Added to YB: 2026-05-14
Pitch date: 2026-05-12
RPD [bearish]
Rapid7, Inc.
Author Info
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Company Info
Rapid7, Inc. provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.
Market Cap
$425.7M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.60
P/E
18.57
EV/Sales
0.84
Sector
Software
Category
N/A
The Point-Solution Trap - Rapid7, Inc.
RPD (short): Vulnerability mgmt & SecOps point-solution stuck in middle ground as market shifts to identity/cloud-context platforms. FY25 rev $860M (+2% YoY), ARR $840M (flat YoY). FY26 guide $835-843M (-2-3% YoY). Q1 ARR $832M (-0.6% YoY). Point-solution compression evident: stable relevance but weaker growth & harder narrative vs platform players.
Read full article (1 min)