RBRK Rubrik, Inc.

Rubrik has had a strong early run on the market, and the current share price puts a clear question on the table for investors who care about cash flows. With the stock now watched closely after recent product news, the key issue is whether today's valuation can be explained by the cash Rubrik is expected to generate over time. Rubrik is up 49.7% year to date, which raises the stakes on whether the current market value is aligned with what its underlying cash flows can plausibly support. The...

It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.

Cybersecurity is having a moment amid fears of artificial intelligence hacking.

Choudary sold shares under a pre-scheduled trading plan adopted in April. The CFO retains 958,078 shares worth around $100 million.

McCarthy is the first major hire by Dali Rajic, OpenAI's new CRO who joined less than a month ago.

Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.

The AI safety debate went mainstream over the weekend, and Rubrik shareholders showed up at the "buy" window.

Wedbush Sees Cybersecurity Winners Emerging as AI Transforms the Market

Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD), both released Q2 FY2027 earnings in late August/early September while deepening their strategic alliance. On September 1, the companies announced a joint agentic identity resilience workflow orchestrated by CrowdStrike’s Charlotte Agentic SOAR. By uniting CrowdStrike’s Falcon Next-Gen Identity Security with Rubrik’s Identity Resilience, joint […]

CrowdStrike Holdings (NasdaqGS:CRWD) announced a broad set of AI security products and deeper integrations across the cybersecurity and enterprise AI ecosystem. The company introduced tools such as Falcon Guardian, Agentic Identity Provider and real-time supply chain protection to cover AI agents, data pipelines and software supply chains. CrowdStrike expanded partnerships with OpenAI, Google, Anthropic, NVIDIA, Rubrik, Fortanix, EY and others to embed its Falcon platform into emerging AI...

Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.

Rubrik stock soared last month, then took a sharp post-earnings tumble. Here's what drove the swings, and why the stock remains hard to price.

Jim Cramer questioned the reaction to Rubrik, Inc.’s (NYSE:RBRK) latest earnings report during the September 2 episode of Mad Money, as he said: What just happened to the stock of Rubrik? That’s the data security company, reported a seemingly very strong quarter last week… The stock dropped 13% the next day. Darn thing’s been drifting […]

Subscription ARR hit $1.66 billion, up 33%, as agentic security gains traction.

Rubrik shares dipped post-earnings despite 38% revenue growth and raised guidance, as analysts lift price targets and institutions accumulate shares, though high valuation remains a key risk.

Rubrik, Inc. (NYSE:RBRK) reported strong second-quarter growth, but cash generation did not keep pace with revenue. Revenue increased 38% year over year to $427.3 million, while subscription revenue grew 37% to $407.2 million. Subscription annual recurring revenue, or ARR, reached $1.66 billion, up 33%. Free cash flow increased 14% to $65.7 million, causing free cash […]

Rubrik (NYSE:RBRK) reported second-quarter fiscal 2027 results that exceeded its guidance, with subscription annual recurring revenue, revenue and free cash flow all rising from a year earlier. The data security company also raised its full-year outlook, citing demand for cyber resilience products a

The Dow Jones index slipped Friday as markets absorbed Fed Chair Kevin Warsh's inflation concerns.

In late August 2026, Rubrik, Inc. reported second‑quarter revenue of US$427.26 million and a reduced net loss of US$61.78 million, raised its fiscal 2027 revenue guidance to US$1.69 billion at the top end, and added former Bank Leumi CEO Rakefet Russak‑Aminoach to its Board of Directors. Beyond the headline beats, Rubrik’s tenth consecutive quarter of outperformance, accelerating subscription annual recurring revenue to US$1.66 billion, and appointment of a proven digital transformation...

Shrinking margins are enough to raise the red flag for some investors.

Rubrik (RBRK) has drawn fresh attention after reporting second quarter results on 27 August 2026, along with higher full year fiscal 2027 revenue guidance and new third quarter revenue expectations. Rubrik’s latest earnings and raised fiscal 2027 guidance come after a strong run, with a 1 day share price return of 11.33% and a 30 day share price return of 49.78% lifting the stock to $107.02. The 1 year total shareholder return of 15.04% points to building momentum rather than a recent spike...

Fed officials signal more work ahead on inflation, keeping investors cautious as major indexes trade with modest gains, today, Aug. 28, 2026.

Rubrik stock has surged over the past month, yet the valuation checks show a mixed picture, with the intrinsic value estimate suggesting the shares are roughly in line with fundamentals while market multiples paint a richer profile. Rubrik is up about 49.8% over the past month, which puts extra focus on whether recent gains already reflect the key cash flow and growth assumptions that investors are using. The company’s appeal rests on its ability to turn its data security and backup offering...

Rubrik Inc (RBRK) delivers tenth consecutive quarter of outperformance with record net new subscription ARR and raised full-year guidance.

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

While the top- and bottom-line numbers for Rubrik, Inc. (RBRK) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Rubrik reported Q2 financial results that handily beat consensus estimates. But Rubrik stock fell amid a big run-up in 2026.

Investing.com -- Rubrik raised its full-year revenue and adjusted earnings outlook on Thursday after the cybersecurity company posted a 38% jump in second-quarter revenue and swung to an adjusted profit, signaling continued demand for its data security products.

Rubrik, Inc. (RBRK) delivered earnings and revenue surprises of +400.00% and +7.78%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Rubrik, Inc. (RBRK), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2026.

BUG, IHAK, and WCBR are similarly priced cybersecurity ETFs, but differences in holdings, concentration, and growth screens explain their varied 2026 performance and risk levels.

Truist just raised its CrowdStrike price target by a wide margin and called the cybersecurity setup constructive, yet the stock is bleeding into earnings week anyway. Two smaller names are quietly bucking the selloff, and where the money is hiding tells you something important about where budgets are actually going.

Truist raised its price targets for CrowdStrike, Rubrik and SailPoint while maintaining ‘Buy’ ratings on all three stocks.

Insider liquidated 38,460 shares through pre-scheduled trading plan, reducing direct stake by 12%.

Rubrik (RBRK) is back in focus after partnering with Wipro on Enterprise Resilience as a Service, a new offering built on Rubrik’s cyber and data resilience platform to address complex recovery and continuity needs. See our latest analysis for Rubrik. Rubrik’s recent product announcements around AI agent security and the Wipro Enterprise Resilience as a Service launch come as the stock trades at US$96.73, with a 7 day share price return of 14.05% and a 90 day share price return of 54.03%. The...

In early August 2026, Wipro and Rubrik launched Enterprise Resilience as a Service and Rubrik expanded its Agent Cloud platform with Rubrik Agent Identity, aiming to help enterprises harden cyber resilience and AI agent security across data, infrastructure, and identities. Together with Rubrik’s lead role in the CSAI Foundation’s AI Resilience Center of Excellence, these launches position the company at the heart of emerging standards for secure, governed autonomous AI in the...

Rubrik stock has delivered a 28.2% year to date return, yet the valuation checks suggest it is no longer an obvious bargain, with the Discounted Cash Flow (DCF) estimate pointing to a price that is roughly in line with the current market level while market based multiples lean on the expensive side. Year to date, Rubrik is up 28.2%, which puts extra focus on whether the current share price already reflects much of the good news. Recent AI security launches such as Rubrik Agent Identity can...

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, which gained 25.71%. This lag was primarily due to a momentum-driven “AI […]

Riskified (RSKD) delivered earnings and revenue surprises of -33.33% and +12.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Commvault Systems, Inc. (NASDAQ:CVLT) develops enterprise software platforms focused on cyber resilience, data defense, and hybrid cloud management. While consumer data recovery tools target personal devices and individual files, Commvault builds software designed for complex corporate infrastructure. Its architecture restores corrupted database volumes, multi-cloud environments, and enterprise virtual applications following cyber incidents or ransomware attacks. […]

The Aug. 3 sale missed out on the recent Rubrik rally.

It was swept up in a broad cybersecurity stock rally.

Walmart downgraded, Palantir upgraded: Wall Street's top analyst calls

Wall Street wasted no time Monday, sending the Nasdaq surging past 25,900 while analysts took aim at some of the market's biggest names with fresh upgrades, downgrades, and new coverage that could reshape how investors approach the week ahead.

Rubrik Principal Technologist Cal Al-Dhubaib joins Inside the ICE House to discuss how enterprises can securely adopt AI as autonomous agents gain greater access to data, systems, and code. He explains how Rubrik Agent Cloud helps organizations monitor AI activity, govern agent behavior, and recover from unintended actions. Al-Dhubaib also shares how Rubrik is using AI internally while balancing innovation with security, oversight, and trust.

Rubrik (RBRK) stock is back in focus after the company outlined a planned $500 million UK investment, named London its EMEA headquarters, and rolled out new European-focused security and AI resilience offerings. See our latest analysis for Rubrik. Rubrik's recent UK investment plans and EU-focused cloud security launches come after a period of sharp share price gains, with the 90 day share price return of 74.56% and 30 day share price return of 22.95% indicating strong positive momentum...

Rubrik (NYSE:RBRK) has joined the Coalition for Health AI (CHAI) to contribute to best practices for AI safety and security in healthcare. The collaboration focuses on frameworks for privacy, transparency, and trust in AI driven health systems. Rubrik, known for its data security and resilience platform, is extending its reach into healthcare governance through CHAI. For investors tracking NYSE:RBRK, this move connects the company more closely with the ongoing build out of rules and...

In early July 2026, Rubrik announced plans to invest more than £375 million (US$500 million) in the UK over five years, naming London as its EMEA headquarters and expanding its support for European data sovereignty, cyberattack recovery, and AI-safe scaling. This move, alongside the launch of Rubrik Security Cloud on the AWS European Sovereign Cloud for EU-regulated sectors, highlights how deeply Rubrik is embedding itself in Europe’s sovereign cloud and cybersecurity ecosystem. We’ll now...

Rubrik stock has climbed about 23% over the past month, and current checks suggest it is no longer an obvious bargain. The Discounted Cash Flow (DCF) intrinsic value estimate sits close to the market price, while traditional multiples lean on the expensive side. Over the past 30 days, Rubrik has returned roughly 23%, which puts fresh pressure on whether the recent optimism is already reflected in the share price. Recent headlines around Rubrik's expansion in the UK and its AI focused data...

Rackspace Technology Inc. is moving the conversation away from raw GPU capacity and toward who actually owns the AI outcomes those chips enable. In an exclusive interview with Benzinga, CFO Mark Marino laid out Rackspace’s strategy that he describes as...