Rapid7
Sells vulnerability, detection, and response security software consolidated into one AI-driven platform.
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Profile
Builds software that finds, prioritizes, and responds to security exposures across a customer's systems, cloud accounts, and network, alongside an around-the-clock managed detection and response service. Much of the product line came from acquiring smaller security-operations vendors and, since 2024, folding them into a single AI-orchestrated Command Platform.
Sells cybersecurity software and services that scan a customer's systems, cloud accounts, and network for vulnerabilities, then prioritize and respond to them. The lineage runs from an on-premises vulnerability scanner into a cloud-based platform, and includes the open-source Metasploit penetration-testing framework, acquired in 2009 and still maintained alongside a commercial edition.
Much of the product portfolio came from acquiring smaller security-operations vendors — automation, cloud security posture, threat intelligence — and folding each into a shared cloud platform. In 2024 these tools were consolidated onto a single AI-orchestrated Command Platform, unifying data once split across hundreds of connectors.
The company also runs an around-the-clock managed detection and response service on the same platform, with agentic-AI workflows added to automate analyst investigations. Headquartered in Boston, it serves more than 11,500 customers worldwide.
Company facts
Categories
Key statistics
Year to date −6.8% · Average volume (30d) 2.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 11, 2026 | Canaccord Genuity | Target | $10 | $14 | |
| Aug 11, 2026 | Raymond James | Reiterate | Outperform | $8 | $15 |
| Aug 11, 2026 | UBS | Reiterate | Neutral | $9 | $12 |
| Aug 11, 2026 | DA Davidson | Reiterate | Underperform | $6.50 | $9 |
| Aug 11, 2026 | RBC Capital | Reiterate | Sector Perform | $11 | $12 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.35 | $0.44 | +27.2% | $208.2M | $210.9M | +1.3% | +15.25% |
| May 5, 2026Q1 FY26 | $0.30 | $0.36 | +20.0% | $207.9M | $209.7M | +0.8% | −1.65% |
| Feb 10, 2026Q4 FY25 | $0.40 | $0.44 | +10.0% | $215.0M | $217.4M | +1.1% | −28.97% |
| Nov 4, 2025Q3 FY25 | $0.45 | $0.57 | +26.7% | $215.2M | $218.0M | +1.3% | −19.94% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $210.3M | $214.2M | $218.0M | $217.4M | $209.7M | $210.9M | |
| Gross profit | $150.8M | $151.1M | $153.0M | $149.9M | $144.9M | $145.3M | |
| Operating income | −$101.0K | $3.5M | $5.9M | $2.3M | −$558.0K | $3.0M | |
| Net income | $2.1M | $8.3M | $9.8M | $3.1M | $1.1M | $6.1M | |
| Diluted EPS | $0.03 | $0.13 | $0.15 | $0.05 | $0.02 | $0.09 | |
| Gross margin | 71.7% | 70.6% | 70.2% | 68.9% | 69.1% | 68.9% | |
| Operating margin | -0.0% | 1.6% | 2.7% | 1.0% | -0.3% | 1.4% |
Fiscal years (4-quarter sums)FY21 $535.4M · FY22 $685.1M · FY23 $777.7M · FY24 $844.0M · FY25 $859.8M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $702.6M · Total debt $961.6M · Total assets $1.74B · Shareholders' equity $196.7M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 66.83M · Float 58.74M · 87.9% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.01M | 13.49% | 13F | Aug 7, 2026 |
| Jana Partners Management, LP | 6.75M | 10.10% | 13F | Aug 14, 2026 |
| UBS Group AG | 4.06M | 6.07% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 4.02M | 6.02% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 2.76M | 4.13% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 22, 2026 | Scott M. Murphy | officer: Chief Accounting Officer | −827 | $6.35 |
| Feb 23, 2026 | Scott M. Murphy | officer: Chief Accounting Officer | −1,267 | $6.51 |
| Jan 22, 2026 | Scott M. Murphy | officer: Chief Accounting Officer | −764 | $12.70 |
| Nov 28, 2025 | JANA Partners Management, LP | director, 10 percent owner, other: See Remarks | +41,545 | $15.71 |
| Nov 26, 2025 | Thomas E. Schodorf | director | +6,300 | $15.70 |
Peers
- Tenable
Longtime vulnerability-management rival: Nessus/Tenable.io vs InsightVM/Nexpose.
- CrowdStrike
EDR/XDR leader contesting SIEM, MDR, and exposure management.
- Qualys
Cloud-native VM/compliance rival across VMDR, exposure, and cloud security.
- Palo Alto Networks
Broad AI-driven platform contesting SIEM, cloud security, and ASM.
- Fortinet
Network-security platform vendor overlapping in SIEM, SOAR, XDR, MDR.
- Cisco Systems
SIEM head-to-head via Splunk Enterprise Security vs InsightIDR/Incident Command.
- Elastic
Elasticsearch-based SIEM alternative to InsightIDR/Incident Command.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rapid7 | $13.45 | +1.13% | $888.2M | 43.6 | 7.1 | 1.0 | −1.6% |
| Tenable | $37.70 | +0.13% | $4.15B | 604.7 | 18.4 | 4.0 | +8.6% |
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| Qualys | $187.05 | +0.06% | $6.59B | 32.4 | 23.3 | 9.4 | +11.0% |
| Palo Alto Networks | $372.18 | +0.16% | $302.85B | 323.1 | 94.9 | 28.6 | +31.2% |
| Fortinet | $165.78 | −0.16% | $121.80B | 58.5 | 47.4 | 16.2 | +25.6% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Elastic | $99.56 | −0.33% | $10.39B | 28.0 | 28.5 | 5.8 | +15.1% |
| Median | 58.5 | 28.5 | 9.4 | +17.6% |