Rubrik delivers fourth quarter earnings beat, guidance above expectations

Rubrik (NYSE:RBRK) shares roseate astir 5% aft the unreality information information institution reported 4th fourth and full-year fiscal 2026 results that exceeded Wall Street expectations and issued stronger-than-anticipated guidance for fiscal 2027.

For the 4th fourth ended January 31, 2026, the company reported adjusted net per stock (EPS) of $0.04, compared with expert expectations for a nonaccomplishment of $0.11 per share.

Revenue came successful astatine $377.7 million, good supra the statement estimation of astir $342 cardinal and representing 46% year-over-year growth.

Subscription gross totaled $364.9 million, up 50% from the aforesaid play past year.

The institution besides continued to grow its recurring gross base, with subscription yearly recurring gross (ARR) expanding 34% twelvemonth implicit twelvemonth to $1.46 billion.

Rubrik ended the 4th with 2,805 customers generating astatine slightest $100,000 successful subscription ARR, up 25% from a twelvemonth earlier, reflecting expanding adoption among ample endeavor clients.

Rubrik CEO Bipul Sinha said the company’s level is becoming progressively cardinal to endeavor information extortion arsenic artificial quality adoption accelerates.

“The acceleration successful nett caller subscription ARR maturation successful Q4 astatine our standard demonstrates that Rubrik is an progressively captious level for the AI era,” Sinha said successful a statement.

Rubrik besides issued guidance for fiscal 2027 that came successful up of expert forecasts. For the archetypal 4th of fiscal 2027, the institution expects gross of $365 cardinal to $367 cardinal and an adjusted nett nonaccomplishment per stock of $0.04 to $0.02, compared with statement estimates calling for a nonaccomplishment per stock of $0.07.

For the afloat fiscal year, Rubrik projected subscription ARR of $1.829 cardinal to $1.839 billion, representing astir 26% year-over-year growth, on with gross of $1.597 cardinal to $1.607 cardinal and adjusted EPS of $0.07 to $0.27.

Analysts astatine Wedbush described the 4th arsenic different beardown show for the company. Following the report, Wedbush maintained its ‘Outperform’ standing connected the banal with a $90 terms target, lowered from $120 to bespeak broader aggregate compression crossed the bundle sector.

The analysts highlighted that Rubrik reported “massive beats crossed the committee highlighted by beardown revenue, subscription ARR, and borderline performance” portion besides delivering fiscal 2027 guidance up of Street expectations.

The steadfast besides highlighted however artificial quality is expanding the imaginable consequences of cyber breaches, reinforcing request for Rubrik’s platform.

“AI is amplifying the effect of each breach, reinforcing the mission-critical quality of Rubrik’s offering and driving durable subscription maturation with beardown NRR,” the analysts wrote.