Added to YB: 2026-01-28
Pitch date: 2026-01-26
RBRK [bullish]
Rubrik, Inc.
-18.46%
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; and cyber recovery solutions.
Market Cap
$10.9B
Pitch Price
$66.42
Price Target
85.00 (+57%)
Dividend
N/A
EV/EBITDA
-30.63
P/E
-27.99
EV/Sales
8.76
Sector
Software
Category
growth
Rubrik ($RBRK): Explosive Growth With a Strong Path Ahead
RBRK: Cybersecurity data resilience co w/ 48% YOY revenue growth to $337M, first-time non-GAAP profitability, 120% net revenue retention. AI integration via Ruby assistant & new Agent Cloud product. Strong Microsoft partnership. Bull: growing 15.5% CAGR sector, AI tailwinds. Bear: 27.5% SBC dilution, vendor consolidation risk, 10.6x P/S valuation. DCF fair value $81 (+24% upside). Price target $85.
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