beats Q4 2025 forecasts, but stock dips
Rapid7 reported Q4 2025 earnings and revenue that exceeded analyst expectations, with an EPS of $0.44 against a forecast of $0.41, and revenue of $217.39 million compared to an expected $215.03 million. Despite these positive results, the company's stock experienced a 0.56% decline in after-market trading due to cautious investor reaction to conservative guidance for 2026, which projects a slight revenue decrease. The company plans to focus on AI-enhanced products, operational efficiency, and a refined go-to-market strategy to drive future growth and improve operating margins.
1 Stock Under $50 with Exciting Potential and 2 We Avoid
This article identifies one stock under $50 with strong potential, Ryan Specialty (RYAN), while advising against two others: Rapid7 (RPD) and Silgan Holdings (SLGN). Ryan Specialty is highlighted for exceptional revenue growth, impressive EPS, and strong free cash flow. Conversely, Rapid7 is criticized for weak billings growth and increasing expenses, and Silgan Holdings for muted revenue growth and high input costs.
785,000 Shares in Rapid7, Inc. $RPD Bought by LSV Asset Management
LSV Asset Management acquired 785,000 shares of Rapid7, Inc. (NASDAQ:RPD) in the third quarter, representing a 1.21% stake valued at approximately $14.7 million. Despite Rapid7 beating Q3 EPS and revenue estimates and setting positive FY2026 guidance, analysts have largely issued "Reduce" ratings with a consensus price target of $12.53. The stock is currently trading near its 52-week low, while company insiders have recently increased their holdings by 2.40%.
Why Rapid7 (RPD) Is Down 33.6% After Cutting 2026 Outlook Despite New Cloud Security Push
Rapid7 (RPD) shares dropped 33.6% following a cut to its 2026 outlook, with the company forecasting lower full-year revenue and a GAAP net loss in Q1 2026 despite new cloud security initiatives. The weaker guidance contrasts sharply with previous analyst expectations and highlights investor concerns over slowing revenue growth and increased competition. The company's future performance hinges on the execution of its Command platform and MDR offering.
Rapid7 (RPD) Guides to 2026 Profitability After Q4 Results Is Its Margin Story Evolving?
Rapid7 (RPD) reported Q4 2025 revenue of US$217.39 million and net income of US$3.13 million, with full-year 2025 revenue at US$859.79 million and net income at US$23.38 million. The company expects a GAAP loss in Q1 2026 but anticipates full-year 2026 GAAP profitability, with revenue guidance between US$835 million and US$843 million and GAAP net income of US$12 million to US$20 million. This guidance, despite a revenue decline from 2025, emphasizes an evolving focus on margin improvement and capital discipline for investors.
Rapid7 (RPD) Margins Stuck Near 3% Challenge Bullish Earnings Leverage Narrative
Rapid7 (RPD) concluded FY 2025 with revenue of US$217.4 million and basic EPS of US$0.05, and a net profit margin of 2.7%, down from 3.0% a year earlier. This tight margin and inconsistent quarterly EPS challenge the bullish narrative that AI-driven automation and higher-value platform deals will significantly boost profitability. While the stock trades at a lower P/E than the industry average and has a higher DCF fair value, its financial performance suggests that translating larger deals into consistent profit remains a work in progress, indicating earnings leverage is not yet aligned with bullish expectations.
Rapid7 Announces 2026 APJ Partner of the Year Award Winners
Rapid7 has announced the winners of its 2026 Partner of the Year Awards for the APJ region, recognizing companies like Orro, Triskele Labs, Cythera, DGplex, and ctrl:cyber for their excellence in supporting customer cybersecurity needs. These awards acknowledge partners for helping clients enhance security programs, reduce risk, and build cyber resilience. The awards highlight the critical role partners play in enabling customers to move towards proactive security strategies.
Rapid7 (RPD): Citigroup Lowers Price Target, Maintains Neutral Rating | RPD Stock News
Citigroup has maintained its Neutral rating for Rapid7 (RPD) but lowered its price target from $15.00 to $11.50, reflecting current market conditions. This follows similar actions by other analysts who have also reduced their price targets for the cybersecurity company. Despite these adjustments, the average analyst target price still suggests a significant upside from the current stock price, while GuruFocus's estimated GF Value indicates an even higher potential upside.
Barclays Issues Pessimistic Forecast for Rapid7 (NASDAQ:RPD) Stock Price
Barclays has significantly cut its price target on Rapid7 (NASDAQ: RPD) from $15.00 to $8.00, downgrading the stock to an "underweight" rating due to weak Q1 and FY-2026 guidance and flat Annual Recurring Revenue despite beating Q4 estimates. While insiders have recently purchased shares, and institutions own a substantial portion, the pessimistic outlook from analysts has led to a sell-off. The company's Q4 revenue was up 0.5% year-over-year, and it reported $0.44 EPS, beating expectations.
Scotiabank Maintains Sector Perform on RPD Rapid7, Inc. Feb 2026
Scotiabank maintained a Sector Perform rating on Rapid7, Inc. (RPD) but significantly cut its price target to $9 from $18 on February 11, 2026, citing weakening demand and margin pressure. Concurrently, Canaccord Genuity downgraded RPD from Buy to Hold with a reduced price target of $10, and DA Davidson kept an Underperform stance while lowering its target to $6.50. These collective analyst actions indicate a more cautious outlook on RPD's growth and profitability, compressing upside expectations for investors.
Rapid7 (RPD) Margins Stuck Near 3% Challenge Bullish Earnings Leverage Narrative
Rapid7's FY 2025 results show revenue in a tight band and net profit margins hovering around 2.7%, down from 3.0% the previous year. This performance challenges the bullish narrative that AI-driven automation and high-value platform deals will significantly boost margins, as earnings remain sensitive to costs and deal timing rather than clearly demonstrating sustained profit growth. Despite a seemingly low P/E ratio and a DCF fair value significantly higher than its current share price, the company's uneven earnings and thin margins suggest that translating larger deals into consistent profit is still a work in progress for investors to monitor.
Rapid7 Earnings Call: Strong Cash, Weak Growth Outlook
Rapid7's latest earnings call revealed a mixed financial picture, with strong Q4 2025 ARR, revenue, and profitability exceeding guidance, alongside robust free cash flow generation. However, the company projects weak growth, with flat subscription growth, modest top-line momentum, and near-term margin compression, forecasting a revenue decline for 2026. Strategic investments in AI, MDR, and partnerships are expected to drive future growth, but execution risks and reduced visibility tempered investor optimism.
Why Rapid7 (RPD) Shares Are Sliding Today
Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) fell significantly after the company provided a weak financial outlook for the upcoming quarter and full year, despite its fourth-quarter results narrowly beating Wall Street expectations. The primary concern for investors was the lower-than-anticipated revenue forecast for Q1 2026 and significantly missed full-year adjusted EPS guidance for 2026. This poor guidance, coupled with concerns about AI models impacting traditional software, led to a substantial drop in the stock price.
Scotiabank lowers Rapid7 stock price target to $9 from $18
Scotiabank has significantly lowered its price target for Rapid7 (NASDAQ:RPD) from $18 to $9, maintaining a "Sector Perform" rating, citing an unsatisfactory 2026 outlook despite acceptable Q4 2025 performance. The bank anticipates a "transition year" for Rapid7 with projected declines in revenue and operating income due to strategic changes. This downgrade, alongside similar moves by JP Morgan and Canaccord Genuity, reflects skepticism about the company's positioning against AI-related threats and its pivot to Managed Detection and Response (MDR).
Rapid7, Inc. (NASDAQ:RPD) Q4 2025 Earnings Call Transcript
Rapid7, Inc. (NASDAQ:RPD) announced its Q4 2025 earnings, reporting total revenue of $217.4 million (up 0.5% year-over-year) and beating EPS expectations with $0.44. The company generated full-year 2025 revenue of $859.8 million and achieved an ending ARR of $839.9 million. Rapid7 is strategically investing in AI-enabled security operations, particularly in its Managed Detection and Response (MDR) offering and Exposure Command platform, to drive future growth and improve operational efficiency amid a rapidly evolving cybersecurity landscape.
28 cybersecurity firms win Rapid7’s 2026 Partner of the Year honors
Rapid7 (NASDAQ: RPD) announced the winners of its 2026 Partner of the Year Awards, recognizing 28 partners across 12 categories and four regions for their contributions to cybersecurity outcomes. The awards highlight partners who excel in areas such as detection & response, exposure management, and public sector engagements, helping customers build cyber resilience. However, following this news, RPD's stock declined by 29.02%, indicating a significant negative market reaction despite the positive news for its partners.
Rapid7 Inc. (RPD): Solid Earnings Beat, Growth Concerns Ahead
Rapid7 Inc. reported strong Q4 2025 earnings, exceeding Wall Street expectations, but revenue forecasts for 2026 suggest potential growth concerns with projected declines in both Q1 and full-year revenue and annualized recurring revenue. The company is focusing on operational efficiency and platform consolidation, and announced a partnership with ARMO to enhance cloud security. While the article acknowledges RPD's growth potential, it suggests other AI stocks may offer higher returns and lower risk.
Rapid7 Inc Bottom Line Advances In Q4
Rapid7 Inc (RPD) reported an increase in its fourth-quarter profit, with earnings rising to $3.13 million, or $0.05 per share, compared to $2.17 million, or $0.03 per share, in the same period last year. The company's revenue for the quarter also saw a slight increase of 0.5%, reaching $217.39 million. This performance indicates a positive financial advancement for Rapid7 Inc.
Rapid7 Is a Small Cybersecurity Firm Swimming Against the Current of Vendor Consolidation
Rapid7, a small cybersecurity firm focusing on security operations and threat detection, faces significant competition from larger rivals despite favorable secular tailwinds in the digitizing market. The company's performance is further impacted by macroeconomic pressures and recent execution issues, leading to a cautious outlook for 2026. The analyst note highlights Rapid7's struggle against vendor consolidation in the cybersecurity industry.
RAPID7 INC (NASDAQ:RPD) Reports Q4 Beat but 2026 Guidance Sparks Sell-Off
Rapid7 Inc (NASDAQ: RPD) reported fourth-quarter 2025 results that exceeded analyst expectations for revenue and non-GAAP EPS, with $217.4 million revenue against an estimated $217.2 million. However, the company's Q1 and full-year 2026 guidance, projecting a revenue decline and flat to declining Annualized Recurring Revenue (ARR), disappointed investors and led to a significant after-hours stock sell-off. This market reaction indicates investor concern over the company's near-term growth trajectory despite strategic advancements in AI security and industry recognition.
Rapid7's (NASDAQ:RPD) Q4 CY2025 Sales Top Estimates But Stock Drops
Rapid7 (NASDAQ:RPD) reported Q4 CY2025 revenue of $217.4 million, exceeding analyst estimates, but sales remained flat year-on-year. Despite beating current quarter revenue and EPS estimates, the company's stock dropped due to weaker-than-expected revenue guidance for Q1 CY2026 and for the full financial year 2026, signaling a potential slowdown in demand. The article also highlights concerning trends in annual recurring revenue and customer acquisition efficiency.
Rapid7 shares plunge on weak outlook despite fourth-quarter beat
Rapid7 Inc. saw its shares drop over 18% following a weak fiscal 2026 outlook, despite exceeding earnings and revenue expectations for its fiscal 2025 fourth quarter. The cybersecurity provider's forecast of only 2% to 3% growth spooked investors, as it significantly lagged behind the growth rates of other tech and cybersecurity companies. For the fourth quarter, the company reported adjusted earnings of 44 cents per share on revenue of $217 million, both above analyst estimates, and highlighted key business developments like new AWS Network Firewall features and a partnership with HITRUST.
Rapid7, Inc. (RPD) Tops Q4 EPS by 3c; offers guidance
Rapid7, Inc. (RPD) reported strong fourth-quarter results, beating analyst estimates with an EPS of $0.44 on revenue of $217.39 million. Despite exceeding Q4 expectations, the company provided Q1 and full-year 2026 guidance that fell below market consensus, with lower projected EPS and revenue for both periods. Investors will be watching how the market reacts to the mixed news of strong past performance against more conservative future outlooks.
Rapid7 Reports Financial Results for 2025, Highlights Growth in ARR and Revenue
Rapid7, a leader in AI-powered managed cybersecurity, announced its financial results for the full year 2025, with total revenue reaching $860 million and annualized recurring revenue (ARR) at $840 million. The company reported a GAAP net income of $23.4 million and strong cash flow, while also highlighting new partnerships and industry recognitions. Despite overall growth, the company's 2026 guidance anticipates slight declines in ARR and revenue.
Rapid7 Reports Financial Results for 2025, Highlights Growth in ARR and Revenue
Rapid7, Inc. announced its financial results for the fourth quarter and full year 2025, reporting total revenue of $860 million for the year, a 2% increase year-over-year, and an annualized recurring revenue (ARR) of $840 million. The company achieved a GAAP net income of $23.4 million and robust cash flow, while its CEO, Corey Thomas, emphasized innovation in cybersecurity and strong performance against financial guidance. Despite slight growth in 2025, the company's Q1 2026 guidance anticipates declines in ARR and revenue, indicating potential challenges ahead.
Rapid7: Q4 Earnings Snapshot
Rapid7 Inc. (RPD) reported a fourth-quarter profit of $3.1 million, or 5 cents per share, surpassing Wall Street expectations with adjusted earnings of 44 cents per share. The cybersecurity company also exceeded revenue forecasts, posting $217.4 million for the quarter. For the upcoming fiscal first quarter, Rapid7 projects earnings per share between 29 cents and 32 cents and revenue ranging from $207 million to $209 million.
Rapid7: Q4 Earnings Snapshot
Rapid7 Inc. (RPD) reported a Q4 profit of $3.1 million, or 5 cents per share, surpassing Wall Street expectations with adjusted earnings of 44 cents per share. The cybersecurity company also exceeded revenue forecasts, posting $217.4 million for the quarter. For the upcoming fiscal first quarter, Rapid7 projects earnings between 29 to 32 cents per share and revenue of $207 million to $209 million.
Rapid7 Shares Face Critical Earnings Test Amid Steep Decline
Rapid7 is facing a critical earnings test amidst a steep decline in its share price, with market sentiment skeptical despite previous revenue beats. The cybersecurity firm's client base has shrunk, and its stock has significantly underperformed the sector, making the upcoming earnings report pivotal for investor confidence and a potential turnaround. Analysts expect adjusted EPS of $0.42 and revenue of $214.93 million, with a "beat and raise" scenario possibly needed to stabilize the stock.
Rapid7 links Lotus Blossom APT to Notepad++ compromise, delivering Chrysalis backdoor
New research by Rapid7 Labs has uncovered a sophisticated cyber espionage campaign tied to the Chinese APT group Lotus Blossom, which compromised Notepad++ infrastructure to deliver a new backdoor named Chrysalis. This group, active since 2009, targets various sectors including critical infrastructure across Southeast Asia and Central America. The Chrysalis backdoor features advanced obfuscation, custom API hashing, and a layered C2 communication approach, indicating a significant evolution in Lotus Blossom's tactics to evade detection.
Rapid7 Earnings Preview: Revenue Flat, Stock Down 22.3% | Feb 2026 - News and Statistics
Rapid7 (RPD), a cybersecurity software provider, is set to report its Q4 2025 earnings with analysts expecting flat year-on-year revenue at $214.9 million and adjusted earnings of $0.42 per share. Despite beating revenue estimates in the past two years, the company's stock is down 22.3% over the last month, amid broader market volatility and a cybersecurity sector downturn. The average analyst price target of $18.02 significantly exceeds its current share price of $10.83.
Rapid7 (RPD) Set to Announce Earnings Tomorrow: What You Should Know
Rapid7 (RPD) is scheduled to release its latest earnings report after market close. Analysts anticipate steady year-over-year revenue at $214.9 million and adjusted earnings per share of $0.42. Despite consistently outperforming revenue estimates in the past, the cybersecurity sector has faced significant market volatility, with Rapid7's stock price dropping 22.3% in the last month.
The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 Shares Are Falling, What You Need To Know
Shares of The Trade Desk, SentinelOne, GitLab, Guidewire Software, and Rapid7 experienced significant drops following the release of new AI models from Anthropic and OpenAI. Investors are concerned that these advanced AI agents could cannibalize traditional software applications and render current licensing models obsolete due to their ability to directly perform complex enterprise tasks. SentinelOne, in particular, has seen considerable volatility recently, with its stock trading well below its 52-week high.
How Rapid7 Inc. (RPD) Affects Rotational Strategy Timing
The article analyzes Rapid7 Inc. (RPD) stock, noting weak sentiment across all time horizons, which supports a short bias. It details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis highlights an exceptional risk-reward setup, targeting a 21.2% gain versus 0.3% risk.
Why We're Not Concerned Yet About Rapid7, Inc.'s (NASDAQ:RPD) 25% Share Price Plunge
Rapid7, Inc. (NASDAQ:RPD) has experienced a significant 25% share price drop over the last month, contributing to a 73% decline over the past year. Despite this, its high P/E ratio of 31.1x is attributed to analysts forecasting a strong 49% annual EPS growth for the next three years, significantly outperforming the market's projected 12% growth. Investors appear to be willing to pay a premium for RPD shares based on these future growth expectations, suggesting that the recent price plunge is not deflating confidence in the company's long-term prospects.
Rapid7 (NASDAQ:RPD) Sets New 1-Year Low - Should You Sell?
Rapid7 (NASDAQ:RPD) recently hit a new 52-week low of approximately $10.33, trading well below its moving averages. Despite mixed analyst ratings and several trimmed price targets, the company slightly surpassed its quarterly EPS and revenue estimates. Notably, insiders have been actively purchasing shares in the last 90 days.
Why We're Not Concerned Yet About Rapid7, Inc.'s (NASDAQ:RPD) 25% Share Price Plunge
Rapid7, Inc. (NASDAQ:RPD) has seen a significant 25% share price drop over the last month, contributing to a 73% decline over the past year. Despite this, the article suggests not being overly concerned yet due to the company's high P/E ratio of 31.1x, which is attributed to analyst forecasts of 49% annual EPS growth over the next three years, significantly outpacing the broader market's 12% forecast. Investors appear willing to pay a premium for this anticipated strong future growth, overshadowing recent backward earnings performance.
Analysts Estimate Rapid7 (RPD) to Report a Decline in Earnings: What to Look Out for
Analysts expect Rapid7 (RPD) to report a year-over-year decline in earnings and lower revenues for the quarter ended December 2025. While the company's Earnings ESP suggests a potential beat, its Zacks Rank of #4 makes a conclusive prediction difficult. Investors should also consider other factors beyond earnings surprise, despite the company's past record of beating EPS estimates three out of the last four quarters.
Five9, Rapid7, Shopify, ZoomInfo, and SentinelOne Shares Are Falling, What You Need To Know
Shares of Five9, Rapid7, Shopify, ZoomInfo, and SentinelOne experienced declines in the morning session following a widespread sell-off in the software sector. This decline was attributed to growing concerns about AI's impact and a shift in institutional investment away from traditional SaaS providers towards companies with AI integrations. ZoomInfo, in particular, has seen significant volatility, with its shares trading well below its 52-week high.
Analysts Estimate Rapid7 (RPD) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings and lower revenues for Rapid7 (RPD) for the quarter ending December 2025. The company is expected to report adjusted earnings of $0.40 per share, down 16.7%, and revenues of $214.93 million, down 0.6%. While the Zacks Earnings ESP suggests a potential slight beat due to a higher Most Accurate Estimate, its Zacks Rank of #4 makes a definitive prediction difficult.
Rapid7 (RPD) Expected to Announce Earnings on Tuesday
Rapid7 (RPD) is scheduled to announce its Q4 2025 earnings after market close on Tuesday, February 10, 2026, with analysts expecting $0.40 EPS and $215.17 million in revenue. The company previously surpassed Q3 estimates with $0.57 EPS and $217.96 million in revenue, and insiders have been buying shares, including CEO Corey E. Thomas. The stock is currently trading near its 52-week low with a market cap of approximately $772.7 million.
Analysts Estimate Rapid7 (RPD) to Report a Decline in Earnings: What to Look Out for
Analysts are predicting a year-over-year decline in earnings and lower revenues for Rapid7 (RPD) when the cybersecurity company reports its results for the quarter ended December 2025. The company is expected to post $0.40 per share, a 16.7% decrease, on revenues of $214.93 million, down 0.6%. Despite a positive Earnings ESP of +1.38%, indicating analysts have become slightly more bullish recently, Rapid7's Zacks Rank #4 makes it difficult to definitively predict an earnings beat.
A Glimpse Into The Expert Outlook On Rapid7 Through 15 Analysts
Fifteen analysts have provided their outlook on Rapid7 (NASDAQ: RPD) over the last three months, resulting in a mixed but generally indifferent to bearish sentiment. The average 12-month price target is $17.93, a 19.23% decrease from the previous average of $22.20. Rapid7, a cybersecurity company, exhibits strong financial health in net margin, ROE, and ROA, but faces challenges in revenue growth relative to peers and has a higher-than-average debt-to-equity ratio.
RPD: Jefferies Lowers Price Target Amidst Hold Rating | RPD Stoc
Jefferies has reiterated a "Hold" rating for Rapid7 (RPD) but has significantly reduced its price target by 27.78% to $13.00. This adjustment follows several other analysts lowering their price targets for Rapid7 due to a cautious market outlook. Despite these reductions, the average analyst target price of $18.80 still implies a potential upside of 58.00% from the current price, while GuruFocus estimates a one-year GF Value of $44.51, suggesting a 274.03% upside.
Rapid7 (NASDAQ:RPD) Price Target Cut to $13.00 by Analysts at Jefferies Financial Group
Jefferies Financial Group has lowered its price target for Rapid7 (NASDAQ:RPD) to $13.00 from $18.00, maintaining a "hold" rating, suggesting a potential 9% upside. Several other firms have also recently reduced their price targets or downgraded the stock; however, company insiders, including CEO Corey Thomas and Director Marc Evan Brown, have bought shares even as the stock trades near its 52-week low. Despite analyst target reductions, Rapid7 recently exceeded Q3 earnings and revenue estimates.
Mizuho Trims Rapid7 (RPD) PT to $16, Maintains Neutral Rating
Mizuho analyst Gregg Moskowitz reduced the price target for Rapid7 (RPD) to $16 from $20, maintaining a Neutral rating due to concerns over more moderate budget activity and AI-related valuation compression in the software sector. This follows a similar sentiment from Truist, which also lowered its price target for Rapid7 to $14 from $18 with a Hold rating, bracing for conservative guidance from management despite strong Q4 results. Both firms acknowledge Rapid7's potential but highlight significant headwinds for software equities.
