Rapid7 Inc. (RPD)

Rapid7's stock (RPD) has experienced significant volatility in the past six months, with a 52-week range between $4.97 and $27.10. As of early May 2026, the stock price was around $6.58, reflecting a substantial drop of approximately 72-73% over the past year. Key events impacting the stock include surpassing Q4 2025 earnings and revenue estimates, announcing Q1 2026 financial results that beat earnings per share and revenue expectations but showed a decline in ARR, and the acquisition of Kenzo Security to enhance its Command Platform.

The provided information does not explicitly detail specific demand seasonality for Rapid7's products and services. The cybersecurity industry generally experiences consistent demand due to the ongoing and evolving nature of cyber threats. Rapid7's revenue structure is primarily driven by subscription-based models, which typically provide a more stable and recurring revenue stream. The company's focus on continuous monitoring and preemptive security solutions suggests a steady need for its offerings throughout the year.

Rapid7, Inc. is a cybersecurity company founded in 2000 and headquartered in Boston, Massachusetts. It operates within the Technology sector, specifically in the Software - Infrastructure industry, with a mission to create a safer digital world by simplifying cybersecurity. The company offers a suite of cybersecurity solutions through its cloud-native Insight Platform, unifying exposure management with threat detection and response. Key products and services include vulnerability management, incident detection and response, application security, a security operations platform, cloud security, and other offerings like continuous red-teaming and threat intelligence.

Rapid7 has a global presence with operations across North America, EMEA, and APAC. North America accounts for nearly 75% of its revenue, with EMEA and APAC experiencing double-digit growth. The United States is its primary market, representing 72.33% of its threat detection and prevention customers in 2025, followed by the United Kingdom (6.33%) and India (4.06%). The company has at least 17 distinct office locations, with its largest office in Boston, MA, and secondary hubs in Austin, TX, and Belfast, UK. Other U.S. offices include Tampa, FL, Washington, DC, and Los Angeles, CA, with international sites in Prague, Czechia, and Melbourne, Australia.

Rapid7 has maintained a strong competitive position and received industry recognition, including being recognized as a Leader in Gartner's 2025 Magic Quadrant for Exposure Assessment Platforms and a Challenger in SIEM. Forrester also named Rapid7 a Strong Performer in Unified Vulnerability Management Solutions. The acquisition of Kenzo Security in March 2026 aimed to enhance its AI-powered security operations, potentially bolstering its reputation for innovation.

Rapid7's ownership structure is primarily composed of institutional investors, with a smaller portion held by insiders and individual investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. JANA Partners Management LP is a significant individual shareholder, owning 12.49 million shares representing 18.96% of the company, and has acted as an activist investor. Timothy P. McAdam and Benjamin Holzman are also listed as significant insider shareholders.