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Rubrik (RBRK) delivered a standout quarter, beating revenue, margin, and ARR expectations, yet shares remain deeply oversold amid risk-off sentiment. RBRK's core strengths—cloud-native architecture, native immutability, and rapid identity restoration—are driving accelerating market share gains and high win rates over legacy competitors. Guidance for the current FY is conservative, with revenue, ARR, and free cash flow projections likely to be exceeded, especially as the new Agent Cloud and SAGE offerings ramp.

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Rubrik is delivering exceptional growth, with 42% y/y revenue expansion and strong guidance for 25% y/y growth in fiscal 2027. RBRK's core value lies in rapid post-attack data recovery, positioning it as a mission-critical cybersecurity platform amid rising AI-driven threats. Despite conservative guidance, the company's free cash flow surged from $22M to $238M, with a realistic path to $300M and 20% margins this year.

SAN FRANCISCO--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the security and AI operations company, today announced a new integration with Microsoft Defender at RSAC 2026, enabling organizations to move from identity threat detection to rapid remediation and trusted recovery. The integration connects Microsoft's real-time identity threat detection with Rubrik's automated identity rollback and recovery capabilities, helping organizations respond faster to identity-based attacks. Identity has become the.

SAN FRANCISCO--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today unveiled its Semantic AI Governance Engine (SAGE), the data security industry's first AI governance engine designed to secure and control autonomous agents in real time. SAGE powers Rubrik Agent Cloud, replacing static, manual oversight with intent-driven governance to safely scale the enterprise AI workforce while maintaining total control over agent behavior. Enterprise AI deployment is stalling.