Rubrik Inc Stock Price, News & Analysis

Rubrik (NYSE: RBRK) will report third quarter fiscal 2026 financial results for the period ended October 31, 2025 after market close on Thursday, December 4, 2025.

Management will host a live conference call the same day at 2:00 pm PT / 5:00 pm ET. A live webcast and related materials will be available on the company’s investor relations website, and a replay will be posted after the call.

Rubrik (NYSE: RBRK) sponsors the launch of the Data Security Decoded podcast on the N2K CyberWire network, announced November 4, 2025. The vendor-agnostic, research-driven show delivers actionable cyber resilience insights for defenders, featuring threat intelligence analysts, policy experts, and practitioners.

Episodes publish twice monthly on Tuesdays; the first N2K episode spotlights Lauren Zabierek on secure software supply chains and is available now on major podcast platforms and the N2K CyberWire website.

Cognizant (NASDAQ: CTSH) and Rubrik (NYSE: RBRK) announced an expanded partnership on October 27, 2025 to deliver Business Resilience-as-a-Service (BRaaS), a subscription-based, pay-as-you-go model designed to help enterprises recover quickly from cyber incidents and ransomware while aligning recovery to critical business outcomes.

The joint offering pairs Rubrik's AI-driven cyber resilience platform (including Agent Rewind) with Cognizant's global delivery scale and Neuro® AI platform to support proactive resilience, compliance objectives, and rapid recovery for AI-era workloads.

Rubrik (NYSE: RBRK) launched Rubrik Agent Cloud on October 22, 2025 to accelerate enterprise AI agent adoption while managing risk. The platform auto-discovers agents built on OpenAI, Microsoft Copilot Studio, Amazon Bedrock and others, provides continuous monitoring with immutable audit trails, enforces real-time governance policies, and offers performance management and simulation.

Key capability: Agent Rewind enables selective time-and-blast-radius rollback of agent-driven changes to restore systems without downtime or data loss. Rubrik Agent Cloud is available now in limited early access and some features are not yet generally available.

Rubrik (NYSE: RBRK) was named a Leader in the IDC MarketScape: Worldwide Cyber-Recovery 2025 Vendor Assessment (doc #US52040125, Sept 2025).

IDC highlighted Rubrik Security Cloud features including continuous threat monitoring, AI-enabled anomaly detection, patented Turbo Threat Hunting (scans 75,000 backups in 60 seconds), cyber-recovery orchestration, and identity resilience for Active Directory and cloud identity platforms. Rubrik cited deep ecosystem integrations with M365, Salesforce, AWS, Azure, GCP, Oracle Cloud, CrowdStrike, Okta, Splunk, and ServiceNow.

Rubrik also announced the August 2025 acquisition close of Predibase and launched Agent Rewind, an AI-agent undo capability. A webinar on Oct 14, 2025 will cover analyst insights on proactive recovery strategies.

Rubrik (NYSE:RBRK) announced the launch of Rubrik Okta Recovery, a new solution designed to protect and restore Okta Identity Provider (IdP) environments. The announcement was made at Oktane 2025 in Las Vegas.

The solution offers automated, immutable backups and granular recovery for Okta objects and metadata, becoming the first and only solution to protect all three major IdPs - Okta, Active Directory, and Entra ID. Key features include automated backup capabilities, immutable air-gapped storage, granular in-place recovery, and unified identity protection across platforms.

The product is expected to be available in the coming months, addressing critical operational challenges in identity management and cyber resilience.

Rubrik (NYSE:RBRK) announced an expanded integration with CrowdStrike Falcon® cybersecurity platform at Fal.Con 2025. The integration combines Rubrik Identity Resilience with CrowdStrike Falcon® Next-Gen Identity Security to enable surgical rollback of malicious identity changes and restore identity providers to a safe state.

The enhanced solution provides three key capabilities: real-time identity threat detection and malicious change correlation, surgical rollback of malicious changes with immutable recovery, and accelerated investigation workflow in the Falcon console through integrations with Falcon Fusion SOAR, Next-Gen SIEM, Threat Intelligence, and Charlotte AI.

Rubrik Identity Resilience is now available, offering enhanced protection through integrated identity security, risk detection, and threat response capabilities.

Rubrik (NYSE:RBRK) reported strong Q2 FY2026 results, with subscription ARR growing 36% year-over-year to $1.25 billion and total revenue increasing 51% to $309.9 million. The company demonstrated significant financial improvements with a free cash flow of $57.5 million compared to $(32.0) million in the previous year.

Key metrics include 2,505 customers with $100K+ subscription ARR (up 27% YoY), improved GAAP gross margin of 79.5%, and reduced GAAP net loss per share to $(0.49). The company completed the strategic acquisition of Predibase to enhance its AI capabilities and launched Agent Rewind for AI mistake management.

For FY2026, Rubrik raised guidance, projecting revenue of $1,227-1,237 million and subscription ARR between $1,408-1,416 million.

Rubrik (NYSE:RBRK), the Security and AI company, has announced its participation in the upcoming Goldman Sachs Communacopia + Technology Conference. The presentation is scheduled for Wednesday, September 10, 2025, at 9:30 a.m. PT in San Francisco. Investors can access the live webcast and archived recording of the presentation through Rubrik's investor relations website at ir.rubrik.com.