--- title: "Rubrik Posts 'Respectable' Q1, Not As 'Explosive' As Wall Street 'Needed': Analyst" type: "News" locale: "en" url: "https://longbridge.com/en/news/288885686.md" description: "Rubrik reported Q1 results exceeding consensus with $387.1M revenue and raised FY2027 ARR guidance, yet shares fell 5.13% as analysts deemed the beat insufficient to justify recent rallies. Multiple firms including DA Davidson, Scotiabank, Rosenblatt, and BTIG upgraded price targets, citing strong cloud adoption, AI-driven demand for cyber resilience, and positive long-term growth prospects despite near-term stock pressure." datetime: "2026-06-05T15:22:50.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288885686.md) - [en](https://longbridge.com/en/news/288885686.md) - [zh-HK](https://longbridge.com/zh-HK/news/288885686.md) --- # Rubrik Posts 'Respectable' Q1, Not As 'Explosive' As Wall Street 'Needed': Analyst Shares of **Rubrik Inc (NYSE:RBRK)** were trading under pressure on Friday morning, despite the company’s upbeat fiscal first-quarter results. Here are some key analyst takeaways: - DA Davidson analyst Rudy Kessinger reiterated a Buy rating, while lifting the price target from $70 to $90. - Scotiabank analyst Joe Vandrick maintained a Sector Outperform rating, while raising the price target from $70 to $95. - Rosenblatt Securities analyst Blair Abernethy reaffirmed a Buy rating, while listing the price target from $90 to $95. - BTIG analyst Gray Powell reiterated a Buy rating, while taking the price target higher from $76 to $91. **Check out other analyst stock ratings**. **DA Davidson:** Rubrik raised its ARR (annual recurring revenue) guidance for fiscal 2027 by more than the guidance. The company reported revenues of $387.1 million. Its operating profit is $24.6 million, with earnings of 16 cents per share. It topped consensus estimates of $366.3 million, a loss of $18.9 million, and a loss per share of 3 cents, respectively. Subscriber NNARR of $103 million represented a deceleration to 16% year-on-year growth, from the previous quarter's 28% growth, while the figure represented the smallest beat since the company's IPO, Kessinger said in a note. The mid-point of the subscriber ARR guidance reflects around 7% year-on-year growth, "which looks conservative," he further wrote. **Scotiabank:** Rubrik delivered a "respectable performance," but the beat was not as "explosive" as was needed to drive the stock higher, given the 34% rally over the past month, Vandrick said. A positive in the quarter was that the rising hardware prices did not have a meaningful impact on the company's results, he added. The analyst expressed optimism that Rubrik could deliver more than 30% subscriber ARR growth this year. Rubrik could benefit from the coming release of Mythos, which is already driving an increase in customer conversations, Vandrick added. **Rosenblatt Securities:** Rubrik’s revenues grew 39% year-on-year to $387 million. It topped consensus of $366.3 million, while subscription ARR grew 32% year-on-year to a higher-than-expected $1.57 billion. Rubrik's cloud ARR grew 43% year-on-year to $1.39 billion, with customers migrating and adopting the Rubrik Security Cloud. Customer generating more than $100,000 in subscription ARR grew to 2,946. This demonstrated a “deepening penetration" of the company's base, he further wrote. **BTIG:** Rubrik's upward revision in its full-year guidance was "impressive," Powell said. The company raised its ARR guidance for fiscal 2027 by $24 million, versus the first quarter's $17 million beat, he added. Management commentary "increasingly suggests" that AI is transforming from a threat to a demand catalyst, the analyst stated. The emergence of frontier AI attack models, like Anthropic's Mythos, "is clearly accelerating C-suite urgency around cyber resilience and recovery readiness," and Rubrik is a direct beneficiary of this trend, he further wrote. **RBRK Price Action:** Shares of Rubrik had declined by 5.13% to $73.00 at the time of publication on Friday. **Read Also: Anthropic's Mythos Triggers Cybersecurity Race — CrowdStrike, Rubrik, Cloudflare Stand To Gain** _Image: Shutterstock_ ### Related Stocks - [RBRK.US](https://longbridge.com/en/quote/RBRK.US.md) - [BNS.US](https://longbridge.com/en/quote/BNS.US.md) - [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md) - [NET.US](https://longbridge.com/en/quote/NET.US.md) ## Related News & Research - [Rubrik Raises Fiscal 2027 Outlook Following Upbeat Fiscal Q1 Results, Wedbush Says](https://longbridge.com/en/news/288859197.md) - [Rubrik's Q1 report shows expanding market share, prompting positive analysts' reactions](https://longbridge.com/en/news/288878759.md) - [Will Lowe's (LOW) Dividend Hike and Subscription Bet Reshape Its Capital Allocation Narrative?](https://longbridge.com/en/news/289064385.md) - [Rubrik (RBRK) Q1 Loss Improvement Challenges Bearish Profitability Narratives](https://longbridge.com/en/news/288915832.md) - [Tiny Announces Publishing of Annual Shareholder Letter | TNYZF Stock News](https://longbridge.com/en/news/289093555.md)