Rapid7 Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-5.2%projected annual EPS growth
Analyst Coverage
21analysts covering
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) Quarterly832MTarget: Approximately $820 million for Q2 2026
Total Customers Quarterly11.5K
ARR per Customer Quarterly72K
Non-GAAP Diluted EPS Quarterly0.4Target: $1.52 to $1.60 for Full-Year 2026
Free Cash Flow Quarterly33.4MTarget: $125 million to $135 million for Full-Year 2026
Watch Items
- ARR Stabilization and Non-Core Standalone Product DeclineTrigger: Sequential ARR dropping below the guided $820 million in Q2 2026Action: Re-evaluate the speed of customer churn in legacy non-platform products and adjust growth forecasts.
- Integration of Kenzo Security and Agentic AI AdoptionTrigger: Failure to demonstrate commercial traction or customer adoption of the integrated Command Platform by late 2026Action: Assess competitive positioning against unified AI-SOC platforms like Palo Alto Networks Cortex.
- Leadership Transition Execution under Wael MohamedTrigger: Any deviation from the reaffirmed Q2 and FY 2026 financial guidanceAction: Review operational execution, sales strategy adjustments, and cost-containment measures under the new CEO.
Research as of 19 Jun 2026