
Rubrik Inc (RBRK) Stock Forecast & Price Target
Rubrik Inc (RBRK) Analyst Ratings
Bulls say
Rubrik Inc. is experiencing significant revenue growth, with estimates for FY26 raised to $1,280 million, reflecting a 44% year-over-year increase, driven by strong subscription revenue of $336.4 million in Q3, which rose 52% year-over-year and surpassed estimates. Additionally, the company reported a healthy subscription ARR of $1,347 million, showcasing a 34% year-over-year growth, further indicating strong customer acquisition with a 27% increase in customers generating over $100,000 in subscription ARR. Lastly, Rubrik’s transformational move towards higher operating margins, now projected at (4.6)%, alongside a free cash flow forecast of $194-$202 million, underscores a robust financial outlook despite macroeconomic challenges.
Bears say
Rubrik Inc. is facing a challenging financial outlook, highlighted by an anticipated 18% year-over-year decline in net new subscription ARR for F3Q26, despite a previous year-over-year increase in 2Q. The company is expected to experience lower subscription ARR contribution margins in FY1Q27 and a sequential decline in subscription ARR for FY2Q27, indicating potential difficulties in revenue growth. Furthermore, Rubrik has a history of significant losses on its income statement, compounded by various key risks, including macroeconomic conditions and increasing competition, which further contribute to the negative sentiment surrounding the stock.
This aggregate rating is based on analysts' research of Rubrik Inc and is not a guaranteed prediction by Public.com or investment advice.
Rubrik Inc (RBRK) Analyst Forecast & Price Prediction
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