Rapid7 Releases 2026 Cybersecurity Predictions, Emphasizing Insider Threats
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
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Should l Buy RPD?
Source: Newsfilter
- Cybersecurity Trends: Rapid7 predicts that geopolitical conflicts will reshape the cyber battlefield in 2026, with private sectors facing state-sponsored cyberattacks, necessitating the use of curated threat intelligence to counter emerging attacker infrastructures.
- Rise of Insider Threats: By 2026, insiders will become the primary cause of data breaches, requiring organizations to establish user behavior baselines to identify anomalous access and downloads, thereby reducing potential risks.
- Importance of Context: Rapid7 emphasizes that as AI attacks scale, defenders need context rather than just alerts to achieve faster responses and measurable impacts in cybersecurity.
- Accelerated Innovation: In 2025, Rapid7 launched new products and research, expanding its Managed Detection and Response coverage for Microsoft environments, further advancing its mission to manage risk in increasingly complex environments.
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Analyst Views on RPD
Wall Street analysts forecast RPD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RPD is 30.19 USD with a low forecast of 21.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
5 Buy
14 Hold
1 Sell
Hold
Current: 10.810
Low
21.00
Averages
30.19
High
40.00
Current: 10.810
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.
- Earnings Announcement Date: Rapid7 is set to release its Q4 2023 earnings report on February 10 after market close, with a consensus EPS estimate of $0.42, reflecting a 12.5% year-over-year decline, indicating potential profitability pressures.
- Revenue Expectations: Analysts forecast revenue of $215.17 million, down 0.5% year-over-year, highlighting challenges in revenue growth that could impact the company's future investment attractiveness.
- Historical Performance: Over the past two years, Rapid7 has exceeded EPS estimates 88% of the time and revenue estimates 100% of the time, demonstrating its capability in managing market expectations effectively.
- Rating Downgrade Impact: Recently, Barclays downgraded Rapid7 due to concerns over vulnerability management, which may negatively affect investor confidence and exacerbate market worries regarding its future performance.
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- Severe Market Drawdown: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) has fallen for seven consecutive sessions, resulting in a 16% drop, marking the worst performance since the COVID panic in 2020, indicating immense pressure on the software sector.
- Widespread Negative Returns: Year to date, 100 out of 110 constituents in the software sector have posted negative returns, with over 20 stocks down more than 30%, reflecting growing concerns about the sustainability of software business models.
- Deteriorating Technical Indicators: A striking 97 of the IGV ETF's constituents are trading below their 200-day moving average, highlighting a broad breakdown in technical momentum, while the 14-day RSI has plummeted to 16, the lowest since September 2001, indicating extreme market pessimism.
- Pressure from Business Model Shifts: Macro strategists have noted that the rise of AI tools is replacing expensive SaaS platforms, leading to pricing pressures, slower renewals, and declining customer retention, prompting investors to rethink growth and value in the AI era.
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- Price Target Revision: Mizuho analyst Gregg Moskowitz has lowered Rapid7's price target from $20 to $16 while maintaining a Neutral rating, reflecting concerns over valuation compression in software companies, particularly due to AI-related disruptions.
- Moderate Budget Activity: Despite solid public cloud performance and strong AI adoption, Mizuho noted that budget activity is more moderate than typical, which could impact Rapid7's future growth potential.
- Increased Competitive Pressure: Truist also reduced Rapid7's price target to $14, and while strong Q4 results are expected, conservative guidance for 2026 may dampen investor confidence and increase market uncertainty.
- Market Environment Challenges: Rapid7 faces significant market pressures in the cybersecurity sector, and although IT budgets remain steady, the overall challenges facing software equities could suppress its stock performance.
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- Investment Trends: Defense technology investment reached $49.1 billion in 2025, indicating a significant shift of institutional capital towards quantum security and AI-driven infrastructure, reflecting strong demand for emerging security solutions.
- Global Expansion Plans: QSE will represent Canada at the 2026 World Defense Show, leveraging this opportunity to connect with government and military leaders to promote quantum security solutions for critical infrastructure.
- Technology Certification and Market Readiness: QSE has achieved Level 2 Certification under the CyberSecure Canada program and, through a strategic partnership with NUSA Networks, has rapidly accessed the Indonesian market, ensuring its technology's application in national infrastructure.
- Funding and Growth Outlook: QSE recently secured C$2.8 million in financing to support its global expansion roadmap, with the global post-quantum cryptography market projected to reach $17.69 billion by 2034, indicating strong market potential.
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- Investment Trends: Defense technology investments reached $49.1 billion in 2025, indicating a shift of institutional capital towards quantum and AI-driven security infrastructure to address asymmetric risks, thereby driving market demand and growth potential for related companies.
- Global Defense Show Participation: QSE will participate in the World Defense Show in Saudi Arabia in February 2026, leveraging this opportunity to connect with government and military leaders and showcase its technological solutions in post-quantum security, further enhancing its international influence.
- Technology Certification and Market Readiness: QSE has achieved Level 2 Certification under the CyberSecure Canada program and, through a strategic partnership with NUSA Networks, has rapidly accessed the Indonesian market, ensuring its technology's application in critical national infrastructure and enhancing its competitive edge.
- Funding and Expansion Plans: QSE recently secured C$2.8 million in financing, ensuring the smooth execution of its global expansion roadmap throughout 2026, with the post-quantum cryptography market projected to reach $17.69 billion by 2034, further solidifying its market position.
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- HCA Options Volume: HCA Healthcare's options trading volume reached 4,344 contracts, representing approximately 434,400 shares, which is about 41.5% of its average daily trading volume over the past month, indicating a significant increase in market interest in the stock.
- High-Frequency Trading Analysis: Notably, the $430 strike put option expiring on February 20, 2026, saw 2,405 contracts traded today, equating to approximately 240,500 shares, suggesting heightened investor expectations for potential price declines in the future.
- KTOS Options Activity: In parallel, Kratos Defense & Security Solutions recorded an options trading volume of 13,906 contracts, approximately 1.4 million shares, which accounts for 41.4% of its average daily trading volume over the past month, reflecting strong activity in its stock.
- Bullish Call Option Trend: For KTOS, the $124 strike call option traded 806 contracts today, representing about 80,600 shares, indicating a bullish sentiment among investors regarding the company's future performance.
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