Financial Expectations - Rubrik, Inc. announced preliminary expectations for its fourth fiscal quarter and fiscal 2026 financial results on February 4, 2026[4]. - The press release detailing these changes and financial expectations is attached as Exhibit 99.1[4]. Leadership Changes - Brian McCarthy, President of Global Sales and Field Operations, will resign effective February 6, 2026, with Jesse Green promoted to Chief Revenue Officer[6].

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. ...

Rubrik, Inc. (NYSE:RBRK) is one of the stocks Jim Cramer shared his thoughts on. Toward the end of the lightning round, a caller sought Cramer’s opinion of the stock, and he replied: Here’s the problem. These are all the same, okay? It doesn’t really matter. What you have to do is you have to wait its shake out. The price-to-earnings multiples are going down. When we see a bottom, we will make determinations. But right now, I do not like, do I look like a butcher block to you? I mean, honestly. I do not l ...

Rubrik, Inc. (NYSE:RBRK) is one of the 11 Best Stocks to Buy for Investment. As of January 27, Rubrik shares have soared by more than 41% over the past six months. 25 of 24 analysts covering RBRK rate the stock a Buy, with a median price target of $110. This represents a potential upside of over 71%. Rubrik Focuses on Global AI Transformation, Creates An Exclusive Community of Executives On January 15, the company announced the launch of Rubrik CXO Visionaries. Rubrik has created an exclusive community ...

We recently published 10 Big Names With Painful Declines. Rubrik Inc. (NYSE:RBRK) was one of the worst performers on Tuesday. Rubrik snapped a three-day winning streak on Tuesday, shedding 8.87 percent to close at $62.26 apiece amid the lack of fresh leads to spark buying appetite. Year-to-date, the company has already gone down by 18.4 percent. In other news earlier this month, Rubrik Inc. (NYSE:RBRK) unveiled a new product called Security Cloud Sovereign, which allows global organizations complete dat ...

Core Viewpoint - Rubrik Inc (NYSE:RBRK) is identified as a promising large-cap stock under $100 with significant upside potential, supported by positive analyst ratings and growth prospects in data protection and security [1][2]. Group 1: Analyst Ratings and Price Targets - Saket Kalia from Barclays reaffirmed an Overweight rating on Rubrik Inc, lowering the price target from $120 to $100, indicating an upside potential of over 52% from the current price [1]. - Todd Weller from Stephens initiated coverage with an Overweight rating and a price target of $105, suggesting a 60% upside from the current level [2]. Group 2: Company Prospects and Business Model - Weller's bullish outlook is based on Rubrik's strong position in data protection and security, leveraging a unified platform that integrates backup, recovery, data observability, and ransomware investigation [3]. - The company is expected to experience topline growth alongside margin expansion, driven by its innovative approach [3]. Group 3: Service Offerings and Market Focus - Rubrik Inc provides cloud-based data management and security solutions, including data protection, threat analytics, and cyber recovery services [4]. - The company serves various industries such as public sector, retail, finance, energy, industrial, and healthcare, focusing on securing data across hybrid and multi-cloud infrastructures [4].

Core Insights - The role of IT has evolved from merely ensuring systems uptime to being critical for organizational survival amidst increasing threats like disasters, ransomware, and AI risks [2] - Organizations are investing heavily in security measures, yet threat actors continue to breach defenses, placing IT in a challenging position during cyber incidents [3] - The response to a cyber attack can lead to two contrasting outcomes: a chaotic, damaging scenario or a resilient, confident recovery process, emphasizing the importance of preparedness and strategy [4] Industry Trends - There is a significant shift in the perception of IT's role, highlighting its importance in business continuity and crisis management [2] - The escalating threat landscape necessitates a proactive approach to cyber recovery strategies, moving beyond traditional prevention methods [3] - The focus is shifting towards resilience and effective crisis management, rather than just tool acquisition, to ensure business operations remain uninterrupted during cyber incidents [4]

Group 1 - Rubrik Inc. (NYSE:RBRK) is a data security company serving various industries including financial, education, and healthcare [2] - The stock has experienced a decline of 5.9% over the past year and 11% year-to-date [2] - Analysts have recently adjusted their price targets for Rubrik, with KeyBanc lowering it to $95 from $113 and Piper Sandler reducing it to $99 from $118, both maintaining an Overweight rating [2] - Jim Cramer has expressed optimism about Rubrik, referring to it as one of the hottest tech companies despite its stock performance [2][3] Group 2 - The article suggests that while Rubrik has potential, some AI stocks may offer better returns with lower risk [3] - Cramer has consistently praised the cybersecurity sector, indicating a positive outlook for Rubrik within that context [2][3]

Company Overview - Rubrik, Inc. (NYSE:RBRK) specializes in data security and protection solutions across cloud, enterprise, and SaaS environments, offering services such as threat analytics, cyber recovery, and data security posture management [2]. Stock Performance - Following a strong earnings report, Rubrik's stock surged from $70 to $86, eventually peaking at over $92 before experiencing a significant pullback to around $69, indicating that the market may be undervaluing the company's recent performance [1]. Management Commentary - Jim Cramer praised the leadership of Bipul Sinha, highlighting the positive trajectory of Rubrik and recommending investors to own and continue holding the stock [2].

Core Viewpoint - Rubrik Inc. is identified as an overlooked growth stock, with recent price target adjustments from multiple analysts reflecting concerns over valuation multiples and enterprise security spending [1][3][4]. Group 1: Analyst Price Target Adjustments - KeyBanc analyst Eric Heath lowered Rubrik's price target to $95 from $113 while maintaining an Overweight rating, citing a contraction in peer valuation multiples and rising competitive pressures [1]. - Barclays also reduced its price target for Rubrik to $100 from $120, keeping an Overweight rating [2]. - Piper Sandler adjusted its price target to $99 from $118, maintaining an Overweight rating, and revised its valuation multiple to 11x from 13x, highlighting a 48% year-over-year revenue growth [3]. Group 2: Growth Potential and Market Position - Stephens analyst Todd Weller initiated coverage of Rubrik with an Overweight rating and a price target of $105, emphasizing the company's strong growth potential in data protection and security markets [4]. - Rubrik's expected margin expansion is anticipated to balance its top-line gains, and its unified platform is seen as a disruptive innovation compared to traditional legacy architectures [4]. Group 3: Company Overview - Rubrik Inc. provides data security solutions to individuals and businesses globally, positioning itself in a competitive market [5].