Rubrik Framtida tillväxt
Future kriterier kontrolleras 1/6
Rubrik förväntas öka vinsten och intäkterna med 30.6% och 15.8% per år respektive medan EPS förväntas växa med 38.1% per år.
Viktig information
30.6%
Tillväxttakt i vinsten
38.06%
Tillväxttakt för EPS
| Software vinsttillväxt | 18.6% |
| Intäkternas tillväxttakt | 15.8% |
| Framtida avkastning på eget kapital | n/a |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 27 Apr 2026 |
Senaste uppdateringarna om framtida tillväxt
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 04Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 1/31/2029 | 2,358 | -5 | 496 | 576 | 6 |
| 1/31/2028 | 1,973 | -257 | 398 | 457 | 27 |
| 1/31/2027 | 1,607 | -328 | 270 | 314 | 26 |
| 1/31/2026 | 1,316 | -349 | 238 | 283 | N/A |
| 10/31/2025 | 1,197 | -377 | 243 | 273 | N/A |
| 7/31/2025 | 1,083 | -444 | 182 | 211 | N/A |
| 4/30/2025 | 978 | -525 | 92 | 119 | N/A |
| 1/31/2025 | 887 | -1,155 | 22 | 48 | N/A |
| 10/31/2024 | 803 | -1,137 | -45 | -23 | N/A |
| 7/31/2024 | 733 | -1,093 | -57 | -39 | N/A |
| 4/30/2024 | 679 | -997 | -38 | -18 | N/A |
| 1/31/2024 | 628 | -354 | -25 | -5 | N/A |
| 10/31/2023 | 603 | -331 | -9 | 17 | N/A |
| 7/31/2023 | 588 | -319 | 12 | 45 | N/A |
| 4/30/2023 | 586 | -303 | -6 | 27 | N/A |
| 1/31/2023 | 600 | -278 | -15 | 19 | N/A |
| 1/31/2022 | 506 | -254 | -103 | -83 | N/A |
| 1/31/2021 | 388 | -213 | -75 | -59 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: RBRK förväntas förbli olönsam under de kommande 3 åren.
Resultat vs marknad: RBRK förväntas förbli olönsam under de kommande 3 åren.
Höga tillväxtresultat: RBRK förväntas förbli olönsam under de kommande 3 åren.
Intäkt vs marknad: RBRK s intäkter ( 15.8% per år) förväntas växa snabbare än US marknaden ( 11% per år).
Hög tillväxtintäkter: RBRK s intäkter ( 15.8% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: Otillräcklig data för att avgöra om RBRK s avkastning på eget kapital förväntas bli hög om tre år
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/04/29 12:46 |
| Aktiekurs vid dagens slut | 2026/04/29 00:00 |
| Intäkter | 2026/01/31 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Rubrik, Inc. bevakas av 29 analytiker. 27 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |
| Rahul Chopra | Berenberg |