Rapid7, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Rapid7 reported Q3 2026 ARR of $820M (down 2.2% YoY), total revenue of $212M (down 2.5% YoY), and product subscription revenue of $206M (down 1.9% YoY). GAAP operating income was $9M; non-GAAP operating income was $46.2M. The company guided FY2026 ARR to ~$812M (down ~3% YoY), revenue to $841–843M (down 2% YoY), and free cash flow to ~$130M. CEO Wael Mohamed stated the company is executing a multi-quarter restructuring to stabilize core business and shift to AI-first service model.
Why this rating
Declining ARR and revenue YoY (−2–2.5%) represent moderate headwinds for a $1.5B-market-cap SaaS/cybersecurity company. Stabilization signals in cash generation and non-GAAP profitability offset concerns. Not yet crisis-level, but material momentum loss.
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