Core Insights - Rubrik Inc. (NYSE:RBRK) experienced a significant stock price increase of 22.49% week-on-week following a strong earnings report for Q3 of fiscal year 2026 [1][3] Financial Performance - The company reduced its net loss by 51.3%, reporting a loss of $63.8 million compared to $130.9 million in the same quarter last year [2] - Revenues surged by 48% year-on-year, reaching $350.17 million, up from $236.18 million, surpassing expectations of $319 million to $321 million [2] - Subscription revenues saw a remarkable 52% increase, totaling $336.4 million compared to $221.5 million in the same quarter last year [2] - Annual recurring revenues (ARR) grew by 34% year-on-year, amounting to $1.35 billion [2] Future Outlook - Following the positive results, the company raised its full fiscal year revenue outlook to a range of $1.28 billion to $1.282 billion, up from the previous guidance of $1.227 billion to $1.237 billion [4] - Subscription ARR is now expected to be between $1.439 billion and $1.443 billion, an increase from the prior guidance of $1.408 billion to $1.416 billion [4] Market Position - The CEO of Rubrik, Bipul Sinha, highlighted the company's exceptional quarter, emphasizing record net new subscription ARR and free cash flow generation, as organizations increasingly seek to secure their businesses in the context of AI transformation [3]

The cybersecurity leader is helping to defend against rogue AI agents.Shares of Rubrik (RBRK +22.63%) rocketed 22% higher on Friday after the data security specialist delivered impressive growth metrics. Business is boomingRubrik's revenue rose 48% year over year to $350 million in the third quarter. The company's subscription annual recurring revenue (ARR) leaped 34% to $1.35 billion, as the number of customers with ARR of $100,000 or more increased 27%.The cybersecurity provider is benefiting from the tr ...

Welcome back to Market on [music] Close. I'm Sam Bis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.Shares of Rubric are rallying today after the company topped earnings estimates and raised guidance. So, I'm joined by George Tillis, senior markets correspondent to talk about this one. And I suppose it was that unexpected profit that was notable and what is getting the stock off to the races today, up over 22% right now.Talk us through it. >> You're right, Sam. At th ...

Kunakorn Rassadornyindee / Shutterstock.com Quick Read Rubrik (RBRK) beat earnings by $0.27 and posted non-GAAP EPS of $0.10 versus consensus of negative $0.17. Revenue reached $350.2M with 48% year-over-year growth. Free cash flow surged nearly five-fold to $76.89M from $15.57M in the prior year quarter. Rubrik raised full-year revenue guidance to $1.28B to $1.282B. Shares jumped 24.1% as the profitability milestone signals operating leverage at scale. Subscription revenue grew 52% to $336.4M. If ...

Core Insights - Rubrik Inc. experienced a significant stock surge of over 20% intra-day following the release of quarterly results that exceeded expectations and an upward revision of its full-year outlook, driven by strong subscription growth and improved profitability [1] Financial Performance - For the fiscal third quarter ending October 31, Rubrik reported adjusted earnings of $0.10 per share, surpassing analyst expectations by $0.27 [2] - Revenue increased by 48% year-over-year to $350.2 million, exceeding estimates, primarily due to robust demand for subscription-based cybersecurity and data resilience solutions [2] Subscription Growth - Subscription Annual Recurring Revenue (ARR) grew by 34% year-over-year to $1.35 billion [3] - Subscription revenue reached $336.4 million, marking a 52% increase from the previous year [3] - The company added 2,638 customers contributing $100,000 or more in ARR, representing a 27% increase compared to last year [3] - Subscription net new ARR amounted to $95 million [3] Profitability and Outlook - Significant margin improvements were noted, with subscription ARR contribution margin rising to 10.3%, up from -3.3% a year earlier [4] - Non-GAAP gross margin increased to 82.8%, compared to 79.2% in the previous year [4] - Free cash flow rose to $76.9 million from $15.6 million [4] - The company raised its fiscal 2026 revenue outlook to a maximum of $1.282 billion and indicated a narrower full-year loss per share, reflecting increased confidence in its growth trajectory and expanding operating leverage [4]

Yesterday we were watching whether Rubrik (NYSE: RBRK) could deliver on its profitability promise while maintaining growth momentum. ...

Rubrik shares soared 25% on Friday after the data management company posted blowout third-quarter numbers and boosted guidance.The stock, which debuted on the market in April 2024, headed for its second-best day on record. Revenue jumped 48% from a year earlier to $350 million, topping the $320 million average analyst estimate, according to LSEG. In its announcement late Thursday, Rubrik reported adjusted earnings of 10 cents per share, while analysts had expected a loss of 17 cents per share. The company b ...

Key Takeaways Rubrik Q3 earnings and revenues beat estimates, with total revenues rising 48% year over year. Subscription revenues jumped 51.9% as Cloud ARR and Net New Subscription ARR hit record levels. Large-customer growth strengthened, with $1M ARR clients rising sharply and boosting subscription ARR. Rubrik (RBRK) reported third-quarter fiscal 2026 non-GAAP earnings of 10 cents per share, beating the Zacks Consensus Estimate by 158.82%. The company reported a loss of 21 cents per share in the year-ago ...

U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining around 0.2% on Friday.The Dow traded up 0.17% to 47,933.71 while the NASDAQ rose 0.16% to 23,543.03. The S&P 500 also rose, gaining, 0.15% to 6,867.40.Check This Out: Broadcom To Rally More Than 14%? Here Are 10 Top Analyst Forecasts For FridayLeading and Lagging SectorsCommunication services shares jumped by 0.9% on Friday.In trading on Friday, utilities stocks fell by 0.6%.Top HeadlineThe U.S. PCE price index increased 0.3 ...

U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining around 0.2% on Friday.The Dow traded up 0.17% to 47,933.71 while the NASDAQ rose 0.16% to 23,543.03. The S&P 500 also rose, gaining, 0.15% to 6,867.40.Check This Out: Broadcom To Rally More Than 14%? Here Are 10 Top Analyst Forecasts For FridayLeading and Lagging SectorsCommunication services shares jumped by 0.9% on Friday.In trading on Friday, utilities stocks fell by 0.6%.Top HeadlineThe U.S. PCE price index increased 0.3 ...