B+
Bull case
20%
Probability
Target price
$13.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
RPD
Rapid7CNasdaq / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$9.80
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$7.80
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-09
Recent news sentiment (30D)
-0.3
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+54.5
Score
AI commentary
The evidence is primarily company and SEC sourced, with recent earnings coverage focused on restructuring and margin execution. Social sentiment, options data, short interest, and employee-rating data are unavailable; no positive inference is drawn from those gaps. The $10.46 anchor price is below the supplied median target, but limited analyst-count and peer-quality data reduce confidence. This is a cautious monitoring view.
RankAlpha Sentiment Codex - 2026-09-09
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-10catalystQ2 results confirm a contractionary operating resetHigh impact
Rapid7 reported Q2 revenue of $210.9 million, down 1.5% year over year, and ARR of $824 million, down 2.0%. Management is concentrating resources on Detection and Response, Exposure Management, the core platform, and AI capabilities. This supports a cautious near-term thesis despite positive free cash flow. [#SEC-8K-2026-08-10]
2026-08-31eventLeadership and operating-model execution checkpointMedium impact
Rapid7 disclosed recent officer or director resignations, stating they were not caused by disagreement with company operations or policies. The event increases execution-monitoring needs while the company implements its restructuring and focus initiatives. [#8-K-2026-08-31]
2027-09-09catalystCore-platform, AI, channel, and compliance initiatives could stabilize growthHigh impact
Recent initiatives include general availability of Cyber Governance Risk and Compliance, a Mindware distribution agreement, Command Platform updates, and GovRAMP authorization. The packet does not yet establish material ARR or revenue contribution, so this remains a longer-term monitoring catalyst rather than a confirmed inflection. [#SEC-8K-2026-08-10]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-09 • Updated nightlySource: Internal modelMethodology