Rapid7 Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy RPD?
Source: seekingalpha
- Earnings Beat: Rapid7 reported a Q4 non-GAAP EPS of $0.44, beating expectations by $0.02, indicating stable profitability despite a modest year-over-year revenue growth of only 0.6%.
- Revenue Performance: The company achieved Q4 revenue of $217.39 million, surpassing the market expectation of $215.17 million, demonstrating its ability to maintain growth in a competitive cybersecurity landscape.
- Future Guidance: For FY26, revenue is projected at $869.95 million with a non-GAAP EPS of $1.98, although the Q1 revenue guidance is slightly below consensus, reflecting a cautious outlook on future growth.
- Operating Income: The expected non-GAAP operating income for FY26 ranges from $108 million to $116 million, showcasing the company's efforts in cost control and efficiency improvements despite facing market challenges.
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Analyst Views on RPD
Wall Street analysts forecast RPD stock price to rise
20 Analyst Rating
5 Buy
14 Hold
1 Sell
Hold
Current: 7.070
Low
21.00
Averages
30.19
High
40.00
Current: 7.070
Low
21.00
Averages
30.19
High
40.00
About RPD
Rapid7, Inc. is a global cybersecurity software and services provider. It has the expertise of the security operations center (SOC) across information security, cloud operations, development, and information technology (IT) teams, enabling them to understand the attacker and leverage that information to take control of their fragmented attack surface. Rapid7 Managed Threat Complete (MTC) is its flagship offering and unifies the leading detection and response of Rapid7 Managed Detection and Response (MDR) and the exposure management of Rapid7 Managed Vulnerability Management (MVM) to manage customer’s imminent risks, pinpoint and eliminate threats as early as possible and build resiliency for their future. Its Rapid7 Threat Complete unifies Rapid7 InsightIDR (InsightIDR) and Rapid7 InsightVM (InsightVM) to provide complete risk and threat coverage in a single offering. Its security solutions help more than 11,000 global customers unite cloud risk management and threat detection.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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