Added to YB: 2025-06-06
Pitch date: 2025-06-04
RBRK [neutral]
Rubrik, Inc.
-17.3%
current return
Author Info
No bio for this author
Company Info
Rubrik, Inc. provides data security solutions to individuals and businesses worldwide. The company offers enterprise data protection, unstructured data protection, cloud data protection, SaaS data protection solutions, and identity provider services protection; data threat analytics; data security posture; and cyber recovery solutions.
Market Cap
$17.0B
Pitch Price
$98.58
Price Target
110.00 (+35%)
Dividend
N/A
EV/EBITDA
-46.89
P/E
-44.26
EV/Sales
13.84
Sector
Software
Category
growth
Rubrik May Dip After Earnings—Here’s Why I’m Not Worried
RBRK (update): Despite 160x FCF multiple & potential post-earnings selloff, cyber resilience leader has strong growth trajectory. Current FCF 10% margin (~$120M/year), Q4'25 was 29%. Could guide 45%+ growth for FY26 despite macro uncertainty. $110 price target by summer 2026 still on track despite already approaching target ahead of schedule.
Read full article (3 min)