Falling Margins And Competitive Pressures Will Undercut Long-Term Prospects

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

Published

30 Jul 25

Updated

17 Jun 26

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Not Invested

Shared on 17 Jun 26

Fair value Decreased 7.69%

RPD: CEO Transition And Weaker Vulnerability Management Will Pressure Future Stock Performance

Rapid7 faces fresh uncertainty as a leadership change and weaker momentum in its vulnerability management business raise worries about how smoothly the company can hit its growth and profit goals. At the same time, new security and compliance features are rolling out, setting up a push to prove the business can re-accelerate.

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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.

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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.

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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.

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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.

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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

Falling Margins And Competitive Pressures Will Undercut Long-Term Prospects

RPD: CEO Transition And Weaker Vulnerability Management Will Pressure Future Stock Performance

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

RPD: AI Competition And Partnerships Will Shape Balanced MDR Prospects

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

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

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

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