Rubrik, Inc.(US:RBRK) 智通财经网·2025-09-11 03:52Core Viewpoint - Rubrik reported strong financial results for Q2 FY2026, exceeding revenue expectations and showing significant growth in subscription revenue and annual recurring revenue (ARR) [1][2] Financial Performance - Total revenue for Q2 reached $309.9 million, surpassing the expected $282.26 million [1] - Subscription revenue grew by 55% year-over-year to $297 million [1] - ARR increased by 36% year-over-year to $1.25 billion [1] - Adjusted loss per share was $0.03, better than the expected loss of $0.34 [1] - Free cash flow was $57.5 million, compared to a negative $32 million in the same period last year [1] Future Outlook - Rubrik expects Q3 revenue to be $321 million, up from a previous estimate of $302 million [1] - Projected loss per share for Q3 is between $0.18 and $0.16, improved from an earlier expectation of $0.26 [1] - The company anticipates full-year ARR to be between $1.41 billion and $1.42 billion, exceeding the previous estimate of $1.38 billion [1] Analyst Ratings and Target Price Adjustments - Goldman Sachs reiterated a "Buy" rating, raising the target price from $117 to $120, citing strong underlying business momentum despite concerns over one-time revenue impacts [2] - KeyBanc maintained an "Overweight" rating, increasing the target price from $114 to $117, highlighting revenue growth driven by one-time income [2] - Piper Sandler kept an "Overweight" rating with a target price of $115, emphasizing Rubrik's market expansion strategy and potential for long-term investment [2] - Mizuho maintained a "Neutral" rating with a target price of $97, noting the stock's significant price increase since its IPO [2]