Added to YB: 2025-09-12
Pitch date: 2025-09-10
RBRK [neutral]
Rubrik, Inc.
-0.65%
current return
Author Info
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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
$82.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-46.89
P/E
-44.26
EV/Sales
13.84
Sector
Software
Category
growth
Rubrik Q2 2025 Earnings Analysis
RBRK (earnings update): Strong Q2 with $310M rev (+51% YoY) beat, $71M net new ARR, 120% net retention. Cloud ARR $1.1B (+57% YoY), FCF positive 4th straight quarter at 18.6% margin. Raised FY guide to $1.23B (+39% YoY). AI expansion via Predibase acquisition, identity recovery >200 customers. Risks: 29% SBC/rev, material rights boost non-recurring.
Read full article (7 min)