{
  "symbol": "RPD",
  "company": "Rapid7, Inc.",
  "generated_at": "2026-06-24T07:36:52.171Z",
  "event_count": 2,
  "events": [
    {
      "type": "scout_dossier",
      "ts": "2026-06-10T21:31:36.261Z",
      "summary": "Rapid7 has collapsed ~72% from its $25.85 high to $7.21 amid flat revenue growth (-0.3% YoY), heavy debt load ($965M vs. $670M cash), and negative EPS momentum (earnings growth -43% YoY). The CEO transition on June 1, 2026 — Wael Mohamed replacing long-tenured Corey Thomas — is a named catalyst but carries execution risk given no open-market insider purchases were found in the investigation window; both recent Form 4s (May 18, 2026) represent tax-withholding disposals (code F) on RSU vesting for the CAO and former CEO. The JANA Partners nomination agreement (March 26, 2026) signals board-level activist pressure but does not constitute a near-term re-rating catalyst. Forward P/E of ~4.6x is cheap relative to history but reflects legitimate deterioration concerns. With no open-market insider cluster and negative earnings revision trends, there is no asymmetric mispricing edge.",
      "verdict": "no_anomaly",
      "confidence": 5,
      "tool_calls": 20,
      "walltime_min": 23,
      "debug_path": "dossiers/2026-06-10-RPD.scout.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-06-03T09:51:16.121Z",
      "summary": "Rapid7 is a cybersecurity SaaS platform with ~$860M in annual revenue that has seen its stock collapse from $25.85 (mid-2025) to the mid-$8s range — a 67% drawdown driven by revenue stagnation (-0.3% YoY growth), macro fears about AI disrupting subscription software, and credit concerns around nearly $900M in convertible debt maturities. The company just completed a CEO transition on June 1, 2026 (Wael Mohamed, former Forescout CEO) and acquired Kenzo Security ($25.5M, agentic AI platform) to accelerate its MDR product. Q1 FY2026 results showed flat revenue (-0.3% YoY), with EPS beating consensus by +18.8%. There are no insider open-market purchases on record in the past 90 days; all Form 4 activity is selling (CAO). Options data shows extremely thin markets with near-zero IV, and while flow is directionally call-heavy, there are no whale blocks. The stock trades at a forward P/E of ~5.4x versus cybersecurity peers at 25-45x — but that discount reflects real structural concerns: zero growth, massive debt (D/E of 552), current ratio below 1, and an upcoming convertible maturity in May 2027 ($597M current portion).",
      "verdict": "no_anomaly",
      "confidence": 4,
      "tool_calls": 21,
      "walltime_min": 22,
      "debug_path": "dossiers/2026-06-03-RPD.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": {
    "ticker": "RPD",
    "call": "SELL",
    "confidence": 3,
    "score": -7,
    "factors": {
      "below_200dma": "-2",
      "above_50dma": "+1",
      "momentum_strong_down": "-2 (-69.7%)",
      "rsi_neutral": "0 (45.4)",
      "recent_macd_bearish_cross": "-2 (10d ago)",
      "broken_below_high": "-2 (-73.7% from high)"
    },
    "summary": "SELL (score -7) · 12-1 mom -69.7% · RSI 45.4 · above_50_only · -73.7% from high",
    "last_close": 6.73,
    "one_month_ago_close": 7.08,
    "twelve_month_ago_close": 23.4,
    "twelve_one_momentum_pct": -69.74,
    "rsi_14": 45.4,
    "ma_stack": "above_50_only",
    "from_period_high_pct": -73.7,
    "period_high": 25.59,
    "price_targets": {
      "bear": 6,
      "fair": 6.91,
      "bull": 29.43,
      "bear_return_pct": -10.8,
      "fair_return_pct": 2.7,
      "bull_return_pct": 337.3,
      "method": "street_targets ⨯ chart_floors",
      "street": {
        "target_low": 6,
        "target_mean": 7.30273,
        "target_high": 10,
        "analyst_count": 22
      }
    },
    "generated_at": "2026-06-24T07:36:52.165Z"
  }
}