Rapid7, Inc.

NasdaqGM:RPD 株式レポート

時価総額:US$434.4m

Rapid7 マネジメント

マネジメント 基準チェック /24

Rapid7の CEO はCorey Thomasで、 Oct2012年に任命され、 の在任期間は 13.58年です。 の年間総報酬は$ 10.06Mで、 5.4%給与と94.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.16%を直接所有しており、その価値は$ 5.02M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と9.8年です。

主要情報

Corey Thomas

最高経営責任者

US$10.1m

報酬総額

CEO給与比率5.42%
CEO在任期間13.6yrs
CEOの所有権1.2%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間9.8yrs

経営陣の近況

分析記事 Jun 08

Shareholders Will Likely Find Rapid7, Inc.'s (NASDAQ:RPD) CEO Compensation Acceptable

Key Insights Rapid7 to hold its Annual General Meeting on 13th of June CEO Corey Thomas' total compensation includes...

Recent updates

分析記事 May 13

We Think You Can Look Beyond Rapid7's (NASDAQ:RPD) Lackluster Earnings

Rapid7, Inc.'s ( NASDAQ:RPD ) stock was strong despite it releasing a soft earnings report last week. However, we think...
ナラティブの更新 May 03

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.
ナラティブの更新 Apr 18

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.
分析記事 Apr 13

What Is Rapid7, Inc.'s (NASDAQ:RPD) Share Price Doing?

Rapid7, Inc. ( NASDAQ:RPD ), might not be a large cap stock, but it saw significant share price movement during recent...
ナラティブの更新 Apr 03

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.
ナラティブの更新 Mar 20

RPD: AI Driven Competition And Activist Focus Will Shape Future Share Recovery

Analysts have cut the Rapid7 price target to $10.39 from $20.14, reflecting expectations for slower revenue growth, narrower profit margins, a higher discount rate, and a higher future P/E multiple in light of recent sector research pointing to intensifying AI driven competition, as well as company specific pressure within vulnerability management peers. Analyst Commentary Street research around Rapid7 has turned more cautious, with multiple firms trimming price targets and adjusting ratings as they reassess the company’s position in a more competitive, AI influenced cybersecurity market.
ナラティブの更新 Mar 06

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.
ナラティブの更新 Feb 20

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.
ナラティブの更新 Feb 06

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.
分析記事 Feb 04

Why We're Not Concerned Yet About Rapid7, Inc.'s (NASDAQ:RPD) 25% Share Price Plunge

The Rapid7, Inc. ( NASDAQ:RPD ) share price has fared very poorly over the last month, falling by a substantial 25...
分析記事 Jan 31

Rapid7, Inc.'s (NASDAQ:RPD) Intrinsic Value Is Potentially 98% Above Its Share Price

Key Insights Rapid7's estimated fair value is US$23.58 based on 2 Stage Free Cash Flow to Equity Current share price of...
ナラティブの更新 Jan 23

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.
ナラティブの更新 Jan 08

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.
ナラティブの更新 Dec 25

RPD: Managed Detection And Response Execution Will Support Future Share Recovery Potential

Analysts have modestly reduced their price target on Rapid7 to approximately $20.14 from about $20.37, citing ongoing execution challenges and a slower than expected payoff from recent go to market changes, despite continued product innovation and a focus on the higher growth Managed Detection and Response business. Analyst Commentary Analysts remain divided on Rapid7, balancing confidence in the companys strategic focus with growing concerns around execution risk and the pace of growth normalization.
ナラティブの更新 Dec 11

RPD: Managed Detection And Response Execution Will Drive Shares Toward Recovery

Analysts have trimmed their price target on Rapid7 by roughly $2 per share to around $20. This reflects concerns that ongoing execution and go to market challenges are likely to overshadow near term benefits from the company’s product innovation and focus on faster growing managed detection and response offerings.
Seeking Alpha Dec 07

Rapid7: Setup Is Still Not Attractive For Investment Today

Summary Rapid7 remains rated Hold as MDR growth and the Microsoft partnership are offset by legacy business decline and flat ARR. MDR now exceeds 50% of ARR, operates at peer-level gross margins, and benefits from direct Microsoft Defender integration. Legacy Vulnerability Management business is shrinking rapidly, dragging consolidated ARR growth to just 1.8% y/y and flat sequentially. Read the full article on Seeking Alpha
ナラティブの更新 Nov 27

RPD: Channel Momentum And Execution Will Drive Shares Toward Recovery In 2025

Rapid7's analyst price target has been revised downward from $22 to $20 per share, as analysts cite ongoing execution challenges and cautious outlooks despite noted product innovation and shifts in business strategy. Analyst Commentary Recent Street research points to a mix of optimism and caution among analysts regarding Rapid7's near-term prospects.
分析記事 Nov 18

Rapid7, Inc.'s (NASDAQ:RPD) Share Price Is Still Matching Investor Opinion Despite 25% Slump

Unfortunately for some shareholders, the Rapid7, Inc. ( NASDAQ:RPD ) share price has dived 25% in the last thirty days...
ナラティブの更新 Nov 07

RPD: Execution Improvements And New Partnerships Will Drive Share Rebound In 2025

Rapid7's fair value estimate has been revised downward from $24.66 to $21.81. Analysts cite execution challenges and headwinds in the company's legacy business, which have led to multiple price target reductions across the Street.
分析記事 Aug 20

Rapid7's (NASDAQ:RPD) Strong Earnings Are Of Good Quality

NasdaqGM:RPD 1 Year Share Price vs Fair Value Explore Rapid7's Fair Values from the Community and select yours...
ナラティブの更新 Aug 08

Cybersecurity Integration And FedRAMP Authorization Will Unlock Global Opportunities

Despite improved profitability and a significantly lower future P/E, Rapid7’s consensus price target has been revised downward from $30.33 to $28.76. What's in the News Rapid7 raised Q3 and full-year 2025 revenue guidance, with full-year GAAP net income per share now expected at $0.06–$0.22, reflecting improved profitability outlook.
分析記事 Jul 31

An Intrinsic Calculation For Rapid7, Inc. (NASDAQ:RPD) Suggests It's 46% Undervalued

Key Insights The projected fair value for Rapid7 is US$40.29 based on 2 Stage Free Cash Flow to Equity Rapid7 is...
分析記事 Jul 04

Investors Don't See Light At End Of Rapid7, Inc.'s (NASDAQ:RPD) Tunnel

With a price-to-sales (or "P/S") ratio of 1.8x Rapid7, Inc. ( NASDAQ:RPD ) may be sending very bullish signals at the...
分析記事 Jun 18

Rapid7 (NASDAQ:RPD) Is Doing The Right Things To Multiply Its Share Price

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 May 13

Why Rapid7, Inc. (NASDAQ:RPD) Could Be Worth Watching

While Rapid7, Inc. ( NASDAQ:RPD ) might not have the largest market cap around , it saw a significant share price rise...
分析記事 Apr 25

Is There An Opportunity With Rapid7, Inc.'s (NASDAQ:RPD) 46% Undervaluation?

Key Insights The projected fair value for Rapid7 is US$44.39 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha Apr 21

Rapid7's Growth Rate Falls Amid Valuation Compression (Rating Downgrade)

Summary Rapid7's stock has sold off heavily in recent months. The company's revenue growth is slowing, and it needs heavy R&D investment, with no meaningful catalyst expected in the near term. Despite improved operating margins, the stock has significantly underperformed, with a 48.5% drop in the last 12 months. Management anticipates longer sales cycles and only modest overall revenue growth. I don't see material upside prospects in the near term, so my outlook on RPD is to Sell. Read the full article on Seeking Alpha
分析記事 Apr 07

Rapid7 (NASDAQ:RPD) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Mar 20

Investors Will Want Rapid7's (NASDAQ:RPD) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 Mar 02

Rapid7, Inc.'s (NASDAQ:RPD) Business And Shares Still Trailing The Industry

With a price-to-sales (or "P/S") ratio of 2.2x Rapid7, Inc. ( NASDAQ:RPD ) may be sending very bullish signals at the...
User avatar
新しいナラティブ Feb 26

AI Investments And D&R Expansion To Strengthen Future Market Position

Rapid7's emphasis on MDR and the Exposure Command platform expects to enhance ARR and revenue through significant market opportunities.
Seeking Alpha Jan 29

Rapid7: A Story Of Too Much Debt And Not Enough Cash Flow

Summary Rapid7, Inc. faces significant challenges with rising debt, activist investor pressure, and a competitive market, raising concerns about its financial stability and growth prospects. Despite strong revenue growth, Rapid7, Inc.’s profitability remains a concern, and its stock performance lags behind competitors, making it a risky investment. The cybersecurity market is highly competitive, with trust and reputation being crucial factors, posing challenges for Rapid7, Inc. to compete against established giants. Rapid7, Inc.’s long-term debt, issued as senior convertible notes, risks diluting share value, adding to financial instability and complicating future growth. Read the full article on Seeking Alpha
分析記事 Jan 14

Is Now The Time To Look At Buying Rapid7, Inc. (NASDAQ:RPD)?

Rapid7, Inc. ( NASDAQ:RPD ), is not the largest company out there, but it saw significant share price movement during...
分析記事 Dec 14

Rapid7, Inc.'s (NASDAQ:RPD) Intrinsic Value Is Potentially 63% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Rapid7 fair value estimate is US$64.71 Rapid7 is estimated to...
分析記事 Nov 19

We Think Rapid7's (NASDAQ:RPD) Robust Earnings Are Conservative

The subdued stock price reaction suggests that Rapid7, Inc.'s ( NASDAQ:RPD ) strong earnings didn't offer any...
Seeking Alpha Nov 11

Rapid7: Watch Earnings Beat And Acquisition Interest (Rating Upgrade)

Summary My rating for Rapid7 is upgraded to a Buy, considering RPD's above-expectations Q3 bottom line and its status as a potential takeover target. The Company's Q3 2024 normalized EPS rose by +32.0% YoY and surpassed the consensus estimate by +27.6%, thanks to the good performance of the threat detection business and its profitability improvement. Rapid7 is reported to have been the potential acquisition target of multiple private equity firms, which isn't a surprise, taking into account its attractive low-single-digit enterprise value-to-sales multiple. Read the full article on Seeking Alpha
分析記事 Nov 06

Rapid7's (NASDAQ:RPD) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Seeking Alpha Aug 19

Rapid7: Potential For Growth Acceleration When The Economy Recovers

Summary RPD's strategic shift to focus on channel partners and integrated products has led to tangible improvements. The macroeconomic environment continues to weigh down on growth. That said, I see the potential for RPD to accelerate growth in the near future. Read the full article on Seeking Alpha
分析記事 Aug 09

Results: Rapid7, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Investors in Rapid7, Inc. ( NASDAQ:RPD ) had a good week, as its shares rose 2.9% to close at US$36.77 following the...
分析記事 Aug 05

Benign Growth For Rapid7, Inc. (NASDAQ:RPD) Underpins Its Share Price

You may think that with a price-to-sales (or "P/S") ratio of 2.7x Rapid7, Inc. ( NASDAQ:RPD ) is a stock worth checking...
Seeking Alpha Jun 11

Rapid7: Margin Improvement Potential Is Obscured By Weaker Revenue Outlook (Rating Downgrade)

Summary RPD's revenue outlook has become weaker, as the company cut its full-year top line guidance to reflect challenges associated with the roll-out of its new integrated risk management offering. But Rapid7 has maintained its 2024 bottom line guidance which implies significant profit margin expansion this year, as it has profitability levers to pull like expense management. I revise my rating for RPD to a Hold in view of its mixed prospects. Read the full article on Seeking Alpha
分析記事 Jun 08

Shareholders Will Likely Find Rapid7, Inc.'s (NASDAQ:RPD) CEO Compensation Acceptable

Key Insights Rapid7 to hold its Annual General Meeting on 13th of June CEO Corey Thomas' total compensation includes...
分析記事 May 21

Rapid7 (NASDAQ:RPD) Is Looking To Continue Growing Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 Apr 30

Should You Investigate Rapid7, Inc. (NASDAQ:RPD) At US$45.68?

Rapid7, Inc. ( NASDAQ:RPD ), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 Apr 12

Rapid7, Inc.'s (NASDAQ:RPD) Price Is Out Of Tune With Revenues

With a median price-to-sales (or "P/S") ratio of close to 4.4x in the Software industry in the United States, you could...
Seeking Alpha Mar 28

Rapid7: Positive Profitability Improvements, Stock Appears Fully Valued

Summary Rapid7's stock has underperformed and been volatile, currently down -10.3% YTD. The company's fundamentals are decent, with non-GAAP profitability and operating cash flow improving. Rapid7 aims to focus on profitable growth in 2024, driven by IT security tool consolidation trend, which helps securing larger deals with higher ARR per customer. Read the full article on Seeking Alpha

CEO報酬分析

Rapid7 の収益と比較して、Corey Thomas の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$22m

Dec 31 2025US$10mUS$545k

US$23m

Sep 30 2025n/an/a

US$22m

Jun 30 2025n/an/a

US$28m

Mar 31 2025n/an/a

US$26m

Dec 31 2024US$15mUS$526k

US$26m

Sep 30 2024n/an/a

US$40m

Jun 30 2024n/an/a

-US$52m

Mar 31 2024n/an/a

-US$125m

Dec 31 2023US$3mUS$443k

-US$153m

Sep 30 2023n/an/a

-US$181m

Jun 30 2023n/an/a

-US$133m

Mar 31 2023n/an/a

-US$106m

Dec 31 2022US$8mUS$443k

-US$125m

Sep 30 2022n/an/a

-US$158m

Jun 30 2022n/an/a

-US$167m

Mar 31 2022n/an/a

-US$161m

Dec 31 2021US$11mUS$443k

-US$146m

Sep 30 2021n/an/a

-US$131m

Jun 30 2021n/an/a

-US$118m

Mar 31 2021n/an/a

-US$106m

Dec 31 2020US$9mUS$443k

-US$99m

Sep 30 2020n/an/a

-US$84m

Jun 30 2020n/an/a

-US$73m

Mar 31 2020n/an/a

-US$65m

Dec 31 2019US$6mUS$375k

-US$54m

報酬と市場: Coreyの 総報酬 ($USD 10.06M ) は、 US市場 ($USD 2.65M ) の同規模の企業の平均を上回っています。

報酬と収益: Coreyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Corey Thomas (49 yo)

13.6yrs
在職期間
US$10,058,576
報酬

Mr. Corey E. Thomas is Chief Financial Officer of Furl, Inc. Mr. Thomas serves as Strategic Advisor at Venture Guides Management, L.P. He is Chairman of the board of Blue Cross and Blue Shield of Massachus...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Corey Thomas
CEO & Director13.6yrsUS$10.06m1.16%
$ 5.0m
Rafeal Brown
Chief Financial Officerless than a yearUS$7.49mデータなし
Matthew Wells
Vice President of Investor Relationsno dataデータなしデータなし
Peter Kaes
Senior VP & General Counsel1.3yrsデータなしデータなし
Caitlin Doherty
Public Relations Managerno dataデータなしデータなし
Kathryn Kulikoski
Chief People Officer1.3yrsデータなしデータなし
Pete Rubio
Senior Vice President of Platform & Engineering5.3yrsデータなしデータなし
Julian Waits
Chief Experience Officer2.3yrsデータなしデータなし
Craig Adams
Chief Product Officer2.3yrsデータなしデータなし
Brian Castagna
Chief Security Officerless than a yearデータなしデータなし
Allan Peters
Chief Commercial Officer1.3yrsデータなしデータなし
1.3yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: RPDの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Corey Thomas
CEO & Director13.6yrsUS$10.06m1.16%
$ 5.0m
Benjamin Holzman
Independent Director17.8yrsUS$245.16k0.086%
$ 375.0k
Judy Bruner
Independent Director9.6yrsUS$247.16k0.069%
$ 300.3k
J. Benjamin Nye
Lead Independent Director17.8yrsUS$243.65k0.10%
$ 455.9k
Wael Mohamed
Independent Director1.2yrsUS$394.08kデータなし
Michael Berry
Independent Director13.5yrsUS$257.16k0.027%
$ 115.4k
Michael Burns
Independent Director1.2yrsUS$395.69k0.0075%
$ 32.5k
Thomas Schodorf
Independent Director9.8yrsUS$281.00k0.061%
$ 263.1k
Marc Brown
Independent Chairman of the Board9.8yrsUS$257.32k0.063%
$ 274.6k
Kevin Galligan
Independent Director1.2yrsUS$397.57kデータなし
Reeny Sondhi
Independent Director5.8yrsUS$217.11k0.021%
$ 89.7k
9.8yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: RPDの 取締役会経験豊富 であると考えられます ( 9.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/18 09:03
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Rapid7, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
Shrenik KothariBaird
Saket KaliaBarclays
Rahul ChopraBerenberg