Added to YB: 2026-04-16
Pitch date: 2026-04-14
RBRK [bullish]
Rubrik, Inc.
+4.82%
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; identity recovery and resilience services; and cyber recovery solutions.
Market Cap
$9.8B
Pitch Price
$49.00
Price Target
300.00 (+525%)
Dividend
N/A
EV/EBITDA
-30.53
P/E
-27.38
EV/Sales
7.08
Sector
Software
Category
growth
Rubrik Just Quietly Became One of The Most Important Infrastructure Companies.
RBRK: $1.46B sub ARR +34% YoY, record $115M net new ARR in Q4 FY26, 90%+ win rates across all competitors, $238M FY26 FCF. Trades 11x fwd ARR vs peers at 16-24x. Only vendor with both data recovery infra & AI agent governance layer (Agent Cloud + SAGE). Cyber resilience now regulatory mandate (NIS2, DORA). TAM expanding $24B→$75B by 2030. Market misprices as backup co.
Read full article (8 min)