Added to YB: 2026-06-18
Pitch date: 2026-06-15
RBRK [neutral]
Rubrik, Inc.
-0.46%
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; identity recovery and resilience services; and cyber recovery solutions.
Market Cap
$14.2B
Pitch Price
$69.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-51.74
P/E
-47.82
EV/Sales
9.57
Sector
Software
Category
growth
Rubrik 1QFY27 Earnings: The Enterprise’s Undo Button
RBRK (earnings): Q1FY27 rev +39% to $387M, sub ARR +32% to $1.57B, 83% non-GAAP GM, FCF $74M (19%). Identity ARR crossed $50M, proving multi-product flywheel. Net new ARR $103M (record Q1 but below Q4's $115M); back-half weighted. Agentic recovery has architecture but Agent Cloud lacks ARR disclosure—stock muted as acceleration unproven. Risk: hyperscalers building native recovery.
Read full article (7 min)