AU · rank #1 · 2026-09-09
RPD
NASDAQ · $741M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 3.968 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$2.03 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 19 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.153 |
| Analyst upside Consensus target $11.71 | +12.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +58.88% |
| 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, security analytics (SIEM/XDR), and managed detection and response.
Rationale
A significant 26% non-GAAP EPS beat and an upgraded full-year 2026 outlook triggered 12 analyst price target raises and a 91.3% revision agreement rate over the last 30 days, validating the model's upward revision signal.
Material risks
- 1Continued declines in ARR and revenue combined with a lack of a long-term fixed backlog point to weakened pricing power and potential competitive displacement by larger-scale platform vendors.
- 2Elevated execution risk from a 12% workforce reduction and impending debt maturities which could limit innovation relative to better-capitalized peers.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.