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Rapid7

Falling Margins And Competitive Pressures Will Undercut Long-Term Prospects

AN
AnalystLowTarget
AnalystLowTarget
Not Invested
Community Contributor
Published
30 Jul 25
Updated
23 Jan 26
Views
33
n/a
n/a
AnalystLowTarget's Fair Value
n/a
1Y
-78.8%
7D
-3.3%
Loading
1Y
-78.8%
7D
-3.3%

You can edit this narrative until Jan 24 12:15 AM. Then, changes will post as Updates.

Author's Valuation

US$1449.0% undervalued intrinsic discount

AnalystLowTarget Fair Value

Narrative
Updates2

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.
Read more

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.
Read more
AnalystLowTarget Fair Value
US$14
49.0% undervalued intrinsic discount
Future estimation in
PastFuture-161m890m2015201820212024202620272029Revenue US$890.3mEarnings US$83.1m
Growth p.a.
%
Decrease
Increase
Forecast revenue growth rate
-0.85%
Historical revenue growth rate
13.87%
Software revenue growth rate
1.22%
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
12.33%
Calculation
US$83.10m
Earnings '29
x
16.47x
PE Ratio '29
=
US$1.37b
Market Cap '29
US$1.37b
Market Cap '29
/
69.35m
No. shares '29
=
US$19.74
Share Price '29
US$19.74 Share Price '29
Discounted to 2026 @ 11.79% p.a.
=
US$14.13
Fair Value '26
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