Core Viewpoint - Rubrik Inc (NYSE:RBRK) is identified as a promising large-cap stock under $100 with significant upside potential, supported by positive analyst ratings and growth prospects in data protection and security [1][2]. Group 1: Analyst Ratings and Price Targets - Saket Kalia from Barclays reaffirmed an Overweight rating on Rubrik Inc, lowering the price target from $120 to $100, indicating an upside potential of over 52% from the current price [1]. - Todd Weller from Stephens initiated coverage with an Overweight rating and a price target of $105, suggesting a 60% upside from the current level [2]. Group 2: Company Prospects and Business Model - Weller's bullish outlook is based on Rubrik's strong position in data protection and security, leveraging a unified platform that integrates backup, recovery, data observability, and ransomware investigation [3]. - The company is expected to experience topline growth alongside margin expansion, driven by its innovative approach [3]. Group 3: Service Offerings and Market Focus - Rubrik Inc provides cloud-based data management and security solutions, including data protection, threat analytics, and cyber recovery services [4]. - The company serves various industries such as public sector, retail, finance, energy, industrial, and healthcare, focusing on securing data across hybrid and multi-cloud infrastructures [4].

Core Viewpoint - Commvault will host a webcast to discuss its third quarter fiscal year 2026 earnings results on January 27, 2026, at 8:30 a.m. EST [1] Company Overview - Commvault (NASDAQ: CVLT) is recognized as a leader in unified resilience at enterprise scale, focusing on data security, identity resilience, and cyber recovery through a cloud-native, AI-enabled platform [3] - The company emphasizes its capability to conduct rapid and comprehensive recoveries, ensuring not only data recovery but also the recovery of entire business operations [3] - Commvault is designed for the agentic enterprise, allowing organizations to adopt AI technologies while safeguarding against AI-driven threats [3]