Is Rubrik Stock a Good Buy?

People person often asked maine astir disruption from artificial quality (AI) successful caller weeks: Which industries are harmless and which are successful trouble? I won't unreal to spot the aboriginal perfectly. But I volition accidental that I judge cybersecurity is mission-critical software, placing these businesses among those harmless from AI replacement.

I judge cybersecurity stocks are safe. I judge cybersecurity stocks with a heavy knowing of AI are adjacent safer. And that's wherefore I privation to item Rubrik (NYSE: RBRK) today. The banal trades down much than 45% from its all-time precocious acceptable successful mid-2025. But its concern is thriving, making this a compelling concern opportunity.

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Rubrik provides enterprises with a mode to safely store their information truthful they tin get backmost up and moving if atrocious actors successfully endanger the concern with a cyberattack. This absorption allows Rubrik to sidestep a cardinal hazard successful the space. Other cybersecurity players absorption connected preventing attacks and endure reputational harm erstwhile their information bundle fails. By contrast, Rubrik assumes these attacks volition hap and provides its work for this reality.

Rubrik's services are gaining traction. The institution packages its services arsenic a subscription, and yearly recurring gross (ARR) was up 34% twelvemonth implicit twelvemonth to $1.35 cardinal successful the 3rd 4th of 2025. This was driven by beardown 27% maturation from customers spending astatine slightest $100,000 annually.

Rubrik's maturation is intelligibly strong, and adoption is promising. But there's thing other for investors to like: The institution generates affirmative escaped currency flow, which is increasing accelerated connected a per-share basis. And present the banal trades astatine 44 times its escaped currency flow.

Some mightiness see the valuation expensive. But I tin get down Rubrik's valuation fixed however accelerated it's growing. In short, the institution is doing important work, increasing quickly, and generating profits, which is wherefore I similar Rubrik stock.

As a last thought, AI agents volition beryllium the adjacent large technological inclination you'll beryllium proceeding astir if you're not proceeding astir it already. AI agents tin execute analyzable tasks for their creators, and this volition beryllium progressively important for enterprises.

AI agents, however, airs a information hazard due to the fact that they entree your information and your applications. Rubrik's cybersecurity level already takes this into consideration. Enterprises person a elemental mode to o.k. oregon contradict which information their AI agents access.