Apr. 19 at 1:48 AM
$RBRK — Rubrik. Q4 FY2026: revenue +46%, subscription ARR
$1.46B +34%, record
$115M net new ARR, FCF
$238M (10x YoY), first-ever non-GAAP profit
$0.04 EPS vs -
$0.11 estimate. AHA Preferred Cybersecurity Provider — 5,000 hospitals. Microsoft Defender + Rackspace UK sovereign recovery + McLaren. FY2027:
$1.83B ARR,
$1.6B revenue,
$265–275M FCF guided. Stock down 48% from highs. 1W descending wedge diagonal being tested now.
🐂 Diagonal breaks →
$57.90 →
$74 →
$82 →
$92
🐻 Rejects →
$54 IPO zone →
$42 retest
⚠️ Market is discounting world-class fundamentals. 34% ARR growth + first profit + 10x FCF expansion + AI Agent Cloud = the thesis. The wedge is the last technical hurdle.#RBRK #Rubrik #Cybersecurity #hovdid