Source: Rapid7
Rapid7 (RPD) reported results consistent with the thesis of strong demand for vulnerability assessment solutions, strong ARR growth as customers migrate to its cloud subscription platform, and strong upsell/cross-sell potential to drive average revenue per customer. This is also consistent with management's forward guidance. While the stock has given back some of the gains in previous quarters, I find the current price point compelling as it offers a balanced risk/reward opportunity for growth-driven investors. Value investors will continue to frown at the lack of profitability, though the strong gross margin and