Rapid7 Inc. (RPD) reported Q4 2025 results. Total revenue was $217.4 million, up 0.5% year‑over‑year and slightly above the consensus estimate of $217.2 million.
Cash flow and balance sheet highlights:
Despite the steep decline in operating profit, reported net income rose year‑over‑year while cash balances declined. The large gap between the reported diluted EPS of $0.05 and the estimate of $0.41 could indicate share dilution, one‑time items, or timing differences in recognition.
Shares moved approximately -14.9% since market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Rapid7 Inc. Insider Trading Activity
Rapid7 Inc. insiders have traded $RPD stock on the open market 12 times in the past 6 months. Of those trades, 7 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $RPD stock by insiders over the last 6 months:
- PARTNERS MANAGEMENT, LP JANA has made 3 purchases buying 455,001 shares for an estimated $9,248,233 and 0 sales.
- COREY E. THOMAS (CEO) purchased 14,500 shares for an estimated $200,390
- SCOTT M MURPHY (Chief Accounting Officer) has made 0 purchases and 5 sales selling 9,791 shares for an estimated $188,625.
- THOMAS E SCHODORF purchased 6,300 shares for an estimated $98,910
- MARC EVAN BROWN purchased 3,000 shares for an estimated $45,630
- MIKE BURNS purchased 2,000 shares for an estimated $27,600
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Rapid7 Inc. Hedge Fund Activity
We have seen 137 institutional investors add shares of Rapid7 Inc. stock to their portfolio, and 132 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MACQUARIE GROUP LTD removed 2,007,429 shares (-90.5%) from their portfolio in Q3 2025, for an estimated $37,639,293
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,414,408 shares (+91.2%) to their portfolio in Q3 2025, for an estimated $26,520,150
- HAWK RIDGE CAPITAL MANAGEMENT LP removed 798,560 shares (-48.9%) from their portfolio in Q3 2025, for an estimated $14,973,000
- JANA PARTNERS MANAGEMENT, LP added 772,194 shares (+13.5%) to their portfolio in Q3 2025, for an estimated $14,478,637
- VANGUARD GROUP INC added 653,498 shares (+7.6%) to their portfolio in Q4 2025, for an estimated $9,933,169
- READYSTATE ASSET MANAGEMENT LP removed 591,445 shares (-97.4%) from their portfolio in Q3 2025, for an estimated $11,089,593
- SG AMERICAS SECURITIES, LLC added 573,069 shares (+1788.2%) to their portfolio in Q4 2025, for an estimated $8,710,648
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rapid7 Inc. Analyst Ratings
Wall Street analysts have issued reports on $RPD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 11/05/2025
- UBS issued a "Buy" rating on 10/21/2025
- Citigroup issued a "Buy" rating on 08/18/2025
To track analyst ratings and price targets for Rapid7 Inc., check out Quiver Quantitative's $RPD forecast page.
Rapid7 Inc. Price Targets
Multiple analysts have issued price targets for $RPD recently. We have seen 13 analysts offer price targets for $RPD in the last 6 months, with a median target of $16.0.
Here are some recent targets:
- Joseph Gallo from Jefferies set a target price of $13.0 on 02/02/2026
- Gregg Moskowitz from Mizuho set a target price of $16.0 on 01/21/2026
- Fatima Boolani from Citigroup set a target price of $15.0 on 01/13/2026
- Roger Boyd from UBS set a target price of $25.0 on 01/13/2026
- Matthew Hedberg from RBC Capital set a target price of $16.0 on 01/05/2026
- Saket Kalia from Barclays set a target price of $15.0 on 01/05/2026
- Rob Owens from Piper Sandler set a target price of $16.0 on 01/05/2026
