Jefferies分析师Joseph Gallo在一份研究报告中写道，首予Rapid7“买入”评级，目标价为50美元，该分析师指出，该公司正在争夺300亿美元的风险敞口管理领域份额，预计到2028年，该市场的复合年增长率将达到16%。Investment firm Jefferies released research reports, beginning to focus on individual stocks in the cybersecurity risk exposure management sector of the market, and covering Rapid7, Tenable, and Qualys for the first time.
According to the Zhongtong Finance APP, investment firm Jefferies released research reports, beginning to focus on individual stocks in the cybersecurity risk exposure management sector of the market, and covering Rapid7 (RPD.US), Tenable (TENB.US), and Qualys (QLYS.US) for the first time.
Rapid7
Analyst Joseph Gallo of Jefferies wrote in a research report, initiating a 'buy' rating on Rapid7 with a target price of $50. The analyst pointed out that the company is competing for a share in the $30 billion cybersecurity risk exposure management sector, and the compound annual growth rate of this market is expected to reach 16% by 2028.
Gallo stated that Rapid7 has received attention in the security information and event management as well as cloud risk management sectors, both of which are considered non-core areas. He added that this is crucial as the company's core vulnerability management solutions are facing declining demand and macro pressures.
Gallo wrote: "We see that with changes in (market entry) and focus on channels, improved execution will bring benefits, while at the same time, business trades at a price lower than our implied base value."
Tenable
Gallo gives Tenable a 'hold' rating with a target price of $45, and points out that Tenable is the 'most mature player' in the risk exposure management field.
Gallo writes: 'Tenable One is its unified platform that, by bundling other solutions, provides an opportunity to offset cyclical and slowing core virtual machine revenue. However, Tenable is in the early stages outside the core (vulnerability management) (estimated to account for 70% of the current business), which makes the (valuation) feel reasonable.'
Qualys
Gallo rates Qualys as 'hold' with a target price of $135, and Gallo states that while the growth in adjacent areas may have a greater impact on the entire company, the upward trend may still be 'difficult' before it comes into play.
Gallo writes: 'Qualys focuses on investing in S&M, but we expect limited upside, especially considering its second most challenging new business (billing) setup within our broader network coverage in our 2025 fiscal year.'
