RPD · Rapid7, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on RPD. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About RPD · Rapid7, Inc.
Rapid7, Inc. provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names. It offers Rapid7 Agent, a software-based agent that is used on assets across on-premises and cloud environments to centralize and monitor data on company's platform; Rapid7 Network Sensor that analyzes raw end-to-end network traffic to increase visibility into user activity, pinpoint real threats, and investigations; Rapid7 Cloud Event Data Harvesting that offers visibility into changes made to cloud resources; and third-party integrations and ecosystem, as well as orchestration and automation solutions. It also offers various platforms, including Rapid7 managed threat complete consisting of managed detection response that delivers end-to-end threat detection and response; Incident Command, a security information and event management, and extended detection and response solution; Incident Response Services to prepare and respond to potential breaches; Threat Intelligence; Managed Digital Risk Protection; Exposure Command, an exposure management to provide attack surface visibility; and Command Essentials to provide strong security for workloads leveraging real-time visibility, identity analysis, and automated remediation. In addition, it provides Surface Command, a Cyber Asset Attack Service Management solution to detect and prioritize security issues from endpoint to cloud; Vector Command, a continuous red-teaming service that validates the external attack surface exposures and tests defenses; Rapid7 Cloud Security, a cloud risk and compliance management solution; Rapid7 Application Security, a dynamic application security testing tool; and Rapid7 Vulnerability Management, a vulnerability management solution that provides visibility across on-premise and remote endpoints for security. Further, it offers offloads day-to-day, advisory, and professional services. The company was incorporated in 2000 and is headquartered in Boston, Massachusetts.
Live Quote
SELL (score -7) · 12-1 mom -69.7% · RSI 45.4 · above_50_only · -73.7% from high
Targets blend Wall Street consensus (22 analysts: low $6.00 / mean $7.30 / high $10.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
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.
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).