Rubrik (RBRK)
Information Technology · Data security and cyber resilience / Zero Trust data protection platforms
Rubrik is a cloud-native Zero Trust Data Security platform that combines backup, recovery, and threat detection to help enterprises achieve cyber resilience and accelerate AI adoption safely.
What Rubrik does
Rubrik is a cloud-native SaaS platform company that provides Zero Trust Data Security solutions to help organizations detect, analyze, and remediate data security risks while enabling cyber resilience and recovery from cyberattacks. The company's Rubrik Security Cloud (RSC) suite secures data across enterprise, cloud, SaaS, unstructured data, and identity providers, combining backup, recovery, and cybersecurity into a single platform. Recently, Rubrik launched Rubrik Agent Cloud (RAC), an AI operations platform designed to monitor, control, and remediate agentic actions for enterprise AI transformation.
Themes: ["Zero Trust Data Security","Cyber resilience and recovery","AI operations and agent lifecycle management","Cloud data protection","Ransomware defense","Data threat detection and analytics","Incident response orchestration"]
Fundamentals
- Price$88.75 as of 2026-07-09 close
- Market cap$18.3B as of 2026-07-10
- 1-year return-3.1% as of 2026-07-09 close
- Net margin-20.3% as of 2026-07-10
- Gross margin+80.6% as of 2026-07-10
- Revenue growth (YoY)+45.7% as of 2026-07-10
- Revenue CAGR (3y)+29.9% SEC XBRL
- Beta1.24 as of 2026-07-10
Key risks (from latest filing)
["Dependent on continued customer data growth and expansion; if customers' data growth slows, platform adoption and revenue expansion may be constrained","Transition from legacy perpetual license CDM model to subscription-based RSC model requires sustained customer migration and may face adoption challenges","Unprofitable business with -20.25% net margin; reliance on continued revenue growth and customer acquisition to reach profitability in competitive cybersecurity market"]
Competitors & peers
- Veeam Software
- Commvault
- Veritas Technologies
- Microsoft (Azure backup and security solutions)
- AWS (backup and security services)
- Palo Alto Networks
- CrowdStrike
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.