Rapid7, Inc. (RPD)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
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Put RPD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Generate free cash flow of $125M to $135M in 2026: Comparison needs review.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 73% in its worst 12-month stretch.
View RiskRPD’s core platform and AI foundation must support growth despite recent revenue contraction. Q2 FY2026 revenue fell 1.5% year over year, despite an earnings beat. The beat included non-GAAP EPS of $0.44 versus consensus of $0.11. RPD trades at 11× P/E versus a 45× peer median, with expectations modest versus our view. Its primary free-cash-flow pillar is under pressure, though the comparison needs review. The model puts next-quarter miss probability at 21%. Peer multiples imply a price about 56% above where it trades. The thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-29. RPD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering RPD (as of Oct 2026).
Based on 13 Wall Street analysts offering 12-month price targets for RPD in the last 4 months.
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Compare RPD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RPD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put RPD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Focus on core platform and AI foundation for growth
Product push aligns with growth focus and AI foundation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $17.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $17.08.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Focus on core platform and AI foundation for growth
Workforce reduction supports focus on AI for growth.
Advances: Implement 2026 restructuring plan to simplify operations
Restructuring plan supports operational simplification and efficiency.

New CEO and AI focus align with growth objectives.
Identifies headwinds that could impact growth objectives.