Added to YB: 2026-07-17
Pitch date: 2026-07-13
RBRK [neutral]
Rubrik, Inc.
-3.56%
current return
Author Info
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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
$18.1B
Pitch Price
$82.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-64.64
P/E
-60.86
EV/Sales
12.30
Sector
Software
Category
growth
Shawarma Capital Portfolio Update: July 11, 2026 - Rubrik, Inc.
RBRK (holding update): +98% from basis. Q1 FY27 beat all metrics & raised guidance: subscription ARR +32% to $1.57B, rev +39%, sub contribution margin widened to 13.2% from 8% YoY. AI control plane thesis playing out. No exit.
Read full article (1 min)