Added to YB: 2025-12-10
Pitch date: 2025-12-06
RBRK [neutral]
Rubrik, Inc.
-4.68%
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
$85.53
Price Target
180.00 (+121%)
Dividend
N/A
EV/EBITDA
-46.89
P/E
-44.26
EV/Sales
13.84
Sector
Software
Category
growth
Rubrik Q3 FY26 Earnings: The Janitor Who Became the Bodyguard
RBRK (earnings): Contribution margins hit +10% (from -3% a year ago) while ARR growth stays 30%+, killing 'unprofitable storage' bear case. Security pivot working: 40% of NRR from security products, positioning vs CrowdStrike territory. Metadata moat enables time-travel recovery. FCF guidance raised 32%.
Read full article (6 min)