The data security company posts a narrower-than-expected third-quarter loss.
Rubrik, Inc. (NYSE:RBRK ) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Melissa Franchi - VP, Head of IR Bipul Sinha - CEO, Chairman and Co-Founder Kiran Choudary - CFO Conference Call Participants Saket Kalia - Barclays Fatima Boolani - Citi Kash Rangan - Goldman Sachs Andrew Nowinski - Wells Fargo Brad Zelnick - Deutsche Bank John DiFucci - Guggenheim Securities Operator Good afternoon, everyone. Welcome to the Rubrik Third Quarter Fiscal Year 2025 Results Conference Call.
Bipul Sinha, Rubrik CEO & Co-Founder, joins 'Closing Bell Overtime' to talk the companies blowout quarter.
Barbara Doran, BD8 Capital CEO, Michael Grant, Calamos co-CIO, and CNBC's Mike Santoli join 'Closing Bell Overtime' to talk Rubrik earnings and the software sector's recent rally.
Rubrik, a cybersecurity firm, recently won Harvard Business School's Entrepreneurial Company of the Year award, joining the ranks of Apple and Nvidia. Rubrik's innovative platform combines data recovery and generative AI, offering flexible solutions across on-premise, SaaS, and cloud environments, complementing traditional cybersecurity measures. Despite initial flat trading post-IPO, Rubrik's stock surged 60% recently, with a Price-to-Sales ratio still lower than peers like CrowdStrike and Zscaler.
George Tsilis turns to cybersecurity on today's Overlooked Stock. He shares what makes Rubrik (RBRK) a name to watch after it climbed to a new 52-week high today.
Rubrik, Inc. (RBRK) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.
RBRK unveils Rubrik DSPM for Microsoft 365 Copilot, enhancing data visibility and control to secure sensitive information during AI-driven workflows.
Shares of Rubrik have started to rally after posting a strong Q2 beat and raise and passing its IPO lockup period. In spite of recent gains, I'm reiterating my buy rating on this stock and establishing a $48 price target (~30% upside, based on 8x next year's revenue). The company is achieving tremendous mid-30s growth at scale, with an ARR base growing at a ~40% clip that nearly already covers next year's consensus revenue.
Rubrik, a fast-growing cybersecurity company, is trading at an attractive entry point at $31/share despite current market risk aversion and geopolitical concerns. The company's ARR growth is robust, with a 40% year-on-year increase in the latest reported quarter, reflecting strong user adoption and satisfaction. RBRK's advanced data protection and recovery solutions, including genAI integration, position it as a leader in the data back-up and recovery space with significant competitive advantages.
Rubrik Inc. RBRK is a leading cybersecurity company specializing in data protection and recovery, and it is quickly becoming a key player in the rapidly expanding cybersecurity sector. Since its initial public offering (IPO) in April, Rubrik has demonstrated strong financial performance, highlighted by significant growth in Subscription Annual Recurring Revenue (ARR) and cloud ARR.
RBRK faces stiff competition and macroeconomic challenges, but its expanding clientele and high demand for data security solutions offer potential for growth.