Core Viewpoint - The investment strategy focuses on fundamental, bottom-up analysis with an emphasis on long-term quality growth, targeting companies in niche markets with strong growth potential and reasonable valuations [1]. Group 1: Investment Strategy - The investment style is characterized by a long-term approach, avoiding short-term stock performance as a measure of quality [1]. - The portfolio typically consists of 15-20 stocks, emphasizing diversification, risk management, and macro-driven sector weights [1]. - The target annual return for the portfolio is set at 15% [1]. Group 2: Company Characteristics - Companies of interest are those with strong management teams, sound capital allocation policies, and significant growth potential [1].

Core Viewpoint - The article emphasizes the importance of conducting thorough research before making investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The information provided is intended solely for informational purposes and should not be construed as a solicitation to buy or sell securities [2]. - Investors are encouraged to reach their own conclusions or consult a financial advisor before engaging in any stock transactions [2]. - The article clarifies that the views expressed may not reflect those of the platform as a whole, indicating a diversity of opinions among analysts [3].

Company Overview - Rubrik, Inc. (NYSE: RBRK) focuses on cloud data management and cybersecurity, specializing in protecting enterprise data to ensure it is backed up, recoverable, and resilient against cyber threats [1] Investment Principles - Grassroots Trading emphasizes providing objective, unbiased, and balanced research, supported by solid data without emotional influences [1] - The company targets small- to mid-cap companies, offering compelling investment insights on often overlooked opportunities, while also identifying potential in large- and mega-cap companies [1]

Shares of Rubrik Inc (NYSE:RBRK) were climbing in early trading on Friday, after reporting upbeat fourth-quarter results.Here are some key analyst takeaways.KeyBanc Capital Markets On RubrikAnalyst Eric Heath maintained an Overweight rating, while reducing the price target from $87 to $82.Rubrik's subscription ARR (annual recurring revenue) rose 39% year-on-year to $1,093 million, beating consensus of $1,060 million, Heath said in a note. While the beat was similar to the prior three quarters, it marked an ...

Rubrik, Inc. NYSE: RBRK share price corrected sharply in February but hit bottom in March, and the FQ4 earnings result and 2025 outlook secured a V-bottom reversal. Up more than 15% in premarket trading after the report, the market shows strong support and a high likelihood of continuing higher in 2025. The low-ball target is another 25% gain from the critical support target to align with the current all-time high, and several factors suggest that much higher prices are coming.  Get Rubrik alerts:Analysts a ...

Shares of cybersecurity company Rubrik (RBRK 25.38%) skyrocketed on Friday after the company reported financial results for its fiscal fourth quarter of 2025. Rubrik stock was off to a rocky start this year, with shares down as much as 34% from 2025 highs. But it's taking back lost ground today. At 9:50 a.m. ET, Rubrik stock was up 25%.Rubrik is growing fast and turning in profitsRubrik had its initial public offering (IPO) less than one year ago, and it's still unknown to many investors. That may start to ...

Financial Data and Key Metrics Changes - Subscription ARR reached $1.093 billion, growing 39% year over year, indicating strong performance in the cyber resilience market [7][34] - Subscription revenue was $244 million, up 54% year over year, contributing to total revenue growth of 47% year over year [10][39] - Free cash flow for Q4 was over $75 million, with a full fiscal year free cash flow of approximately $22 million, reflecting a significant improvement from the previous year [10][44] - Non-GAAP gross margin improved to 80% in Q4 from 78% in the previous year, benefiting from revenue outperformance and improved efficiency [41][42] Business Line Data and Key Metrics Changes - Net new subscription ARR reached over $90 million in Q4, a record for the company [8] - Customers with $100k or more in subscription ARR grew by 29% to 2,246, while those with $1 million or more increased by 64% to 162 [9][38] - Subscription ARR contribution margin improved by over 1,400 basis points year over year, indicating better operating leverage [9][43] Market Data and Key Metrics Changes - Revenue from the Americas grew 48% to $185 million, while revenue from outside the Americas increased by 47% to $73 million [40] - The company reported a strong demand for its offerings, particularly in the context of cloud transformation and generative AI [11][46] Company Strategy and Development Direction - The company aims to accelerate product innovation and lay the foundation for future growth, focusing on cyber resilience and data security [31][32] - Rubrik, Inc. is positioned at the intersection of data security and AI, with plans to prioritize product development and inorganic growth opportunities [61][63] - The company is expanding its capabilities to cover critical platforms across traditional and modern infrastructures, including support for Red Hat OpenShift and PostgreSQL databases [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the cyber resilience market and the company's ability to deliver strong subscription ARR growth [46] - The company anticipates higher net new subscription ARR in the second half of the fiscal year, aligning with typical seasonality [47] - Management noted that cyber resilience remains a top priority for customers, regardless of economic cycles, indicating sustained demand for their products [76] Other Important Information - The company has integrated its Global Data Security Posture Management (DSPM) into its security cloud, enhancing data visibility and control [19] - Regulatory requirements, such as the Digital Operational Resilience Act (DORA), are seen as tailwinds for the business, driving demand for compliance and resilience solutions [121] Q&A Session Summary Question: What is the outlook for the total addressable market (TAM) in data protection? - Management indicated that the TAM is expanding due to the need for modern data protection tools as customers transition to cloud and generative AI [59][61] Question: What are the evolving requirements from leading-edge customers? - Management emphasized the focus on cyber resilience, data security, and identity-related threats as key areas for future development [70][72] Question: Can you elaborate on the substantial improvement in subscription ARR contribution margin? - Management highlighted that improved sales efficiency and larger deal sizes contributed significantly to the margin improvement [81][88] Question: What is driving the divergence between revenue growth and ARR growth? - Management explained that the company is in the midst of a cloud transformation, which has led to temporary discrepancies between revenue and ARR growth rates [100][102] Question: Why is the company moving to annual compensation plans for sales? - Management stated that annual plans align better with the business model and incentivize long-term performance [108][110] Question: What are the expectations regarding DSPM adoption? - Management noted that DSPM is still an early market, but awareness is growing, and the integration with cyber recovery enhances the value proposition [140][141]

Financial Data and Key Metrics Changes - Subscription ARR reached $1.093 billion, growing 39% year over year, indicating strong performance in the cyber resilience market [7][34] - Subscription revenue was $244 million, up 54% year over year, contributing to total revenue growth of 47% year over year [10][39] - Free cash flow for Q4 was over $75 million, with a full fiscal year free cash flow of approximately $22 million, reflecting a significant improvement from the previous year [10][44] - Non-GAAP gross margin improved to 80% from 78% year over year, benefiting from revenue outperformance and improved efficiency [41][42] Business Line Data and Key Metrics Changes - Net new subscription ARR reached over $90 million in Q4, a record for the company [8] - Customers with $100k or more in subscription ARR grew by 29% to 2,246, while those with $1 million or more increased by 64% to 162 [9][38] - Subscription ARR contribution margin improved by over 1,400 basis points year over year, indicating better operating leverage [9][43] Market Data and Key Metrics Changes - Revenue from the Americas grew 48% to $185 million, while revenue from outside the Americas grew 47% to $73 million [40] - The company reported a strong demand for its offerings, particularly in the context of cloud transformation and generative AI [11][12] Company Strategy and Development Direction - The company aims to accelerate product innovation and lay the foundation for future growth, focusing on cyber resilience and data security [31][32] - Rubrik is positioned at the intersection of data security and AI, with a strategy to expand its total addressable market (TAM) through the integration of DSPM and cyber recovery [61][62] - The company plans to continue investing in R&D while maintaining a disciplined approach to expenses [49] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the cyber resilience market and the demand for their differentiated offerings [46] - The company anticipates higher net new subscription ARR in the second half of the fiscal year, aligning with historical seasonality [47] - Management noted that cyber resilience remains a top priority for customers, regardless of economic cycles [76] Other Important Information - The company has integrated its DSPM into the Rubrik Security Cloud, enhancing data visibility and control for customers [19] - Regulatory requirements, such as DORA, are seen as tailwinds for the business, driving demand for compliance and resilience solutions [121] Q&A Session Summary Question: What is the outlook for the total addressable market (TAM) in data protection? - Management indicated that the TAM is expanding due to the need for modern data protection tools as customers transition to cloud and generative AI [59][61] Question: What are the evolving requirements from leading-edge customers? - Management emphasized the importance of cyber resilience and identity security, focusing on building capabilities around these areas [67][70] Question: Can you elaborate on the substantial improvement in subscription ARR contribution margin? - Management highlighted that sales efficiency and larger deal sizes contributed significantly to the improvement in margins [81][88] Question: What is driving the divergence between revenue growth and ARR growth? - Management explained that the company is in the midst of a cloud transformation, which has historically caused revenue growth to lag behind ARR growth [100][102] Question: Why is the company guiding for lower net new ARR in fiscal 2026 compared to fiscal 2025? - Management noted that the previous year's ARR growth benefited from a transition from maintenance to subscription, which is not expected to repeat at the same level [134][135]

Investor Presentation Fourth Quarter Fiscal 2025 Copyright © Rubrik 2025 11 Copyright © Rubrik 2025 Securing the World's Data Copyright © Rubrik 2025 Important Notice and Disclaimers Forward-Looking Statements This presentation includes express and implied forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995, that are based on Rubrik, Inc.'s ("Rubrik" or the "Company") management's beliefs and assumptions and on information currently available to management. ...

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to increase significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] Group 2 - Michael has over 10 years of experience analyzing companies in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] - He leads the investing group Deep Value Returns, which offers insights through a concentrated portfolio of value stocks, timely updates, weekly webinars for live advice, and support for both new and experienced investors [2] - The Deep Value Returns community is described as active, vibrant, and supportive, with easy access via chat [2]