Rubrik Stock (RUBR): Posts 51% Revenue Growth, Expands Into AI With Predibase

By Patricia Miller

Sep 10, 2025

2 min read

Rubrik's Q2 results show 51% revenue growth, strong ARR, and bullish analyst outlooks, reinforcing its position in the AI-driven tech sector.

#Rubrik Latest

Rubrik has showcased its strong performance in Q2 of fiscal year 2026, reporting a revenue of $309.9 million, marking a significant increase of 51% year-over-year. The adjusted earnings per share (EPS) stood at -$0.03, and the company’s subscription annual recurring revenue (ARR) rose by 36% to $1.25 billion. This growth is accompanied by notable cash flow improvements and enhanced margins, although shares fell slightly in after-hours trading.

The recent acquisition of Predibase signifies Rubrik's ambitions in artificial intelligence, strengthening its position in both cybersecurity and AI. Overall, the company's solid growth trajectory and strategic initiatives poise it well for future success.

Analysts maintain a "Buy" rating, with Goldman Sachs raising its price target to $120 following the Q2 results. Earlier in June, Wedbush and other firms including CIBC, Roth, BMO, and Truist also lifted their targets. The consensus rating remains "Buy."

#What Investors Need to Know About Rubrik

  • Rubrik shows robust revenue growth of 51% for the quarter.

  • Adjusted EPS stands at -$0.03 but indicates positive cash flow.

  • Subscription ARR has grown by 36%, reaching $1.25 billion.

  • Analysts remain positive on Rubrik, with a consensus "Buy" rating and higher price targets reflecting confidence in its growth outlook.

  • The acquisition of Predibase enhances its AI strategy and cybersecurity focus.

#Rubrik At A Glance

Rubrik operates in the information technology sector, specializing in cloud management and data protection solutions. It leverages emerging technologies like AI to bolster security and efficiency in data operations.

#Competitive Landscape

In the cloud management and data protection space, Rubrik competes with companies such as Veeam, Commvault, and Cohesity. These firms also focus on data backup, recovery solutions, and cloud services, making the market highly competitive.

#Near-Term Catalysts and Risks

The near-term outlook for Rubrik includes potential further growth driven by its AI initiatives and increased demand for data protection solutions. However, market volatility and competitive pressures pose ongoing risks to its performance. The ability to innovate and meet customer needs in a rapidly evolving tech landscape will be critical.

#Trading Rubrik Stock

For retail investors, Rubrik stock might present a compelling opportunity given its growth metrics, solid analyst support, and strategic moves in AI. Look for potential dips as buying opportunities, especially if the company continues to post strong revenue growth.

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Important Notice And Disclaimer

This article does not provide any financial advice and is not a recommendation to deal in any securities or product. Investments may fall in value and an investor may lose some or all of their investment. Past performance is not an indicator of future performance.