← Analyst Upside
AU · rank #3 · 2026-09-08
RPD
NASDAQ · $741M (USD)
SignalStrong Buy8.9strength 8.9 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.895 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$2.03 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 19 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $11.71 | +6.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +64.22% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.56 |
| Gross margin TTM | +69.3% |
| 52w high | $20.95 |
| Market cap (USD) | $741M |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Rapid7 Inc provides an AI-powered managed cybersecurity operations platform spanning vulnerability management, SIEM/XDR, cloud security, and managed detection and response.
Rationale
The quant model's positive revision signal and high revision agreement are validated by Rapid7's Q2 2026 EPS beat, raised full-year guidance, and profitability improvements.
Material risks
- 1Ongoing contraction in annual recurring revenue and overall sales due to customer optimization, intensifying competition, and potential commoditization from larger platform security vendors.
- 2Execution risks associated with a 12% workforce reduction alongside pressure from upcoming debt maturities in a constrained growth environment.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed