4 reasons why cybersecurity stocks are primed for a turnaround

Shares of most of the cybersecurity companies Jefferies covers are trading at the lowest valuations seen over the past five years.

Market Watch • Feb 19, 2026

Rapid7 Announces 2026 Partner of the Year Award Winners

BOSTON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a global leader in AI-powered managed cybersecurity operations, today announced the winners of its 2026 Partner of the Year Awards. The annual awards program recognizes and honors partners around the globe for excellence in helping customers evolve their security programs to reduce risk earlier, operate more efficiently, and build lasting cyber resilience.

GlobeNewsWire • Feb 11, 2026

Rapid7, Inc. (RPD) Q4 2025 Earnings Call Transcript

Rapid7, Inc. (RPD) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 11, 2026

Rapid7 Announces Fourth Quarter and Full-Year 2025 Financial Results

Annualized recurring revenue (“ARR”) of $840 million Full-year revenue of $860 million, increased 2% year-over-year Full-year net cash provided by operating activities of $154 million; free cash flow of $130 million BOSTON, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (Nasdaq: RPD), a global leader in AI-powered managed cybersecurity operations, today announced its financial results for the fourth quarter and full year 2025. "Rapid7 exited 2025 delivering outperformance against fourth quarter ARR, revenue, and profitability guidance," said Corey Thomas, CEO of Rapid7.

GlobeNewsWire • Feb 10, 2026

Compared to Estimates, Rapid7 (RPD) Q4 Earnings: A Look at Key Metrics

The headline numbers for Rapid7 (RPD) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 11, 2026

Rapid7 (RPD) Surpasses Q4 Earnings and Revenue Estimates

Rapid7 (RPD) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.48 per share a year ago.

Zacks Investment Research • Feb 10, 2026

Analysts Estimate Rapid7 (RPD) to Report a Decline in Earnings: What to Look Out for

Rapid7 (RPD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Feb 3, 2026

Will Rapid7 (RPD) Beat Estimates Again in Its Next Earnings Report?

Rapid7 (RPD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Jan 16, 2026

Rapid7 to Report Fourth Quarter and Full Year 2025 Financial Results on February 10

BOSTON, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, today announced that the company will release its fourth quarter and full year 2025 financial results on Tuesday, February 10, 2026, after the financial markets close. The company will host a conference call that same day to discuss its results and business outlook at 4:30 p.m.

GlobeNewsWire • Jan 15, 2026

Rapid7 (RPD) Loses 13.5% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

The heavy selling pressure might have exhausted for Rapid7 (RPD) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Zacks Investment Research • Jan 15, 2026