Added to YB: 2026-09-04
Pitch date: 2026-09-02
RBRK [neutral]
Rubrik, Inc.
+3.15%
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
$18.3B
Pitch Price
$89.33
Price Target
118.00 (+35%)
Dividend
N/A
EV/EBITDA
-71.80
P/E
-70.28
EV/Sales
11.50
Sector
Software
Category
growth
Rubrik Q2 FY27: The Metric That Changed
RBRK (earnings): Rubrik’s recovery franchise strengthened in Q2: subscription ARR grew 33%, revenue rose 38%, free-cash-flow margin reached 15%, and every full-year target increased. The key issue is disclosure: reported net-new Cloud ARR fell 4%, while a new measure excluding migrations grew 20%. With Identity and Agent Cloud still lacking product-level evidence and the stock near $96 offering limited modeled upside, new money should await fuller disclosure or approximately $85.
Read full article (6 min)