Rapid7 (RPD)
Sells vulnerability, detection, and response security software consolidated into one AI-driven platform.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | JP Morgan | Downgrade | ||
| Aug 11, 2026 | Canaccord Genuity | Target | Target: $10 | Target: $14 |
| Aug 11, 2026 | Raymond James | Reiterate | Rating: —Target: $8 | Target: $15 |
| Aug 11, 2026 | UBS | Reiterate | Rating: —Target: $9 | Target: $12 |
| Aug 11, 2026 | DA Davidson | Reiterate | Rating: —Target: $6.50 | Target: $9 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $702.6M · Total debt $961.6M · Total assets $1.74B · Shareholders' equity $196.7M
- Revenue
- $210.9M
- Operating income
- $3.0M
- Net income
- $6.1M
No dividends on record.
| Institutions | 103.26% | 69.60M shares | |
|---|---|---|---|
| 256 holders · as of Jun 30, 2026 | |||
| Insiders | 4.26% | 2.87M shares | |
| 17 holders · as of Sep 2, 2026 | |||
| Adds to | 107.52% | ||
67.40M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.52%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.37% | 9.01M | as of Jun 30, 2026 |
JANA Partners Management, LPInstitution | 10.01% | 6.75M | as of Jun 30, 2026 |
UBS Group AGInstitution | 6.02% | 4.06M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.97% | 4.02M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.09% | 2.76M | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rapid7 | $12.09 | −3.09% | $833.4M | 40.9 | 6.4 | 1.0 | −1.6% |
| Tenable | $35.21 | −2.73% | $3.99B | 581.1 | 17.2 | 3.8 | +8.6% |
| CrowdStrike | $245.74 | −1.45% | $253.90B | 7,104.0 | 174.4 | 47.1 | +25.8% |
| Qualys | $180.02 | −0.56% | $6.38B | 31.3 | 22.4 | 9.1 | +11.0% |
| Palo Alto Networks | $366.60 | −1.39% | $302.98B | 844.9 | 87.6 | 26.4 | +34.5% |
| Fortinet | $171.98 | −1.85% | $128.57B | 61.7 | 48.8 | 17.1 | +25.6% |
| Cisco Systems | $105.32 | −5.51% | $439.31B | 33.5 | 20.6 | 6.9 | +17.6% |
| Elastic | $88.68 | −1.15% | $9.33B | 25.1 | 25.2 | 5.2 | +15.1% |
| Median | 61.7 | 25.2 | 9.1 | +17.6% |