Rubrik Inc. Reports Strong Q3 2025 Results, Shares Surge 22.5 %
Rubrik Inc. (NYSE: RBRK) announced its third‑quarter 2025 financial results on December 4, 2025. The company reported a per‑share profit of $0.10, a sharp reversal from the $0.32 loss reported for the same quarter last year. Revenue for the period reached $350.2 million, a 48 % year‑over‑year increase that exceeded Wall Street expectations of a $0.17 loss per share.
Key Highlights
| Metric | Q3 2025 | Q3 2024 | Change |
|---|---|---|---|
| Revenue | $350.2 million | $? million | +48 % |
| Revenue growth | 48 % | – | – |
| Earnings per share | $0.10 | –$0.32 | +$0.42 |
| Subscription ARR | 34 % growth | – | – |
| Subscription revenue | 52 % growth | – | – |
The company attributed its strong performance to a rapid expansion of its subscription base and continued adoption of its cloud‑data‑management platform across government, healthcare, education, legal, and financial sectors.
Market Reaction
- Stock Price: Following the earnings announcement, Rubrik’s shares jumped 22.5 % to close at $87.40, surpassing the pre‑market trading level of $84.00.
- Volume: Trading volume rose to approximately 12.5 million shares, reflecting heightened investor interest.
Analyst Coverage
| Analyst | Rating | Price Target |
|---|---|---|
| Wedbush | Outperform | $120 |
| Rosenblatt | Buy | $120 |
| Keybanc | Hold | $113 |
| Baird | Buy | – |
| TipRanks (aggregated) | Mixed | – |
The consensus among analysts remains mixed, but several major research houses have reaffirmed or raised their price targets following the earnings beat. Wedbush, Rosenblatt, and Baird have all highlighted the company’s ability to scale its subscription business while noting potential future profitability challenges.
Context and Outlook
Rubrik’s market capitalization, as of December 4, 2025, stands at $13.9 billion. The company’s price‑earnings ratio remains negative at –33.29, reflecting its ongoing investment in growth. Despite a recent loss in earnings per share for the fourth quarter, the Q3 results demonstrate a clear turnaround trajectory and support the narrative that Rubrik is positioned to capitalize on the growing demand for data security and cloud‑based resilience solutions.
Investors are watching for continued revenue growth, margin improvement, and the company’s execution on its AI‑driven product roadmap, which is expected to drive further demand in the coming quarters.
