Rubrik Gestion
Gestion contrôle des critères 4/4
Le PDG Rubrik est Bipul Sinha, nommé en Jan2014, a un mandat de 12.58 ans. La rémunération annuelle totale est $ 1.80M, composée du salaire de 33.7% et des bonus 66.3%, y compris les actions et options de la société. détient directement 5.49% des actions de la société, d'une valeur de $ 1.09B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.4 ans et 10 ans.
Informations clés
Bipul Sinha
Directeur général
US$1.8m
Rémunération totale
| Pourcentage du salaire du PDG | 33.75% |
| Durée du mandat du directeur général | 12.6yrs |
| Propriété du PDG | 5.5% |
| Durée moyenne d'occupation des postes de direction | 5.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 10yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • 18h
Rubrik: A Bet On The Company Enterprises Call When They Face A Security Failure
Summary Rubrik earns a buy rating due to robust organic growth, strong earnings, and a differentiated approach to cybersecurity focused on recovery, not just prevention. Rubrik's fiscal Q1 2027 results exceeded guidance, with subscription revenue up 41% YoY and free cash flow margin expanding 700 basis points to 19%. AI proliferation creates new risks and growth avenues for Rubrik, with proactive solutions like Rubrik Agent Cloud addressing enterprise AI agent management and recovery. Integration with Microsoft Defender enhances Rubrik's identity recovery capabilities, reducing recovery time from days to hours and positioning the company for further enterprise adoption. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 20
RBRK: Cyber Resilience Demand And Q1 Execution Will Drive Recurring Revenue Upside
Rubrik's updated fair value estimate has shifted from $130.00 to about $110.11 as analysts factor in higher targeted profit margins, slightly adjusted revenue growth expectations, and a lower future P/E multiple, despite broadly higher Street price targets supported by stronger Q1 execution and a healthier long-term outlook for recurring revenue and cyber resilience spend. Analyst Commentary Recent Street research on Rubrik points to largely constructive sentiment, with a series of higher price targets and one minor trim that still maintains a positive rating.
Mise à jour du récit • Jul 06
RBRK: Cyber Resilience Leadership And ARR Durability Will Shape Future Returns
Analysts raised the Rubrik fair value estimate from $65.27 to $85.00, citing a series of higher Street price targets and commentary that highlights resilient subscription ARR trends, improving margin potential, and healthy underlying net new ARR growth, even where reported cloud metrics appeared softer due to migration timing and tough comparisons. Analyst Commentary Street research around Rubrik has been active, with many firms revisiting their models after the latest Q1 results, updated fiscal 2027 guidance, and the company’s analyst and customer events.
Mise à jour du récit • Jun 22
RBRK: AI Cyber Resilience Will Drive Durable Identity Security Upside
For Rubrik, the analyst fair value estimate has increased from $86.70 to $95.50 as analysts factor in stronger net new ARR trends, consistent Q1 beat and raise commentary, and updated long term assumptions around growth durability and future P/E multiples. Analyst Commentary Recent research on Rubrik centers on how the company is executing against its growth plans, the quality of subscription ARR trends, and what that could mean for valuation as analysts update their models after Q1 results and the recent analyst day.Article d’analyse • Jun 19
Rubrik (RBRK) Stock Could Be 19% Undervalued After Its AI Security Push
Rubrik (RBRK) is back in focus after unveiling plans to integrate Rubrik Agent Cloud with Amazon Bedrock AgentCore and after expanding its AI governance partnership with Cognizant, putting its AI security approach under closer investor scrutiny. See our latest analysis for Rubrik. Rubrik’s recent AI security announcements come as momentum in the stock has cooled year to date, with a year-to-date share price return decline of 6.96% and a 1-year total shareholder return decline of 19.44%,...Mise à jour du récit • Jun 05
RBRK: Cyber Resilience And AI Partnerships Will Drive Future Identity Security Rebound
Rubrik's updated analyst fair value moves modestly higher to about $87 from about $84, as analysts weigh stronger sector demand checks and product traction against slightly higher discount rate assumptions. Analyst Commentary Recent research on Rubrik reflects a mix of optimism around execution and growth, alongside more cautious views on valuation and sector multiples.Mise à jour du récit • May 12
RBRK: Identity Resilience And AI Governance Will Drive Future Rebound
Rubrik's fair value estimate has been adjusted from $85.40 to about $84.07 as analysts recalibrated P/E assumptions and discount rates, while still pointing to solid Q4 execution, expanding identity security traction, and sector wide multiple compression as key drivers behind the new price targets. Analyst Commentary Recent research updates on Rubrik point to a mixed but generally constructive stance, with many analysts trimming price targets to reflect sector wide multiple compression while still highlighting solid Q4 execution and long term growth drivers in data security and identity resilience.Mise à jour du récit • Apr 24
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.Mise à jour du récit • Apr 09
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.Mise à jour du récit • Mar 25
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.Mise à jour du récit • Mar 11
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.Nouveau récit • Mar 04
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?Mise à jour du récit • Feb 25
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.Nouveau récit • Feb 18
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?Mise à jour du récit • Feb 10
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.Article d’analyse • Jan 30
Rubrik, Inc. (NYSE:RBRK) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
The Rubrik, Inc. ( NYSE:RBRK ) share price has fared very poorly over the last month, falling by a substantial 26...Mise à jour du récit • Jan 27
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.Mise à jour du récit • Jan 12
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.Mise à jour du récit • Dec 04
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.Mise à jour du récit • Sep 11
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%.
Nouveau récit • Apr 27
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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | -US$289m |
| 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$354m |
Rémunération vs marché: La rémunération totale de Bipul ($USD 1.80M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.47M ).
Rémunération et revenus: La rémunération de Bipul a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Bipul Sinha (53 yo)
12.6yrs
Titularisation
US$1,803,735
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 12.6yrs | US$1.80m | 5.49% $ 1.1b | |
| Co-Founder | 12.6yrs | US$27.66m | 4.99% $ 995.2m | |
| Chief Financial Officer | 5.8yrs | US$13.55m | 0.18% $ 35.4m | |
| Co-Founder | no data | pas de données | 5.54% $ 1.1b | |
| Chief Information Officer & Chief Data Officer | 5.4yrs | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| Chief Legal Officer & Secretary | no data | pas de données | pas de données | |
| Vice President of Communications | no data | pas de données | pas de données | |
| Chief Marketing Officer | 1.6yrs | pas de données | pas de données | |
| Chief Business Officer | 4yrs | pas de données | pas de données | |
| Chief Customer Officer | no data | pas de données | pas de données | |
| Chief Product Officer | 5.1yrs | pas de données | pas de données |
5.4yrs
Durée moyenne de l'emploi
52yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de RBRK est chevronnée et expérimentée (5.4 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 12.6yrs | US$1.80m | 5.49% $ 1.1b | |
| Co-Founder | 12.6yrs | US$27.66m | 4.99% $ 995.2m | |
| Independent Director | 12.6yrs | US$259.68k | 0.35% $ 70.8m | |
| Lead Independent Director | 8.6yrs | US$309.63k | 0.43% $ 85.3m | |
| Independent Director | 11.4yrs | US$279.65k | 0.56% $ 111.4m | |
| Independent Director | 3.8yrs | US$254.64k | 0.042% $ 8.4m | |
| Independent Director | 4.8yrs | US$279.65k | 0.038% $ 7.6m | |
| Independent Director | 4.8yrs | US$254.64k | 0.016% $ 3.2m |
10.0yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la RBRK est chevronné et expérimenté ( 10 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/12 07:22 |
| Cours de l'action en fin de journée | 2026/08/12 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Rubrik, Inc. est couverte par 31 analystes. 27 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Rahul Chopra | Berenberg |