Group 1 - Rubrik, Inc. is identified as one of the 15 software stocks with significant upside potential, with a Buy rating and a price target of $115 reaffirmed by Citi analyst Fatima Boolani [1] - The company is expected to achieve an annual recurring revenue (ARR) beat and maintain a mid-20% range sales growth outlook, indicating a strong performance in both short-term and long-term growth potential [1] - KeyBanc analyst Eric Heath also maintains a Buy rating but has reduced the price target from $113 to $95, suggesting a 37% upside from current levels, which aligns with the lowest upside estimates from Wall Street analysts [2][3] Group 2 - The price target revision by KeyBanc reflects lower valuation multiples among peers, increased competitive pressures, and caution regarding security budgets, yet the firm remains positive on Rubrik relative to the broader sector [3] - Rubrik, Inc. specializes in data security solutions, providing services such as unstructured data protection, SaaS data protection, and cloud data protection, and was founded in 2013, headquartered in Palo Alto, California [4]

Core Insights - Keepit has announced a strategic partnership with Ingram Micro to enhance its market presence in Poland [1] - The collaboration aims to provide robust SaaS data protection solutions to Polish resellers, Managed Service Providers (MSPs), and Managed Security Service Providers (MSSPs) [1] Company Overview - Keepit is a vendor-independent, cloud-native data protection provider [1] - Ingram Micro is recognized as a leading business-to-business platform company within the global technology ecosystem [1] Market Strategy - The partnership is designed to expand Keepit's reach across the Polish IT channel [1] - Ingram Micro will play a crucial role in supporting marketing and distribution efforts for Keepit's services in Poland [1]