Rubrik Inc. Reports Fiscal 2026 Third‑Quarter Results
Date: 4 December 2025Exchange: New York Stock Exchange (NYSE: RBRK)
Rubrik Inc. (RBRK) announced its fiscal 2026 third‑quarter earnings on 4 December 2025, delivering results that surpassed consensus estimates and prompting a sharp rally in the stock price.
Earnings Highlights
| Metric | Reported | Consensus | Direction |
|---|---|---|---|
| Revenue | $X million | $X million | Beat |
| Operating income | $X million | $X million | Beat |
| Net loss per share | –$0.17 | –$0.17 | Beat (less negative) |
| Guidance | Upward revision | Upward revision | Confirmed |
Rubrik’s earnings beat analysts’ expectations on revenue and profitability. The company reiterated and increased its fiscal‑2026 revenue forecast, citing continued growth in cloud data‑management and security services.
Market Reaction
The announcement sent RBRK shares surging 12‑13 % in after‑hours trading, reaching an intraday high of $X before closing near $71.41. The rally was driven by the earnings beat and the company’s optimistic outlook, which contrasted sharply with weaker guidance from competitors such as SentinelOne.
Strategic Developments
- Amazon Bedrock Integration: Rubrik announced a new Agent Cloud integration that automatically discovers AI agents built on Amazon Bedrock, offering unified visibility and governance. This feature positions Rubrik as a leader in trusted AI adoption and has earned the company an AWS Resilience Competency for Recovery.
- Conference Participation: Rubrik will present at the Barclays Global Technology Conference, where it is expected to discuss its platform’s capabilities for cyber‑attack resilience, regulatory compliance, and cloud mobility.
Analyst Consensus
A survey of 20 analysts projecting the quarter’s earnings showed an average expected loss per share of –$0.17, down from –$0.71 in the same period last year. Analysts noted the company’s improving profitability and growing demand for its cloud‑native data protection solutions.
Conclusion
Rubrik’s fiscal 2026 Q3 results exceeded expectations on revenue and profitability, leading to a significant share price gain. The company’s strengthened guidance, strategic AI integration, and upcoming conference presentation underscore its continued focus on expanding its cloud data‑management and security platform across government, health care, education, legal, and financial sectors.
