{"id":205419,"date":"2026-04-24T06:12:00","date_gmt":"2026-04-24T10:12:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/04\/24\/cybersecurity-stocks-q4-recap-benchmarking-rapid7-nasdaqrpd\/"},"modified":"2026-04-24T06:30:39","modified_gmt":"2026-04-24T10:30:39","slug":"cybersecurity-stocks-q4-recap-benchmarking-rapid7-nasdaqrpd","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/04\/24\/cybersecurity-stocks-q4-recap-benchmarking-rapid7-nasdaqrpd\/","title":{"rendered":"Cybersecurity Stocks Q4 Recap: Benchmarking Rapid7 (NASDAQ:RPD)"},"content":{"rendered":"

Cybersecurity Stocks Q4 Recap: Benchmarking Rapid7 (NASDAQ:RPD)<\/a><\/p>\n

https:\/\/stockstory.org\/us\/stocks\/nasdaq\/rpd\/news\/earnings\/cybersecurity-stocks-q4-recap-benchmarking-rapid7-nasdaqrpd<\/a><\/p>\n

Publish Date: 2026-04-24 06:12:00<\/a><\/p>\n

Source Domain: stockstory.org<\/a><\/p>\n

Author: <\/a><\/p>\n

Using an unordered list, summarize the following article with between 4 and 8 key points. As the Q4 earnings season comes to a close, it\u2019s time to take stock of this quarter\u2019s best and worst performers in the cybersecurity industry, including Rapid7 (NASDAQ:RPD) and its peers. Cybersecurity continues to be one of the fastest-growing segments within software for good reason. Almost every company is slowly finding itself becoming a technology company and facing rising cybersecurity risks. Businesses are accelerating adoption of cloud-based software, moving data and applications into the cloud to save costs while improving performance. This migration has opened them to a multitude of new threats, like employees accessing data via their smartphone while on an open network, or logging into a web-based interface from a laptop in a new location.The 9 cybersecurity stocks we track reported a mixed Q4. As a group, revenues beat analysts\u2019 consensus estimates by 1.5% while next quarter\u2019s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9% since the latest earnings results. Weakest Q4: Rapid7 (NASDAQ:RPD) With its name inspired by the need for quick responses to cyber threats, Rapid7 (NASDAQ:RPD) provides cybersecurity software and services that help organizations detect vulnerabilities, monitor threats, and respond to security incidents.Rapid7 reported revenues of $217.4 million, flat year on year. This print exceeded analysts\u2019 expectations by 1.2%. Despite the top-line beat, it was still a softer quarter for the company with full-year guidance of slowing revenue growth and full-year revenue guidance missing analysts\u2019 expectations significantly. “Rapid7 exited 2025 delivering outperformance against fourth quarter ARR, revenue, and profitability guidance,” said Corey Thomas, CEO of Rapid7.Rapid7 achieved the highest full-year guidance raise but had the slowest revenue growth of the whole group. Still, the market seems discontent with the results. The stock is down 13.8% since reporting and currently trades at $5.83. Read our full report on Rapid7 here, it\u2019s free. Best Q4: CrowdStrike (NASDAQ:CRWD)Known for detecting the massive SolarWinds hack in 2020 that compromised numerous government agencies, CrowdStrike (NASDAQ:CRWD) provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identity, and data through its Falcon platform.CrowdStrike reported revenues of $1.31 billion, up 23.3% year on year, outperforming analysts\u2019 expectations by 0.6%. The business had a strong quarter with a solid beat of analysts\u2019 billings estimates and an impressive beat of analysts\u2019 EBITDA estimates. The market seems happy with the results as the stock is up 13.8% since reporting. It currently trades at $445.55. Is now the time to buy CrowdStrike? Access our full analysis of the earnings results here, it\u2019s free.Qualys (NASDAQ:QLYS)Originally developed to address the growing complexity of IT security in the cloud era, Qualys (NASDAQ:QLYS) provides a cloud-based platform that helps organizations identify, manage, and protect their IT assets from cyber threats across on-premises, cloud, and mobile environments.Qualys reported revenues of $175.3 million, up 10.1% year on year, exceeding analysts\u2019 expectations by 1.2%. Still, it was a mixed quarter as it posted full-year EPS guidance slightly missing analysts\u2019 expectations. As expected, the stock is down 33.1% since the results and currently trades at $85.50. Read our full analysis of Qualys\u2019s results here. Palo Alto Networks (NASDAQ:PANW)Founded in 2005 by security visionary Nir Zuk who sought to reimagine firewall technology, Palo Alto Networks (NASDAQ:PANW) provides AI-powered cybersecurity platforms that protect organizations’ networks, clouds, and endpoints from sophisticated threats.Palo Alto Networks reported revenues of $2.59 billion, up 14.9% year on year. This result was in line with analysts\u2019 expectations. It was a strong quarter as it also produced an impressive beat of analysts\u2019 EBITDA estimates and revenue guidance for next quarter exceeding analysts\u2019 expectations. The stock is up 5.9% since reporting and currently trades at $173.10. Read our full, actionable report on Palo Alto Networks here, it\u2019s free.Okta (NASDAQ:OKTA)Named after the meteorological measurement for cloud cover, Okta (NASDAQ:OKTA) provides cloud-based identity management solutions that help organizations securely connect their employees, partners, and customers to the right applications and services.Okta reported revenues of $761 million, up 11.6% year on year. This number surpassed analysts\u2019 expectations by 1.6%. Overall, it was a strong quarter as it also logged an impressive beat of analysts\u2019 EBITDA estimates and full-year EPS guidance exceeding analysts\u2019 expectations. The stock is up 6.7% since reporting and currently trades at $76.54. Read our full, actionable report on Okta here, it\u2019s free.Market UpdateLate in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today\u2019s crypto infrastructure?These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US\u2019 conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. StockStory\u2019s analyst team \u2014 all seasoned professional investors \u2014 uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.
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Cybersecurity Stocks Q4 Recap: Benchmarking Rapid7 (NASDAQ:RPD) https:\/\/stockstory.org\/us\/stocks\/nasdaq\/rpd\/news\/earnings\/cybersecurity-stocks-q4-recap-benchmarking-rapid7-nasdaqrpd Publish Date: 2026-04-24 06:12:00 Source Domain: stockstory.org…<\/p>\n","protected":false},"author":1,"featured_media":205420,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/stockstory.org\/stockstory\/company-image\/RPD","fifu_image_alt":"","footnotes":""},"categories":[15],"tags":[26,20,24],"class_list":["post-205419","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cybersecurity","tag-ai","tag-artificial-intelligence","tag-cybersecurity"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/205419"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=205419"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/205419\/revisions"}],"predecessor-version":[{"id":205421,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/205419\/revisions\/205421"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/205420"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=205419"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=205419"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=205419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}