Rapid7 Inc. (RPD)

Rapid7 announced its second-quarter 2025 financial results on August 7, 2025, reporting an ARR of $841 million and total revenue of $214 million. The third-quarter 2025 financial results showed an ARR of $838 million and total revenue of $218 million. On January 12, 2026, Citi downgraded Rapid7 from Buy to Neutral, while on January 6, 2026, Rapid7 was upgraded to a Zacks Rank #2 (Buy). The share price as of December 31, 2025, was $15.20, a significant decline from $39.38 per share on January 2, 2025. In July 2025, Rapid7's InsightGovCloud Platform achieved FedRAMP authorization. The company was also named a Leader in the 2025 Frost Radar™ for Managed Detection and Response (MDR) in July 2025 and a Leader in the 2025 Gartner® Magic Quadrant™ for Exposure Assessment Platforms in November 2025. In December 2025, Rapid7 partnered with HITRUST to automate compliance processes and improve cybersecurity measures. Also in November 2025, the company introduced a new Amazon Web Services cloud region in India and expanded its partnership with Microsoft to integrate Managed Detection and Response with Microsoft Defender.

The provided search results do not explicitly detail the demand seasonality for Rapid7's products and services. However, the company cited "seasonal weighting of Q4" as a factor for adjusting its full-year ARR guidance for fiscal year 2025, suggesting potential seasonal patterns in customer purchasing or contract renewals.

Rapid7, Inc. is a cybersecurity company specializing in security analytics and automation solutions, operating within the technology sector. Its core mission is to empower organizations to proactively manage and remediate security risks. Rapid7 offers a suite of products and services through its Insight Platform, including vulnerability management, incident detection and response, application security, cloud security, penetration testing, exposure management, and managed services. The company serves a broad spectrum of clients across diverse sectors.

Rapid7 is headquartered in Boston, Massachusetts, USA, and has a global presence with additional office locations across North America, Europe, and Asia Pacific. U.S. office locations include Arlington, Virginia; Austin, Texas; and Tampa, Florida. Global office locations include Belfast, Dublin, Galway, Reading, Munich, Prague, India, Melbourne, Osaka, Singapore, and Tel Aviv-Yafo.

Rapid7's brand reputation over the past year appears to be generally positive, marked by industry recognition and strategic advancements. The company was recognized as a Leader in the 2025 Frost Radar™ for Managed Detection and Response (MDR) in July 2025 and was positioned as a Leader in the 2025 Gartner® Magic Quadrant™ for Exposure Assessment Platforms in November 2025. Rapid7 also engaged in several initiatives that likely bolstered its reputation, such as achieving FedRAMP authorization for its InsightGovCloud Platform in July 2025 and partnerships with organizations like HITRUST.

Rapid7, Inc. has a significant institutional ownership, with 94.34% of its total shares outstanding held by institutions. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and JANA Partners Management, LP. Jana Partners Management LP is also noted as a significant individual shareholder, owning 12.49 million shares, representing 19.07% of the company.