Added to YB: 2026-06-09
Pitch date: 2026-06-05
RBRK [neutral]
Rubrik, Inc.
-2.28%
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
$15.1B
Pitch Price
$73.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-55.04
P/E
-50.74
EV/Sales
10.18
Sector
Software
Category
growth
Rubrik Earnings Q1 2026
RBRK (earnings): Q1'26 rev $387.1M (+39% YoY, +43% normalized ex-Material Rights) beat 5.7%. Sub ARR $1.57B (+33%), Cloud ARR $1.39B (+44%, 89% of sub). GM 82.9%, op margin 6.4% (+12.9pts), FCF margin 19%. Record Q1 net adds. FY raised. Risks: CAC payback 73.6mo (+49.4), 6.3% dilution, Material Rights drag, modest decel.
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