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Rapid7 2026 Cybersecurity Trends Outlook: Geopolitical Tensions and Insider Threats Among Top Risks

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Rapid7 (NASDAQ: RPD) released its 2026 cybersecurity predictions, highlighting geopolitical tensions, rising insider threats, and the growing importance of contextual awareness for defenses. Executives Raj Samani, Sabeen Malik, and Rob Dooley emphasized that nation-state spillover will make private firms in critical supply chains proxy targets, while negligent or monetized insider access will increasingly cause breaches. Rapid7 said defenders must unify intelligence, baseline user behavior, review privilege models, and integrate exposure management with detection to reduce dwell time and speed response. The release also notes product launches and expanded MDR coverage during 2025.

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News Market Reaction

-2.04%
1 alert
-2.04% News Effect

On the day this news was published, RPD declined 2.04%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q3 2025 Revenue: $217.960M Q3 2025 Net Income: $9.809M Q3 2025 Diluted EPS: $0.15 +5 more
8 metrics
Q3 2025 Revenue $217.960M Quarterly revenue vs $214.654M a year ago
Q3 2025 Net Income $9.809M Quarterly net income vs $15.410M last year
Q3 2025 Diluted EPS $0.15 Earnings per share for Q3 2025
9M 2025 Revenue $642.406M Revenue for first nine months of 2025
9M 2025 Operating Cash Flow $116.250M Operating cash flow for first nine months
Cash & Equivalents $130.613M Cash and cash equivalents as of Q3 2025
Convertible Notes 2027 $600.0M Convertible notes outstanding due 2027
Convertible Notes 2029 $300.0M Convertible notes outstanding due 2029

Market Reality Check

Price: $11.92 Vol: Today's volume 935,198 is...
normal vol
$11.92 Last Close
Volume Today's volume 935,198 is below the 20-day average of 1,202,039, suggesting limited pre-news activity. normal
Technical Shares at $16.70 are trading below the $21.71 200-day MA and far under the $43.53 52-week high.

Peers on Argus

RPD gained 3.15% with several infrastructure/software peers also positive: ATEN ...

RPD gained 3.15% with several infrastructure/software peers also positive: ATEN +1.99%, RDWR +0.50%, VRNT +0.05%, BASE +0.04%, while TIXT was flat, indicating a broadly constructive sector tone.

Historical Context

5 past events · Latest: Dec 02 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Dec 02 Strategic partnership Positive +0.5% HITRUST partnership to automate assurance and continuous compliance.
Dec 01 Conference participation Positive +0.5% Planned presentation at Raymond James TMT and Consumer Conference.
Nov 20 Product launch Positive +1.2% Launch of Curated Intelligence Rules for AWS Network Firewall.
Nov 12 Analyst recognition Positive -1.3% Named Leader in 2025 Gartner Magic Quadrant for Exposure Assessment.
Nov 12 Threat report Positive -1.3% Q3 2025 Threat Landscape Report on ransomware and AI weaponization.
Pattern Detected

Recent news has generally been positive with mostly small upside reactions and two notable negative divergences on strong third-party recognition and threat research updates.

Recent Company History

Over the past month, Rapid7 has highlighted partnerships, product innovation, and industry recognition. On Nov 5, 2025, Q3 results showed revenue of $217.960M with positive operating income and net income. Subsequent news included a Gartner Leader designation, new AWS firewall intelligence rules, a HITRUST-focused compliance partnership, and conference attendance. These developments emphasize exposure management, MDR, and curated intelligence—consistent with the 2026 cybersecurity outlook’s focus on contextual, intelligence-driven defense.

Market Pulse Summary

This announcement outlines Rapid7’s view of 2026 cyber risk, stressing geopolitical spillover, insid...
Analysis

This announcement outlines Rapid7’s view of 2026 cyber risk, stressing geopolitical spillover, insider threats, and the need for contextual, intelligence-driven defense. It aligns with recent launches such as Incident Command and expanded MDR coverage, as well as ongoing threat research. Investors may watch how these themes translate into product adoption, revenue beyond the Q3 $217.960M level, and continued innovation in exposure management and detection capabilities.

Key Terms

managed detection and response, exposure management, indicators of compromise, telemetry, +1 more
5 terms
managed detection and response technical
"expanded Managed Detection and Response (MDR) coverage for Microsoft environments"
Managed detection and response (MDR) is a service where outside specialists continuously monitor a company’s digital systems, look for signs of cyberattacks, and take or recommend immediate action to contain and fix problems. Think of it as hiring a dedicated 24/7 security team and emergency response crew for a business’s IT systems; for investors, MDR matters because it reduces the risk of costly breaches, downtime, regulatory fines, and damage to reputation that can hurt revenue and share value.
exposure management technical
"a leader in threat detection and exposure management, today released its top"
Exposure management is the ongoing process a business or investor uses to find, measure, and control the ways losses could happen from market moves, counterparty problems, cash shortages or operational failures. It matters because it reduces the chance that an unexpected event wipes out value—like steering a ship to avoid storms—so investors can better predict potential losses, protect returns, and align risk with their goals and rules.
indicators of compromise technical
"The offering converts vetted Indicators of Compromise into high-quality, deployable"
Indicators of compromise are observable signs that a computer system or network has been breached or is under attack—unusual files, strange network traffic, unexpected account activity or other anomalies that act like footprints or fingerprints left by intruders. They matter to investors because these signs can reveal past or ongoing cyberattacks that may disrupt operations, harm reputation, trigger regulatory penalties, and reduce a company’s value, so detecting them affects risk assessment and portfolio decisions.
telemetry technical
"having an open platform whereby you can ingest telemetry from the tools"
Telemetry is the automatic collection and transmission of measurements from remote devices, systems, or patients to a central system for monitoring and analysis—like a car sending engine, speed and location data back to a dashboard. For investors it matters because telemetry provides real-time evidence of product performance, safety and user behavior, helping assess revenue potential, operational risk, regulatory compliance and whether a product is meeting market demand.
ransomware technical
"Use cases noted include blocking ransomware C2, detecting reconnaissance"
Ransomware is malicious software that locks or encrypts a company’s computer files and systems, then demands payment for their release — like a thief changing the locks on a business and asking for a ransom. It matters to investors because attacks can halt operations, trigger large cleanup costs, damage customer trust, lead to regulatory fines or legal claims, and reduce future revenue, all of which can hurt a company’s financial value.

AI-generated analysis. Not financial advice.

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 the year ahead.

“Cybersecurity is intelligence. It's the ability to gather signals from the noise and respond appropriately,” said Samani, Rapid7’s chief scientist. “It begins with leveraging and utilizing actionable, unified cyber intelligence; looking for solutions that give you that unified approach and actionable outcomes that you can implement within your own environment.”

Rapid7’s 2026 security predictions

  1. Geopolitical fault lines will redraw the cyber battlefield, as tensions between nation-states spill over into the private sector. The geopolitical landscape in 2026 will bring with it an expanding use of digital attacks beyond national borders, making private organizations in critical supply chains even more prone to becoming proxy targets for state-aligned groups. These attacks will blend third parties and nation-state actors while they are engaging in espionage and economic sabotage, allowing governments plausible deniability for real-world disruption. Organizations can use curated threat intelligence to track geopolitical flashpoints, emerging APT tools, and evolving attacker infrastructures to stay ahead of the threats to their critical infrastructure.
  2. Insider threats will dominate breach root causes, from simple negligence to monetized access selling. By 2026, threat actors won't always break in; they'll be invited. Disgruntled insiders and careless employees will become key vectors for compromise, especially as economic and cultural pressures continue to intensify. It will be critical that organizations establish behavior baselines across users and roles to flag anomalous access, downloads, and logins, as well as regularly review privilege models to limit unnecessary access and reduce potential blast radius.
  3. Context will become the new currency of cyber performance. You can’t successfully protect what you don't fully understand. As AI scales attacks, defenders need context, not just alerts. Integrating exposure management and detection capabilities is crucial for faster triage, smarter response, and measurable impact. Demonstrating the value of the security stack will come down to the metrics that really matter: time saved, dwell time reduced, risks remediated, and workflows accelerated.

“We have some really aggressive actors that are trying to exploit whatever it is they can. Still, humans at the end of the day are going to see more sophisticated attacks using things like AI,” said Malik, Rapid7’s vice president of Global Government Affairs and Public Policy. “Organizations must build their security technologies on a foundation of understanding the separation between the human elements and computing elements across their attack surface.”

“In 2025, one of the predictions we didn't make was the speed of consolidation,” said Dooley, general manager for Rapid7’s Asia-Pacific Japan region. “Consolidation doesn't mean that you have to pick everything from one vendor or one platform. True consolidation moving ahead is going to be having an open platform whereby you can ingest telemetry from the tools that you've invested in, but you can consolidate [the data] and provide that context [for decision-making].”

Reflecting on a year of innovation

This outlook caps a year of accelerated innovation for Rapid7. The company introduced new research insights on access brokers and the global threat landscape, delivered key launches including Incident Command and Vector Command, and expanded Managed Detection and Response (MDR) coverage for Microsoft environments, advancing its mission to help organizations manage risk and detect threats across increasingly complex environments.

About the Top Cybersecurity Predictions webinar

The Rapid7 Top Cybersecurity Predictions webinar is held annually in December to provide Rapid7 customers and the greater community with the expert insights and recommendations needed for proactively addressing the latest trends and threats in cybersecurity. During each year’s webinar, a team of Rapid7 executives from various global locations are joined by an expert moderator. This year’s webinar was moderated by British journalist and consultant Philip Ingram, who has built on a long and senior military career in intelligence, counterintelligence and security, and as an operational planner.

A replay of Rapid7's Top Cybersecurity Predictions for 2026 webinar can be viewed here.

About Rapid7
Rapid7, Inc. (NASDAQ: RPD) is on a mission to create a safer digital world by making cybersecurity simpler and more accessible. We empower security professionals to manage a modern attack surface through our best-in-class technology, leading-edge research, and broad, strategic expertise. Rapid7’s comprehensive security solutions help more than 11,000 global customers unite cloud risk management with threat detection and response to reduce attack surfaces and eliminate threats with speed and precision. For more information, visit our website, check out our blog, or follow us on LinkedIn or X.

Rapid7 Media Relations
Alice Randall
Director, Global Communications
press@rapid7.com
(857) 216-7804

Rapid7 Investor Contact
Matt Wells
Vice President, Investor Relations
investors@rapid7.com
(617) 865-4277


FAQ

What did Rapid7 (RPD) predict about geopolitical cyber risk for 2026?

Rapid7 warned that nation-state tensions will expand digital attacks beyond borders, making private firms in critical supply chains more likely proxy targets.

How did Rapid7 say insider threats will change in 2026 for RPD customers?

Rapid7 said insider threats will dominate breach root causes, from negligence to monetized access, and recommended behavior baselines and privilege reviews.

What defensive steps did Rapid7 recommend in its 2026 outlook for RPD customers?

The company recommended unified threat intelligence, integrating exposure management with detection, baselining user behavior, and limiting unnecessary privileges.

Which Rapid7 products or coverage did the company highlight in the December 11, 2025 outlook?

Rapid7 referenced 2025 launches including Incident Command and Vector Command and expanded Managed Detection and Response coverage for Microsoft environments.

What metrics did Rapid7 cite to show security performance in 2026 predictions?

Rapid7 emphasized metrics like time saved, reduced dwell time, risks remediated, and accelerated workflows as measures of security value.

Did Rapid7 (RPD) say AI will affect attacks in 2026?

Yes; Rapid7 noted AI will scale attacks and stressed defenders need contextual intelligence, not just alerts, to respond effectively.
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