Loading market dashboard
Rubrik, Inc.
RBRKTechnologyNYSEUS
Loading disclosure news
News and disclosures filtered by period, publisher, and event group.
Select a headline to open the full news page in the app.
Rubrik earns a Strong Buy rating, driven by robust growth, expanding margins, and a deepening cybersecurity ecosystem. RBRK's moat is reinforced by high-margin SaaS offerings in identity security and AI acceleration, making customer switching costly and unlikely. Q1 2027 results showed 32% YoY subscription ARR growth to $1.57B, 39% total revenue growth, and non-GAAP gross margin expansion to 82.9%.
RBRK tops Q1 estimates as subscription ARR hits a record $1.57B, powered by 39% revenue growth and expanding margins amid its cloud shift.
Rubrik stands out as a software leader with >40% normalized revenue growth and a significant Q1 beat, supporting my reiterated buy rating. RBRK's near-pure subscription model delivers high revenue visibility, with Q1 ARR of $1.57B already at 95% of full-year high-end guidance. Gross margins remain best-in-class at ~80%, supporting positive free cash flow even as Rubrik maintains hypergrowth.
I am reiterating my “buy” rating on Rubrik following a strong Q1 FY27, with revenue up 39% YoY (vs. 32% guidance) and raised full-year guidance. RBRK's moat in data and identity protection and remediation, plus platform consolidation trends, are driving robust $100K+ ARR customer growth and expanding margins. Mythos is catalyzing increased enterprise conversations around cyber resilience, which could support 20%+ revenue growth beyond FY28.
Rubrik, Inc. is rapidly evolving into a critical enterprise cyber resilience platform, blending data protection, identity security, and AI capabilities. RBRK delivered strong Q1 results: 39% revenue growth to $387.1M, 32% ARR growth to $1.57B, and positive adjusted EPS of $0.16. Despite robust growth and expanding margins, the stock trades at a lofty valuation, and management guides for sharply lower Q2 EPS and margin compression.
Cybersecurity company Rubrik Inc (NYSE:RBRK) reported first-quarter results that topped Wall Street estimates aftermarket Thursday, lifted by strong subscription growth and improving margins, and raised its full-year outlook as demand for AI-era cyber resilience solutions continues to build. The data security firm posted adjusted earnings per share of $0.16 for its fiscal first quarter, well above analyst estimates of a $0.53 loss.
Rubrik, Inc. continues to deliver robust ARR growth, reporting $1.57B in FQ1'27, up 32% YoY, driven by AI-fueled demand for cyber resilience. RBRK consistently beats guidance, raising FY27 ARR to ~$1.86B (~27% growth) and targeting FY27 free cash flow of $300M (18% of revenues). The stock has rebounded near highs (~$75), now trading at ~10x FY27 revenue, reflecting diminished bargain status but sustained upside potential.
TTAN posts strong results, Lululemon lowers full-year guidance, Bitcoin hits four-month low, and more
Cybersecurity company Rubrik Inc (NYSE:RBRK) reported first-quarter results that topped Wall Street estimates aftermarket Thursday, lifted by strong...
Rubrik, Inc. (RBRK) Q1 2027 Earnings Call Transcript
Rubrik stock rose 47.9% in May 2026, with most of the gains coming after Snowflake's strong Q1 report. The two companies share a direct security integration, so Snowflake's growth feeds Rubrik's pipeline.
Rubrik NYSE: RBRK reported what executives described as a record first quarter of fiscal 2027, exceeding its guided metrics and raising its full-year outlook as the cybersecurity company pointed to growing demand for cyber resilience in an AI-driven threat environment.
While the top- and bottom-line numbers for Rubrik, Inc. (RBRK) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Rubrik, Inc. (RBRK) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of a loss of $0.03 per share. This compares to a loss of $0.15 per share a year ago.
Rubrik Inc. (NYSE:RBRK) shares slipped after the company posted its first-quarter results after Thursday's closing bell. Here's a look at the details inside the report.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik, Inc. (NYSE: RBRK), the Security and AI Operations company, today announced financial results for the first quarter of fiscal year 2027, ended April 30, 2026. “We are off to an excellent start to fiscal 2027 as Rubrik is now an increasingly strategic platform for agentic cyber resilience — bringing together data, identity, and AI in a single architecture. We are more confident than ever that we are in the early innings of the AI acceleration opportunit.
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Rubrik's FY27 Guidance Will Likely Drive the Stock's Reaction Tonight 5 minutes ago Live Guidance Will... Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced its speaker and entertainment lineup for Rubrik Forward 2026. Taking place from June 8 to 11, at The Venetian Resort in Las Vegas, the event will bring together top innovators, cybersecurity experts, and enterprise business leaders to define actionable cyber resilience solutions in the age of agentic AI. "Customers come to us with a common issue: everyone is racing to deploy AI agent.
Rubrik (NYSE:RBRK) is scheduled to report its first quarter results this week, with investors looking for signs that demand for the company's cyber resilience and data protection offerings remains strong despite concerns about rising memory costs affecting enterprise technology spending, according to Jefferies analysts. The analysts expect Rubrik to deliver a strong quarter, pointing to momentum in cyber resilience and identity security products, favorable channel feedback, and what they described as a relatively easy year-over-year comparison.
Rubrik (NYSE:RBRK) is scheduled to report its first quarter results this week, with investors looking for signs that demand for the company's cyber...
Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced it has been granted access to Anthropic's Mythos Research Preview as part of Proje
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced it has been granted access to Anthropic's Mythos Research Preview as part of Project Glasswing. An important next step in the evolution of AI and cybersecurity, Rubrik is testing this advanced frontier AI defensively to identify, vet, and patch potential software vulnerabilities across the company's enterprise platform and products suites. Anthropic is giving access to Mythos Researc.
Evaluate the expected performance of Rubrik, Inc. (RBRK) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
OXFORD, United Kingdom, June 01, 2026 (GLOBE NEWSWIRE) -- Sophos, a global cybersecurity leader, and Rubrik (NYSE: RBRK), the Security and AI Operations company, today announced the general availability of Sophos Backup and Recovery Powered by Rubrik Cyber Resilience. The offering enables Sophos' customers to rapidly recover Microsoft 365 data following ransomware, account compromise, insider threats, or accidental deletion, all managed within Sophos Central, the defense system they already use to run their security operations.
New offering connects threat detection and data recovery in a single platform, enabling organizations to detect, respond, and restore faster New offering connects threat detection and data recovery in a single platform, enabling organizations to detect, respond, and restore faster
During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world's most valuable technology franchises. ASML's pricing power and increasing scale support significant gross margin expansion and strong double-digit earnings growth. We believe the combination of accelerating market share capture, new product momentum, and improving profitability positions Rubrik well for long-term growth.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, and MEDITECH, a leading enterprise health record (EHR) platform provider, today announced a strategic collaboration to offer native cyber resilience to MEDITECH self-hosted cloud and on-premises solutions. Rubrik will enable MEDITECH Expanse healthcare providers the option to accelerate cloud adoption with confidence, and give on-premises operators the benefits of cyber resilience from Rubrik Securi.
Most technology stocks should do well enough for the foreseeable future, but a handful are still nowhere close to their peak valuations.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik, Inc. (NYSE: RBRK), the Security and AI Operations Company, today announces that it will release financial results for its first quarter fiscal 2027 ended April 30, 2026, after the market closes on Thursday, June 4, 2026. Management will also host a live conference call that day at 2:00 pm PT / 5:00 pm ET to discuss the Company's financial results. A live webcast of the conference call and related materials can be accessed from the Company's investor r.
Rubrik trades at a 7.73x TTM P/S ratio, a sign of undervaluation if you believe it should trade in line with cybersecurity peers. Rubrik protects an organization's data wherever it is located and helps its customers recover data quickly if something goes wrong. Its moat comes from owning one of the most valuable backup datasets in the cybersecurity industry.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today launched the Rubrik Practitioner Community at rubrik.com/community, a dedicated platform for practitioners working across data protection, identity security, cloud resilience, and AI operations. The community allows members to connect peer experts, exchange best practices, and access practitioner-authored thought leadership, playbooks, and technical resources. The launch comes as new research.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations company, today launched Rubrik Agent Cloud (RAC) for Gemini Enterprise Agent Platform. The collaboration will help organizations to accelerate and secure the deployment of AI agents on Google Cloud with a critical layer of semantic governance and operational resilience powered by Rubrik's real-time, intent-based guardrails. Gartner predicts that 40% of enterprise applications will be integrated with task-spe.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, announced today it is now offering cyber resilience capabilities to organizations running Google Cloud SQL. The integration enables Cloud SQL customers to leverage Rubrik Security Cloud to protect their managed PostgreSQL databases with immutable, automated backups that add Rubrik's enterprise-grade cyber resilience without disrupting their current database operations or recovery strategy. Cloud SQL.
PALO ALTO, Calif.--(BUSINESS WIRE)--The enterprise push into AI agents is outpacing the ability to secure them, according to new research from Rubrik Zero Labs. Rubrik (NYSE: RBRK) announced today the findings from the report, which show organizations are operationalizing autonomous systems without the controls required to govern them, introducing a gap between innovation and security. Based on a survey of more than 1,600 IT and security leaders, the report reveals: 86% expect AI agents to outp.
Broadcom stands out against Rubrik with stronger profitability, AI-driven growth and enterprise scale, while Rubrik shows rapid growth but ongoing losses.
PALO ALTO, Calif.--(BUSINESS WIRE)--The enterprise push into AI agents is outpacing the ability to secure them, according to new research from Rubrik Zero Labs. Rubrik (NYSE: RBRK) announced today the findings from the report, which show organizations are operationalizing autonomous systems without the controls required to govern them, introducing a gap between innovation and security. Based on a survey of more than 1,600 IT and security leaders, the report reveals: 86% expect AI agents to outp.
Wall Street's concerns about AI disruption triggered a sell-off in cybersecurity stocks. AI isn't a turnkey replacement for existing digital defenses, given increasingly sophisticated cyberattacks.
Anthropic's unveiling of Project Glasswing and its Claude Mythos frontier model marks a watershed moment for cybersecurity, introducing an AI system capable of discovering and exploiting software vulnerabilities autonomously at unprecedented scale.
RBRK's AI push with Agent Cloud expands into governance and ops, boosting growth potential as enterprises demand stronger AI security and control.
A company insider sold 20,000 shares of Rubrik stock. When insiders trim their positions, some investors believe that it's a harbinger of a stock decline.
BIP Wealth LLC purchased a new stake in shares of Rubrik, Inc. (NYSE: RBRK) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 10,007 shares of the company's stock, valued at approximately $765,000. Other hedge funds have also modified
RBRK stock drops 25% in 3 months as margin pressure and rich valuation weigh despite strong ARR growth and rising AI-driven data security demand.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik Selected as an AHA Preferred Provider for Cybersecurity Resiliency.
RBRK's surging ARR, rising subscription revenues and strong retention signal durable growth as its expanding platform drives higher customer spending.
Along with many other parts of the market, cybersecurity stocks have taken a big tumble over recent months. This includes companies like Palo Alto Networks NASDAQ: PANW and CrowdStrike NASDAQ: CRWD.
Rubrik, Inc. (NYSE: RBRK - Get Free Report) shares hit a new 52-week low during mid-day trading on Thursday. The stock traded as low as $46.00 and last traded at $48.34, with a volume of 180130 shares trading hands. The stock had previously closed at $47.18. Wall Street Analysts Forecast Growth RBRK has been the
Shares of Rubrik, Inc. (NYSE: RBRK - Get Free Report) have been assigned a consensus recommendation of "Moderate Buy" from the twenty-six ratings firms that are covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, one has given a hold recommendation, twenty-three have assigned a buy recommendation and one
Rubrik (RBRK) delivered a standout quarter, beating revenue, margin, and ARR expectations, yet shares remain deeply oversold amid risk-off sentiment. RBRK's core strengths—cloud-native architecture, native immutability, and rapid identity restoration—are driving accelerating market share gains and high win rates over legacy competitors. Guidance for the current FY is conservative, with revenue, ARR, and free cash flow projections likely to be exceeded, especially as the new Agent Cloud and SAGE offerings ramp.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Rubrik is delivering exceptional growth, with 42% y/y revenue expansion and strong guidance for 25% y/y growth in fiscal 2027. RBRK's core value lies in rapid post-attack data recovery, positioning it as a mission-critical cybersecurity platform amid rising AI-driven threats. Despite conservative guidance, the company's free cash flow surged from $22M to $238M, with a realistic path to $300M and 20% margins this year.
SAN FRANCISCO--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the security and AI operations company, today announced a new integration with Microsoft Defender at RSAC 2026, enabling organizations to move from identity threat detection to rapid remediation and trusted recovery. The integration connects Microsoft's real-time identity threat detection with Rubrik's automated identity rollback and recovery capabilities, helping organizations respond faster to identity-based attacks. Identity has become the.
SAN FRANCISCO--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today unveiled its Semantic AI Governance Engine (SAGE), the data security industry's first AI governance engine designed to secure and control autonomous agents in real time. SAGE powers Rubrik Agent Cloud, replacing static, manual oversight with intent-driven governance to safely scale the enterprise AI workforce while maintaining total control over agent behavior. Enterprise AI deployment is stalling.
PALO ALTO, Calif.--(BUSINESS WIRE)--As adoption for Google Workspace continues to grow, Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced the launch of Rubrik Data Protection for Google Workspace. More than 11 million enterprises using Google Drive and Gmail can now use Rubrik features to help them achieve end-to-end cyber resilience. Google Workspace is a suite of AI productivity tools that empowers teams to collaborate from anywhere. It holds mission-critical data f.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced new innovations across its Rubrik Security Cloud platform and partner program designed specifically for Managed Service Providers (MSPs). The innovations introduce MSP-specific benefit tiers, consumption-based licensing, incident reinforcement, an earned operational maturity designation, and purpose-built capabilities that enable partners to build, launch, and quickly scale profitabl.
LONDON, March 18, 2026 (GLOBE NEWSWIRE) -- Rackspace Technology ® (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, and Rubrik , (NYSE: RBRK), the Security and AI Operations Company, today announced UK Sovereign Cyber Recovery Cloud, a new ransomware cyber recovery solution engineered to protect and restore UK public sector and regulated workloads within hours of an attack. As the UK enters a pivotal year for digital sovereignty, new legislation mandates higher standards for organisations' resilience and recovery.
Rubrik NYSE: RBRK is a different kind of cybersecurity company, generating impressive growth as customers recognize the value of its differentiated approach. Most cybersecurity companies focus on preventing threats by building firewalls or managing who can access information.
Rubrik demonstrates resilience against AI disruption fears, posting strong earnings and revenue growth that defy negative sector sentiment. RBRK's Q4 revenue surged 31.7% year-over-year to $377.7M, beating estimates by 9.4%, and swung to a non-GAAP EPS profit of $0.04. RBRK's core value lies in data recovery post-attack, positioning it as a fail-safe within the cybersecurity ecosystem despite ongoing AI advancements.
Rubrik (RBRK) stands out in cybersecurity, delivering a strong quarter and beating expectations despite sector-wide AI disruption fears. RBRK is well-positioned for growth as generative AI increases data volume and the need for resilient cybersecurity solutions. Strategic partnerships with leaders like CRWD, ZS, PANW, MSFT, and OKTA reinforce RBRK's competitive positioning.
With only 10% of surveyed Enterprises having adopted AI agent governance strategies despite 91% already using AI agents, RBRK may continue delivering profitable growth trends ahead. The same has been observed in their FQ4'26 performance, with net retention of >120%, subscription ARR growth by +34% YoY, and expanding gross margins to 84%. RBRK's intensified R&D efforts and accretive acquisition have also triggered the strong enterprise traction, as observed in the larger deals and the expanding customer base.
Rubrik co-founder, chairman and CEO Bipul Sinha discusses stopping hack attempts amid geopolitical unrest on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #cyber #cybersecurity #technology #tech #hacking #hackers #security #datasecurity #internet #global #politics #war #bipulsinha
