Rubrik, Inc. (RBRK)
Nvidia-backed Cohesity eyes 2026 IPO with valuation rivaling $17 billion Rubrik
Data security firm Cohesity is eyeing a potential initial public offering in 2026. Chief Executive Sanjay Poonen told CNBC that he expects "comparable or superior valuation" to peers like Rubrik and Commvault.
Rubrik: Cybersecurity Growth Play With Profitability On The Horizon
Rubrik shows strong revenue growth and improving margins, with a clear path to profitability, though breakeven is likely 2-3 years away. The company benefits from a sticky, integrated product suite and secular cybersecurity tailwinds, but faces intense competition and dilution risks from stock-based compensation. Gross margins are healthy and rising, free cash flow is positive, and operational efficiencies are emerging, supporting a Rule of 40 profile.
Rubrik: Hitting A Wall
Rubrik has delivered impressive financials and leads in cyber resilience, but growth is set to decelerate sharply from 50% to mid-20% next year. The company now forecasts ARR growth in FY26 of 26% to 27%. The stock trades at a stretched at 14x FY26 sales, and the market is wary of decelerating growth despite Rubrik's strong balance sheet and positive cash flow.
Why Rubrik Shares Are Still A Compelling Buy
Rubrik's recent share price pullback offers a compelling entry point, as the company continues to deliver hyper-growth and improving free cash flow margins. Rubrik's unique preemptive recovery engine and expansion into identity recovery differentiate it in a massive, fast-growing market, supporting sustained 35%+ CAGR. Strategic moves like the Predibase acquisition and Annapurna initiative position Rubrik for long-term leadership in both data and identity security.
Rubrik agrees to buy AI startup Predibase for over $100 million
Rubrik is buying Predibase, whose technology helps with the deployment of artificial intelligence models. Bipul Sinha, Rubrik's CEO, said the technology will allow customers to build AI agents that draw on corporate data in a secure and cost-efficient manner.
Rubrik: A Growth Star That Is Defying The Economy (Rating Upgrade)
Rubrik is a top long-term play, with accelerating growth and real AI-driven demand tailwinds, despite current macroeconomic fears. The company leads in data resilience, a unique cybersecurity niche, and is under 2% penetrated in a $53B TAM, offering huge runway. Q1 results were stellar: 49% revenue growth, 54% subscription growth, and its subscription ARR now covers the entirety of its FY26 revenue guidance, suggesting room for upside.
Rubrik, Inc. (RBRK) Q1 2026 Earnings Call Transcript
Rubrik, Inc. (NYSE:RBRK ) Q1 2026 Earnings Conference Call June 5, 2025 5:00 PM ET Company Participants Bipul Sinha - Co-Founder, CEO & Chairman Kiran Kumar Choudary - Chief Financial Officer Melissa A. Franchi - Head of Investor Relations Conference Call Participants Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Eric Michael Heath - KeyBanc Capital Markets Inc., Research Division Gregg Steven Moskowitz - Mizuho Securities USA LLC, Research Division Joel P.
Rubrik, Inc. (RBRK) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Rubrik, Inc. (RBRK) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Rubrik, Inc. (RBRK) Reports Q1 Loss, Tops Revenue Estimates
Rubrik, Inc. (RBRK) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.33. This compares to loss of $1.58 per share a year ago.
Will Rubrik, Inc. (RBRK) Report Negative Earnings Next Week? What You Should Know
Rubrik, Inc. (RBRK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Rubrik's Addressable Market Is Expected To Explode Through The End Of The Decade
Rubrik, Inc. is well-positioned to benefit from rising enterprise demand for data and identity resiliency, especially as AI adoption accelerates and regulatory pressures increase. The company's new identity resiliency tools and cloud-focused offerings address critical enterprise needs, but competition in identity protection remains intense. Machine identities have far outpaced human identities, potentially driving the need for automated security measures to protect enterprises from cybersecurity threats.
Rubrik: A Potent Cocktail In Cybersecurity
Rubrik is arguably the most compelling software name in the market today due to its attractive growth-adjusted valuation profile. It is a cybersecurity vendor that protects data and helps companies address security breaches of their enterprises. The company is everything we want: unified, multi-product platform, huge TAM, solid free cash flow generation, exceptional growth, a number of moats, and a strong balance sheet.
