Rubrik Dirección
Dirección controles de criterios 4/4
El CEO de Rubrik es Bipul Sinha , nombrado en Jan 2014, tiene una permanencia de 12.33 años. compensación anual total es $1.80M, compuesta por 33.7% salario y 66.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 5.49% de las acciones de la empresa, por valor de $654.12M. La antigüedad media del equipo directivo y de la junta directiva es de 5.2 años y 9.8 años, respectivamente.
Información clave
Bipul Sinha
Chief Executive Officer (CEO)
US$1.8m
Compensación total
| Porcentaje del salario del CEO | 33.75% |
| Permanencia del CEO | 12.3yrs |
| Participación del CEO | 5.5% |
| Permanencia media de la dirección | 5.2yrs |
| Promedio de permanencia en la Junta Directiva | 9.8yrs |
Actualizaciones recientes de la dirección
Recent updates
Rubrik: SaaS Implosion Strikes My Bearishness (Upgrade)
Apr 28
RBRK: Identity Resilience And AI Guardrails Will Support Future Rebound
Analysts have trimmed the blended price target for Rubrik by about $1 to $85.40. This reflects a recalibration of valuation multiples across software peers, even as research commentary continues to highlight revenue growth durability, expanding identity security traction, and the mission critical role of Rubrik's cyber resilience platform.RBRK: Identity Resilience And AI Security Fears Will Support Future Rebound
Rubrik's analyst price targets have generally been revised lower into a $70 to $110 range, as analysts factor in lower sector multiples and macro caution while still pointing to solid Q4 execution, durable subscription trends, and long term opportunities in identity security, AI driven protection, and broader cyber resilience. Analyst Commentary Recent Street research on Rubrik clusters around a similar message, with price targets reset lower into a tighter band while ratings generally stay positive.RBRK: Identity Resilience And AI Operations Will Support Cyber Recovery Upside
Narrative Update The updated analyst price target for Rubrik moves lower to $86.71 from $100.52, as analysts factor in slightly softer revenue growth, modestly lower profit margin assumptions, and a reduced future P/E multiple, despite continued positive commentary around Q4 execution, subscription ARR strength, and the long term opportunity in cyber resilience and identity security. Analyst Commentary Recent Street research presents a mixed picture for Rubrik, with many firms cutting price targets while keeping positive ratings and pointing to solid execution around Q4 results, subscription ARR, and longer term opportunities in cyber resilience and identity security.RBRK: Identity Resilience And AI Operations Will Drive Future Repricing
Our Rubrik fair value estimate has been trimmed from $104.43 to $100.52 as analysts broadly reduce price targets in the $70 to $115 range. This largely reflects sector wide multiple compression, even as they point to ongoing demand for Rubrik Security Cloud, healthy channel checks and interest in newer areas like identity resilience and AI driven operations.
Cyber Resilience Headwinds Will Challenge Margins Yet Long Term Identity Demand Will Persist
Catalysts About Rubrik Rubrik provides cyber resilience, data protection and AI operations software for enterprise customers across data, identity and applications. What are the underlying business or industry changes driving this perspective?RBRK: Identity Resilience And AI Operations Will Support Future Repricing
Rubrik's analyst fair value estimate has shifted modestly lower, from about $109.05 to $104.43, as analysts temper assumptions on margins and growth while still highlighting new AI operations and identity resilience offerings as key supports for the longer term story. Analyst Commentary Recent Street research on Rubrik points to a mixed but generally constructive stance, with several firms trimming targets while still seeing room for execution on growth and newer product areas such as AI operations and identity resilience.
Cyber Resilience And AI Operations Will Create Long Term Upside Potential
Catalysts About Rubrik Rubrik provides cloud based cyber resilience, identity security and AI operations software focused on protecting and recovering critical enterprise data and systems. What are the underlying business or industry changes driving this perspective?RBRK: Cyber Resilience Demand And ARR Execution Will Support Future Repricing
We are trimming our Rubrik fair value estimate from US$110.86 to US$109.05 as analysts recalibrate price targets lower, citing softer peer multiples, a slightly higher discount rate and some caution around security budgets and competition, even as they continue to flag potential for sales growth and annual recurring revenue outperformance. Analyst Commentary Recent Street research on Rubrik points to a mixed setup for investors, with some firms cutting price targets while others highlight upside around growth execution and annual recurring revenue.Rubrik, Inc. (NYSE:RBRK) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
Jan 30
RBRK: Cyber Resilience Partnerships Will Support Future Repricing Potential
The analyst price target for Rubrik is trimmed slightly from about US$111.95 to about US$110.86, as analysts balance a mix of reduced targets around US$95 to US$100 with ongoing Overweight and Buy ratings that highlight expectations for solid annual recurring revenue and mid 20s percent sales growth. Analyst Commentary Recent research points to a mixed but generally constructive stance on Rubrik, with some analysts trimming price targets while others highlight upside over the next few months.RBRK: Execution On Cyber Resilience Partnerships Will Drive Bullish Repricing
Analysts have trimmed their Rubrik price target by about US$2 to reflect slightly lower fair value, revenue growth and profit margin assumptions. This aligns with recent Street moves that include a Barclays price target cut to US$100 and a Mizuho upgrade with a US$97 target.RBRK: Revenue Expansion And Margin Gains Will Drive Bullish Repricing
Rubrik's analyst price target has been nudged slightly lower to approximately $114 from about $115, as analysts balance a modestly higher discount rate and slightly slower long term growth assumptions against still robust forecasts for revenue expansion, improving margins, and a series of recent target hikes following strong Q2 results. Analyst Commentary Analysts remain generally constructive on Rubrik, highlighting a mix of strong execution, durable growth, and incremental valuation upside, even as some modest caution emerges around the pacing of future expansion and expectations embedded in the stock.Cyber Resilience And Data Security Will Open New Possibilities
The analyst price target for Rubrik was raised to $115.20, reflecting strong Q2 revenue growth, robust subscription ARR, improving margins, and solid operating momentum. Analyst Commentary Strong Q2 revenue growth of 51% year-over-year, significantly exceeding consensus estimates by 10%.Calculating The Fair Value Of Rubrik, Inc. (NYSE:RBRK)
May 14
Cyber Resilience And Data Security Will Open New Possibilities
Rubrik's innovations and strategic cybersecurity focus enhance market share, revenue growth, and competitive positioning while expanding their total addressable market.Rubrik: A Bigger Correction May Be On The Way (Rating Downgrade)
Apr 15Rubrik's Strong Q4: A High-Growth Cybersecurity Play Worth Owning
Mar 14Rubrik: Ready For Inflection, Why I'm Long
Jan 28Rubrik: Easy Money Made (Rating Downgrade)
Jan 14Cash Is King: Rubrik Is Soon A Real Cash Cow - Strong Buy
Dec 04Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jan 31 2026 | US$2m | US$609k | -US$349m |
| Oct 31 2025 | n/a | n/a | -US$377m |
| Jul 31 2025 | n/a | n/a | -US$444m |
| Apr 30 2025 | n/a | n/a | -US$525m |
| Jan 31 2025 | US$140m | US$475k | -US$1b |
| Oct 31 2024 | n/a | n/a | -US$1b |
| Jul 31 2024 | n/a | n/a | -US$1b |
| Apr 30 2024 | n/a | n/a | -US$997m |
| Jan 31 2024 | US$620k | US$375k | -US$354m |
Compensación vs. Mercado: La compensación total de Bipul($USD1.80M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.63M).
Compensación vs. Ingresos: La compensación de Bipul ha sido consistente con los resultados de la empresa en el último año.
CEO
Bipul Sinha (52 yo)
Mr. Bipul Sinha is Investor at Descope Inc. Mr. Sinha is a Co-Founder of Rubrik, Inc. and serves as its Chief Executive Officer, Director & Chairman since January 2014 & July 2016. Mr. Sinha served as the...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 12.3yrs | US$1.80m | 5.49% $ 654.1m | |
| Co-Founder | 12.3yrs | US$27.66m | 5.11% $ 608.8m | |
| Chief Financial Officer | 5.5yrs | US$13.55m | 0.18% $ 21.3m | |
| Co-Founder | no data | sin datos | 5.54% $ 660.7m | |
| Chief Information Officer & Chief Data Officer | 5.2yrs | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Chief Legal Officer & Secretary | no data | sin datos | sin datos | |
| Vice President of Communications | no data | sin datos | sin datos | |
| Chief Marketing Officer | 1.3yrs | sin datos | sin datos | |
| Chief Business Officer | 3.8yrs | sin datos | sin datos | |
| Chief Customer Officer | no data | sin datos | sin datos | |
| Chief Product Officer | 4.8yrs | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de RBRK es experimentado (5.2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 12.3yrs | US$1.80m | 5.49% $ 654.1m | |
| Co-Founder | 12.3yrs | US$27.66m | 5.11% $ 608.8m | |
| Independent Director | 12.3yrs | US$259.68k | 0.30% $ 36.1m | |
| Lead Independent Director | 8.3yrs | US$309.63k | 0.43% $ 51.5m | |
| Independent Director | 11.2yrs | US$279.65k | 0.56% $ 66.5m | |
| Independent Director | 3.5yrs | US$254.64k | 0.041% $ 4.9m | |
| Independent Director | 4.5yrs | US$279.65k | 0.038% $ 4.5m | |
| Independent Director | 4.5yrs | US$254.64k | 0.018% $ 2.2m |
Junta con experiencia: La junta directiva de RBRK se considera experimentada (9.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/05 05:05 |
| Precio de las acciones al final del día | 2026/05/05 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Rubrik, Inc. está cubierta por 30 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Rahul Chopra | Berenberg |