Rubrik (RBRK)
Secures enterprise data and governs agentic actions across cloud and SaaS environments.
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Sells Rubrik Security Cloud for enterprise data protection, backup and cyber recovery, plus Rubrik Agent Cloud for governing agentic actions. Its platform spans cloud, SaaS, unstructured data and identity providers, while the business depends on demand for resilient data access amid cyberattacks and operational disruption.
Protects enterprise data across cloud, SaaS, unstructured-data and identity environments through Rubrik Security Cloud. The platform combines backup and recovery with cyber-resilience controls that detect, analyze and remediate data-security risks and unauthorized activity.
Extends that foundation into AI operations through Rubrik Agent Cloud, a suite for monitoring, controlling and remediating agentic actions. Laminar and Predibase added data-security posture and AI-infrastructure capabilities, while the worldwide workforce supports the platform.
Builds on a simplified, scale-out backup architecture designed to restore data access after cyberattacks, insider threats and operational disruption. Founder-led continuity remains: co-founder Bipul Sinha is chair and CEO, and co-founder Arvind Nithrakashyap is CTO and a director.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 28, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $95 | Target: $120 |
| Aug 28, 2026 | DA Davidson | Reiterate | Rating: —Target: $90 | Target: $115 |
| Aug 28, 2026 | Telsey Advisory | Target | Target: — | Target: $120 |
| Aug 28, 2026 | Wolfe Research | Reiterate | Rating: —Target: $95 | Target: $120 |
| Aug 25, 2026 | Scotiabank | Reiterate | Rating: —Target: $95 | Target: $114 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $1.75B · Total debt $1.13B · Total assets $2.85B · Shareholders' equity −$499.4M
- Revenue
- $427.3M
- Operating income
- −$71.9M
- Net income
- −$61.8M
No dividends on record.
| Institutions | 63.90% | 131.53M shares | |
|---|---|---|---|
| 617 holders · as of Jun 30, 2026 | |||
| Insiders | 21.50% | 44.26M shares | |
| 13 holders · as of Sep 17, 2026 | |||
| Strategic holders | 16.50% | 33.97M shares | |
| 4 holders · as of Jun 30, 2025 | |||
| Adds to | 101.90% | ||
205.83M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.90%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Lightspeed SPV I, LLC1Strategic10 percent owner | 9.08% | 12.45M B · 6.24M A | filed Mar 27, 2025 |
Barry Eggers2Insider10 percent owner | 7.10% | 7.15M B · 7.46M A | filed Jun 30, 2025 |
Bipul SinhaInsiderdirector, 10 percent owner, officer: Chairman of the Board and CEO | 6.70% | 13.79M A | filed Sep 12, 2025 |
BlackRock, Inc.Institution | 4.85% | 9.99M A | as of Jun 30, 2026 |
AQR Capital Management LLCInstitution | 4.83% | 9.95M A | as of Jun 30, 2026 |
- Lightspeed SPV I, LLC reports a block also reported by BlackRock, Inc.; it is counted once, under BlackRock, Inc.
- Barry Eggers reports a block also reported by Barry Eggers; it is counted once, under Barry Eggers.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Kiran Kumar Choudary | officer: Chief Financial Officer | −6,000 | $107.32 |
| Sep 15, 2026 | Kiran Kumar Choudary | officer: Chief Financial Officer | −4,000 | $101.05 |
| Sep 10, 2026 | Arvind Nithrakashyap | director, officer: Chief Technology Officer | −12,820 | $90.41 |
| Sep 9, 2026 | Arvind Nithrakashyap | director, officer: Chief Technology Officer | −12,820 | $90.46 |
| Sep 8, 2026 | Arvind Nithrakashyap | director, officer: Chief Technology Officer | −12,820 | $91.33 |
- Commvault Systems
Direct overlap in enterprise backup, cyber recovery, and data security
- Dell Technologies
Enterprise data protection and ransomware recovery through PowerProtect
- IBM
Hybrid-cloud data resilience and AI-assisted recovery through Storage Defender
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Rubrik | $111.49 | −0.33% | $23.25B | — | 226.0 | 15.1 | +37.9% |
| Commvault Systems | $146.41 | −0.05% | $6.04B | 92.8 | 26.7 | 5.0 | +11.4% |
| Dell Technologies | $552.40 | +0.61% | $382.08B | 33.4 | 19.5 | 2.5 | +57.8% |
| IBM | $231.89 | +0.26% | $218.51B | 20.5 | 18.1 | 3.2 | +1.1% |
| Median | 33.4 | 19.5 | 3.2 | +11.4% |