Rubrik, Inc. (RBRK)
Rubrik: The Post-Earnings Dip Is A Gift
I am reiterating my “buy” rating on Rubrik following a strong Q1 FY27, with revenue up 39% YoY (vs. 32% guidance) and raised full-year guidance. RBRK's moat in data and identity protection and remediation, plus platform consolidation trends, are driving robust $100K+ ARR customer growth and expanding margins. Mythos is catalyzing increased enterprise conversations around cyber resilience, which could support 20%+ revenue growth beyond FY28.
Rubrik: A Growth Story On Agentic AI Protection
Rubrik, Inc. is rapidly evolving into a critical enterprise cyber resilience platform, blending data protection, identity security, and AI capabilities. RBRK delivered strong Q1 results: 39% revenue growth to $387.1M, 32% ARR growth to $1.57B, and positive adjusted EPS of $0.16. Despite robust growth and expanding margins, the stock trades at a lofty valuation, and management guides for sharply lower Q2 EPS and margin compression.
Rubrik beats Q1 estimates, raises full-year guidance as cyber resilience demand rises
Cybersecurity company Rubrik Inc (NYSE:RBRK) reported first-quarter results that topped Wall Street estimates aftermarket Thursday, lifted by strong subscription growth and improving margins, and raised its full-year outlook as demand for AI-era cyber resilience solutions continues to build. The data security firm posted adjusted earnings per share of $0.16 for its fiscal first quarter, well above analyst estimates of a $0.53 loss.
Rubrik: No Longer In The Value Bin, But Still Riding AI Wave
Rubrik, Inc. continues to deliver robust ARR growth, reporting $1.57B in FQ1'27, up 32% YoY, driven by AI-fueled demand for cyber resilience. RBRK consistently beats guidance, raising FY27 ARR to ~$1.86B (~27% growth) and targeting FY27 free cash flow of $300M (18% of revenues). The stock has rebounded near highs (~$75), now trading at ~10x FY27 revenue, reflecting diminished bargain status but sustained upside potential.
Rubrik, Inc. (RBRK) Q1 2027 Earnings Call Transcript
Rubrik, Inc. (RBRK) Q1 2027 Earnings Call Transcript
Rubrik Q1 Earnings Call Highlights
Rubrik NYSE: RBRK reported what executives described as a record first quarter of fiscal 2027, exceeding its guided metrics and raising its full-year outlook as the cybersecurity company pointed to growing demand for cyber resilience in an AI-driven threat environment.
Here's What Key Metrics Tell Us About Rubrik, Inc. (RBRK) Q1 Earnings
While the top- and bottom-line numbers for Rubrik, Inc. (RBRK) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Rubrik, Inc. (RBRK) Q1 Earnings and Revenues Surpass Estimates
Rubrik, Inc. (RBRK) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of a loss of $0.03 per share. This compares to a loss of $0.15 per share a year ago.
Rubrik faces high expectations going into Q1 earnings report
Rubrik (NYSE:RBRK) is scheduled to report its first quarter results this week, with investors looking for signs that demand for the company's cyber resilience and data protection offerings remains strong despite concerns about rising memory costs affecting enterprise technology spending, according to Jefferies analysts. The analysts expect Rubrik to deliver a strong quarter, pointing to momentum in cyber resilience and identity security products, favorable channel feedback, and what they described as a relatively easy year-over-year comparison.
Unveiling Rubrik, Inc. (RBRK) Q1 Outlook: Wall Street Estimates for Key Metrics
Evaluate the expected performance of Rubrik, Inc. (RBRK) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Rubrik's Ambitious Growth Story: A Strong Buy For Bold, Forward-Looking Investors
Rubrik trades at a 7.73x TTM P/S ratio, a sign of undervaluation if you believe it should trade in line with cybersecurity peers. Rubrik protects an organization's data wherever it is located and helps its customers recover data quickly if something goes wrong. Its moat comes from owning one of the most valuable backup datasets in the cybersecurity industry.
RBRK vs. AVGO: Which Enterprise Security Stock Has Better Potential?
Broadcom stands out against Rubrik with stronger profitability, AI-driven growth and enterprise scale, while Rubrik shows rapid growth but ongoing losses.
