Digital Transformation And Cloud Adoption Will Power Cybersecurity Consolidation

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

29 Jul 25

Updated

03 May 26

Views

25

03 May

US$7.27

AnalystHighTarget's Fair Value

US$13.64

46.7% undervalued

1Y

-68.3%

7D

11.8%

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1Y

-68.3%

7D

11.8%

You can edit this narrative until May 4 7:10 AM. Then, changes will post as Updates.

Author's Valuation

US$13.6446.7% undervalued

AnalystHighTarget Fair Value

Shared on 03 May 26

Fair value Increased 1.15%

RPD: AI Security Competition Will Eventually Reset Expectations Toward Platform Strength

Analysts have trimmed their average price targets on Rapid7 by a few dollars to reflect a slightly softer revenue growth outlook and rising competitive pressure from new AI driven security offerings, while updated models keep fair value estimates relatively stable near current assumptions. Analyst Commentary Recent Street research on Rapid7 has leaned cautious, with a series of price target trims and a few downgrades clustered over a short period.

3 views

Shared on 18 Apr 26

Fair value Decreased 50%

RPD: AI Security Headwinds Will Set Up Future Repricing Opportunity

Analysts have cut Rapid7’s implied fair value from about $26.77 to $13.49 as multiple firms reduced price targets and cited rising competitive pressure in cybersecurity, along with more cautious views on the company’s growth and margins. Analyst Commentary Recent research on Rapid7 has been dominated by lower price targets and cautious commentary on competitive risks in cybersecurity and virtual machine security.

2 views

Shared on 06 Feb 26

Fair value Decreased 21%

RPD: Activist Presence And AI Security Partnerships Will Drive Future Repricing

Analysts have reduced their price targets on Rapid7 by about $7, citing tempered expectations for sales growth, a higher required return on the shares, and sector wide caution, even as mid cap cybersecurity platforms remain a focus area. Analyst Commentary Recent Street research on Rapid7 has tilted more cautious overall, but there are still some constructive threads for investors to consider.

1 view

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$13.64

46.7% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

-1.18%

Historical revenue growth rate

12.41%

Software revenue growth rate

1.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.46%

Calculation

US$47.67m

Earnings '29

x

28.80x

PE Ratio '29

=

US$1.37b

Market Cap '29

US$1.37b

Market Cap '29

/

71.11m

No. shares '29

=

US$19.30

Share Price '29

US$19.30 Share Price '29

Discounted to 2026 @ 12.33% p.a.

=

US$13.62

Fair Value '26