Wall Street Bullish on Rubrik, Inc. (RBRK) Since Q3 2026 Results

Group 1 - Rubrik, Inc. has seen a stock price increase of over 12.03% following the release of its fiscal Q3 2026 earnings, with Wall Street maintaining a bullish outlook [1] - Goldman Sachs has reiterated a Buy rating on Rubrik with a price target of $120, while Cantor Fitzgerald has also maintained a Buy rating without specifying a price target [1] Group 2 - In fiscal Q3 2026, Rubrik's revenue grew by 48.26% year-over-year to $350.17 million, exceeding estimates by $29.66 million [2] - The company reported an EPS of $0.10, surpassing consensus estimates by $0.27, and achieved a record subscription ARR of $1.35 billion, driven by a 34% increase [2] - Gross margins improved from 76.2% a year ago to 80.5% [2] Group 3 - Analysts at Cantor Fitzgerald highlighted that Rubrik added over $95 million in subscription ARR, indicating increased platform adoption [3] - The company has raised its fiscal year 2026 guidance, reflecting management's confidence in data resilience, cloud migration, and security-led expansion [3] Group 4 - Rubrik, Inc. provides data security solutions to various sectors including financial, retail, transportation, energy, healthcare, education, technology, and public sectors [4]