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]