Rapid7: Potential For Growth Acceleration When The Economy Recovers
Rapid7(RPD) Seeking Alpha·2024-08-20 05:05
Maskot Summary I am positive on Rapid7, Inc. (NASDAQ:RPD). My summarized thesis is that the strategic shift to lean into channel partners and focus on selling an integrated product has worked out very well for RPD, with tangible improvements. The biggest challenge for RPD to accelerate growth is the poor macro environment that is impacting the entire industry. My view is that the economy will get better (likely with the upcoming rate cut), and this should give RPD the opportunity to accelerate growth if it ...