BOSTON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a global leader in AI-powered managed cybersecurity operations, today announced that the company will be attending the Raymond James 47th Annual Institutional Investors Conference. The presentation is scheduled for Wednesday, March 4, 2026 at 11:35 a.m. Eastern Time. The presentation will be webcast live, and a replay will be available for a limited time, under the “Events and Presentations” section on the company’s investor relations web ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________ FORM 10-K ____________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-37496 ___ ...

Core Insights - Rapid7, Inc. (NASDAQ:RPD) is recognized as one of the 15 Best Small Cap Stocks to Buy according to Wall Street [1] - Analysts have lowered their price targets for Rapid7 following mixed fourth-quarter results and cautious guidance for 2026 [2][3] Financial Performance - Rapid7 reported fourth-quarter revenue of $217 million, slightly exceeding the consensus estimate of $215.17 million [4] - The company guided fiscal 2026 revenue to a range of $835 million to $843 million, which is below the consensus estimate of $869.95 million [4] Analyst Ratings and Price Targets - Scotiabank analyst Patrick Colville reduced the price target for Rapid7 to $9 from $18 while maintaining a Sector Perform rating [2] - Truist lowered its price target to $8 from $14 and kept a Hold rating, describing the fourth-quarter results as mixed [3] - UBS downgraded Rapid7 to Neutral from Buy and cut its price target to $9 from $25, citing a "disappointing" fourth-quarter report and a projected 2% year-over-year revenue decline for 2026 [3] Strategic Focus - CEO Corey Thomas indicated that the company plans to focus on innovation and execution in 2026, leveraging its AI security operations approach [4] - Organizational changes and strategic shifts are intended to re-accelerate growth [3]

Core Viewpoint - Rapid7, a cybersecurity solutions provider, has demonstrated strong financial performance despite a recent decline in stock price, indicating resilience in a competitive industry [1][2][5]. Financial Performance - The company reported quarterly earnings of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, resulting in an earnings surprise of 8.80% [2][5]. - This earnings figure represents a slight decrease from $0.48 per share reported in the same quarter last year [2]. - Rapid7's revenue for the quarter ending December 2025 was $217.39 million, surpassing the Zacks Consensus Estimate by 1.14% and showing a slight increase from $216.26 million in the same period the previous year [3][5]. - The company has consistently exceeded consensus revenue estimates over the past four quarters, indicating steady growth [3]. Stock Performance - Rapid7's stock is currently priced at $8.04, reflecting a significant decrease of 22.67% from previous levels [4][5]. - The stock price has fluctuated between a low of $7.70 and a high of $8.43 during the trading day [4]. - Over the past year, the stock has experienced considerable volatility, reaching a high of $37.75 and a low of $7.70 [4]. - The company's market capitalization is approximately $526.1 million, with a trading volume of 1,566,131 shares for the day [4].

Core Insights - Rapid7, Inc. (NASDAQ:RPD) is recognized as a high-growth cybersecurity stock, with Q4 2025 earnings per share of $0.44, exceeding Wall Street expectations by $0.03 [1] - The company reported revenue of $217.39 million, slightly above consensus estimates, but annualized recurring revenue (ARR) remained steady at $840 million, raising concerns about customer acquisition and account growth [1] - ARR per customer has increased significantly from $58,000 in 2021 to $72,000, indicating improved customer value [1] Financial Performance - For Q1 2026, Rapid7 anticipates revenue between $207 million and $209 million, and full-year revenue of $835 million to $843 million, which is slightly below 2025 levels [4] - Projected ARR for 2026 is expected to decline to $830 million, while operating income is forecasted to be between $108 million and $116 million, with free cash flow estimated at $125 million to $135 million [4] Strategic Initiatives - The company is focusing on operational efficiency and platform consolidation, currently serving over 11,500 customers and integrating with more than 500 partners in the $85 billion security operations market [3] - A recent partnership with ARMO aims to enhance cloud and application runtime security within its Command platform, improving visibility and threat detection capabilities for IT teams [5]

Core Insights - Rapid7, Inc. announced the winners of its 2026 Partner of the Year Awards, recognizing partners for excellence in enhancing customer security programs and building cyber resilience [1][2] Partner Recognition - A total of 28 partners were recognized across 12 categories in four major geographic regions [2] - The awards highlight the shift from reactive to proactive security approaches facilitated by partners [2] Regional Winners North America - CDW was named North American Partner of the Year, reflecting a commitment to impactful security outcomes [4] - Other notable winners include ThunderCat Technology (Best Customer Retention Partner), SHI (Cloud Security Partner and Exposure Management Partner), GuidePoint Security (Detection & Response Partner), Carahsoft (Distributor of the Year), Novawatch (MSSP Partner), Softchoice (Emerging Partner), and CDW•G (Public Sector Partner) [7] Latin America - Netconn received the Latin America Partner of the Year award, emphasizing the importance of the Rapid7 platform in enhancing customer maturity and strategic decision-making [4] EMEA - Saepio was recognized as EMEA Partner of the Year, highlighting a long-standing partnership with Rapid7 that has delivered critical security outcomes [5] APJ - Orro was named APJ Partner of the Year, focusing on the joint efforts in Continuous Threat Exposure Management to help customers operationalize security measures [6] Company Overview - Rapid7 is a leader in AI-powered managed cybersecurity operations, serving over 11,500 customers globally [8] - The Rapid7 Command Platform integrates security data with AI and threat intelligence to enhance cyber resilience [8]

Industry Overview - Cybersecurity is gaining significant attention as companies transition to cloud operations and the demand for cybersecurity solutions is driven by the AI revolution and sophisticated attacks [1][2] - Spending on cybersecurity is increasing due to new security challenges and the widespread adoption of cloud computing and remote work, bolstering investor sentiment in the sector [2] - The WSJ Pro Cyber Index, which tracks the performance of the 20 largest cybersecurity companies, rose by 27% in 2025, with a peak increase of 54%, outperforming the broader equity market [3] Future Outlook - Cyber demand is expected to remain strong in 2026, aligning with broader IT budgets as organizations consolidate vendors to enhance ROI, favoring larger platform vendors [4] - Analysts anticipate more AI-related acquisitions in 2026 as companies invest in generative AI tools to improve threat detection and response times [4][5] Company Highlights Tenable Holdings, Inc. (NASDAQ:TENB) - Tenable reported a 5-year sales growth of 20.48% and has 32 hedge fund holders [9] - In Q4 2025, revenue increased by 11% year-over-year to $260.5 million, with full-year revenue also up 11% to $999.4 million [10] - The company added 502 new enterprise platform customers and announced a $150 million share repurchase program [12] Rapid7 Inc. (NASDAQ:RPD) - Rapid7 achieved a 5-year sales growth of 20.89% and has 34 hedge fund holders [14] - The company reported Q4 2025 earnings per share of $0.44, exceeding expectations, with revenue of $217.39 million [14] - For 2026, Rapid7 expects Q1 revenue of $207–209 million and full-year revenue of $835–843 million, with a focus on operational efficiency and platform consolidation [16]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

分组1 - Rapid7 reported quarterly earnings of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, but down from $0.48 per share a year ago, resulting in an earnings surprise of +8.80% [1] - The company achieved revenues of $217.39 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.14% and showing a slight increase from $216.26 million year-over-year [2] - Rapid7 has consistently surpassed consensus EPS estimates over the last four quarters, indicating a strong performance trend [2] 分组2 - Despite the positive earnings report, Rapid7 shares have declined approximately 29.2% since the beginning of the year, contrasting with the S&P 500's gain of 1.7% [3] - The company's earnings outlook is crucial for investors, as it reflects current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.46 on revenues of $212.97 million, and for the current fiscal year, it is $1.97 on revenues of $869.31 million [7] 分组3 - The Internet - Software industry, to which Rapid7 belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Rapid7's stock performance [5] - The estimate revisions trend for Rapid7 was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]