Rubrik, Inc.
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Seven of eight cybersecurity and tech vendors reported over 25% YoY sales growth, but only CrowdStrike and Amazon saw stock gains above 2%. Profitable companies fared better, with all three reporting net income seeing stock gains. Aggressive hiring correlated with weaker stock performance, except for CrowdStrike. Cisco's security business grew 14%, but its stock fell 11.7%.
Rubrik (RBRK) rose 28.6% in August 2026, driven by a cybersecurity rally and strong earnings. Q2 2027 earnings showed a profit of $0.20 per share and 41% revenue growth. The stock trades at 12.7x sales and 68x free cash flow, with analysts calling the post-earnings drop a buying opportunity. The company's growth and market position make it appealing despite its high valuation and volatility.
THOMPSON JOHN WENDELL sold 11,000 shares of Rubrik, Inc. (RBRK) at an average of $89.03 ($88.34–$92.37, $0.98M total) across 5 trades on 2026-09-01 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 9 news stories mentioning RBRK (Rubrik, Inc.). Coverage has skewed bullish: 7 bullish, 1 neutral, and 1 bearish.
Recent RBRK coverage spans earnings, technology and market movers.
In the last 30 days, RBRK insiders filed 13 SEC Form 4 transactions — no purchases and 13 sales ($2.2M). The most active reporter was THOMPSON JOHN WENDELL with 9 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Losses and weak guidance drove a steep sell‑off.
Earnings beat and strong revenue growth likely support continued upside, but high valuation may cause volatility.
The insider sale may signal reduced confidence and could exert short‑term downward pressure on Rubrik stock.
Strong earnings beat and raised guidance may support upside, but the stock fell 13% after the release due to high prior run‑up expectations.
The partnership could boost Rubrik’s addressable market and improve its competitive positioning in data protection.
alphai scores every news story that mentions RBRK with an AI model for sentiment and relevance, and aggregates insider trades from Rubrik, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Seven of eight cybersecurity and tech vendors reported over 25% YoY sales growth, but only CrowdStrike and Amazon saw stock gains above 2%. Profitable companies fared better, with all three reporting net income seeing stock gains. Aggressive hiring correlated with weaker stock performance, except for CrowdStrike. Cisco's security business grew 14%, but its stock fell 11.7%.
3 min readRubrik (RBRK) rose 28.6% in August 2026, driven by a cybersecurity rally and strong earnings. Q2 2027 earnings showed a profit of $0.20 per share and 41% revenue growth. The stock trades at 12.7x sales and 68x free cash flow, with analysts calling the post-earnings drop a buying opportunity. The company's growth and market position make it appealing despite its high valuation and volatility.
2 min readTHOMPSON JOHN WENDELL sold 11,000 shares of Rubrik, Inc. (RBRK) at an average of $89.03 ($88.34–$92.37, $0.98M total) across 5 trades on 2026-09-01 under a Rule 10b5-1 trading plan.
1 min readRubrik, Inc. (RBRK) reported Q2 fiscal 2027 revenue of $427.3M, up 38% YoY, beating estimates. EPS was $0.20, above consensus. Subscription ARR rose 33% to $1.66B. Guidance was raised. Despite strong results, shares dropped 13% post-earnings, possibly due to high expectations. Free cash flow grew 14% YoY, but margins declined. Hedge fund holdings decreased slightly, and short interest is around 9%.
2 min readRubrik (RBRK) and CrowdStrike (CRWD) announced an integration to automate responses to identity-based cyberattacks. The system combines CrowdStrike's threat detection with Rubrik's data protection. According to the companies, the integration streamlines detection, containment, investigation, and recovery into a unified workflow. Rubrik will showcase the integration at Fal.Con 2026 in Las Vegas.
2 min readRubrik (RBRK) reported a 1.66B annual recurring revenue and positive cash flow, driven by subscription growth. Despite this, the company continues to report quarterly losses.
1 min readRubrik, Inc. reported Q2 2026 revenue of $427.26M, up 37.9% YoY, with a net loss of $61.78M. Subscription revenue grew 39% YoY, driven by RSC adoption. ARR reached $1.66B, up 33% YoY. The company invested in R&D and sales/marketing for SaaS scaling and RAC launch.
1 min readRubrik reported Q2 earnings with adjusted EPS of $0.20, beating estimates by $0.16. Revenue and earnings guidance exceeded expectations. Analysts raised price targets, with a consensus near pre-release highs. Institutional investors have been accumulating shares. Risks include high valuation and competition, notably from Microsoft. The company expects GAAP profitability by 2028.
2 min readRubrik was named a Leader in Gartner's 2026 Magic Quadrant for Backup and Data Protection Platforms for the seventh consecutive year. The company emphasizes cyber resilience against modern threats, including autonomous agents. Rubrik announced an upcoming integration with Amazon Bedrock AgentCore to secure AI agents, offering features like real-time governance, agent inventory, and recovery capabilities. According to Rubrik, traditional security models are insufficient against rapid cyber threat
2 min readRubrik (RBRK) introduced Rubrik Agent Identity, an AI-based solution to manage and control access for autonomous AI agents, addressing security risks from unmonitored agent actions. The product offers real-time monitoring and just-in-time permissions, integrating with existing security frameworks. According to Rubrik, 86% of IT leaders expect AI agents to outpace security guardrails, while only 23% have full visibility into agent activities.
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