Apr. 23 at 8:58 PM
$RBRK gets PT raised to
$64 by BMO, reinforcing the growth narrative.
Key driver: upside to FY2027 subscription ARR, supported by data expansion, product rollout, and customer growth.
Pricing model stands out:
usage-based structure adds resilience vs seat-based headwinds.
Takeaway: long-term growth thesis intact
Focus: ARR execution, customer expansion efficiency, and margin progression.