Mizuho Lowers Rapid7 Price Target to $16 Amid AI Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2026
0mins
Source: Yahoo Finance
- Price Target Revision: Mizuho analyst Gregg Moskowitz has lowered Rapid7's price target from $20 to $16 while maintaining a Neutral rating, reflecting concerns over valuation compression in software companies, particularly due to AI-related disruptions.
- Moderate Budget Activity: Despite solid public cloud performance and strong AI adoption, Mizuho noted that budget activity is more moderate than typical, which could impact Rapid7's future growth potential.
- Increased Competitive Pressure: Truist also reduced Rapid7's price target to $14, and while strong Q4 results are expected, conservative guidance for 2026 may dampen investor confidence and increase market uncertainty.
- Market Environment Challenges: Rapid7 faces significant market pressures in the cybersecurity sector, and although IT budgets remain steady, the overall challenges facing software equities could suppress its stock performance.
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Analyst Views on RPD
Wall Street analysts forecast RPD stock price to rise
20 Analyst Rating
5 Buy
14 Hold
1 Sell
Hold
Current: 7.090
Low
21.00
Averages
30.19
High
40.00
Current: 7.090
Low
21.00
Averages
30.19
High
40.00
About RPD
Rapid7, Inc. is a global cybersecurity software and services provider. It has the expertise of the security operations center (SOC) across information security, cloud operations, development, and information technology (IT) teams, enabling them to understand the attacker and leverage that information to take control of their fragmented attack surface. Rapid7 Managed Threat Complete (MTC) is its flagship offering and unifies the leading detection and response of Rapid7 Managed Detection and Response (MDR) and the exposure management of Rapid7 Managed Vulnerability Management (MVM) to manage customer’s imminent risks, pinpoint and eliminate threats as early as possible and build resiliency for their future. Its Rapid7 Threat Complete unifies Rapid7 InsightIDR (InsightIDR) and Rapid7 InsightVM (InsightVM) to provide complete risk and threat coverage in a single offering. Its security solutions help more than 11,000 global customers unite cloud risk management and threat detection.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Interest Rate Expectations Shift: Following the stronger-than-expected jobs report, the 10-year T-note yield increased by 3 basis points to 4.17%, with market expectations for a Fed rate cut next month dropping from 23% to 8%, reflecting investor caution regarding future monetary policy.
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