Rapid7, Inc. - Common Stock (RPD)

In a move that fundamentally reshapes the landscape of enterprise software and cybersecurity, ServiceNow (NYSE: NOW) has finalized the details of its $7.75 billion acquisition of Armis, the global leader in cyber-exposure and asset visibility. Announced during the company’s high-stakes Investor and Analyst Day on January 8, 2026,

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason – five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

The cybersecurity landscape faced a stark reality check on January 5, 2026, as Tenable Holdings (NASDAQ: TENB), a long-standing leader in vulnerability management, saw its shares tumble to a new 52-week low of $22.64. The drop, marking a nearly 43% decline over the past year, underscores a painful transition

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the cybersecurity industry, including Rapid7 (NASDAQ:RPD) and its peers.

A number of stocks fell in the afternoon session after investors grew increasingly concerned that the billions of dollars being invested into artificial intelligence may not generate sufficient profits. 

The global Information Technology (IT) sector is currently experiencing an unprecedented surge in growth and investment, poised to redefine the economic landscape as 2025 draws to a close. With worldwide IT spending projected to soar to $5.43 trillion in 2025 and an anticipated jump to over $6 trillion by

Rapid7’s third quarter results were met with a significant negative market response, as investors focused on signs of execution challenges and customer growth concerns. Management attributed the quarter’s performance to continued investment in its managed detection and response (MDR) segment, organizational restructuring, and a push toward platform integration. CEO Corey Thomas acknowledged, “We have fallen short of the ARR guidance that we have provided to you in recent history and thus far this year,” while highlighting ongoing efforts to accelerate growth and improve operational discipline.

Cybersecurity software provider Rapid7 (NASDAQ:RPD) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 1.5% year on year to $218 million. On the other hand, next quarter’s revenue guidance of $215 million was less impressive, coming in 1.3% below analysts’ estimates. Its non-GAAP profit of $0.57 per share was 24.9% above analysts’ consensus estimates.

Cybersecurity software provider Rapid7 (NASDAQ:RPD) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 1.5% year on year to $218 million. On the other hand, next quarter’s revenue guidance of $215 million was less impressive, coming in 1.3% below analysts’ estimates. Its non-GAAP profit of $0.57 per share was 24.9% above analysts’ consensus estimates.

A number of stocks fell in the morning session after markets became increasingly wary of high valuations following a significant AI-driven rally.

Cybersecurity software provider Rapid7 (NASDAQ:RPD) will be reporting earnings this Tuesday after the bell. Here’s what you need to know.

Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have capped returns lately as the industry’s six-month gain of 11.4% has trailed the S&P 500’s 22.6%.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

CheckPoint and Cloudflare kick off earnings this week.

Over the past six months, Rapid7’s stock price fell to $19.56. Shareholders have lost 19.3% of their capital, which is disappointing considering the S&P 500 has climbed by 22.9%. This may have investors wondering how to approach the situation.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

A number of stocks jumped in the afternoon session after positive news on corporate earnings, easing political and trade tensions, and optimism about future interest rate cuts all converged to lift investor sentiment. 

The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives.