Cybersecurity software provider Rapid7 (NASDAQ:RPD) will be reporting results this Tuesday after the bell. Here’s what you need to know.
Rapid7 beat analysts’ revenue expectations by 0.9% last quarter, reporting revenues of $218 million, up 1.5% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EBITDA estimates but revenue guidance for next quarter slightly missing analysts’ expectations. It lost -25 customers and ended up with a total of 11,618.
Is Rapid7 a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Rapid7’s revenue to be flat year on year at $214.9 million, slowing from the 5.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.42 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Rapid7 has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 1.5% on average.
Looking at Rapid7’s peers in the cybersecurity segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Tenable delivered year-on-year revenue growth of 10.5%, beating analysts’ expectations by 3.5%, and Qualys reported revenues up 10.1%, topping estimates by 1.2%. Tenable’s stock price was unchanged after the resultswhile Qualys was down 13.3%.
Read our full analysis of Tenable’s results here and Qualys’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in cybersecurity stocks have been spared in this environment as share prices are down 18.8% on average over the last month. Rapid7 is down 22.3% during the same time and is heading into earnings with an average analyst price target of $18.02 (compared to the current share price of $10.83).
When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.