Jefferies Projects Strong 2026 Performance for Viking Holdings’ Ocean, River Segments; Capital Strategy Favors Growth ROI

Group 1 - Rubrik Inc. has been initiated with a Buy rating and a price target of $114 by Berenberg analyst Rahul Chopra, highlighting its strong position in the cybersecurity sector and exposure to data and AI themes [1] - In Q3 2025, Rubrik reported surpassing $1 billion in subscription Annual Recurring Revenue (ARR), reflecting a 38% year-over-year growth, with subscription revenue increasing by 55% year-over-year to over $221 million [2] - The company achieved a quarterly revenue of $309.86 million, marking a 51.19% year-over-year increase, while maintaining a subscription net retention rate above 120%, indicating strong customer loyalty [2] Group 2 - Despite strong revenue growth, Rubrik reported a loss per share of $0.03 in the quarter, which was better than Street estimates by $0.31, and anticipates a non-GAAP EPS in the range of negative $0.41 to negative $0.37 for Q4 [3] - Rubrik provides data security solutions to individuals and businesses globally, positioning itself as a key player in the cybersecurity market [3]