Rapid7 (NASDAQ:RPD) Issues FY 2026 Earnings Guidance

Rapid7 (NASDAQ:RPD) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.500-1.600 for the period, compared to the consensus estimate of 1.450. The company issued revenue guidance of $835.0 million-$843.0 million, compared to the consensus revenue estimate of $869.7 million. Rapid7 also updated its Q1 2026 guidance to 0.290-0.320 EPS.

Wall Street Analysts Forecast Growth

Several analysts have commented on RPD shares. Mizuho decreased their target price on shares of Rapid7 from $20.00 to $16.00 and set a “neutral” rating for the company in a research report on Wednesday, January 21st. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Rapid7 in a research report on Monday, December 29th. DA Davidson cut their price target on Rapid7 from $16.00 to $14.00 and set an “underperform” rating for the company in a report on Wednesday, November 5th. Jefferies Financial Group decreased their target price on shares of Rapid7 from $18.00 to $13.00 and set a “hold” rating on the stock in a research report on Monday, February 2nd. Finally, Susquehanna set a $15.00 price target on Rapid7 in a research note on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, Rapid7 currently has a consensus rating of “Hold” and an average price target of $19.53.

Rapid7 Stock Down 3.4%

RPD stock traded down $0.37 during trading hours on Tuesday, reaching $10.39. 3,174,723 shares of the stock were exchanged, compared to its average volume of 1,226,360. The company has a debt-to-equity ratio of 7.01, a current ratio of 1.19 and a quick ratio of 1.19. The company has a market cap of $680.34 million, a price-to-earnings ratio of 30.56 and a beta of 0.79. Rapid7 has a 12 month low of $10.20 and a 12 month high of $38.47. The firm’s 50-day moving average is $14.11 and its 200-day moving average is $17.03.

Rapid7 (NASDAQ:RPD) last issued its quarterly earnings results on Tuesday, February 10th. The technology company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.40 by $0.04. Rapid7 had a net margin of 2.61% and a return on equity of 67.30%. The firm had revenue of $217.39 million for the quarter, compared to analysts’ expectations of $215.17 million. Rapid7 has set its FY 2026 guidance at 1.500-1.600 EPS and its Q1 2026 guidance at 0.290-0.320 EPS. On average, equities research analysts expect that Rapid7 will post 0.35 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Jana Partners Management, Lp acquired 41,545 shares of the firm’s stock in a transaction on Friday, November 28th. The shares were purchased at an average cost of $15.71 per share, with a total value of $652,671.95. Following the acquisition, the director directly owned 6,760,149 shares in the company, valued at $106,201,940.79. This represents a 0.62% increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Thomas E. Schodorf bought 6,300 shares of the stock in a transaction dated Wednesday, November 26th. The shares were acquired at an average cost of $15.70 per share, for a total transaction of $98,910.00. Following the completion of the acquisition, the director directly owned 34,440 shares of the company’s stock, valued at approximately $540,708. This trade represents a 22.39% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 67,345 shares of company stock valued at $1,025,202 in the last ninety days. 2.40% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Headlands Technologies LLC bought a new position in shares of Rapid7 in the second quarter worth $44,000. Tower Research Capital LLC TRC increased its holdings in shares of Rapid7 by 547.2% in the 2nd quarter. Tower Research Capital LLC TRC now owns 8,530 shares of the technology company’s stock worth $197,000 after buying an additional 7,212 shares during the last quarter. Prudential Financial Inc. raised its position in Rapid7 by 8.8% during the second quarter. Prudential Financial Inc. now owns 8,513 shares of the technology company’s stock valued at $197,000 after purchasing an additional 690 shares in the last quarter. Inceptionr LLC purchased a new stake in Rapid7 in the third quarter worth approximately $217,000. Finally, Cresset Asset Management LLC purchased a new stake in shares of Rapid7 in the 3rd quarter valued at $224,000. Institutional investors and hedge funds own 95.66% of the company’s stock.

Rapid7 Company Profile

Rapid7, Inc is a publicly traded cybersecurity company headquartered in Boston, Massachusetts. Since its founding in 2000, the company has specialized in delivering cloud-based security data and analytics solutions designed to help organizations detect, investigate, and remediate cyber threats. Rapid7 operates under the NASDAQ symbol “RPD” and serves a broad range of industries, including technology, financial services, healthcare, retail, and the public sector.

The core of Rapid7’s offering is its Insight platform, a unified, cloud-native security operations and analytics suite.