AlphAIalphai — Financial news for AI agents
simplywall.stAUG 134 min read$RPD

Rapid7, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Rapid7, Inc. shares rose 13% to $12.27 after its latest quarterly results. According to the article, revenue was $211m, in line with expectations, while statutory profit was $0.09 per share, 338% above forecast. Analysts now project 2026 revenue of $839.2m and EPS of $0.49, up from prior EPS $0.26, and lifted the consensus price target 43% to $11.71.

Original reporting
simplywall.st
Published Aug 13, 2026, 11:21 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 13, 2026, 12:31 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
Rapid7, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next — source image
Source · simplywall.st
Decision brief

The 30-second read

$RPDBullishMed
01

Why it matters

Analysts upgraded 2026 EPS expectations and the consensus price target after the earnings beat, while revenue estimates were broadly unchanged and the implied revenue trajectory is weaker than the industry.

02

Market read

This is a post-earnings expectation update: EPS and valuation targets moved up, but the revenue trajectory implied by forecasts is less favorable than peers.

03

What to watch

The article provides consensus and range but not the underlying drivers of the EPS beat (cost cuts vs demand), so traders should verify whether the margin improvement is sustainable.

Relevance 7/10Novelty 5/10Timing: post-earnings, ahead of next analyst revisions

Background

The article summarizes Rapid7’s latest quarterly results and then compiles next-year statutory forecasts from analysts.

Company-level read

Ticker impact

$RPDBullishMedium confidence
Context

Rapid7 (RPD) shares rose 13% after results, and analysts lifted 2026 EPS and the consensus price target following the earnings beat.

Expected impact

Bullish bias for the next few sessions as traders price in upgraded EPS expectations, but upside may be capped by the implied revenue slowdown versus peers.

Evidence & confidence

The article cites a statutory profit beat and then quantifies analyst estimate upgrades (EPS) and a higher consensus target, while also projecting revenue contraction and underperformance versus the industry.

Market effects

Sector

If Rapid7’s pattern holds, cybersecurity software peers may see read-across demand for higher-margin execution, but the implied revenue slowdown could temper sector growth expectations.

Regional

No specific regional impact described beyond US-listed share performance.

Global

Limited; the piece is focused on company-specific earnings and analyst forecast updates.

Counterpoint

What could challenge this read

The revenue outlook is effectively deteriorating (forecast annualized decline), so the EPS upgrade may reflect margin or mix effects that could fade.

Key entities

  • public_company
    Rapid7, Inc.

    Cybersecurity company whose earnings beat and subsequent analyst forecast upgrades are used to frame the stock’s outlook.

Read at source← All news

Related articles

AUG 12
$RPDMed

Rapid7, Inc. Q2 2026 Earnings Call Summary

Rapid7, Inc. discussed its Q2 2026 earnings call, saying performance is constrained by limited resource focus and it is shifting from standalone tools to integrated security outcomes linking exposure management with detection and response. Core platform ARR grew about 1% YoY, while total ARR was pressured by non-core declines. It plans a 12% workforce reduction, $10 million to $11 million restructuring charges, and expects to exit 2026 with 20% non-GAAP operating margin. Rapid7 also expects to r

yahoo.com7 min
AUG 11
$RPDMedAI 8/10

Rapid7 layoffs: Boston cybersecurity firm cuts 300 jobs

Rapid7 said it cut about 300 jobs, or 12% of its workforce, in Q2, announced with its second-quarter earnings. The company reported 2025 revenue of $860 million and forecast 2026 sales of $837 million at the low end. Rapid7 said the layoffs will cost $11 million to $12 million, mainly for severance. Shares rose 6% in aftermarket trading.

bostonglobe.com4 min
AUG 11
$RPDHighAI 9/10

Why Rapid7 (RPD) Stock Is Trading Up Today

Rapid7 (NASDAQ: RPD) shares rose 26.9% after its Q2 2026 results showed an adjusted EPS of $0.44 vs $0.35 expected and adjusted EBITDA of $35.85M vs $31.93M. Revenue was $210.9M, up slightly but down 1.5% YoY. The company raised full-year adjusted EPS guidance to $1.81 midpoint, despite ARR down 2% and billings down 5.7%.

financialcontent.com6 min
AUG 11
$RPDMedAI 8/10

Why is Rapid7 stock rallying today?

Rapid7 shares rose about 5.1% pre-open after the company reported Q2 2026 results that beat expectations, with adjusted EPS of $0.44 vs $0.35 and revenue of $210.9M vs $208.2M. Rapid7 raised full-year adjusted EPS guidance to $1.78–$1.83 and Q3 EPS to $0.44–$0.47, and approved a restructuring plan cutting staff ~12%.

investing.com4 min
AUG 10
$RPDMedAI 8/10

Expected Sales In Q2 CY2026, Stock Soars

Rapid7 (NASDAQ:RPD) reported Q2 CY2026 revenue of $210.9 million, down 1.5% year on year but 1.4% above estimates. Next-quarter revenue guidance is $209 million, about 0.9% below analysts. Non-GAAP EPS was $0.44, 26.3% above consensus. The stock rose 6.1% to $12.34 after results.

financialcontent.com6 min
AUG 10
$RPDHighAI 9/10

Rapid7, Inc. (RPD): Results of Operations and Financial Condition

Rapid7, Inc. (RPD) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026rapid78-kex991.htm EX-99.1 Document Exhibit 99.1 Rapid7 Announces Second Quarter 2026 Financial Results • Annualized recurring revenue (“ARR”) of $824 million • Total revenue of $211 million; Product subscriptions revenue of $205 million • GAAP income from operati

SEC EDGAR 8-K6 min