Added to YB: 2026-06-23
Pitch date: 2026-06-20
RBRK [neutral]
Rubrik, Inc.
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; identity recovery and resilience services; and cyber recovery solutions.
Market Cap
$14.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-51.10
P/E
-48.54
EV/Sales
9.72
Sector
Software
Category
growth
Rubrik: The Blueprint Arrives. The Building Starts Now.
RBRK (holding update): Analyst Day set LT targets: >20% non-GAAP op margin, >25% FCF margin (vs 6.4% & 19% in Q1 FY27, +1000bps YoY). No LT ARR/growth target disclosed—key gap. Strata.io acquisition adds identity recovery (Identity Continuity/Roll Forward); Rubrik Flex unifies expansion. NRR ~120%. Risks: valuation, integration, hyperscaler competition. Holding, not adding; watching identity ARR beyond $50M.
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