Rapid7 (NASDAQ:RPD) Price Target Cut to $8.00 by Analysts at Barclays

Rapid7 (NASDAQ:RPD) had its price objective decreased by Barclays from $15.00 to $8.00 in a research note released on Thursday morning,Benzinga reports. Barclays currently has an underweight rating on the technology company’s stock.

A number of other research analysts have also recently issued reports on RPD. Stephens lowered their price target on shares of Rapid7 from $19.00 to $12.00 and set an “equal weight” rating for the company in a research report on Wednesday. Citigroup lowered their price objective on Rapid7 from $15.00 to $11.50 and set a “neutral” rating on the stock in a research report on Thursday. Scotiabank dropped their price objective on Rapid7 from $18.00 to $9.00 and set a “sector perform” rating on the stock in a research report on Wednesday. Stifel Nicolaus lowered their price objective on shares of Rapid7 from $18.00 to $9.00 and set a “hold” rating on the stock in a research report on Wednesday. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Rapid7 in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Reduce” and an average price target of $12.53.

Rapid7 Stock Down 3.9%

NASDAQ RPD opened at $7.09 on Thursday. The business’s 50-day moving average is $13.65 and its 200 day moving average is $16.81. The stock has a market capitalization of $464.25 million, a PE ratio of 19.69 and a beta of 0.79. The company has a debt-to-equity ratio of 7.01, a current ratio of 1.19 and a quick ratio of 1.19. Rapid7 has a 1 year low of $7.06 and a 1 year high of $36.45.

Rapid7 (NASDAQ:RPD) last issued its quarterly earnings data on Tuesday, February 10th. The technology company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.40 by $0.04. Rapid7 had a net margin of 2.72% and a return on equity of 55.81%. The business had revenue of $217.39 million for the quarter, compared to the consensus estimate of $215.17 million. During the same period in the previous year, the firm earned $0.48 EPS. The company’s quarterly revenue was up .5% compared to the same quarter last year. Rapid7 has set its FY 2026 guidance at 1.500-1.600 EPS and its Q1 2026 guidance at 0.290-0.320 EPS. Sell-side analysts forecast that Rapid7 will post 0.35 earnings per share for the current year.

Insider Buying and Selling at Rapid7

In other Rapid7 news, Director Thomas E. Schodorf acquired 6,300 shares of the stock in a transaction that occurred on Wednesday, November 26th. The stock was bought at an average cost of $15.70 per share, with a total value of $98,910.00. Following the completion of the purchase, the director directly owned 34,440 shares in the company, valued at $540,708. The trade was a 22.39% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jana Partners Management, Lp bought 41,545 shares of the company’s stock in a transaction on Friday, November 28th. The shares were acquired at an average price of $15.71 per share, for a total transaction of $652,671.95. Following the completion of the acquisition, the director owned 6,760,149 shares in the company, valued at $106,201,940.79. This represents a 0.62% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have bought 67,345 shares of company stock valued at $1,025,202. 2.40% of the stock is owned by company insiders.

Institutional Investors Weigh In On Rapid7

Hedge funds have recently modified their holdings of the business. Advisors Asset Management Inc. purchased a new position in Rapid7 during the fourth quarter valued at approximately $79,000. DRW Securities LLC bought a new stake in Rapid7 during the 4th quarter valued at $231,000. Brooklyn Investment Group purchased a new position in shares of Rapid7 in the 4th quarter valued at $328,000. Renaissance Technologies LLC bought a new position in shares of Rapid7 in the 4th quarter worth $357,000. Finally, Marex Group plc bought a new position in shares of Rapid7 in the 4th quarter worth $162,000. Hedge funds and other institutional investors own 95.66% of the company’s stock.

Key Headlines Impacting Rapid7

Here are the key news stories impacting Rapid7 this week:

• Positive Sentiment: Modest Q4 beat — Rapid7 reported a slight EPS and revenue beat for Q4 (EPS topped estimates; revenue ~$217.4M vs. ~$215.2M est.), showing the business still generates revenue upside. RPD Q4 Deep Dive
• Positive Sentiment: Partner momentum — Rapid7 announced its 2026 Partner of the Year winners, underscoring partner channel engagement that supports sales/renewals over time. Partner Awards Release
• Neutral Sentiment: Guidance and strategic investments — Company outlined FY‑2026 revenue (~$835M–$843M) and reiterated plans to invest in AI-driven security offerings; management framed this as strategic but capital-intensive. Investors will be watching execution vs. the guide. Revenue Guidance
• Neutral Sentiment: Earnings call transparency — Full Q4 call transcripts and analyst commentary are available for deeper read; they highlight AI spend and margin pressure but also product roadmap details. Earnings Call Transcript
• Negative Sentiment: Multiple analyst price‑target cuts and downgrades — After earnings several firms cut targets and/or ratings (Barclays to $8/underweight; Truist to $8/hold; Scotiabank to $9/sector perform; Mizuho to $12/neutral; RBC to $12/sector perform; UBS reaffirmed neutral at $9). That coordinated downward repricing is pressuring the stock. Analyst Notes (Benzinga)
• Negative Sentiment: Weak guidance tone and margin concerns — Coverage and deep‑dive pieces emphasize “flat sales,” heavier AI investment and cautious guidance for near term, which together explain investor selling despite the modest beat. Deep Dive: Flat Sales & Weak Guidance

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.