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Stock impact report

Wall Street Bullish on Rubrik, Inc. (RBRK) Since Q3 2026 Results [Yahoo! Finance]

Rubrik, Inc. Class A (RBRK) 
Company Research Source: Yahoo! Finance
Wall Street has had a bullish sentiment on the stock ever since. Recently, on December 19, Goldman Sachs reiterated a Buy rating on the stock with a $120 price target. Earlier, on December 17, Cantor Fitzgerald reiterated a Buy rating on the stock without disclosing any price targets. During the quarter, Rubrik, Inc. (NYSE:RBRK) grew its revenue by 48.26% year-over-year to $350.17 million, surpassing the estimates by $29.66 million. Moreover, the EPS of $0.10 also topped the consensus by $0.27. Management noted the growth was driven by a 34% increase in subscription ARR, which reached a record value of $1.35 billion. Notably, the gross margins also improved from 76.2% a year ago to 80.5%. Analysts at Cantor Fitzgerald noted that the company added more than $95 million in subscription ARR, which suggests increased platform adoption. Moreover, the company has also raised its fiscal year 2026 guidance, which, as per the firm, points towards management's sustained confidence in data Show less Read more
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