Professional
Added to YB: 2026-07-07
Pitch date: 2026-03-31
RBRK [bullish]
Rubrik, Inc.
+75.88%
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; identity recovery and resilience services; and cyber recovery solutions.
Market Cap
$17.2B
Pitch Price
$49.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
-61.29
P/E
-57.82
EV/Sales
11.66
Sector
Software
Category
growth
Baron Opportunity Fund New Position: Rubrik, Inc.
RBRK (new position): Cloud cyber resilience platform, 'last line of defense' vs AI-powered ransomware. Zero-trust immutable architecture drives 90%+ win rates, share gains from legacy vendors. 6,000+ enterprises, ~$1.5B subscription ARR +34%. FCF margin turned +16% since Apr 2024 IPO. New growth vectors: Identity Resilience (900+ customers yr1), Agent Cloud. $20B+ TAM.
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