Rubrik

RBRK

Market cap $13.6B

Rubrik is growing fast as its CEO promotes a culture that embraces innovation. Comfort Systems USA has never enjoyed better profits or a better backlog.

The big difference maker for the cybersecurity and AI specialist was its third quarter of fiscal 2026 results. It notched a beat-and-raise quarter that featured much for investors to like.

Rubrik is upgraded to a speculative Buy, thanks to the improved margin of safety arising from the recent sideways trading and the established trading floor around the $71s. RBRK demonstrates robust SaaS metrics across the Rule of 70.1% outperformance across revenue growth and richer free cash flow margins along with the net retention rate at >120%. The premium valuation of EV/ARR at 10.38x is justified by the sustained high growth prospects and the robust adoption of new Identity Security offerings, aided by the successful legacy displacements.

Rubrik remains a high-conviction "Buy" as strong fundamentals and robust growth are overlooked amid a 25% stock pullback. RBRK delivered a Q3 revenue beat with 48% y/y growth, raised FY26 guidance, and achieved gross margins in the low 80%s, driving improved profitability and FCF. Despite not being a value play, RBRK trades at lower valuation multiples than key cybersecurity peers, offering relative upside potential.

Rubrik (RBRK 6.37%) is one of the fastest-growing cybersecurity companies globally.

Rubrik delivered robust Q3 FY26 results, with 48% YoY revenue growth and strong SaaS metrics, driving a sharp stock recovery. RBRK's cloud transition is accelerating, with Cloud ARR up 53% to $1.17B and large customer growth (+27%) supporting high-quality, recurring revenue. Management raised FY26 guidance, now targeting $1.446B subscription revenue (+32% YoY) and $1.281B total revenue (+54.5% YoY), reinforcing execution consistency.

Rubrik, Inc. ( RBRK ) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:15 PM EST Company Participants Bipul Sinha - Co-Founder, CEO & Chairman Kiran Choudary - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Presentation Saket Kalia Barclays Bank PLC, Research Division Okay. All set? Bipul Sinha Co-Founder, CEO & Chairman All right.

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Rubrik (NYSE: RBRK), a company specializing in cloud data management and data security, has reported impressive results for Q3, highlighted by record net new subscription ARR and strong generation of free cash flow, propelling the stock price to over $85 per share. Nonetheless, even with the company's strong operational results, the shares seem relatively pricey at their current levels, presenting a challenging entry point for new investors after its recent ascent.

Rubrik (RBRK) delivered a stellar quarter, surpassing expectations on revenue, ARR, margins, and guidance, solidifying its strong buy status. RBRK benefits from powerful AI and cybersecurity tailwinds, expanding partnerships, and rapid growth in identity resilience and AI agent security solutions. Valuation remains reasonable at 11x revenue, with a 33% upside to consensus price targets and potential for upward estimate revisions.