Rapid7 향후 성장
Future 기준 점검 2/6
Rapid7 의 수익은 연간 1.2% 감소할 것으로 예상되는 반면, 연간 수익은 15.9% 로 증가할 것으로 예상됩니다. EPS는 연간 14.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.2% 로 예상됩니다.
핵심 정보
15.9%
이익 성장률
14.60%
EPS 성장률
| Software 이익 성장 | 19.7% |
| 매출 성장률 | -1.2% |
| 향후 자기자본이익률 | 31.16% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 11 May 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 843 | 40 | 141 | 144 | 8 |
| 12/31/2027 | 837 | 29 | 133 | 154 | 25 |
| 12/31/2026 | 839 | 22 | 130 | 153 | 25 |
| 3/31/2026 | 859 | 22 | 139 | 164 | N/A |
| 12/31/2025 | 860 | 23 | 130 | 154 | N/A |
| 9/30/2025 | 859 | 22 | 157 | 180 | N/A |
| 6/30/2025 | 855 | 28 | 164 | 185 | N/A |
| 3/31/2025 | 849 | 26 | 151 | 170 | N/A |
| 12/31/2024 | 844 | 26 | 154 | 172 | N/A |
| 9/30/2024 | 833 | 40 | 155 | 171 | N/A |
| 6/30/2024 | 817 | -52 | 116 | 131 | N/A |
| 3/31/2024 | 800 | -125 | 113 | 130 | N/A |
| 12/31/2023 | 778 | -153 | 84 | 104 | N/A |
| 9/30/2023 | 757 | -181 | 52 | 81 | N/A |
| 6/30/2023 | 734 | -133 | 62 | 97 | N/A |
| 3/31/2023 | 711 | -106 | 36 | 74 | N/A |
| 12/31/2022 | 685 | -125 | 41 | 78 | N/A |
| 9/30/2022 | 652 | -158 | 10 | 43 | N/A |
| 6/30/2022 | 616 | -167 | 15 | 42 | N/A |
| 3/31/2022 | 575 | -161 | 21 | 44 | N/A |
| 12/31/2021 | 535 | -146 | 35 | 54 | N/A |
| 9/30/2021 | 497 | -131 | 29 | 50 | N/A |
| 6/30/2021 | 462 | -118 | 22 | 41 | N/A |
| 3/31/2021 | 435 | -106 | 14 | 33 | N/A |
| 12/31/2020 | 411 | -99 | -15 | 5 | N/A |
| 9/30/2020 | 390 | -84 | -3 | 12 | N/A |
| 6/30/2020 | 368 | -73 | -19 | 3 | N/A |
| 3/31/2020 | 348 | -65 | -25 | 5 | N/A |
| 12/31/2019 | 327 | -54 | N/A | -1 | N/A |
| 9/30/2019 | 304 | -53 | N/A | 3 | N/A |
| 6/30/2019 | 283 | -50 | N/A | -3 | N/A |
| 3/31/2019 | 263 | -51 | N/A | -15 | N/A |
| 12/31/2018 | 244 | -56 | N/A | 6 | N/A |
| 9/30/2018 | 233 | -56 | N/A | 2 | N/A |
| 6/30/2018 | 221 | -54 | N/A | 12 | N/A |
| 3/31/2018 | 210 | -51 | N/A | 17 | N/A |
| 12/31/2017 | 201 | -45 | N/A | 13 | N/A |
| 9/30/2017 | 188 | -42 | N/A | 12 | N/A |
| 6/30/2017 | 178 | -42 | N/A | 8 | N/A |
| 3/31/2017 | 168 | -44 | N/A | 14 | N/A |
| 12/31/2016 | 157 | -49 | N/A | 9 | N/A |
| 9/30/2016 | 145 | -60 | N/A | 2 | N/A |
| 6/30/2016 | 133 | -76 | N/A | 3 | N/A |
| 3/31/2016 | 122 | -96 | N/A | 0 | N/A |
| 12/31/2015 | 111 | -99 | N/A | -2 | N/A |
| 9/30/2015 | 100 | -124 | N/A | 0 | N/A |
| 6/30/2015 | 92 | -93 | N/A | -3 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: RPD 의 연간 예상 수익 증가율(15.9%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: RPD 의 연간 수익(15.9%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: RPD 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: RPD 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.2%).
고성장 매출: RPD 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.2%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: RPD의 자본 수익률은 3년 후 31.2%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/18 21:45 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Rapid7, Inc.는 39명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Rahul Chopra | Berenberg |