RPD Earnings

RPD reported its earnings on 2026-02-10, showcasing a revenue of 217.39M against an estimate of 214.93M, resulting in a 1.14% surprise. The EPS was 0.44, surpassing the expected 0.42 by 4.76%. The stock experienced a -28.97% price change on the earnings day and a -31.95% change over the next five days, reflecting market reactions to the results.

Following RPD's earnings announcement on 2026-02-10, the stock price moved by -28.97% on the day of the release. Over the subsequent five days, it saw a -31.95% change. Historically, RPD's stock price tends to shift by an average of 8.7% in the 10 days leading up to earnings and -7.14% in the 10 days following, providing insight into potential market.

For 2025/Q2, analysts estimate RPD's annual revenue to reach 212.15M, while the EPS is projected at 0.45. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between RPD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RPD's stock price typically moves by 8.7% in the 10 days before its earnings and -7.14% in the 10 days after. For the upcoming 2025/Q2 earnings, analysts expect an EPS of 0.45 and revenue of 212.15M.

The earnings call presents mixed signals. While there are positive aspects like the focus on AI-powered operations and a strong position to address debt maturity, the lack of full-year ARR guidance and unclear management responses on certain issues introduce uncertainties. The company's strategic focus areas and potential growth in MDR and exposure management are promising, but the ongoing churn and ARR decline concerns offset these positives. Given the market cap, the stock is likely to see a neutral reaction, with a possible slight tilt towards positive if growth strategies gain traction.