Mar. 7 at 9:29 AM
$RBRK — one of the highest-conviction plays in cybersecurity right now.
Rubrik is quietly dominating the space, helping enterprises recover from ransomware in minutes, not months. Revenue is growing nearly 50% YoY, subscription ARR is approaching
$1.4B, and net retention >120% — once customers are in, they rarely leave.
👉Click to view @StockMomentumLab for timely updates amid the volatility.
The pullback from
$100+ to the mid-
$50S is just scared money; fundamentals haven’t changed. AI tailwinds only amplify the story — more data means more need for Rubrik’s solutions.
Short sellers piling in are setting themselves up for a March 12 earnings beat and raise that could torch the bears.
At current levels,
$RBRK trades like a utility but delivers hypergrowth in the most critical market on earth. Aggressive accumulation across desks — this is a multi-year cyber winner.