Rubrik, Inc. (RBRK)
NYSE NYSE Primary 
Rubrik, Inc. (RBRK) is on the Move, Here's Why the Trend Could be Sustainable
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.
Can Rubrik Stock Benefit From Enhanced Data Security in Microsoft 365?
RBRK unveils Rubrik DSPM for Microsoft 365 Copilot, enhancing data visibility and control to secure sensitive information during AI-driven workflows.
Rubrik: Fierce ARR Growth Coupled With Path To Profitability
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 Leading Data Resiliency Solution That Deserves More Attention
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: Riding the AI Wave in the Cybersecurity Boom
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.
Rubrik Plunges 13% YTD: How Should Investors Play the Stock?
RBRK faces stiff competition and macroeconomic challenges, but its expanding clientele and high demand for data security solutions offer potential for growth.
Rubrik Has Cybersecurity Platforms To Compete With For Market Share
Rubrik, Inc. demonstrates strong top-line growth and improved operating margins in Q2 '25, driven by a shift to subscription-based revenue streams, with a projected eFY25 revenue growth rate of 31-32%. Rubrik's niche focus on data resiliency and partnerships with major firms like Microsoft and CrowdStrike position it well for continued growth amid rising AI/ML adoption. Despite competition from larger cybersecurity platforms, Rubrik's rapid recovery times and unique post-breach solutions provide a durable business case for enterprises.
Data Security Firm Rubrik Stock Falls on End of Lock-Up Period
Rubrik (RBRK) shares lost ground Tuesday as the lock-up period following the data security firm's initial public offering (IPO) is set to expire, offsetting solid fiscal 2025 second-quarter results.
Rubrik Earnings: More Questions Than Answers
Rubrik, Inc.'s rapid growth, driven by weak prior-year comparables and a consumption-based model, raises concerns about the sustainability of its growth rates. Despite strong annual recurring revenue and subscription growth, Rubrik's volatile growth rates and unpredictable cash flows temper my optimism. Rubrik's valuation appears cheap, but its financial position and cash flow prospects are less robust compared to peers like SentinelOne.
Rubrik: Expiration Of IPO Lockup Overshadows Strong Results
Rubrik's stock dipped post-earnings despite beating guidance and raising its full-year outlook, likely due to the upcoming IPO lock-up expiration. RBRK remains unprofitable even on a non-GAAP basis, but its large cash position can support ongoing losses. The company's cybersecurity positioning makes it a mission-critical product for its customers.
Rubrik, Inc. (RBRK) Q2 2025 Earnings Call Transcript
Rubrik, Inc. (NYSE:RBRK ) Q2 2025 Results Conference Call September 9, 2024 5:00 PM ET Company Participants Melissa Franchi - Vice President, Head of Investor Relations Bipul Sinha - CEO, Chairman and Co-Founder Kiran Choudary - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Fatima Boolani - Citi Andrew Nowinski - Wells Fargo Gregg Moskowitz - Mizuho Joel Fishbein - Truist Securities Eric Heath - KeyBanc Capital Markets Yi Fu Lee - Cantor Fitzgerald Todd Coupland - CIBC Brad Zelnick - Deutsche Bank Shrenik Kothari - Baird James Fish - Piper Sandler Operator Good day, everyone, and welcome to today's Rubrik Second Quarter Fiscal Year 2025 Results Conference Call. At this time, all participants are in a listen-only mode.
Rubrik to Post Q2 Earnings: Should You Buy the Shares or Steer Clear?
RBRK's fiscal second-quarter performance is likely to reflect benefits from its expanding clientele and increased demand for its data security solutions.
