Rubrik Inc Stock Price, News & Analysis

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.

Rubrik (NYSE:RBRK), the Security and AI company, has scheduled its Q2 fiscal 2026 earnings release for September 9, 2025, after market close. The company will host a conference call at 2:00 PM PT / 5:00 PM ET on the same day to discuss the financial results.

Investors can access the live webcast and related materials through Rubrik's investor relations website at https://ir.rubrik.com. A replay of the webcast will be available on the website following the call.

Rubrik (NYSE:RBRK) has announced the launch of Agent Rewind, a groundbreaking solution designed to help organizations undo unwanted actions performed by AI agents. This launch follows Rubrik's acquisition of Predibase, combining Predibase's AI infrastructure with Rubrik's recovery capabilities.

The new offering addresses a critical gap in AI safety by providing three key features: context-enriched visibility of AI agent behavior, safe rollback capabilities through Rubrik Security Cloud, and broad compatibility with various platforms including Agentforce, Microsoft Copilot Studio, and Amazon Bedrock Agents.

The solution comes at a crucial time, as studies show AI agents frequently experience disorientation and errors in multi-step tasks, sometimes leading to serious consequences like deletion of production databases.

Rubrik (NYSE:RBRK) announced a major expansion of its data protection services for AWS cloud databases. The company is extending support to Amazon DynamoDB and launching a new cyber resilience offering for Amazon RDS for PostgreSQL.

The expanded services offer centralized visibility, automated backup scheduling, and immutable protection through a unified platform. Key features include storage-efficient incremental backups, flexible Amazon S3 storage options, and simplified cross-account recovery capabilities. The solution aims to help organizations address data security gaps, reduce cyber threats, and meet compliance requirements while optimizing cloud costs.