Rapid7 (NASDAQ:RPD) Issues FY 2026 Earnings Guidance

Rapid7 (NASDAQ:RPD) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.500-1.600 for the period, compared to the consensus earnings per share estimate of 1.450. The company issued revenue guidance of $835.0 million-$843.0 million, compared to the consensus revenue estimate of $869.7 million. Rapid7 also updated its Q1 2026 guidance to 0.290-0.320 EPS.

Wall Street Analysts Forecast Growth

RPD has been the topic of several research reports. Piper Sandler reiterated a “neutral” rating and set a $10.00 price target on shares of Rapid7 in a research report on Wednesday. Canaccord Genuity Group set a $10.00 target price on shares of Rapid7 and gave the company a “hold” rating in a research report on Wednesday. JPMorgan Chase & Co. reduced their price objective on Rapid7 from $22.00 to $20.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 5th. Weiss Ratings restated a “sell (d)” rating on shares of Rapid7 in a research report on Monday, December 29th. Finally, Royal Bank Of Canada reduced their price target on shares of Rapid7 from $19.00 to $16.00 and set a “sector perform” rating for the company in a research report on Monday, January 5th. Two research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus price target of $14.08.

Rapid7 Price Performance

NASDAQ:RPD traded down $3.09 during mid-day trading on Wednesday, hitting $7.31. 2,978,018 shares of the stock traded hands, compared to its average volume of 1,292,359. The business’s 50-day moving average price is $14.00 and its 200 day moving average price is $16.95. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 7.01. Rapid7 has a 12-month low of $7.38 and a 12-month high of $37.75. The company has a market cap of $478.33 million, a PE ratio of 21.44 and a beta of 0.79.

Rapid7 (NASDAQ:RPD) last posted its quarterly earnings data on Tuesday, February 10th. The technology company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.40 by $0.04. The company had revenue of $217.39 million for the quarter, compared to analysts’ expectations of $215.17 million. Rapid7 had a net margin of 2.61% and a return on equity of 67.30%. Rapid7’s revenue for the quarter was up .5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.48 earnings per share. Rapid7 has set its FY 2026 guidance at 1.500-1.600 EPS and its Q1 2026 guidance at 0.290-0.320 EPS. On average, analysts expect that Rapid7 will post 0.35 EPS for the current fiscal year.

Insider Buying and Selling at Rapid7

In related news, Director Thomas E. Schodorf acquired 6,300 shares of the firm’s stock in a transaction on Wednesday, November 26th. The shares were acquired at an average cost of $15.70 per share, for a total transaction of $98,910.00. Following the completion of the transaction, the director directly owned 34,440 shares in the company, valued at approximately $540,708. This trade represents a 22.39% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Mike Burns bought 2,000 shares of the business’s stock in a transaction dated Thursday, November 20th. The shares were bought at an average cost of $13.80 per share, for a total transaction of $27,600.00. Following the transaction, the director owned 5,000 shares in the company, valued at approximately $69,000. The trade was a 66.67% increase in their position. The SEC filing for this purchase provides additional information. Over the last three months, insiders have purchased 67,345 shares of company stock worth $1,025,202. Insiders own 2.40% of the company’s stock.

Rapid7 News Summary

Here are the key news stories impacting Rapid7 this week:

• Positive Sentiment: Q4 results beat consensus — Rapid7 reported $0.44 EPS vs. $0.40 estimate and revenue of ~$217M vs. ~$215M; full‑year 2025 revenue of $860M and ARR of $840M with strong operating cash flow and $130M free cash flow, supporting financial resilience. Rapid7 Announces Fourth-Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Full‑year non‑GAAP EPS guidance topped consensus — FY2026 non‑GAAP EPS guided to $1.50–$1.60 versus street ~$1.45, indicating management sees longer‑term margin improvement despite near‑term revenue pressure. Rapid7 outlines $835M–$843M 2026 revenue guidance
• Positive Sentiment: Product and partner momentum — new MDR for Microsoft, partnership with ARMO, industry recognitions (Gartner Leader) and 300+ patents bolster product competitiveness in AI‑driven security. These help underpin longer‑term ARR stability. Business highlights and partnerships
• Neutral Sentiment: Company PR / channel engagement — Rapid7 announced its 2026 Partner of the Year winners (marketing/partner momentum but limited immediate financial impact). Partner of the Year Awards
• Negative Sentiment: Q1 revenue and EPS guidance missed estimates — Q12026 revenue guided to $207–$209M (street ~$213M) and EPS $0.29–$0.32 vs. consensus ~$0.34, signaling expected near‑term softness and triggering multiple downgrades/target cuts. Guidance and Q1 outlook Stock reaction coverage
• Negative Sentiment: Analyst downgrades and price‑target cuts magnified downside — UBS, Scotiabank, Truist, Mizuho and others cut targets (many to $8–$12) or kept hold/neutral ratings; the wave of revisions reduces near‑term buy‑side conviction. UBS note Scotiabank cut Truist cut

Institutional Investors Weigh In On Rapid7

A number of institutional investors and hedge funds have recently bought and sold shares of RPD. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Rapid7 by 1.6% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 2,170,876 shares of the technology company’s stock valued at $40,716,000 after purchasing an additional 34,438 shares during the period. First Trust Advisors LP boosted its stake in Rapid7 by 1.6% during the 3rd quarter. First Trust Advisors LP now owns 1,568,047 shares of the technology company’s stock worth $29,401,000 after purchasing an additional 24,277 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of Rapid7 by 5.7% during the 4th quarter. Geode Capital Management LLC now owns 1,462,653 shares of the technology company’s stock worth $22,236,000 after acquiring an additional 78,448 shares during the period. Jacobs Levy Equity Management Inc. lifted its holdings in Rapid7 by 12.0% in the third quarter. Jacobs Levy Equity Management Inc. now owns 1,144,175 shares of the technology company’s stock valued at $21,453,000 after acquiring an additional 122,217 shares during the last quarter. Finally, Marshall Wace LLP grew its position in Rapid7 by 60.9% in the third quarter. Marshall Wace LLP now owns 1,139,273 shares of the technology company’s stock worth $21,361,000 after acquiring an additional 431,195 shares during the period. 95.66% of the stock is owned by institutional investors.

Rapid7 Company Profile

Rapid7, Inc is a publicly traded cybersecurity company headquartered in Boston, Massachusetts. Since its founding in 2000, the company has specialized in delivering cloud-based security data and analytics solutions designed to help organizations detect, investigate, and remediate cyber threats. Rapid7 operates under the NASDAQ symbol “RPD” and serves a broad range of industries, including technology, financial services, healthcare, retail, and the public sector.

The core of Rapid7’s offering is its Insight platform, a unified, cloud-native security operations and analytics suite.