Out Fox The $treet

Update - March 12, 2026 Rubrik reports FQ4  after the close. The current consensus is only 23% growth for FY27, so a guide up is likely. -Rubrik ( RBRK ) is scheduled to announce FQ4 earnings results on Thursday, March 12th, after market close. -The consensus EPS Estimate is -$0.11 (+38.9% Y/Y) and the consensus Revenue Estimate is $342.37M (+32.7% Y/Y) -------- FQ4 Non-GAAP EPS of $0.04  beats by $0.15 . Revenue of $377.68M (+46.3% Y/Y)   beats by $35.31M . FQ1 r evenue guidance of $365 million to $367 million vs consensus of $350.56M. FY27 revenue guidance of  $1,597 million to $1,607 million vs consensus of $1.58B. Original article posted on Feb. 12 Rubrik has declined over 50%, creating a compelling value entry for this AI-driven cybersecurity leader. RBRK's subscription ARR surged 34% in FQ3 2026 to $1.35 billion, with guidance for $1.44 billion by FY 2026 year-end. The stock trades at just 7x FY 2027 revenue and closer to 6x ARR, positioning RBRK as a top value...

  Rubrik has demonstrated strong growth, with subscription ARR up 40% and total revenue increasing 35% year-over-year, despite trading near IPO lows. The company benefits from heightened demand for cyber resilience, highlighted by the recent CrowdStrike outage, which underscores the need for robust data recovery systems. With a market cap of $5.6 billion and ARR forecasted to top $1 billion, Rubrik's stock is an attractive buy at 5x forward EV/S targets. Despite another strong quarter,  Rubrik  ( NYSE: RBRK ) has traded near its lows since the IPO back in April. The company secures data and quickly helps enterprise customers recover data following  cyberattacks , or even the recent IT outage. My  investment thesis  remains ultra-Bullish on the cybersecurity stock, with strong growth oddly ignored. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.