Accessibility StatementSkip Navigation New Cognizant Logo (PRNewsfoto/Cognizant) Cognizant and Rubrik's partnership advances outcome-based cyber resilience, combining AI-driven security and global scale to move from reactive recovery to proactive resilience. About CognizantCognizant (Nasdaq: CTSH) engineers modern businesses. We help our clients modernize technology, reimagine processes and transform experiences so they can stay ahead in our fast-changing world. Together, we're improving everyday life. See ...

Key Takeaways Rubrik's cloud ARR surged 57% to $1.1B, driven by strong adoption of its Security Cloud platform. The launch of Rubrik Agent Cloud supports secure AI agent adoption with full lifecycle management. The Predibase acquisition enhances Rubrik's AI capabilities, improving accuracy and data governance. Rubrik (RBRK) is benefiting from the rapid expansion of its cloud security platform, which has become a key driver of its growth and market leadership in cyber resilience. In the second quarter of fis ...

公司概况 - Rubrik (RBRK) 是一家可能被市场误解且较难理解的公司 [1] - 公司联合创始人兼首席执行官 Bipul Sinha 在2025年高盛Communacopia+会议上发表观点 [1] 作者背景 - 作者拥有超过30年的全球航海经历 并在过去15年对投资产生浓厚兴趣 [1] - 作者的投资知识部分来源于The MF 并因其工程背景倾向于关注科技股 [1]

公司财务表现 - 第二财季订阅收入达到2.97亿美元，同比增长55% [1] - 订阅年度经常性收入超过12.5亿美元，同比增长36%，当季净增7100万美元 [2] - 财年第二季度摊薄后每股收益为1.57美元 [13] 客户与收入构成 - 订阅年度经常性收入超过10万美元的客户数量达到2,505家，同比增长27% [2] - 大客户贡献了总订阅年度经常性收入的85% [2] - 云年度经常性收入增长57%，达到11亿美元 [3] 产品与市场拓展 - 公司专注于网络恢复领域，提供数据安全、身份恢复和云保护等先进解决方案 [1] - 2025年7月为Amazon RDS for PostgreSQL扩展了不可变性功能，并为Amazon DynamoDB提供全面保护 [3] - 2025年9月推出Rubrik Okta Recovery，为Okta身份提供商环境提供自动化备份和精细恢复功能 [4] 行业竞争格局 - 公司在数据管理和保护领域面临来自Commvault和International Business Machines等厂商的竞争压力 [5] - Commvault于2025年9月推出了业界首个针对Apache Iceberg的隔离式网络恢复解决方案Clumio on AWS [6] - International Business Machines的长期增长预计由分析、云计算和安全驱动，其子公司Neudesic于2025年7月续签了微软的云安全专业化认证 [7] 股价与估值 - 公司股价年内上涨20.3%，表现优于Zacks计算机与科技行业23%的涨幅和互联网软件行业18%的涨幅 [8] - 公司远期12个月市销率为10.7倍，高于计算机与科技行业6.92倍的平均水平，价值评分为F [11] - 当前Zacks评级为2级，市场对2026财年每股亏损的共识预期为0.49美元 [13]

Key Takeaways Rubrik's subscription ARR grew 36% year over year to $1.25B, signaling strong customer adoption. The company expanded its portfolio with new cloud, identity, and AI-driven data protection solutions. Rubrik's integrations with Amazon, CrowdStrike, and AMD strengthen its cybersecurity capabilities. Rubrik (RBRK) shares have gained 19.6% in the year-to-date period compared with the broader Zacks Computer and Technology sector’s return of 22.8%. The underperformance can be attributed to the challe ...

分析师观点 - 对Rubrik的初始评级为持有 认为应等待至少15%的回调后再建仓 [1] 分析师背景 - 分析师运营一个家族办公室基金 投资策略专注于可持续的增长驱动型公司 以实现股东权益最大化为目标 [2] - 分析师共同运营名为The Pragmatic Optimist的获奖通讯 专注于投资组合策略 估值和宏观经济 [2] - 分析师在旧金山高增长供应链初创公司有5年战略领导经验 并与风险投资公司和初创公司合作 专注于用户获取业务增长 [2] - 分析师的工作核心是普及金融知识 将金融术语和复杂的宏观经济概念转化为易于理解的形式 [2]

Rubrik, Inc. (NYSE:RBRK) is one of the stocks that Jim Cramer expressed thoughts on. Responding to an investing club member’s query of whether the stock is a buy, sell, or hold, Cramer remarked, “Buy, buy. Straight out, simple. Real easy.” Photo by Joshua Mayo on Unsplash Rubrik, Inc. (NYSE:RBRK) provides data security and protection solutions across cloud, enterprise, and SaaS environments. The company’s platform delivers threat analytics, cyber recovery, and data security posture management. During th ...

公司关联与持仓 - The Motley Fool公司持有并推荐Rubrik公司的股票 [1] - Parkev Tatevosian作为The Motley Fool的关联方 可能因推广其服务而获得报酬 [1]

The stock market continues to hover around all-time highs, and I continue to emphasize rotating out of large-cap tech stocks and into faster-growing but less visible small- and mid-cap names. In my view, this relatively underappreciated market segment will be the best bulwark againstWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping ...

On October 7, 2025, Hamilton Lane Advisors sold its entire stake in Rubrik (RBRK 5.59%), an estimated $9.44 million trade based on quarterly average pricing for the quarter ended September 30, 2025.What happenedAccording to a filing with the Securities and Exchange Commission (SEC) dated October 7, 2025, Hamilton Lane Advisors LLC sold all 105,414 shares of Rubrik. The estimated trade value was $9.44 million. After the sale, the fund reported a zero position in Rubrik at the close of the filing period.What ...