BOSTON, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, today released its top cybersecurity predictions for 2026 from executives Raj Samani, Sabeen Malik, and Rob Dooley during its Top Cybersecurity Predictions for 2026 webinar. Rapid7’s insights reveal the myriad impacts of geopolitical conflicts, highlight insiders as an increasing cybersecurity threat, and emphasize that contextual awareness will be vital for effective cyber defense in ...

Summary of Rapid7 Conference Call - December 08, 2025 Company Overview - **Company**: Rapid7 (NasdaqGM:RPD) - **Industry**: Cybersecurity, specifically focusing on Managed Detection and Response (MDR) and integrated security operations platforms Key Points and Arguments 1. **Market Opportunity**: Rapid7's primary customer base consists of mid to large enterprises, particularly those with 1,000 to 20,000 employees, where security is a critical mandate. The company aims to be a premier partner for these customers by offering integrated security operations platforms that allow them to outsource security workloads [3][4][5] 2. **Growth Strategy**: The fastest-growing segment is Managed Detection and Response (MDR), which is supported by AI. Over half of Rapid7's business is derived from this segment, which is currently growing in the teens percentage-wise. The company plans to expand its AI-driven services and add more workloads over time [3][4][5][15] 3. **Leadership Transition**: Rafe Brown has recently been appointed as CFO, succeeding Tim, who is transitioning into retirement. Rafe's operational experience and ability to communicate effectively with investors were key factors in his selection [6][7][12] 4. **Growth Drivers**: Rapid7 is focusing on three main growth levers: - Expanding managed services workloads and unlocking capacity in existing workloads - Adding new workloads, with plans to introduce more in 2026 - Increasing Annual Recurring Revenue (ARR) per customer and expanding the customer base, particularly in international markets [15][16][17] 5. **Competitive Landscape**: Rapid7 competes with various companies in the DNR space, including CrowdStrike and private firms like eSentire and Arctic Wolf. The company believes its unique value proposition lies in its ability to deliver an integrated security operations service that allows customers to offload more of their security workloads [20][25][23] 6. **Profitability Improvement**: Rapid7 has improved its non-GAAP operating margin to the mid-teens, with a focus on operational efficiencies and strategic investments. The company aims to balance growth and profitability, with a focus on free cash flow generation [27][28][30][31] 7. **Cloud Security Focus**: Rapid7 is enhancing its cloud security capabilities through R&D and partnerships. The company aims to simplify security workloads and deliver them as a service, differentiating itself from competitors who prefer customers to manage their own technologies [43][44][45] 8. **Transition Challenges**: The transition to a new business model has taken longer than expected, but there is validation of the core strategy. The company emphasizes the importance of clear communication with investors regarding expectations and progress [46][47][48] 9. **Capital Structure and Liquidity**: Rapid7 is in a strong position regarding its capital structure, with sufficient cash and government securities to meet obligations. The company is open to exploring tuck-in acquisitions and investments while focusing on operational execution [54][55][56] 10. **Future Outlook**: Rapid7 is optimistic about the demand for outsourcing security workloads, driven by increasing regulatory pressures and the difficulty in hiring security staff. The company believes it is well-positioned to capitalize on these trends [37][38][62][63] Additional Important Insights - The company is focused on building a curated ecosystem of technology partners, including Microsoft, to enhance its service offerings [41][62] - Rapid7 acknowledges the need for a more systematic approach to driving ARR growth and customer expansion, which is being addressed by the new Chief Commercial Officer [17][18] - The management team is committed to transparency and effective communication with investors as they navigate the transition and growth strategy [49][51][62]

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Core View - The long-term growth outlook for Rapid7 (RPD) is positive, but there is near-term demand weakness leading to a hold rating [1] Company Analysis - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing value investing principles [1] - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them for long-term earnings and shareholder returns [1]

New collaboration integrates Rapid7 platform with HITRUST certification program to help organizations move from periodic audits to continuous complianceBOSTON, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Today, Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, and HITRUST, the leading provider of cybersecurity and AI assurances used in third-party and internal risk, security and compliance management, announced a strategic partnership to help organizations automate compliance and lower ...

BOSTON, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, today announced that the company will be attending the Raymond James TMT and Consumer Conference in New York, NY. The presentation is scheduled for Monday, December 8, 2025 at 3:40 p.m. Eastern Time. The presentation will be webcast live, and a replay will be available for a limited time, under the “Events and Presentations” section on the company’s investor relations website at invest ...

Core Insights - Rapid7, Inc. has launched Curated Intelligence Rules for AWS Network Firewall, providing curated threat intelligence directly into AWS environments, enhancing cloud security and reducing operational overhead [1][2][3] Group 1: Product Offering - The new offering allows organizations to scale their cloud defenses and manage network security rules more efficiently, addressing the resource-intensive task of manually updating firewall rules [2][4] - Curated Intelligence Rules convert relevant Indicators of Compromise (IOCs) into high-quality rule groups, enabling immediate protection against real-world threats [2][4] Group 2: Operational Advantages - The rules provide practical defenses against various attack scenarios, including blocking command and control communications, detecting reconnaissance activities, preventing data exfiltration, and identifying malicious domain traffic [4] - The integration of curated intelligence into AWS Network Firewall allows for quick deployment of defenses backed by Rapid7 Labs' research, simplifying the complexity of manual rule creation [3][6] Group 3: Intelligence Sources - The curated intelligence is derived from unique sources such as honeypot data, proprietary research, and insights from open-source initiatives like Metasploit and AttackerKB, enhancing the understanding of the threat landscape [5] - Machine learning models and manual verification from Rapid7 Labs provide additional validation layers for the threat intelligence [5] Group 4: Dynamic Features - The rules emphasize quality over quantity, focusing on low-noise detection aligned with current threats, which helps reduce alert fatigue for security teams [6] - Rapid7's proprietary Decay Scoring system ensures that rules are automatically retired when IOCs become outdated, maintaining the relevance of the intelligence [6] Group 5: Market Context - The launch comes at a time when cybercriminals are rapidly exploiting vulnerabilities, highlighting the importance of integrated threat intelligence in defending against such attacks [7]

Group 1: DraftKings and Flutter Entertainment - Wells Fargo initiated coverage of DraftKings (DKNG) with an Equal Weight rating and a price target of $31, expressing a bullish outlook on domestic online sports betting growth but indicating a wait for a better entry point due to near-term pressures and competition [1] - Flutter Entertainment (FLUT) was also initiated with an Overweight rating by Wells Fargo [1] Group 2: Carnival and Cruise Line Industry - Carnival (CCL) received an Overweight rating and a price target of $37 from Wells Fargo, which views the cruise sector as the most compelling within its gaming, leisure, and lodging coverage [1] - Norwegian Cruise Line (NCLH) and Royal Caribbean (RCL) were similarly initiated with Overweight ratings by Wells Fargo [1] Group 3: Cybersecurity Companies - Berenberg initiated coverage of Okta (OKTA) with a Buy rating and a price target of $145, considering both Okta and SentinelOne (S) as misunderstood stories with potential for re-rating [1] - CrowdStrike (CRWD) was initiated with a Hold rating and a price target of $600, with Berenberg noting that the market has already priced in its position at the top of the revenue duration curve [1] - Berenberg also started coverage of Rapid7 (RPD) and Qualys (QLYS) with Hold ratings [1] Group 4: Optical Communications - Mizuho initiated coverage of Lumentum (LITE) with an Outperform rating and a price target of $290, highlighting its role as a leading supplier in optical communications and lasers, benefiting from surging demand in artificial intelligence [1]

Core Insights - Rapid7 has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Exposure Assessment Platforms, highlighting its strong vision and execution capabilities in the cybersecurity space [1][4]. Company Overview - Rapid7, Inc. (NASDAQ: RPD) aims to create a safer digital world by simplifying and making cybersecurity more accessible, serving over 11,000 global customers [8]. Product Offering - The company's Exposure Command provides comprehensive exposure detection and remediation capabilities, covering both on-premises and cloud-native environments [2]. - Features include dynamic automated discovery, unified asset classification, real-world threat-validated prioritization, and LLM-based remediation guidance, making it a preferred choice for modern security teams [2]. Market Position - Rapid7 is uniquely positioned as a leader across multiple categories, including exposure management, SIEM, and MDR, being recognized in various market analyses such as the IDC MarketScape and Frost Radar [3]. Strategic Alignment - The recognition aligns with the Gartner Continuous Threat Exposure Management (CTEM) model, emphasizing a continuous, outcome-focused approach to security operations [4]. - Rapid7's Exposure Command operationalizes CTEM by translating technical findings into business-relevant risks, facilitating cross-functional responses [4].

Core Insights - Rapid7's Q3 2025 Threat Landscape Report highlights the evolving tactics of threat actors, emphasizing the acceleration of vulnerability exploitation and the rise of ransomware groups leveraging artificial intelligence [1][2][5] Vulnerability Exploitation - The total number of newly exploited vulnerabilities decreased by 21% from Q2 to Q3 2025, yet attackers are increasingly targeting older, unpatched vulnerabilities, including those over a decade old [2] - The exploitation of critical vulnerabilities in Microsoft SharePoint (CVE-2025-53770) and Cisco ASA/FTD products illustrates the urgent need for timely patching [3] Ransomware Activity - The number of active ransomware groups surged to 88 in Q3 2025, up from 65 in Q2 and 76 in Q1, indicating a significant increase in ransomware activity [4] - New alliances among ransomware groups, such as Qilin, SafePay, and WorldLeaks, are targeting various industries and employing innovative tactics like fileless operations and single-extortion data leaks [4] AI and Cyber Warfare - Generative AI is facilitating the creation of sophisticated phishing campaigns and adaptive malware, lowering barriers for cybercriminals [5] - Nation-state actors from Russia, China, and Iran are refining their tactics, focusing on supply chain and identity system attacks, which blur the lines between espionage and disruption [5] Report Overview - The Rapid7 Threat Landscape Report provides a comprehensive analysis of global adversary behavior, covering various threats from ransomware to state-sponsored operations and AI-driven attacks [7]