Systems Software

Rubrik

Rubrik Unveils Rubrik AI Platform, Officially Transforms into an AI Agent Company

Rubrik Partners with Six Global System Integrators to Deploy Claude Code-Specific Security Platform

Rubrik Agrees to Acquire Strata.io to Enhance Identity Resilience

Rubrik's Average 12-Month Target Price Raised to $91.48, Buy Rating Maintained

Rubrik Released FY2027 Q1 Earnings on June 4, 2026 After-Market EST: Actual Revenue USD 387.07 M vs Forecast USD 366.32 M; Actual EPS USD -0.21 vs Forecast USD -0.4457

Rubrik Director John Wendell Thompson Sells 15,000 Shares and Receives New Stock

Rubrik CTO Arvind Nithrakashyap Sells Approximately $16.82 Million in Shares

Rubrik Stock Exceeds Average Analyst Target Price, Receives 'Strong Buy' Rating

Rubrik and MEDITECH Announce Collaboration to Integrate Security Cloud for Ransomware Defense

Rubrik to release FY2027 Q1 earnings on June 4, 2026, after-market EST; forecast revenue USD 366.3 M, EPS USD -0.4442

Rubrik Partners with MEDITECH to Enhance Network Resilience for Expanse Customers

Rubrik Director Sells Shares and Exercises Options

Rubrik Launches Rubrik Agent Cloud for Enhanced AI Monitoring and Control

Rubrik Launches Network Resilience Features Integrated with Google Cloud SQL

Report: Accelerated AI Adoption Brings Security Risks

Rubrik CFO sells 20,000 A-class shares and receives 5,000 shares through conversion

Rubrik Named Preferred Cybersecurity Supplier for Hospitals

John Wendell Thompson Sells 13,500 Shares of Rubrik Class A Stock and Exercises 11,000 Options

Rubrik Integrates with Microsoft Defender to Enhance Identity Threat Detection

Rubrik Launches Data Protection for Google Workspace

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RBRK

Rubrik (NYSE: RBRK) has introduced the second season of its acclaimed podcast, "To Catch a Thief: North Koreans On Our Payroll," during the Rubrik FORWARD event in Las Vegas. The podcast, led by Nicole Perlroth, former cybersecurity reporter for The New York Times, sheds light on a global labor network manipulated by North Korea, resulting in the illicit transfer of hundreds of millions of dollars. The podcast aims to raise awareness about this issue through exclusive investigative reporting.

Unusual Whales

New York Times

Rubrik Releases Next Season of Acclaimed “To Catch a Thief” by Nicole Perlroth, Podcast Documentary Details Current Threats from North Korea

ARKO

NLST

LXFR

Analysts identify Netlist, Arko, and Luxfer as top breakout stocks for June, citing strong past-year gains and high earnings growth projections. The rally is fueled by AI-driven strength in tech and semiconductors, led by the 'Magnificent Seven.' However, risks include rising inflation and the Federal Reserve's reluctance to cut rates, which may challenge the market's durability.

Arko

Netlist, Inc.

Luxfer

ARKO CORP C/WTS 22/12/2025 (TO PUR COM)

Analysts highlight June breakout stocks amid AI-driven rally

Rubrik (RBRK) reported Q1 2027 revenue of $387.1 million, up from $278.5 million in Q1 2026, with net loss narrowing to $41.9 million from $102.1 million. Despite trailing 12-month revenue reaching $1.4 billion, the company remains unprofitable with a TTM net loss of $288.6 million and negative equity. While bulls highlight strong top-line growth and cost control, bears cite ongoing losses and high valuation multiples (P/S 10.6x). Analyst consensus targets $94.96, though DCF models suggest fair value near current prices.

Simplywall

Rubrik (RBRK) Q1 Loss Improvement Challenges Bearish Profitability Narratives

Rubrik reported Q1 FY2027 revenue of $387.07M, up 39% YoY, with a narrowed net loss of ($41.85M). Diluted EPS improved to ($0.21) from ($0.53). Subscription ARR grew 32% to $1.57B, driven by strong SaaS demand. The company expanded its large-customer base by 24% and maintained ~120% net retention, while shifting focus to cloud-native RSC offerings.

TradingView

Rubrik, Inc. 1Q 2027: Revenue $387.07M, EPS ($0.21) — 10-Q Summary

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.

benzinga_article

Bank of Nova Scottia

CrowdStrike

CloudFlare

Rubrik Posts 'Respectable' Q1, Not As 'Explosive' As Wall Street 'Needed': Analyst

Rubrik shares are trading lower. The company reported Q1 financial results.

Rubrik reported a 39% Q1 revenue increase and raised full-year guidance, prompting Wells Fargo and Wedbush to maintain positive ratings. Despite strong financials and expanded market share, shares fell 5%. Analysts highlighted solid sub-ARR growth and cyber resilience demand, though results were slightly below some buy-side expectations.

Rubrik's Q1 report shows expanding market share, prompting positive analysts' reactions

Rubrik, Inc.'s average 12-month price target has been raised to $93.15 by analysts, implying a 21% upside from the June 4 closing price. The consensus rating remains 'Buy' across 29 covering analysts, with forecasts ranging from $70 to $115 per share.

Factset Research

Rubrik, Inc. Stock 12‑Month Price Target Raised to $93.15, Implies 21% Upside

Rubrik(RBRK.US)