Added to YB: 2025-09-15
Pitch date: 2025-09-11
RBRK [neutral]
Rubrik, Inc.
+4.9%
current return
Author Info
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
$77.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-46.89
P/E
-44.26
EV/Sales
13.84
Sector
Software
Category
growth
Rubrik: The Beat and Raise Playbook
RBRK (earnings update): Strong Q2 beat with $310M rev (+51% YoY), $61M positive FCF vs -$30M YoY. Subscription ARR $1.25B (+36%). 2,505 $100K+ customers (+27%). NRR >120%, 35% from security features. Raised FY26 guidance: $1.23B rev (+38-40%), $145-155M FCF (doubled prior). Material rights added 7pp growth, but tailwind disappearing FY27.
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