US · Technology · Software - Infrastructure
EPS came in at -0.27 against a street estimate of -0.34 — a beat of 20.6%.
Analysts rate Rubrik, Inc. a strong buy (29 buy, 0 hold, 0 sell out of 29) with an average price target of $118.70.
CONFIDENT Rubrik delivered Q2 FY27 results exceeding guidance for the 10th consecutive quarter, with 33% ARR growth and accelerating net new ARR of $96M. Company raised full-year outlook, citing strong agentic AI and cyber resilience demand. Q2 FY27 Americas grew 33% to $299 million. International grew 52% to $129 million, showing strong geographic diversification. Analysts pressed on back-half net new ARR deceleration and Strata contribution. Management clarified zero Strata ARR impact, emphasized raised annual guidance (+700 bps net new ARR growth), and stressed focus on annual planning cycles over quarterly volatility. John DiFucci explored RAC product readiness ahead of enterprise AI adoption surge; Bipul emphasized comprehensive governance stack (visibility, identity, runtime, rewind) versus point solutions. 2026-08-27…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 4.25% |
| FMR Inc | 3.99% |
| Vanguard Portfolio Management, LLC | 3.87% |
| Vanguard Capital Management, LLC | 3.16% |
| First Trust Advisors L.P. | 2.88% |
| NORGES BANK | 1.96% |
| VOYA INVESTMENT MANAGEMENT LLC | 1.80% |
| PointState Capital LP | 1.76% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 RUBRIK, INC. - Q2 2027 FORM 10-Q SUMMARY For Quarter Ended July 31, 2026 --- HEADLINE NUMBERS • Total Revenue (Q2 2026): $427.3 million, up 38% yea | 2026-09-01 |
| Results announced · Q3 FY2027 RUBRIK, INC. – Q2 FY2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Subscription ARR: $1.66 billion, up 33% year-over-year; net new Subscription ARR up 35 | 2026-08-27 |
| Quarterly report · Q1 FY2027 RUBRIK, INC. – Q1 2027 FORM 10-Q SUMMARY --- HEADLINE NUMBERS • Total Revenue (Q1 2027): $387.1 million, up 39% year-over-year from $278.5 million | 2026-06-05 |
| Shareholder vote results · Q2 FY2027 RUBRIK, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on June 3, 2026 • Total votes cast across three proposals: ap | 2026-06-05 |
| Results announced · Q2 FY2027 RUBRIK INC. - Q1 FY2027 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Subscription ARR: $1.57 billion, up 32% year-over-year as of April 30, 2026 • T | 2026-06-04 |
| Proxy statement · Q1 FY2027 RUBRIK, INC. PROXY STATEMENT SUMMARY 2026 Annual Meeting (June 3, 2026) --- CEO TOTAL COMPENSATION • Bipul Sinha (CEO and Chairman): Total compensa | 2026-04-15 |
| Annual report FY2026 RUBRIK, INC. – FORM 10-K SUMMARY Fiscal Year Ended January 31, 2026 --- HEADLINE NUMBERS • Market Capitalization: $13.26 billion as of July 31, 202 | 2026-03-19 |
| Results announced · Q1 FY2027 RUBRIK, INC. – FISCAL YEAR 2026 RESULTS SUMMARY HEADLINE NUMBERS • Subscription ARR (Annual Recurring Revenue): $1.46 billion as of January 31, 2026 | 2026-03-12 |
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Google PlayApp StoreData updated 2026-09-18.