Rubrik

RBRK

Market cap $10.4B

E.l.f. Beauty, Rubrik, and GoDaddy are all growing their respective top lines by double digits, which is what I like to see. All three companies are also profitable, which pairs nicely with the cheap valuations of the stocks.

The adoption trends for Rubrik are promising, with deep-pocketed customers signing up at an encouraging rate. The business should be safe from AI, and management is providing solutions for things that could be changed by AI.

Rubrik has declined over 50%, creating a compelling value entry for this AI-driven cybersecurity leader. RBRK's subscription ARR surged 34% in FQ3'26 to $1.35 billion, with guidance for $1.44 billion by FY26 year-end. The stock trades at just 7x FY27 revenue and closer to 6x ARR, positioning RBRK as a top value in cybersecurity.

Rubrik offers a capital-light, cloud-based cybersecurity platform with strong subscription revenue and a land-and-expand sales strategy. RBRK posted 52% YoY revenue growth and a dramatic FCF increase, but heavy stock-based compensation and potential dilution temper per-share growth. Management raised FY revenue and FCF guidance but flagged fiscal 2027 revenue headwinds due to non-recurring material rights revenue.

Rubrik has declined nearly 50% from its June 2025 peak, yet fundamentals remain strong with robust Q3 FY26 outperformance and raised guidance. RBRK's 48% YoY revenue growth, 120%+ NRR, and expanding $100K+ ARR customer base highlight resilience and sticky, long-duration contracts despite the SaaS sector selloff. Rubrik's unique positioning in data and identity protection, plus new AI agent controls, differentiates it from generic SaaS and other cybersecurity peers.

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik, Inc. (NYSE: RBRK), the Security and AI Operations Company, today announces that it will release financial results for its fourth quarter and fiscal year 2026 ended January 31, 2026, after the market closes on Thursday, March 12, 2026. Management will also host a live conference call that day at 2:00 pm PT / 5:00 pm ET to discuss the Company's financial results. A live webcast of the conference call and related materials can be accessed from the Compan.

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik, the Security and AI Operations Company, today announced the promotion of Jesse Green to Chief Revenue Officer. Green, who successfully served as President, Rubrik Americas, now will lead the company's global revenue organization to continue to scale and accelerate the company's rapid growth and industry leadership. He succeeds Brian McCarthy, who leaves for another opportunity. McCarthy built a strong organization and culture that delivered consistent.

WOKING, England & PALO ALTO, Calif.--(BUSINESS WIRE)--McLaren Racing has entered into a multi‑year technology partnership with Rubrik, the Security and AI Operations Company, in which Rubrik becomes an Official Partner of the McLaren Mastercard Formula 1 Team and the Arrow McLaren IndyCar Team. The partnership brings together two industry leaders with a shared focus on engineering excellence, performance and resilience. With the relentless pressure on performance and races spanning the globe, e.

Rubrik, Inc. (RBRK) Presents at Data Recovery Summit Transcript

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, announced today Rubrik Security Cloud Sovereign. This critical offering allows global organizations complete data control, a non-negotiable for national security and operational continuity. The Global Inflection Point and Rubrik's Commitment to Sovereignty Rubrik Security Cloud Sovereign gives customers the ability to maintain control over where data resides and who has access to it as regulations c.