Rubrik

At the Goldman Sachs Communacopia + Technology Conference, Rubrik announced a strategic shift from prevention to resilience, recovery and autonomous response. CEO Bipul Sinha said AI-driven attacks require identity resilience, agent-based security and autonomous recovery; new offerings are Flex, Annapurna and Rubrik X. Rubrik reported accelerated ARR net growth of 35% and raised its full-year guidance, and demand is increasing for self-hosted and sovereign deployments internationally. » Więcej na de.investing.com

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. » Więcej na 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. » Więcej na de.investing.com