Rubrik beats Q1 estimates, raises full-year guidance as cyber resilience demand rises

Cybersecurity company Rubrik Inc (NYSE:RBRK) reported first-quarter results that topped Wall Street estimates aftermarket Thursday, lifted by strong subscription growth and improving margins, and raised its full-year outlook as demand for AI-era cyber resilience solutions continues to build. The data security firm posted adjusted earnings per share of $0.16 for its fiscal first quarter, well above analyst estimates of a $0.53 loss.

Proactive Investors • 2 hours ago

Rubrik: The Post-Earnings Dip Is A Gift

I am reiterating my “buy” rating on Rubrik following a strong Q1 FY27, with revenue up 39% YoY (vs. 32% guidance) and raised full-year guidance. RBRK's moat in data and identity protection and remediation, plus platform consolidation trends, are driving robust $100K+ ARR customer growth and expanding margins. Mythos is catalyzing increased enterprise conversations around cyber resilience, which could support 20%+ revenue growth beyond FY28.

Seeking Alpha • an hour ago

Rubrik: No Longer In The Value Bin, But Still Riding AI Wave

Rubrik, Inc. continues to deliver robust ARR growth, reporting $1.57B in FQ1'27, up 32% YoY, driven by AI-fueled demand for cyber resilience. RBRK consistently beats guidance, raising FY27 ARR to ~$1.86B (~27% growth) and targeting FY27 free cash flow of $300M (18% of revenues). The stock has rebounded near highs (~$75), now trading at ~10x FY27 revenue, reflecting diminished bargain status but sustained upside potential.

Seeking Alpha • 2 hours ago

Rubrik: A Growth Story On Agentic AI Protection

Rubrik, Inc. is rapidly evolving into a critical enterprise cyber resilience platform, blending data protection, identity security, and AI capabilities. RBRK delivered strong Q1 results: 39% revenue growth to $387.1M, 32% ARR growth to $1.57B, and positive adjusted EPS of $0.16. Despite robust growth and expanding margins, the stock trades at a lofty valuation, and management guides for sharply lower Q2 EPS and margin compression.

Seeking Alpha • an hour ago

Rubrik Shares Slip Despite Beating Q1 Estimates, Raised Guidance

Rubrik Inc.  (NYSE:RBRK) shares slipped after the company posted its first-quarter results after Thursday's closing bell. Here's a look at the details inside the report.

Benzinga • 20 hours ago

Rubrik Earnings, Revenue, Guidance Beat. Shares Waver.

Rubrik stock dipped amid better-than-expected Q1 financial results while revenue guidance came in above expectations.

Investors Business Daily • 20 hours ago

How Rubrik Stock Soared 47.9% Last Month

Rubrik stock rose 47.9% in May 2026, with most of the gains coming after Snowflake's strong Q1 report. The two companies share a direct security integration, so Snowflake's growth feeds Rubrik's pipeline.

The Motley Fool • 16 hours ago

Rubrik Q1 Earnings Call Highlights

Rubrik NYSE: RBRK reported what executives described as a record first quarter of fiscal 2027, exceeding its guided metrics and raising its full-year outlook as the cybersecurity company pointed to growing demand for cyber resilience in an AI-driven threat environment.

MarketBeat • 17 hours ago

Rubrik Reports First Quarter Fiscal Year 2027 Financial Results

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik, Inc. (NYSE: RBRK), the Security and AI Operations company, today announced financial results for the first quarter of fiscal year 2027, ended April 30, 2026. “We are off to an excellent start to fiscal 2027 as Rubrik is now an increasingly strategic platform for agentic cyber resilience — bringing together data, identity, and AI in a single architecture. We are more confident than ever that we are in the early innings of the AI acceleration opportunit.

Business Wire • 20 hours ago

Rubrik, Inc. (RBRK) Q1 2027 Earnings Call Transcript

Rubrik, Inc. (RBRK) Q1 2027 Earnings Call Transcript

Seeking Alpha • 16 hours ago