
Rubrik Inc (RBRK) Stock Forecast & Price Target
Rubrik Inc (RBRK) Analyst Ratings
Bulls say
Rubrik Inc has demonstrated significant financial improvement, with a Q4 subscription revenue of $243.7 million, reflecting a robust 54% year-over-year growth and surpassing estimates. The company's operating margin has shown positive momentum, increasing to (11.2%), which is better than the anticipated (28.4%), suggesting enhanced operational efficiency as it scales. Furthermore, the revised FY26 and FY27 revenue forecasts indicate strong expectations, projecting 30% and 25% year-over-year growth, respectively, alongside a strengthened subscription Annual Recurring Revenue (ARR) that reached $1,092.6 million, up 39% year-over-year.
Bears say
Rubrik Inc. reported a significant decline in maintenance revenue for Q4, which decreased by approximately 52% year-over-year, raising concerns about the company's financial stability. The persistent lack of profitability, primarily due to high sales and marketing expenses, highlights the ongoing operational challenges that could hinder future growth. While the company maintains strong gross margins of 79.7% and shows potential for innovation, the uncertainty surrounding its ability to capture data infrastructure and security budgets presents a risk for investors.
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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