Falling Margins And Competitive Pressures Will Undercut Long-Term Prospects

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

30 Jul 25

Updated

03 Apr 26

Views

49

03 Apr

US$7.27

AnalystLowTarget's Fair Value

US$6.50

11.8% overvalued

1Y

-68.3%

7D

11.8%

Loading

1Y

-68.3%

7D

11.8%

You can edit this narrative until Apr 4 3:05 PM. Then, changes will post as Updates.

Author's Valuation

US$6.511.8% overvalued

AnalystLowTarget Fair Value

Shared on 03 Apr 26

RPD: AI Competition And Partnerships Will Drive Future Cloud Security Upside

Analysts have trimmed Rapid7's average price target, with multiple firms lowering their views by $4 to $9. They are factoring in tougher competition for cyber budgets, relatively higher perceived pressure on Rapid7 versus peers, and a slightly weaker revenue outlook, partly offset by a modestly improved profit margin and a marginally lower assumed future P/E multiple.

3 views

Shared on 06 Mar 26

RPD: AI Competition And Partnerships Will Shape Balanced MDR Prospects

Analysts have reduced their price targets on Rapid7 by $4 to $9 across several firms. This reflects concerns about rising AI driven competition in cybersecurity and expectations for only low single digit sales growth with muted earnings upside in a tougher market backdrop.

2 views

Shared on 20 Feb 26

Fair value Decreased 54%

RPD: Lowered Expectations And New Partnerships Will Shape MDR Turnaround Prospects

Our updated Narrative Price Target for Rapid7 is now $6.50, down from $14.00. This reflects analysts' lower Street price targets and softer assumptions around growth and profitability.

5 views

Shared on 23 Jan 26

RPD: Execution And Competitive Pressures Will Test MDR Centered Turnaround Narrative

Analysts have trimmed their targets on Rapid7, with several firms cutting their price objectives. These include one move to US$15 from US$25 and another to US$25 from US$29, reflecting concerns around execution, competitive pressures, and what they see as more balanced risk and reward at current levels.

7 views

Shared on 08 Jan 26

Fair value Decreased 13%

RPD: Execution Challenges And MDR Focus Will Shape Medium Term Outcome

Narrative update on Rapid7 The analyst price target for Rapid7 has been revised lower to $14, down from $16. Analysts point to higher required returns, slower modeled revenue growth, and recent price target cuts to around $19 to $20 that reflect execution challenges and a longer timeline for go to market changes to show results.

7 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$6.5

11.8% overvalued

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

1.55%

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$12.02m

Earnings '29

x

54.44x

PE Ratio '29

=

US$654.12m

Market Cap '29

US$654.12m

Market Cap '29

/

71.11m

No. shares '29

=

US$9.20

Share Price '29

US$9.20 Share Price '29

Discounted to 2026 @ 12.33% p.a.

=

US$6.49

Fair Value '26