William Blair has upgraded Rubrik Inc (RBRK) to Outperform from Market Perform as of December 4, 2025. The current share price stands at $92.20. This upgrade reflects a more optimistic outlook regarding the company's future performance, potentially indicating improved fundamentals or enhanced confidence in its strategic direction.
Headquartered in Palo Alto, California, Rubrik Inc provides cloud data management solutions and employs 3,200 full-time staff. The firm, which went public on April 25, 2024, has developed a Zero Trust Data Security platform that aids organizations in achieving resilience against cyber threats and operational disruptions. Its Rubrik Security Cloud (RSC) secures data across enterprise, cloud, and SaaS applications, utilising advanced machine learning and artificial intelligence to monitor and manage data security risks.
The company is scheduled to report its earnings on March 13, 2026, with an estimated EPS of $-0.13 and revenue expectations of $337.8 million. Recent earnings performance has shown positive surprises, including a Q3 2026 EPS of $0.10, significantly exceeding the estimate of $-0.17.
Analyst consensus as of December 1, 2025, indicates a Buy rating, with 7 Strong Buy, 19 Buy, and 3 Hold ratings among 29 total analysts. The move underscores a shift in sentiment that may be influenced by the company's recent operational achievements and its strategic initiatives in data security.