Rubrik

RBRK

Market cap $15.4B

RBRK benefits from soaring subscription growth, new AI-driven offerings, and deepening ties with tech giants.

Rubrik (RBRK 1.03%) is at the crossroads of cybersecurity and artificial intelligence.

I am upgrading Rubrik to a “buy” with a price target of $113 per share, offering 39% upside potential from current levels. Rubrik's Q2 FY26 saw revenue growth accelerate 51% YoY, narrowing losses and strengthening its cyber resilience platform through innovation, acquisition, and partnerships. Although management's guidance points to slowing revenue growth in Q3 and FY26, Rubrik remains undervalued versus peers like CrowdStrike, Zscaler, and Cloudflare, with similar growth rates.

The cybersecurity industry is an attractive industry for stock market investors.

Rubrik offers a compelling buying opportunity, with >50% y/y growth and a recent pullback from summer highs enhancing its value proposition. RBRK raised full-year revenue guidance to $1.227-$1.237 billion, with accelerating growth, strong recurring revenue, and net revenue retention above 120%. Unique positioning in cyber resilience, AI-driven demand, and improving margins support RBRK's leadership and long-term growth potential in a $53 billion TAM.

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI company, is proud to announce it has been recognized as a Leader in the IDC MarketScape: Worldwide Cyber-Recovery 2025 Vendor Assessment! Rubrik believes the future belongs to organizations that embed resilience into their architecture and adopt an “assume breach” mindset with strong recovery capabilities.* Rubrik believes the report underscores that organizations are increasingly vulnerable to cyberattacks, making cyb.

On October 7, 2025, Hamilton Lane Advisors sold its entire stake in Rubrik (RBRK 5.59%), an estimated $9.44 million trade based on quarterly average pricing for the quarter ended September 30, 2025.

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LAS VEGAS--(BUSINESS WIRE)--Today at Oktane 2025 in Las Vegas, Rubrik (NYSE: RBRK), the Security and AI company, announced the launch of Rubrik Okta Recovery to protect and restore Okta Identity Provider (IdP) environments. Rubrik Okta Recovery will provide automated, immutable backups and in-place, granular recovery for critical Okta objects and metadata, enabling organizations to quickly recover from costly disruptions. Today's announcement extends Rubrik's existing identity recovery capabili.

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