Rubrik Inc Cl A (RBRK)

$107.02 +10.89 (11.33%)
Market Cap 19.07B
Revenue (ttm) 1.32B
Net Income (ttm) -348.83M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -26.50%
Debt to Equity Ratio 0.00
Volume 8,256,181
Avg Vol 3,139,012
Day's Range N/A - N/A
Shares Out 205.83M
Stochastic %K 37%
Beta 1.17
Analysts Strong Sell
Price Target $106.78

Company Profile

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. It also provides RUBY, an AI agent for cyber resilience designed to scale data security operations through automation;...

Industry: Software - Infrastructure
Sector: Technology
Phone: 844 478 2745
Address:
3495 Deer Creek Road, Palo Alto, United States
StockPlaza
StockPlaza Aug. 27 at 10:21 PM
$RBRK did they explain adjusted ARR growth was 20% What was the adjusted ?? After the migrations are done - the growth (real) would be 20% instead of 39% Can someone explain this ??
0 · Reply
Wake44
Wake44 Aug. 27 at 10:20 PM
$RBRK Good job to all the idiots that played options at 100...👍
0 · Reply
peterviolerri
peterviolerri Aug. 27 at 10:19 PM
$RBRK if this was okta or crm up 25%..lol Loaded 96..ty for cheap
0 · Reply
Jblack500
Jblack500 Aug. 27 at 10:17 PM
$RBRK @cynicaloptimist @WAJeff sold part of ah buy 94.37 at 99.80 for quick 5.8%...holding the rest as well as shares I bought last few days for long
0 · Reply
EarningsInsider
EarningsInsider Aug. 27 at 10:15 PM
https://www.marketbeat.com/earnings/reports/2026-8-27-rubrik-inc-stock/ $RBRK Rubrik Earnings Transcript
0 · Reply
StockMarketBro
StockMarketBro Aug. 27 at 10:08 PM
$RBRK still up 3% today even with the after hours drop. Fine with me! I've already doubled my money since buying earlier this year, and I think it has a long long way to go from here.
0 · Reply
morningchess
morningchess Aug. 27 at 10:08 PM
$RBRK I'll repeat myself. It closed at 107. Dropped to 99 after strong earnings because of wall street manipulation. There is no reason for this not to bounce back to 107 tomorrow.
1 · Reply
Wake44
Wake44 Aug. 27 at 10:02 PM
$RBRK What a shocker Max pain is 100 tomorrow!!! Dirty rat bastards!!
0 · Reply
Tyler444
Tyler444 Aug. 27 at 9:59 PM
$RBRK always tanks after earnings it doesn’t matter this will be down $20-$30 tomorrow
0 · Reply
Zayd7
Zayd7 Aug. 27 at 9:58 PM
@Wallstreetbest0708 LFG! 🚀 The after-hours drop looks way overdone. $RBRK still showed strong ARR growth, expanding margins, raised full-year guidance, and a 119% net retention rate. The fundamentals remain solid, and institutional dip buyers could step in quickly at the open. If momentum flips, this could be a strong reversal setup. See you at $150! 💎📈 #RBRK #FinTwit #Bullish
1 · Reply
Latest News on RBRK
Rubrik Earnings Call Transcript: Q2 2027

Aug 27, 2026, 5:00 PM EDT - 1 hour ago

Rubrik Earnings Call Transcript: Q2 2027

Rubrik Earnings release: Q2 2027

Aug 27, 2026, 5:00 PM EDT - 1 hour ago

Rubrik Earnings release: Q2 2027

Rubrik Slides: Q2 2027

Aug 27, 2026, 5:00 PM EDT - 1 hour ago

Rubrik Slides: Q2 2027

Rubrik raises FY27 EPS view to 47c-53c from 25c-35c, consensus 31c

2026-08-27T20:16:29.000Z - 2 hours ago

Rubrik raises FY27 EPS view to 47c-53c from 25c-35c, consensus 31c

Rubrik to Present at Goldman Sachs Communacopia + Technology Conference

Aug 27, 2026, 4:11 PM EDT - 2 hours ago

Rubrik to Present at Goldman Sachs Communacopia + Technology Conference

Rubrik reports Q2 adjusted EPS 20c, consensus 4c

2026-08-27T20:10:52.000Z - 2 hours ago

Rubrik reports Q2 adjusted EPS 20c, consensus 4c

Rubrik sees Q3 adjusted EPS 7c-9c, consensus 6c

2026-08-27T20:10:33.000Z - 2 hours ago

Rubrik sees Q3 adjusted EPS 7c-9c, consensus 6c

Rubrik Appoints Rakefet Russak-Aminoach to its Board of Directors

Aug 27, 2026, 4:08 PM EDT - 2 hours ago

Rubrik Appoints Rakefet Russak-Aminoach to its Board of Directors

Rubrik Reports Second Quarter Fiscal Year 2027 Financial Results

Aug 27, 2026, 4:05 PM EDT - 2 hours ago

Rubrik Reports Second Quarter Fiscal Year 2027 Financial Results

Cybersecurity Stocks Surge as CrowdStrike’s Q2 Raises Earnings Hopes; PANW Leads with 10% Gain

2026-08-27T14:33:18.000Z - 7 hours ago

Cybersecurity Stocks Surge as CrowdStrike’s Q2 Raises Earnings Hopes; PANW Leads with 10% Gain

CRWD NTSK PANW ZS

Polymarket Odds: Will MRVL, RBRK, WDAY Beat Earnings Tomorrow?

2026-08-26T17:48:46.000Z - 1 day ago

Polymarket Odds: Will MRVL, RBRK, WDAY Beat Earnings Tomorrow?

MRVL WDAY

Rubrik price target raised to $114 from $95 at Scotiabank

2026-08-25T14:20:24.000Z - 2 days ago

Rubrik price target raised to $114 from $95 at Scotiabank

Rubrik price target raised to $120 from $90 at Wells Fargo

2026-08-25T09:26:52.000Z - 2 days ago

Rubrik price target raised to $120 from $90 at Wells Fargo

Rubrik price target raised to $112 from $100 at KeyBanc

2026-08-21T10:20:32.000Z - 6 days ago

Rubrik price target raised to $112 from $100 at KeyBanc

Rubrik price target raised to $120 from $90 at Oppenheimer

2026-08-20T12:06:04.000Z - 7 days ago

Rubrik price target raised to $120 from $90 at Oppenheimer

Rubrik price target raised to $120 from $95 at Cantor Fitzgerald

2026-08-20T11:55:34.000Z - 7 days ago

Rubrik price target raised to $120 from $95 at Cantor Fitzgerald

Rubrik price target raised to $106 from $93 at Goldman Sachs

2026-08-19T12:00:55.000Z - 8 days ago

Rubrik price target raised to $106 from $93 at Goldman Sachs

Rubrik price target raised to $112 from $90 at Mizuho

2026-08-19T11:25:26.000Z - 8 days ago

Rubrik price target raised to $112 from $90 at Mizuho

Rubrik price target raised to $135 from $90 at Truist

2026-08-19T10:30:19.000Z - 8 days ago

Rubrik price target raised to $135 from $90 at Truist

Rubrik price target raised to $110 from $90 at Barclays

2026-08-19T09:35:14.000Z - 8 days ago

Rubrik price target raised to $110 from $90 at Barclays

Rubrik price target raised to $109 from $91 at BTIG

2026-08-10T11:26:32.000Z - 17 days ago

Rubrik price target raised to $109 from $91 at BTIG

Rubrik to Report Second Quarter Fiscal 2027 Financial Results on August 27, 2026

Aug 6, 2026, 8:00 AM EDT - 21 days ago

Rubrik to Report Second Quarter Fiscal 2027 Financial Results on August 27, 2026

Rubrik Unveils Agent Identity to Secure Agentic Actions in Real-Time

Aug 4, 2026, 9:00 AM EDT - 23 days ago

Rubrik Unveils Agent Identity to Secure Agentic Actions in Real-Time

Qualys, Rubrik, and Zscaler Join CSAI Foundation as Vanguard Members

Aug 4, 2026, 8:00 AM EDT - 23 days ago

Qualys, Rubrik, and Zscaler Join CSAI Foundation as Vanguard Members

QLYS ZS

An AI now judges every move Rubrik's agents make, its AI chief said at VB Transform 2026 — but no one's measured if the judge is right

Jul 23, 2026, 11:38 AM EDT - 5 weeks ago

An AI now judges every move Rubrik's agents make, its AI chief said at VB Transform 2026 — but no one's measured if the judge is right

Rubrik Joins Internet2 to Advance Cyber Resilience and AI Operations in Higher Education

Jul 14, 2026, 9:00 AM EDT - 6 weeks ago

Rubrik Joins Internet2 to Advance Cyber Resilience and AI Operations in Higher Education

Rubrik unveils $500 million UK investment, names London as European HQ

Jul 9, 2026, 3:05 AM EDT - 7 weeks ago

Rubrik unveils $500 million UK investment, names London as European HQ

Rubrik Announces £375 Million UK Investment and Names London as EMEA Headquarters

Jul 9, 2026, 3:00 AM EDT - 7 weeks ago

Rubrik Announces £375 Million UK Investment and Names London as EMEA Headquarters

Rubrik Security Cloud Launches on the AWS European Sovereign Cloud

Jul 8, 2026, 3:00 AM EDT - 7 weeks ago

Rubrik Security Cloud Launches on the AWS European Sovereign Cloud

Rubrik Joins Coalition for Health AI (CHAI) to Advance Responsible AI in Health

Jul 7, 2026, 9:00 AM EDT - 7 weeks ago

Rubrik Joins Coalition for Health AI (CHAI) to Advance Responsible AI in Health

Rubrik is Named a Leader in the 2026 Gartner® Magic Quadrant™

Jul 2, 2026, 11:17 AM EDT - 2 months ago

Rubrik is Named a Leader in the 2026 Gartner® Magic Quadrant™

Rubrik Announces Upcoming Integration with Amazon Bedrock AgentCore to Secure AI Agents

Jun 17, 2026, 12:00 PM EDT - 2 months ago

Rubrik Announces Upcoming Integration with Amazon Bedrock AgentCore to Secure AI Agents

RAC

Rubrik Appoints Amit Nehru to Lead Global System Integrators and Managed Service Provider Business

Jun 16, 2026, 9:00 AM EDT - 2 months ago

Rubrik Appoints Amit Nehru to Lead Global System Integrators and Managed Service Provider Business

Rubrik's “To Catch a Thief” by Nicole Perlroth Wins a Tribeca X Award for Best Audio/Podcast

Jun 15, 2026, 9:00 AM EDT - 2 months ago

Rubrik's “To Catch a Thief” by Nicole Perlroth Wins a Tribeca X Award for Best Audio/Podcast

Rubrik Transcript: Investor Day 2026

Jun 10, 2026, 1:00 PM EDT - 2 months ago

Rubrik Transcript: Investor Day 2026

Rubrik Slides: FY 2026

Jun 10, 2026, 1:00 PM EDT - 2 months ago

Rubrik Slides: FY 2026

Rubrik Releases Next Season of Acclaimed “To Catch a Thief” by Nicole Perlroth, Podcast Documentary Details Current Threats from North Korea

Jun 9, 2026, 3:49 PM EDT - 2 months ago

Rubrik Releases Next Season of Acclaimed “To Catch a Thief” by Nicole Perlroth, Podcast Documentary Details Current Threats from North Korea

Rubrik Launches Rubrik Agent Cloud for Anthropic's Claude Code

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Rubrik Launches Rubrik Agent Cloud for Anthropic's Claude Code

Rubrik Advances Identity Resilience Through Strata Acquisition and Identity Roll Forward Innovation

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Rubrik Advances Identity Resilience Through Strata Acquisition and Identity Roll Forward Innovation

Rubrik Unlocks AI on Unstructured Data

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Rubrik Unlocks AI on Unstructured Data

Global Systems Integrators Partner with Rubrik to Deliver Rubrik Agent Cloud for Anthropic's Claude Code

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Global Systems Integrators Partner with Rubrik to Deliver Rubrik Agent Cloud for Anthropic's Claude Code

Rubrik Now Available as AI Agent

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Rubrik Now Available as AI Agent

Rubrik Introduces Autonomous Business Recovery Solution for Cloud Applications

Jun 9, 2026, 9:00 AM EDT - 2 months ago

Rubrik Introduces Autonomous Business Recovery Solution for Cloud Applications

Rubrik Earnings Call Transcript: Q1 2027

Jun 4, 2026, 5:00 PM EDT - 3 months ago

Rubrik Earnings Call Transcript: Q1 2027

Rubrik Earnings release: Q1 2027

Jun 4, 2026, 5:00 PM EDT - 3 months ago

Rubrik Earnings release: Q1 2027

Rubrik Slides: Q1 2027

Jun 4, 2026, 5:00 PM EDT - 3 months ago

Rubrik Slides: Q1 2027

Rubrik Quarterly report: Q1 2027

Jun 4, 2026, 5:00 PM EDT - 3 months ago

Rubrik Quarterly report: Q1 2027

Rubrik Reports First Quarter Fiscal Year 2027 Financial Results

Jun 4, 2026, 4:05 PM EDT - 3 months ago

Rubrik Reports First Quarter Fiscal Year 2027 Financial Results

Rubrik Stages All-Star Lineup at Forward 2026 Las Vegas

Jun 4, 2026, 9:00 AM EDT - 3 months ago

Rubrik Stages All-Star Lineup at Forward 2026 Las Vegas

Rubrik Transcript: AGM 2026

Jun 3, 2026, 5:00 PM EDT - 3 months ago

Rubrik Transcript: AGM 2026

Rubrik Gains Access to Anthropic Mythos Research Preview to Advance Cyber Resilience

Jun 2, 2026, 10:30 AM EDT - 3 months ago

Rubrik Gains Access to Anthropic Mythos Research Preview to Advance Cyber Resilience

Sophos and Rubrik Make Microsoft 365 Backup and Recovery, Powered by Rubrik Cyber Resilience, Available to Sophos Customers Worldwide

Jun 1, 2026, 9:00 AM EDT - 3 months ago

Sophos and Rubrik Make Microsoft 365 Backup and Recovery, Powered by Rubrik Cyber Resilience, Available to Sophos Customers Worldwide

Rubrik Offers Unified Cloud and On-Premises Cyber Resilience Solution for MEDITECH Healthcare Customers

May 19, 2026, 8:00 AM EDT - 3 months ago

Rubrik Offers Unified Cloud and On-Premises Cyber Resilience Solution for MEDITECH Healthcare Customers

Rubrik to Report First Quarter Fiscal 2027 Financial Results on June 4, 2026

May 7, 2026, 8:00 AM EDT - 4 months ago

Rubrik to Report First Quarter Fiscal 2027 Financial Results on June 4, 2026

Rubrik Launches Community for the Cyber Resilience Front Line

Apr 30, 2026, 8:00 AM EDT - 4 months ago

Rubrik Launches Community for the Cyber Resilience Front Line

Rubrik Secures and Accelerates AI Agents on Google Cloud

Apr 22, 2026, 8:00 AM EDT - 4 months ago

Rubrik Secures and Accelerates AI Agents on Google Cloud

Rubrik Announces Cyber Resilience for Google Cloud SQL

Apr 22, 2026, 8:00 AM EDT - 4 months ago

Rubrik Announces Cyber Resilience for Google Cloud SQL

As Agentic AI Adoption Accelerates, Rubrik Warns of Growing Security Gaps

Apr 16, 2026, 1:12 PM EDT - 4 months ago

As Agentic AI Adoption Accelerates, Rubrik Warns of Growing Security Gaps

Rubrik Proxy statement: Proxy filing

Apr 15, 2026, 8:00 AM EDT - 4 months ago

Rubrik Proxy statement: Proxy filing

Rubrik Proxy statement: Proxy filing

Apr 15, 2026, 8:00 AM EDT - 4 months ago

Rubrik Proxy statement: Proxy filing

Rubrik Selected as an AHA Preferred Provider for Cybersecurity Resiliency

Apr 8, 2026, 8:00 AM EDT - 5 months ago

Rubrik Selected as an AHA Preferred Provider for Cybersecurity Resiliency

7 software stocks set to thrive in the face of AI uncertainty

Mar 24, 2026, 12:35 PM EDT - 5 months ago

7 software stocks set to thrive in the face of AI uncertainty

DOCN FROG MDB MSFT SNOW

New Microsoft and Rubrik Integration Delivers Complete Identity Attack Response

Mar 23, 2026, 8:05 AM EDT - 5 months ago

New Microsoft and Rubrik Integration Delivers Complete Identity Attack Response

Rubrik Rolls Out Industry's First Semantic AI Governance Engine

Mar 23, 2026, 8:00 AM EDT - 5 months ago

Rubrik Rolls Out Industry's First Semantic AI Governance Engine

Rubrik Data Protection for Google Workspace Helps Enterprise Customers Achieve End-to-End Cyber Resilience

Mar 19, 2026, 8:00 AM EDT - 5 months ago

Rubrik Data Protection for Google Workspace Helps Enterprise Customers Achieve End-to-End Cyber Resilience

Rubrik Deepens Commitment to MSP-Operated Cyber Resilience with Program and Platform Innovations

Mar 18, 2026, 8:00 AM EDT - 5 months ago

Rubrik Deepens Commitment to MSP-Operated Cyber Resilience with Program and Platform Innovations

Hackers are going after THIS, Rubrik CEO warns

Mar 14, 2026, 12:30 AM EDT - 5 months ago

Hackers are going after THIS, Rubrik CEO warns

‘Rubrik cannot be vibe-coded,' says CEO Bipul Sinha on AI disruption

Mar 13, 2026, 1:00 PM EDT - 5 months ago

‘Rubrik cannot be vibe-coded,' says CEO Bipul Sinha on AI disruption

Rubrik Earnings Call Transcript: Q4 2026

Mar 12, 2026, 5:00 PM EDT - 6 months ago

Rubrik Earnings Call Transcript: Q4 2026

Rubrik Annual report: Q4 2026

Mar 12, 2026, 5:00 PM EDT - 6 months ago

Rubrik Annual report: Q4 2026

Rubrik Earnings release: Q4 2026

Mar 12, 2026, 5:00 PM EDT - 6 months ago

Rubrik Earnings release: Q4 2026

Rubrik Slides: Q4 2026

Mar 12, 2026, 5:00 PM EDT - 6 months ago

Rubrik Slides: Q4 2026

Rubrik Reports Fourth Quarter and Fiscal Year 2026 Financial Results

Mar 12, 2026, 4:05 PM EDT - 6 months ago

Rubrik Reports Fourth Quarter and Fiscal Year 2026 Financial Results

Rubrik to Report Fourth Quarter and Fiscal Year 2026 Financial Results on March 12, 2026

Feb 4, 2026, 4:32 PM EST - 7 months ago

Rubrik to Report Fourth Quarter and Fiscal Year 2026 Financial Results on March 12, 2026

Rubrik Promotes Jesse Green to Chief Revenue Officer

Feb 4, 2026, 4:30 PM EST - 7 months ago

Rubrik Promotes Jesse Green to Chief Revenue Officer

McLaren Racing Announces a Multi-Year Partnership With Rubrik Across the McLaren Mastercard Formula 1 Team and Arrow McLaren IndyCar Team

Jan 28, 2026, 9:00 AM EST - 7 months ago

McLaren Racing Announces a Multi-Year Partnership With Rubrik Across the McLaren Mastercard Formula 1 Team and Arrow McLaren IndyCar Team

Rubrik Announces Rubrik Security Cloud Sovereign

Jan 16, 2026, 1:15 PM EST - 7 months ago

Rubrik Announces Rubrik Security Cloud Sovereign

Rubrik CEO Bipul Sinha sits down with Jim Cramer

Jan 15, 2026, 7:50 PM EST - 7 months ago

Rubrik CEO Bipul Sinha sits down with Jim Cramer

Rubrik Introduces CXO Visionaries

Jan 15, 2026, 12:00 PM EST - 8 months ago

Rubrik Introduces CXO Visionaries

Rubrik Transcript: Barclays 23rd Annual Global Technology Conference

Dec 10, 2025, 12:15 PM EST - 9 months ago

Rubrik Transcript: Barclays 23rd Annual Global Technology Conference

Stephen and Ayesha Curry's Eat. Learn. Play.

Dec 8, 2025, 5:02 PM EST - 9 months ago

Stephen and Ayesha Curry's Eat. Learn. Play.

Buy or Sell Rubrik Stock At $86?

Dec 8, 2025, 7:40 AM EST - 9 months ago

Buy or Sell Rubrik Stock At $86?

StockPlaza
StockPlaza Aug. 27 at 10:21 PM
$RBRK did they explain adjusted ARR growth was 20% What was the adjusted ?? After the migrations are done - the growth (real) would be 20% instead of 39% Can someone explain this ??
0 · Reply
Wake44
Wake44 Aug. 27 at 10:20 PM
$RBRK Good job to all the idiots that played options at 100...👍
0 · Reply
peterviolerri
peterviolerri Aug. 27 at 10:19 PM
$RBRK if this was okta or crm up 25%..lol Loaded 96..ty for cheap
0 · Reply
Jblack500
Jblack500 Aug. 27 at 10:17 PM
$RBRK @cynicaloptimist @WAJeff sold part of ah buy 94.37 at 99.80 for quick 5.8%...holding the rest as well as shares I bought last few days for long
0 · Reply
EarningsInsider
EarningsInsider Aug. 27 at 10:15 PM
https://www.marketbeat.com/earnings/reports/2026-8-27-rubrik-inc-stock/ $RBRK Rubrik Earnings Transcript
0 · Reply
StockMarketBro
StockMarketBro Aug. 27 at 10:08 PM
$RBRK still up 3% today even with the after hours drop. Fine with me! I've already doubled my money since buying earlier this year, and I think it has a long long way to go from here.
0 · Reply
morningchess
morningchess Aug. 27 at 10:08 PM
$RBRK I'll repeat myself. It closed at 107. Dropped to 99 after strong earnings because of wall street manipulation. There is no reason for this not to bounce back to 107 tomorrow.
1 · Reply
Wake44
Wake44 Aug. 27 at 10:02 PM
$RBRK What a shocker Max pain is 100 tomorrow!!! Dirty rat bastards!!
0 · Reply
Tyler444
Tyler444 Aug. 27 at 9:59 PM
$RBRK always tanks after earnings it doesn’t matter this will be down $20-$30 tomorrow
0 · Reply
Zayd7
Zayd7 Aug. 27 at 9:58 PM
@Wallstreetbest0708 LFG! 🚀 The after-hours drop looks way overdone. $RBRK still showed strong ARR growth, expanding margins, raised full-year guidance, and a 119% net retention rate. The fundamentals remain solid, and institutional dip buyers could step in quickly at the open. If momentum flips, this could be a strong reversal setup. See you at $150! 💎📈 #RBRK #FinTwit #Bullish
1 · Reply
Yourdaddy10
Yourdaddy10 Aug. 27 at 9:57 PM
$RBRK why this is red ? Was amazing earnings or I’m wrong ?
1 · Reply
Zayd7
Zayd7 Aug. 27 at 9:55 PM
$RBRK Rubrik delivered a Q2 earnings beat and raise, showcasing a 35% YoY organic net new ARR acceleration while the CFO confirmed the Strata Identity acquisition contributed zero ARR. Total revenue grew 43% YoY when normalized for legacy material rights, alongside $65.7M in Q2 free cash flow and a raised full-year FCF guidance of $323M to $333M. You can review the financial metrics and quarterly results directly through Rubrik's investor relations and Q2 earnings disclosures.
0 · Reply
Zayd7
Zayd7 Aug. 27 at 9:54 PM
$RBRK While day traders stress over a 9% after-hours drop, $RBRK is establishing a massive moat in the AI economy.CEO Bipul Sinha made it clear: in a post-Mythos world, human-speed defense is obsolete. AI agents are breaching networks at machine speed, and Rubrik is the only platform bundling visibility, identity, runtime semantic security, and agent rewind into one solution.With 15+ production Agent Cloud customers already scaling, Rubrik is ready for the future right now. Trust the execution. 🛡️🚀 #Cybersecurity #AI #Tech Stocks
1 · Reply
Zayd7
Zayd7 Aug. 27 at 9:54 PM
$RBRK If you are long $RBRK, today’s transcript gives you every reason to be confident. Look at the shift toward hyper-efficient growth:✅ Full-year net new ARR guidance raised by 700 bps (now 14% growth)✅ Sub ARR contribution margin up 460 bps YoY to 14%✅ $65.7M in Q2 Free Cash Flow✅ Sticky 119%+ Net Retention RateRubrik is successfully transitioning from a cash burner to a highly profitable cybersecurity powerhouse. Selling this report is a classic trader mistake. 🛒💎 #SaaS #Stocks #Wealth
0 · Reply
Zayd7
Zayd7 Aug. 27 at 9:53 PM
$RBRK Don't let the after-hours noise fool you—$RBRK’s fundamental thesis just got stronger.The Q&A call proved this 35% YoY net new ARR acceleration is 100% organic. Management confirmed the Strata acquisition contributed ZERO to this quarter and ZERO to full-year guidance.This isn't a broken company; it's just short-term profit-taking after a massive pre-earnings run. The business itself is absolutely firing on all cylinders. 📈💪 #RBRK #FinTwit #Investing
1 · Reply
Zayd7
Zayd7 Aug. 27 at 9:51 PM
$RBRK Fact-checking the $RBRK earnings call rumors: Wall Street was wondering how much of that massive Q2 ARR beat came from the recent Strata Identity acquisition.CFO Kiran Chaudhry explicitly cleared it up in the Q&A:• Q2 Strata ARR contribution = ZERO.• Full-year guidance assumption = ZERO.This 35% YoY net new ARR growth is 100% organic, pure-play operational execution. Buying the after-hours dip looks better by the minute. 🛒📊 #Investing #FinTwit
0 · Reply
Zayd7
Zayd7 Aug. 27 at 9:51 PM
$RBRK $RBRK CEO Bipul Sinha dropped truth bombs on the Q&A call. Frontier AI models like Mythos have triggered a massive inflection point.Why? AI agents use "vulnerability chaining" to breach systems instantly. Human-speed detection is officially dead. You can't stop the breach—your only option is machine-speed recovery.This is exactly why Rubrik is pivoting hard into Agentic Cyber Resilience. Secure the data, secure the AI agents, or get left behind. 📉🤖 #AI #Tech #Infosec
0 · Reply
Zayd7
Zayd7 Aug. 27 at 9:51 PM
$RBRK Fascinating takeaway from the $RBRK Q&A call: CEO Bipul Sinha says rising global geopolitics are driving massive demand for non-cloud/on-prem solutions.Nations are racing to build "digital embassies" to contain critical digital & AI infrastructure within their own sovereign realms.Result? Rubrik’s non-cloud subscription business is growing fast alongside cloud. It's a huge secular tailwind most people are missing. 🌍🛡️ #SaaS #Geopolitics #Cybersecurity
0 · Reply
peterviolerri
peterviolerri Aug. 27 at 9:47 PM
$RBRK if this was crm or oklo be up 28%.lol..loaded at 96.ty for
0 · Reply
Jblack500
Jblack500 Aug. 27 at 9:46 PM
$RBRK playing the long game with this newer position. Have already been in $CRWD quite a while and added recently in low 190's raising cost basis.
0 · Reply
Alchemisttt
Alchemisttt Aug. 27 at 9:42 PM
$RBRK y’all got baited
0 · Reply
morningchess
morningchess Aug. 27 at 9:42 PM
$RBRK Lets go back up 🚀🌕
0 · Reply