Rubrik

Rubrik fell about 9.9% in morning trading to $96.44 after a strong after-hours quarterly report whose numbers were largely already priced in. Adjusted earnings of $0.20 per share and revenue of $427.3 million beat expectations, but some investors were disappointed by cloud-ARR new bookings growth of only 20% year over year. Analysts raised price targets, but the stock suffered from profit-taking and a “buy the rumor, sell the news” dynamic rather than deteriorating fundamentals. » Plus sur de.investing.com

Rubrik reported adjusted EPS of $0.20 and revenue of $427.3 million for Q2 2026, both well above expectations. Subscription ARR rose to $1.66 billion (+33%) and the company raised its full-year targets for revenue, ARR and free cash flow. The stock jumped in regular trading but fell in after-hours trading, while management cited strong demand for Identity Resilience and agent-based security products as well as AI-driven threats. » Plus sur de.investing.com

Rubrik stock climbed to an all-time high of $106.65, sitting just 1% below its 52-week high. Year to date the share has risen 13.88% and has gained 85% over the past six months; market capitalization stands at $19.8 billion. Several analysts reaffirmed buy ratings and raised price targets (up to $120) citing strong demand and positive partner checks, while a valuation from InvestingPro ranks the stock as overvalued. Rubrik is also moving into analysts' focus ahead of the report for the second quarter of 2027. » Plus sur de.investing.com