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RPRPD

Rapid7, Inc.

$RPD·$800M·Software - Infrastructure·Technology
$12.62-1.8%YTD-15.5%1Y-33.9%
Price updated 16m ago·X counts updated 11d ago
RPRPD
$RPDRapid7, Inc.
$12.62-1.83%85 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RPD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

85X posts · last 7 days
Sep 7Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RPD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptCooling offAI verdict · as of 2026-09-24

Catching its breath after a run — could pick back up or fade from here.

Rapid7 has beat consensus by 10-27% for four straight quarters while revenue barely grows and the stock is down 33% over the year — cost discipline is holding up the story the top line isn't.

RPD is a mid-cap cybersecurity name where operational cost discipline is showing in the EPS line while revenue has plateaued — Q2 revenue $211M was down 1.5% YoY, EPS $0.09 with a 1.4% operating margin, and four consecutive EPS beats (+27%, +20%, +10%, +27%) confirm the cost story.

  • Fundamentals show the shift from growth to profitability: 69% gross margin, ROE 12%, FCF yield 16.4% — the cash generation supports the pivot, but D/E 4.89 flags high financial leverage.
  • Multiple pretty reasonable now: PE 42 on trailing but forward PE at 7.3× consensus $1.79 EPS — reflects the sell-side's discount to sustained beat cadence.
  • Consensus 2026 revenue $841M essentially flat versus 2025 — the multiple's low because the top line isn't inflecting, not because earnings are broken.
  • Structural: position 51% of 52-week range, volume multiplier 0.62, beta 1.01 — mid-cycle, no strong directional signal.
  • Only insider event is an admin award; HSBC purchase of 86K shares (Sept 14) is a small institutional add.

Nov 3 Q3 print at $0.45 EPS is the setup — the beat streak extending is the argument; ARR/customer commentary is what actually revalues the multiple.

What to watch: Nov 3 Q3 print at $0.45 EPS — a fifth consecutive double-digit beat is the multiple-support argument; more important is ARR growth commentary and net-retention rate given revenue has essentially flatlined. Watch for D/E 4.89 refinancing risk disclosure (any convertible-notes maturity) and any strategic-review or M&A rumor given the beaten multiple.

On the calendar: 2026-11-03

Read the AI verdict on $RPD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud-native cybersecurity platform combining vulnerability management, detection and response, and threat intelligence for enterprises.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $RPD.

Software - Infrastructure · Technology

AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. PLTR doubling revenue with stock flat and Oracle's $18B billing headwind signal a valuation ceiling for names yet to prove AI revenue uplift.

What this means for $RPD

Direct beneficiary — AI-augmented vulnerability management and detection/response platform; attack surface expansion from AI-driven enterprise deployments increases demand for unified exposure management.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+0.6%YTD
-7.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.44$0.35+27.2%
Q1 2026May 5, 2026$0.36$0.30+20.0%
Q4 2025Feb 10, 2026$0.44$0.40+10.0%
Q3 2025Nov 4, 2025$0.57$0.45+26.7%
Next earningsTue, Nov 3·consensus EPS $0.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$210.9M-1.5%68.9%1.4%$0.09$35.8M
Q1 FY26$209.7M-0.3%69.1%-0.3%$0.02$37.7M
Q4 FY25$217.4M+0.5%68.9%1.0%$0.05$32.3M
Q3 FY25$218.0M+1.5%70.2%2.7%$0.15$34.4M

Forward consensus

4-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$839.0M$838.0M – $840.9M$1.80$1.60 – $1.8718
FY27$830.3M$808.6M – $843.3M$1.83$1.45 – $2.0718
FY28$842.6M$807.3M – $871.2M$1.77$1.65 – $1.858
FY29$904.0M$890.5M – $917.2M$1.97$1.93 – $2.016

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+33.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 22Scott M MurphyChief Accounting Officer827 sh$5K
+ 22 other (13 awards · 7 inkinds · 1 other · 1 gift) in window

See when $RPD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 23
AI summary

A Form 3 was filed for Rapid7 (RPD) by a newly reportable insider (proxy filed September 2, 2026 by Christopher Keenan as attorney-in-fact), with no securities beneficially owned. Administrative Form 3 new director/insider filing — no ownership and no material corporate action.

3New insider — initial holdingsSep 23
AI summary

A Form 3 was filed for Rapid7 (RPD) by a newly reportable insider (proxy filed September 2, 2026 by Christopher Keenan as attorney-in-fact), noting performance stock unit (PSU) awards as underlying securities. Administrative Form 3 new insider filing establishing initial equity compensation disclosure for a newly reportable officer.

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change
AI summary

Rapid7 (RPD) disclosed that four board directors — Michael Burns, Benjamin Holzman, Thomas Schodorf, and Reeny Sondhi — all resigned effective August 27, 2026, with no disagreements stated; the Board approved accelerated equity vesting for departing directors. Four simultaneous board departures at a cybersecurity company of Rapid7's scale is a material governance event — while stated as non-disagreement departures, the concentration and timing warrant close scrutiny.

8-KRestructuring / exit costsAug 108-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

Rapid7 (RPD) released Q2 2026 financial results via press release on August 10, 2026, combined with a restructuring and cost reduction disclosure (Item 2.05). Actual financial metrics are in the press release exhibit; no numbers embedded in the 8-K body. A combined earnings-and-restructuring announcement indicates Rapid7 is managing its cost structure alongside revenue reporting — the restructuring scale and nature are material but only in the exhibit.

3New insider — initial holdingsJun 103
8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
SC 13D/AActivist amendmentMar 30SC 13D/A
+ 11 other (4 proxys · 2 10-Qs · 2 13Gs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

7 Cybersecurity Stocks Riding the AI Security Boom247wallst.com·2d agoRapid7 Reports Inducement Grants under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·8d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More247wallst.com·10d agoHsbc Holdings PLC Purchases 86,623 Shares of Rapid7, Inc. $RPDdefenseworld.net·11d agoRapid7, Inc. (RPD) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · last 7 days

No standout posts about $RPD on X in the last 7 days.

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