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Published

29 Jul 25

Updated

03 Sep 26

Views

58

Not Invested

Fair Value

US$15

Share price03 Sep

US$12.4616.9% undervalued intrinsic discount

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1Y-36.10%

7D17.99%

Digital Transformation And Cloud Adoption Will Power Cybersecurity Consolidation

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

29 Jul 25

Updated

03 Sep 26

Views

58

Not Invested

Fair ValueUS$15

Share priceUS$12.46

16.9% undervalued intrinsic discount

Shared on 03 Sep 26

Fair value Increased 42%

RPD: Margin Restructuring And Core Platform Focus Will Drive Rerating

Rapid7 tightens its focus on its core platform and cuts costs, and analysts think this can lift profitability enough to change how the market views the business even if customer growth stays sluggish. New product launches around governance and compliance, plus a push to deal with upcoming debt, set up a clear “prove it” period over the next few quarters.

3 viewsusers have viewed this narrative update

Shared on 17 Jul 26

Fair value Increased 14%

RPD: Leadership Shift And VM Weakness Will Pressure Platform Rerating

Rapid7 brings in a new CEO as an activist-backed board member takes the top job, and investors are watching whether that change can sharpen focus and improve how the business performs. At the same time, worries about weakness in its older vulnerability product and uneven tech spending could make it harder for the company’s broader security platform to win more customer budgets.

3 viewsusers have viewed this narrative update

Shared on 03 Jun 26

Fair value Decreased 32%

RPD: Leadership Shift And VM Headwinds Will Gradually Reset Platform Expectations

Rapid7’s new CEO takes over as analysts lower their expectations, largely because its vulnerability management business is still under pressure and growth looks slower than hoped. At the same time, new product launches and activist-backed leadership changes could sharpen execution and cost control, making the next few quarters important to watch.

3 viewsusers have viewed this narrative update

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.

6 viewsusers have viewed this narrative update

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.

8 viewsusers have viewed this narrative update

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 viewusers have viewed this narrative update

Fair Value vs Share Price

US$15

vs US$12.4616.9% undervalued intrinsic discount

0.2%

Revenue growth

6.1%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Rapid7

Fair value estimate changes
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Company analysis

Moderate growth potential with mediocre balance sheet.

Market capUS$839.8m

PB4.3x

Estimated Growth-1.3%

Dividend YieldN/A

CEO & management

Wael Mohamed

CEO

1.4yrs

CEO Tenure

Provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.

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