Professional
Added to YB: 2025-03-03
Pitch date: 2025-01-13
RPD [bullish]
Rapid7, Inc.
-57.6%
current return
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
$918.7M
Pitch Price
$38.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.72
P/E
40.31
EV/Sales
1.73
Sector
Software
Category
special_situation
Show full summary:
13D Activist Fund New Position: Rapid7, Inc.
RPD: Cybersecurity co. w/ industry tailwinds, but negative returns & valuation gap vs peers. Management issues: sales model changes, cloud product delays, staffing cuts, exec turnover, poor forecasting. JANA activist: board changes or sale. Potential buyers due to sector M&A. Proxy fight possible if mgmt resists. 3 special advisors named.
Read full article (4 min)