
Rubrik Inc (RBRK) Stock Forecast & Price Target
Rubrik Inc (RBRK) Analyst Ratings
Bulls say
Rubrik Inc has demonstrated strong financial performance, with Q3 subscription revenue reaching $336.4 million, representing a 52% year-over-year growth and exceeding previous estimates by 9.4%. The company has also revised its FY26 revenue expectations to $1,280 million, reflecting a robust 44% growth, alongside an improved operating margin forecast of -4.6%. Additionally, the growth in customers generating over $100,000 in subscription ARR, which increased by 27% year-over-year to 2,505, underscores the company's expanding market presence and the effectiveness of its data security solutions.
Bears say
Rubrik Inc. is facing challenges highlighted by an anticipated 18% year-over-year decline in net new subscription Annual Recurring Revenue (ARR) for F3Q26, despite a 13% increase in 2Q, indicating potential sluggish demand. The company's forecast for declining subscription ARR contribution margins in FY1Q27 and a lower sequential ARR moving into FY2Q27 raises concerns regarding profitability and growth sustainability. Additionally, Rubrik's history of significant losses on its income statement, coupled with a myriad of risks from macroeconomic factors to competitive pressures, underlines a negative outlook for 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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