Rubrik Inc Stock Price, News & Analysis

Eat. Learn. Play. (RBRK) and partners hosted the 13th annual Christmas with the Currys across Oakland from Dec 1–19, 2025, running free holiday-themed book fairs at 47 OUSD elementary schools. More than 17,000 students could each choose four new, age-appropriate books, with over 68,000 books distributed. Rubrik served as lead sponsor and launched a new multi-area partnership. The foundation reaffirmed a prior $25 million investment to fund one-on-one tutoring and a literacy strategy providing about 10,000 tutoring spots for struggling readers.

Rubrik (NYSE: RBRK) will present at the Barclays Global Technology Conference in San Francisco on Wednesday, December 10, 2025 at 9:15 a.m. PT.

The presentation will be webcast live and an archived replay will be available on the company’s investor relations website at https://ir.rubrik.com.

Rubrik (NYSE: RBRK) reported strong Q3 fiscal 2026 results for the quarter ended October 31, 2025: Subscription ARR $1.35B (+34% YoY), Total revenue $350.2M (+48% YoY), and Subscription revenue $336.4M (+52% YoY). GAAP gross margin improved to 80.5% and free cash flow was $76.9M. Rubrik ended the quarter with $1.60B in cash and 2,638 customers with ≥$100K subscription ARR (+27% YoY). The company raised fiscal 2026 outlook and provided Q4 revenue and non-GAAP margin guidance.

Rubrik (NYSE: RBRK) announced Rubrik Agent Cloud for Amazon Bedrock AgentCore at AWS re:Invent 2025, delivering unified discovery, monitoring, governance, and surgical rollback for AI agents across multi-cloud resources. The integration auto-discovers Bedrock and custom agents, maps blast radius, maintains immutable audit trails, enforces real-time agent policies, and supports Agent Rewind for selective time-and-blast-radius rollback of destructive actions. Rubrik said the product will be available in the coming months and noted some features are not yet released. Rubrik also achieved the AWS Resilience Software Competency (Recovery), validating its resilience capabilities on AWS.

Rubrik (RBRK) launched a humorous ad campaign for Rubrik Agent Rewind, a capability that lets companies monitor, control, and "rewind" unwanted actions by AI agents. The spot, created with Thinkmojo and directed by Ron Small, stars Ludacris performing a riff on his hit line to dramatize reversing AI mistakes.

The campaign aims to simplify a complex product message and emphasizes operational risk reduction for AI-forward companies, with marketing leaders calling the creative both memorable and clarifying for the new capability.

Rubrik (NYSE: RBRK) announced two resilience offerings at Microsoft Ignite on November 18, 2025: Intelligent Business Recovery for Microsoft 365 and DevOps Protection for Azure DevOps and GitHub. Both products aim to provide orchestrated recovery after cyberattacks or outages, letting organizations prioritize mission‑critical users, workflows, and code repositories for faster restoration.

Key capabilities include automated business‑aware recovery across Exchange, OneDrive, SharePoint, and Teams; minimal viable business (MVB) restores for critical users; and unified, policy‑driven protection, air‑gapped immutable backups, and rapid granular recovery for DevOps assets. Both offerings are expected to be available in the coming months.

Rubrik (NYSE: RBRK) announced that Rubrik Agent Cloud will integrate with Microsoft Copilot Studio to help enterprises scale trusted AI agents by automatically discovering, monitoring, governing, and remediating agent activity across Microsoft 365 services such as OneDrive and SharePoint.

Key capabilities include Agent Monitor (auto-discovery and immutable audit trails), Agent Govern (real-time behavior and access policy enforcement), and Agent Remediate via Agent Rewind (precise time and blast-radius rollback of undesirable actions). The solution is offered as limited early access to select customers; not all features are currently available. A safe-harbor note states unreleased features may never become generally available.

Rubrik (RBRK) research from Rubrik Zero Labs finds organizations face a widening identity attack surface as AI agents and non-human identities (NHIs) proliferate.

Key findings: 89% plan to hire identity specialists within 12 months; 87% plan to change IAM providers; 89% have integrated AI agents; confidence in rapid recovery fell to 28% (≤12 hours) in 2025 from 43% in 2024; 89% of recent ransomware victims paid a ransom. The survey covered 1,625 IT security decision-makers across US, EMEA, and APAC (Sept 18–29, 2025).

Rubrik (NYSE: RBRK) signed a strategic collaboration agreement with AWS on November 10, 2025 to expand cyber resilience for AWS customers. The deal highlights Rubrik’s Preemptive Recovery Engine, which identifies clean recovery points before or during attacks to speed recovery time objectives. The agreement aims to accelerate secure AI adoption via Rubrik’s AI portfolio and Amazon Bedrock, offer managed offsite protection through Rubrik Cloud Vault, and combine backup, threat analysis, and recovery on a single platform for workloads running on AWS.

The collaboration targets faster restorations, sensitive data discovery, and AI-powered threat detection while leveraging AWS’s secure infrastructure.