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Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia reduced its stake in shares of Rubrik, Inc. (NYSE:RBRK – Free Report) by 1.5% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 726,670 shares of the company’s stock after selling 10,930 shares during the period. Bank of Nova Scotia owned about 0.36% of Rubrik worth $35,585,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of RBRK. Pictet Asset Management Holding SA lifted its position in shares of Rubrik by 104.1% during the first quarter. Pictet Asset Management Holding SA now owns 3,325,503 shares of the company’s stock valued at $162,572,000 after purchasing an additional 1,696,342 shares in the last quarter. Norges Bank bought a new stake in Rubrik in the 4th quarter worth about $345,907,000. Legal & General Group Plc increased its stake in Rubrik by 8.6% in the 4th quarter. Legal & General Group Plc now owns 1,904,810 shares of the company’s stock valued at $145,680,000 after buying an additional 151,234 shares during the last quarter. Stephens Investment Management Group LLC lifted its position in shares of Rubrik by 47.4% during the 4th quarter. Stephens Investment Management Group LLC now owns 595,851 shares of the company’s stock worth $45,571,000 after buying an additional 191,738 shares in the last quarter. Finally, Washington University bought a new position in shares of Rubrik during the 4th quarter worth approximately $3,861,000. Institutional investors own 49.54% of the company’s stock.

Rubrik Stock Performance NYSE:RBRK opened at $73.17 on Friday. Rubrik, Inc. has a fifty-two week low of $42.25 and a fifty-two week high of $99.75. The firm has a market cap of $15.06 billion, a PE ratio of -50.46 and a beta of 1.10. The business has a 50 day moving average price of $75.22 and a 200-day moving average price of $62.84.

Rubrik (NYSE:RBRK – Get Free Report) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.16 EPS for the quarter, beating analysts’ consensus estimates of ($0.03) by $0.19. The firm had revenue of $387.07 million for the quarter, compared to the consensus estimate of $366.31 million. The company’s quarterly revenue was up 39.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($0.15) earnings per share. Rubrik has set its FY 2027 guidance at 0.250-0.350 EPS and its Q2 2027 guidance at 0.030-0.050 EPS. Research analysts predict that Rubrik, Inc. will post -1.16 EPS for the current year.

Insider Activity In other news, Director Ravi Mhatre sold 3,979 shares of the company’s stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $71.49, for a total transaction of $284,458.71. Following the completion of the transaction, the director directly owned 113,477 shares of the company’s stock, valued at approximately $8,112,470.73. This represents a 3.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CTO Arvind Nithrakashyap sold 199,447 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $84.28, for a total transaction of $16,809,393.16. Following the sale, the chief technology officer owned 314,048 shares of the company’s stock, valued at approximately $26,467,965.44. This represents a 38.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 291,321 shares of company stock worth $24,074,426 over the last ninety days. 13.66% of the stock is owned by insiders.

Analysts Set New Price Targets RBRK has been the subject of several recent analyst reports. Rosenblatt Securities reaffirmed a “buy” rating and issued a $90.00 target price on shares of Rubrik in a report on Monday, June 1st. Wedbush reissued an “outperform” rating and issued a $90.00 price objective on shares of Rubrik in a research report on Thursday, June 11th. Citigroup upped their price objective on Rubrik from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Friday, June 5th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Rubrik in a research report on Friday, June 26th. Finally, Wolfe Research reiterated an “outperform” rating and set a $95.00 target price on shares of Rubrik in a research note on Friday, June 5th. Twenty-eight research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $93.96.

Read Our Latest Stock Report on RBRK

Rubrik Profile (Free Report)

Rubrik, Inc is a cloud data management and security company that delivers a unified platform for data protection, disaster recovery, compliance and intelligent data governance. Its flagship offering, the Rubrik Security Cloud, enables organizations to automate backup and recovery workflows across on-premises, edge and multi-cloud environments. By combining policy-driven orchestration with real-time threat detection, Rubrik helps clients guard against ransomware, ensure business continuity and enforce data retention requirements.

The company’s platform supports a range of services including backup and restore, long-term data archiving, replication, and disaster recovery as a service (DRaaS).

Read More Five stocks we like better than Rubrik AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. decreased its position in Rubrik, Inc. (NYSE:RBRK – Free Report) by 6.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 311,213 shares of the company’s stock after selling 21,717 shares during the quarter. Amova Asset Management Americas Inc. owned 0.15% of Rubrik worth $15,228,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in RBRK. Atlantic Union Bankshares Corp boosted its stake in Rubrik by 100.0% in the fourth quarter. Atlantic Union Bankshares Corp now owns 400 shares of the company’s stock worth $31,000 after purchasing an additional 200 shares in the last quarter. Banque Cantonale Vaudoise bought a new stake in shares of Rubrik during the third quarter worth $34,000. Triumph Capital Management acquired a new stake in shares of Rubrik in the fourth quarter valued at $33,000. Los Angeles Capital Management LLC acquired a new position in Rubrik during the 4th quarter worth about $35,000. Finally, Advocate Investing Services LLC acquired a new stake in Rubrik in the 4th quarter valued at about $38,000. 49.54% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Rubrik In other news, Director Yvonne Wassenaar sold 721 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $81.57, for a total value of $58,811.97. Following the sale, the director directly owned 4,638 shares in the company, valued at $378,321.66. The trade was a 13.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ravi Mhatre sold 3,979 shares of Rubrik stock in a transaction that occurred on Monday, July 13th. The shares were sold at an average price of $83.10, for a total transaction of $330,654.90. Following the completion of the sale, the director owned 125,351 shares in the company, valued at $10,416,668.10. This trade represents a 3.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 291,321 shares of company stock worth $24,074,426. Company insiders own 13.66% of the company’s stock.

Analyst Upgrades and Downgrades A number of analysts recently weighed in on RBRK shares. UBS Group reissued a “buy” rating on shares of Rubrik in a report on Monday, June 1st. Mizuho lifted their price target on shares of Rubrik from $80.00 to $90.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. BTIG Research reissued a “buy” rating and set a $91.00 price target on shares of Rubrik in a research note on Thursday, June 11th. Guggenheim restated a “buy” rating on shares of Rubrik in a report on Friday, June 5th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Rubrik in a research note on Friday, June 26th. Twenty-eight analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Rubrik presently has an average rating of “Moderate Buy” and a consensus price target of $93.96.

Get Our Latest Research Report on Rubrik

Rubrik Trading Down 1.0% RBRK stock opened at $78.18 on Tuesday. The firm has a market cap of $16.09 billion, a PE ratio of -53.92 and a beta of 1.10. The business’s 50-day moving average price is $74.24 and its two-hundred day moving average price is $62.81. Rubrik, Inc. has a 1-year low of $42.25 and a 1-year high of $99.75.

Rubrik (NYSE:RBRK – Get Free Report) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.16 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.03) by $0.19. The business had revenue of $387.07 million during the quarter, compared to analyst estimates of $366.31 million. Rubrik’s revenue for the quarter was up 39.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted ($0.15) earnings per share. Rubrik has set its FY 2027 guidance at 0.250-0.350 EPS and its Q2 2027 guidance at 0.030-0.050 EPS. On average, analysts forecast that Rubrik, Inc. will post -1.16 earnings per share for the current year.

Rubrik Profile (Free Report)

Rubrik, Inc is a cloud data management and security company that delivers a unified platform for data protection, disaster recovery, compliance and intelligent data governance. Its flagship offering, the Rubrik Security Cloud, enables organizations to automate backup and recovery workflows across on-premises, edge and multi-cloud environments. By combining policy-driven orchestration with real-time threat detection, Rubrik helps clients guard against ransomware, ensure business continuity and enforce data retention requirements.

The company’s platform supports a range of services including backup and restore, long-term data archiving, replication, and disaster recovery as a service (DRaaS).

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Stock to Watch: Rubrik, Inc. (RBRK - Free Report) Rubrik is a leading provider of data security solutions, offering a unified platform designed to secure and manage data across enterprise, cloud, and SaaS applications. RBRK aims to secure data through its cloud-native SaaS platform, Rubrik Security Cloud (RSC), a Zero Trust Data Security platform that delivers cyber resilience by securing data and enabling organizations to recover from cyberattacks. The company launched Rubrik Agent Cloud in Feb. 2026 to provide an AI operations suite that can monitor, control and remediate agentic actions.

RBRK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. RBRK has a Momentum Style Score of B, and shares are up 20.1% over the past four weeks.

Nine analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.15 to $0.32 per share. RBRK also boasts an average earnings surprise of +254.9%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, RBRK should be on investors' short list.

LONDON--(BUSINESS WIRE)--Rubrik Announces £375 Million UK Investment and Names London as EMEA Headquarters.

LONDON--(BUSINESS WIRE)--Rubrik Security Cloud launches on the AWS European Sovereign Cloud.

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, announced today its membership in Coalition for Health AI (CHAI), an industry-led coalition committed to developing best practices and frameworks to further innovation, safety, and security for AI. Rubrik joined to collaborate with CHAI and its members on cyber resilience and AI governance. CHAI's mission is to advance the responsible development, deployment, and adoption of AI in healthcare by foste.

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Positioned as Leader and Furthest in Vision for Seven Consecutive Years

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, has been named a Leader and positioned furthest in Vision in the 2026 Gartner Magic Quadrant for Backup and Data Protection Platforms. 2026 marks the seventh consecutive year of the recognition, which to Rubrik is validating the company’s focus on delivering agentic cyber resilience to protect organizations from sophisticated cyber threats and autonomous agent overreach.

"Twelve years ago, Rubrik predicted that the greatest threat to enterprise data would be active adversaries, and eventually, the very autonomous agents trusted to run modern operations," said Bipul Sinha, CEO, Chairman, and Co-Founder at Rubrik. "Today, legacy backup solutions are no longer sufficient. Organizations require complete cyber resilience that spans data protection, identity resilience, and agent governance to defend their businesses from AI-powered attacks."

Organizational recovery timelines often average more than twenty days, but the average breakout time for modern cybercriminals has collapsed to just 39 seconds. Traditional security models focusing purely on prevention and detection are failing to keep pace with modern threat vectors.

Rubrik continues to narrow this operational recovery gap by providing a unified platform designed to protect and recover data, identities, and govern autonomous agents. Rubrik’s Preemptive Recovery works before an attack happens by continuously indexing data, mapping application dependencies and tracking identity access during standard backups. Organizations can immediately locate clean recovery points, assess the blast radius and execute restorations in minutes.

To address compromised credentials, Rubrik Identity Resilience continuously monitors Active Directory, Microsoft Entra ID and Okta to surgically isolate attacker persistence while rolling forward authorized transactions.

Today’s announcement comes on the heels of the launch of Rubrik AI to deliver agentic automation against machine-speed cyber breaches and compromised AI agents.

View a complimentary copy of the Magic Quadrant report below to learn more about Rubrik’s Strengths and Cautions, among other recognized providers/vendors.

Additional Resources

Report: 2026 Gartner Magic Quadrant for Backup and Data Protection Platforms Blog: Seven Years Running: Why We Believe the AI Era Validates Our Vision for Agentic Cyber Resilience Source: Gartner, Magic Quadrant for Backup and Data Protection Platforms, Michael Hoeck, Jason Donham, Sankalp Rastogi, Rizvan Hussain, 29 June 2026

Gartner Disclaimer

GARTNER is a trademark of Gartner, Inc. and/or its affiliates. Magic Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

About Rubrik

Rubrik (NYSE: RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes. For more information, please visit www.rubrik.com and follow @rubrikInc on X (formerly Twitter) and Rubrik on LinkedIn.

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ServiceNow Executive Joins Rubrik with a 25-year track record of strategic collaboration with GSIs, Technology Partnerships, and management consulting firms.

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations company, today announced the appointment of Amit Nehru as Group Vice President of GSIs and MSPs. Nehru will lead Rubrik's GSI business to accelerate cyber resilience through strategic global partnerships. Nehru’s appointment continues the growth momentum of Rubrik's partner ecosystem, following Rubrik’s new platform innovations designed to scale MSP-operated cyber resilience.

With over 25 years of expertise in scaling global partnerships, Nehru joins Rubrik following a transformative tenure at ServiceNow. As Vice President of Global Partnerships and Channels, he sustained a 45% year-over-year growth rate for the Global Partners and MSP business over five consecutive years. In addition to driving high-impact net-new annual contract value (NNACV), Nehru successfully established billion-dollar, multi-year acceleration frameworks to scale the company's AI platform with Global Partners worldwide.

"As we navigate the transition to agentic cyber resilience, our global partner ecosystem remains a core pillar in helping organizations safeguard their business," said Alok Agrawal, Chief Solutions Officer, Rubrik. "Nehru’s unique capability to design and execute integrated, global Go-to-Market strategies that deliver massive revenue at scale makes him an invaluable asset. His expertise with GSIs and MSPs will be pivotal as we help the world's largest and most regulated organizations secure their data and maintain their Minimum Viable Business."

The appointment comes at a time where resilience is a critical need among global organizations. Rubrik Zero Labs found that in 2025, only 28% of organizations believed they can fully recover from a cyber incident in twelve hours or less, down from 43% in 2024. Global organizations rely on elite system integrators to architect complete cyber resilience frameworks.

"Organizations are undergoing a profound architectural shift as they integrate AI amid escalating cyber threats," said Nehru. "This transition represents a massive opportunity for GSIs to lead the market and unlock high-margin growth. The launch of Rubrik Agent Cloud for Anthropic's Claude and Project Hourglass marks a defining milestone for AI governance. Alongside our premier launch partners – Cognizant, Deloitte, HCLTech, LTM, NTT DATA, and Wipro – we are enabling GSIs to deploy autonomous agents with resilience engineered from day one. I look forward to working with our ecosystem to build unified resilience frameworks that defend AI pipelines and turn data recovery into a powerful business accelerator."

To learn more about how Rubrik can ensure your Minimum Viable Business remains resilient, visit the link here.

About Rubrik

Rubrik (RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes. For more information, please visit www.rubrik.com and follow @rubrikInc on X (formerly Twitter) and Rubrik on LinkedIn.

More News From Rubrik

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of RBRK, CRWD, DELL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

AWS Summit --Rubrik (NYSE: RBRK), the Security and AI Operations company, announced today its upcoming Rubrik Agent Cloud (RAC) integration with Amazon Bedrock

PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, announced that its podcast documentary series, “To Catch a Thief,” has won a prestigious Tribeca X Award during the 25th annual Tribeca Festival in New York City, which recognizes outstanding achievement in story-driven brand collaborations. Produced in partnership with Pod People, “To Catch a Thief” was recognized as the Best Audio/Podcast for its groundbreaking premiere season: “China's Rise to Cyb.

I am reiterating my “buy” rating on Rubrik following a strong Q1 FY27, with revenue up 39% YoY (vs. 32% guidance) and raised full-year guidance. RBRK's moat in data and identity protection and remediation, plus platform consolidation trends, are driving robust $100K+ ARR customer growth and expanding margins. Mythos is catalyzing increased enterprise conversations around cyber resilience, which could support 20%+ revenue growth beyond FY28.

Key Takeaways Rubrik posted non-GAAP EPS of $0.16 vs a 3-cent loss estimate, a 633.3% surprise.Rubrik revenues rose 39% to $387.07M, driven by subscription revenues up 41% to $374.2M.Rubrik set Q2 revenues at $395M-$397M and raised FY27 outlook, despite material rights headwinds. Rubrik, Inc. (RBRK - Free Report) delivered a strong first-quarter fiscal 2027, with non-GAAP earnings of 16 cents per share compared with the Zacks Consensus Estimate of a 3-cent loss, resulting in an earnings surprise of 633.3%.

Total revenues were $387.07 million, up 39% year over year and beating the consensus mark of $366 million by 5.71%. Results were supported by subscription momentum, with subscription ARR increasing 32% year over year to $1.57 billion.

Rubrik shares lost 3.1% at the time of writing this article.

RBRK’s Top-Line DetailsSubscriptions (96.7% of total revenues) revenues increased 41% year over year to $374.2 million, beating the Zacks Consensus Estimate by 5.5%.   

Rubrik also continued to work through the accounting dynamics tied to its cloud transition. Material rights contributed $8.5 million to first-quarter revenues, down from $13.4 million in the year-ago period. Excluding material rights, revenues increased 43% year over year.

Rubrik’s land-and-expand motion remained a key operating feature in the quarter. Subscription net retention was approximately 120%, supported by expansion across data growth in existing applications, broader coverage across applications and identities, and uptake of newer security products.

Enterprise penetration also improved. The company ended the quarter with 2,946 customers generating at least $100,000 in subscription ARR, up 24% year over year. Customers with $1 million or more in subscription ARR grew more than 50%. Rubrik also posted net new subscription ARR of $103 million, a first-quarter record, while cloud ARR rose 43% year over year to $1.39 billion and represented 89% of subscription ARR.

The company maintained an exceptional Net Promoter Score of more than 80, placing it among the top 1% of enterprise software companies globally.

RBRK’s Operating DetailsRBRK posted expanding margins, reflecting the benefits of scale. Non-GAAP gross margin was 82.9% compared with 80.5% in the year-ago quarter, with management citing better efficiency in cloud hosting costs and improved productivity in customer support.

On a non-GAAP basis, research & development expenses increased 31.1% year over year to $81.3 million. Sales and marketing expenses were up 21.2% year over year to $176.8 million. General and administrative expenses increased 10.7% year over year to $38.2 million in the reported quarter.

Operating income totaled $24.6 million on a non-GAAP basis against the year-ago quarter’s operating loss of $18.2 million.

Rubrik also highlighted improved operating leverage through its subscription ARR contribution margin. The metric was 13.2% compared with 8% in the first quarter of fiscal 2026, reflecting higher sales, scale benefits and tighter cost management across the business.

Rubrik’s Balance Sheet and Cash FlowAs of April 30, 2026, cash and cash equivalents and short-term investments were $1.75 billion compared with $1.67 billion as of Jan. 31, 2026.

In the reported quarter, the company generated a cash flow from operations of $81.7 million compared with $93 million in the previous quarter.

As of Jan. 31, 2026, free cash flow was $73.6 million compared with $70 million in the prior period.

RBRK Initiates Q2 and FY27 GuidanceFor the second quarter of fiscal 2027, Rubrik expects revenues of $395 million to $397 million and non-GAAP earnings of 3 to 5 cents per share. The company also guided to a non-GAAP subscription ARR contribution margin of approximately 11-12%.

For fiscal 2027, Rubrik raised its full-year outlook and now expects subscription ARR of $1.854 billion to $1.862 billion and revenues of $1.638 billion to $1.648 billion. The company guided to non-GAAP earnings of 25 to 35 cents per share and free cash flow of $293 million to $303 million, while noting that material rights revenues are expected to remain a headwind as the cloud transition nears completion.

Rubrik’s Zacks Rank & Stocks to ConsiderCurrently, RBRK has a Zacks Rank #4 (Sell).

Micron Technology (MU - Free Report) , Sandisk Corporation (SNDK - Free Report) and Amphenol (APH - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector.

MU and SNDK each sport a Zacks Rank #1 (Strong Buy), while APH carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Micron Technology shares have soared 249% in the year-to-date period. The company is scheduled to release third-quarter fiscal 2026 results on June 24.

Sandisk Corporation shares have returned 641.3% in the year-to-date period. The company is expected to report fourth-quarter fiscal 2026 results on Aug.13.

 Amphenol shares have gained 8.7% in the year-to-date period. The company is expected to report second-quarter fiscal 2026 results on July 29.

LAS VEGAS--(BUSINESS WIRE)--Rubrik FORWARD -- Rubrik (NYSE: RBRK), the Security and AI Operations company, today unveiled Autonomous Business Recovery (ABR) for Cloud Applications, the agentic cyber resilience solution that recovers cloud applications from data to network, identity and configurations. The end result is a rebuild of an organization's Minimum Viable Business (MVB) at machine speed. At a time when powerful AI models collapse the window between vulnerability discovery and exploitat.

LAS VEGAS--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced, Project Hourglass, an alliance with elite Global Systems Integrators (GSIs) to deliver Rubrik Agent Cloud for Anthropic's Claude Code to their enterprise clients. GSI leaders, including Cognizant, Deloitte, LTM, HCLTech, NTT Data, and Wipro, are integrating Rubrik Agent Cloud (RAC) into their cybersecurity and digital transformation architectures. Project Hourglass addresses the critical se.

LAS VEGAS--(BUSINESS WIRE)--Rubrik FORWARD — Rubrik (NYSE: RBRK) today introduced two new Identity Resilience capabilities to expand its product suite. The first, Identity Continuity is powered by the acquisition of Strata.io, which enables organizations to secure, modernize, and manage human and agent identities without disrupting existing infrastructure. The second is Identity Roll Forward, industry-first capabilities, fully developed in-house by the Rubrik team.

Rubrik Identity Resilience now allows you to roll forward legitimate changes such as employee onboarding and offboarding without reintroducing attacker persistence, reducing weeks of manual rebuild of your identity systems. With the acquisition of Strata, Rubrik automatically fails over to a secondary Identity Provider (IdP) to keep critical applications online throughout an incident and enables customers to fully restore identity systems. Recent data from Rubrik Zero Labs revealed that 90% of IT and security leaders cite identity-based threats as their top concern.

“When an IdP is compromised, organizations face an impossible choice: roll back to a past clean state and lose legitimate business progress or stay compromised and leave the attacker's backdoors intact,” said Anneka Gupta, Chief Product Officer at Rubrik. “Now, Rubrik eliminates this trade-off by not only recovering identity to a clean, current state to wipe out attacker persistence, but also keeping authentication running automatically if a primary IdP goes down.”

Rubrik acquired Strata, a company specializing in Identity Orchestration. Its core mission is to unify fragmented Identity and Access Management (IAM) infrastructures across multi-cloud, hybrid, and on-premises environments without forcing enterprises to rewrite their application code. Strata CEO and Co-Founder, Eric Olden co-authored the SAML identity federation standard, the ubiquitous standard used for authorization and authentication by identity providers, which enables seamless navigation between secure websites without repeated logins. Notably, Strata CTO, Granville Schmidt has been the chair of JavaScript security working group.

“Rubrik has built the most comprehensive offering for identity resilience, and Strata closes the most critical gap: Identity Continuity,” said Mike Tornincasa, Chief Business Officer, Rubrik. ”Strata’s work on agentic identity along with our new combined team and shared focus on innovation and customer impact will define how the world achieves complete Identity Resilience.”

Rubrik Identity Resilience enhanced by new solutions:

Identity Roll Forward: Allows organizations to surgically reconstruct Active Directory. Identity Roll Forward uses Rubrik intelligence and third party signals to identify, isolate, and reverse unauthorized changes while keeping legitimate modifications completely intact.Identity Continuity: Keeps authentication running automatically when the primary Identity Provider goes down. With the acquisition of Strata.io, Rubrik Identity Resilience ensures that while recovery is underway, authentication never stops. Through automatic failover to a secondary Identity Provider, users retain access to critical applications keeping the business operational throughout a cyber incident.Terms of Rubrik’s acquisition of Strata.io were not disclosed.

Rubrik Identity Roll Forward and Identity Continuity are in private preview.

Learn more breaking news at Rubrik FORWARD:

Rubrik Now Available as AI AgentRubrik Launches Rubrik Agent Cloud for Anthropic's Claude CodeRubrik Unlocks Unstructured DataRubrik Introduces Introduces Autonomous Business Recovery Solution for Cloud ApplicationsGlobal Systems Integrators Partner with Rubrik to Deliver Rubrik Agent Cloud for Anthropic's Claude CodeSAFE HARBOR STATEMENT

Any unreleased services or features referenced in this document are not currently available and may not be made generally available on time or at all, as may be determined in our sole discretion. Any such referenced services or features do not represent promises to deliver, commitments, or obligations of Rubrik, Inc. and may not be incorporated into any contract. Customers should make their purchase decisions based upon services and features that are currently generally available.

About Rubrik

Rubrik (NYSE: RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes. For more information, please visit www.rubrik.com and follow @rubrikInc on X (formerly Twitter) and Rubrik on LinkedIn.

Rubrik FORWARD--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced Rubrik Agent Cloud (RAC) for Anthropic’s Claude Code and Claude Cowork. Organizations can now deploy Claude-powered agents at scale with observability, control, and the industry’s only agent rewind to reverse unintended actions, and immutable codebase recovery when an incorrect action outruns version control. A new, additional layer of resilience for Claude agents backs up, monitors, and restores the configuration that governs how agents behave.

AI agents now write, push, and deploy code autonomously, but enterprise security infrastructure was built assuming humans are always in the loop. A gap could enable rogue commits, repo ransomware, prompt injection, and IP exfiltration at machine speed - with blast radius far beyond what traditional DevSecOps controls were designed to handle.

“Organizations are adopting Claude faster than any agentic technology we have seen, and every security leader asks the same question: how do we stay in control when an agent can act?” said Anneka Gupta, Chief Product Officer, Rubrik. “Rubrik Agent Cloud gives organizations a resilience layer for Claude, which allows them to see what agents can access, govern what they do, rewind their actions, and recover both the code and the agent’s own configuration when something is destroyed or tampered with. Working with Anthropic, a leader in AI, lets us bring that control to customers from day one.”

RAC for Claude Code and Cowork: Delivers enterprise control and resilience layers for organizations deploying Anthropic’s Claude. The autonomous environment is secured with the following capabilities:

Semantic AI Governance Engine (SAGE): The industry’s first AI governance engine, designed to secure and control autonomous agents in real time. SAGE replaces static, manual oversight with intent-driven governance to safely scale the enterprise AI workforce. Agent Inventory: Delivers 360-degree visibility into risk, access permissions, and policy violations across all deployed agents. Agent Rewind: Provides the power to instantly and precisely reverse unintended actions from custom agents to agents developed in popular agentic tools, including agentic development environments like Claude Code and Cowork. Codebase Resilience: Enhanced rewind for code & developer pipelines maintains continuous, immutable snapshots of GitHub and Azure DevOps repositories, stored outside the repo and beyond the reach of compromised credentials. When an agent or an attacker exploiting one takes an action that version control cannot undo, such as force-pushing over commit history or deleting every branch, RAC restores a known-good state with one-click repository or org-level recovery, including ransomware rollback for code. Resilience for Claude Agents: Backs up, version-tracks, and restores the configuration that governs how Claude agents behave (system prompts, tool permissions, skills, and key files such as CLAUDE.md and settings) across organization, repository, and user levels. Rubrik continuously monitors for configuration drift and flags changes that appear malicious or unauthorized before they propagate. Rather than a blunt rollback, Rubrik’s intelligent recovery is able to autonomously tie the detected drift to the healthy backup snapshots to enable fast, orchestrated recovery. For more information, check out the Rubrik Agent Cloud for Claude Code and Cowork here.

Learn more breaking news at Rubrik FORWARD:

Rubrik Now Available as AI AgentRubrik Unlocks Unstructured DataRubrik Introduces Autonomous Business Recovery Solution for Cloud ApplicationsGlobal Systems Integrators Partner with Rubrik to Deliver Rubrik Agent Cloud for Anthropic's Claude CodeRubrik Advances Identity Resilience Through Strata Acquisition and Identity Roll Forward InnovationSAFE HARBOR STATEMENT: Any unreleased services or features referenced in this document are not currently available and may not be made generally available on time or at all, as may be determined in our sole discretion. Any such referenced services or features do not represent promises to deliver, commitments, or obligations of Rubrik, Inc. and may not be incorporated into any contract. Customers should make their purchase decisions based upon services and features that are currently generally available.

About Anthropic

Anthropic is an AI safety and research company dedicated to building reliable, interpretable, and steerable AI systems. Its Claude family of models enables advanced capabilities across a wide range of applications, including code understanding and security analysis.

About Rubrik

Rubrik (NYSE: RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes. For more information, please visit www.rubrik.com and follow @rubrikInc on X (formerly Twitter) and Rubrik on LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260609431521/en/

Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced, Project Hourglass, an alliance with elite Global Systems Integrators (GSIs) to deliver Rubrik Agent Cloud for Anthropic’s Claude Code to their enterprise clients. GSI leaders, including Cognizant, Deloitte, LTM, HCLTech, NTT Data, and Wipro, are integrating Rubrik Agent Cloud (RAC) into their cybersecurity and digital transformation architectures. Project Hourglass addresses the critical security and operational risks associated with autonomous AI agents across the modern enterprise.

Today’s announcement follows Rubrik's launch of Rubrik Agent Cloud (RAC) for Anthropic’s Claude Code and Claude Cowork.

The rapid integration of autonomous AI systems has created an unprecedented management challenge, as 86% of cybersecurity leaders expect AI agents to outpace their organization's security guardrails within the next year, according to data from Rubrik Zero Labs. RAC offers observability, governance and the industry’s only agent rewind to reverse unintended actions, and immutable codebase recovery when a destructive action outruns version control. A new control-plane resilience backs up, monitors, and restores the configuration that governs how agents behave.

“As global enterprises accelerate their adoption of Claude Code, integrators are fielding the question from CISOs and engineering leaders: how do we let AI agents write and deploy code without introducing catastrophic new risk?" said Alok Agrawal, Chief Solutions Officer at Rubrik. “Rubrik Agentic Cloud for Claude Code answers that question with three integrated layers: Runtime Agent Security for behavioral guardrails and blast-radius control, Agent Rewind for fast repository recovery, and AI Context Guard for prompt integrity and control plane protection.”

A Growing Ecosystem Built for the Agentic Era

GSI partnerships announced today are part of Rubrik's Agentic Resilience Partner Program Project Hourglass, which provides systems integrators with joint go-to-market support, technical certification tracks, and access to Rubrik's engineering teams for deep integration work.

Cognizant

“Enterprises are letting AI agents write and deploy code faster than their controls can keep up, and the gap is where the risk lives. Cognizant operationalizes Rubrik Agent Cloud inside how we already run enterprise AI for clients, embedding it into our Neuro AI platform so agents can act with the visibility, governance, and recovery that regulated industries require. That is the difference between buying a capability and running it in production at scale." – Sriram Kumaresan, Global Head of Cloud and Infrastructure Services, Cognizant.

Deloitte

"Integrating autonomous AI systems requires a fundamental shift in how organizations approach cyber resilience. Together with Rubrik, we are equipping enterprise leaders, as part of our Ascend service delivery platform, with additional resilience and recovery capabilities that build upon existing AI safeguards. By layering this added trust into new workflows, organizations can confidently scale autonomous agents and accelerate innovation.” – Mike Kosonog, alliance leader for Rubrik and partner, Deloitte & Touche LLP.

LTM

“Enterprises are moving quickly from AI experimentation to operational deployment, and that shift brings new considerations around security, governance, and resilience. Our collaboration with Rubrik through Project Hourglass helps clients adopt agentic systems like Claude Code with greater confidence and controls needed to manage risk at scale.” – Krishnan Iyer, Chief Growth Officer, LTM.

HCLTech

“As enterprises move from experimentation to scaled deployment of Agentic AI, resilience is becoming a foundational requirement, not an afterthought. Rubrik’s innovation and HCLTech’s deep engineering and cybersecurity expertise helps organizations operationalize AI with confidence. By embedding resilience into the development and governance of autonomous systems and leveraging HCLTech’s VERITY Frontier AI Resilience framework, we enable clients to unlock the full potential of Agentic AI—securely, responsibly and at enterprise scale.” –Amit Jain, EVP and Global Head, Cybersecurity at HCLTech.

NTT DATA

"As organizations scale AI adoption to enable the next generation of the autonomous enterprise, security must evolve just as quickly. This requires deep cybersecurity and AI expertise, and the right technology foundations. Through our collaboration with Rubrik as part of Project Hourglass, NTT DATA will help organizations drive Agentic Resilience for Anthropic’s Claude Code and empower them to rapidly scale their agentic AI-driven transformation with greater confidence and speed." - Sheetal Mehta, Global Head of Cybersecurity at NTT DATA, Inc.

Wipro

“Our enterprise clients are rapidly adopting agentic development models, and the security conversation is happening in parallel—not as an afterthought. Project Hourglass gives us a production-ready answer when CISOs ask what happens if an agent misbehaves. Combined with Wipro’s Intelligence Framework—WINGS for automated operations and WEGA for AI orchestration—it embeds resilience into the agent lifecycle, with runtime guardrails, instant repo recovery, and context-plane protection enabling enterprises to scale agentic development with confidence.” – Satish Y, SVP Cloud Infrastructure & Security Services at Wipro

Rubrik Agentic Cloud for Claude Code is generally available. For more information go here.

Learn more breaking news at Rubrik FORWARD:

Rubrik Now Available as AI AgentRubrik Launches Rubrik Agent Cloud for Anthropic's Claude CodeRubrik Unlocks Unstructured DataRubrik Introduces Autonomous Business Recovery Solution for Cloud ApplicationsRubrik Advances Identity Resilience Through Strata Acquisition and Identity Roll Forward InnovationSAFE HARBOR STATEMENT

Any unreleased services or features referenced in this document are not currently available and may not be made generally available on time or at all, as may be determined in our sole discretion. Any such referenced services or features do not represent promises to deliver, commitments, or obligations of Rubrik, Inc. and may not be incorporated into any contract. Customers should make their purchase decisions based upon services and features that are currently generally available.

About Rubrik

Rubrik (NYSE: RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes. For more information, please visit www.rubrik.com and follow @rubrikInc on X (formerly Twitter) and Rubrik on LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260609873018/en/

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The bestselling author and cybersecurity expert exposes alarming truths about the global network of North Korean operatives who have infiltrated Western payrolls

LAS VEGAS--(BUSINESS WIRE)--Rubrik FORWARD — Rubrik (NYSE: RBRK), the Security and AI Operations Company, announced the launch of season two of its award-winning documentary podcast, "To Catch a Thief: North Koreans On Our Payroll." Based on exclusive reporting by Nicole Perlroth, bestselling author and former lead cybersecurity reporter for The New York Times, the series exposes a global labor pipeline infiltrated by North Korea—one that is quietly funneling hundreds of millions of dollars a year back to the regime, and its nuclear weapons program.

Reported over the last year, “To Catch a Thief” builds on the success of season one about Chinese hacking, which became a top five Apple documentary podcast. In the new season, Perlroth pivots to the urgent security threats North Korea represents today. She takes listeners deep into their hidden network—from a rare, inside look at a North Korean IT worker on the job, to interviews with defectors who escaped it, to knocking on the doors of unknowing citizens hosting “laptop farms” on North Korea's behalf.

"We are witnessing a complete subversion of trust," said Perlroth. "Hackers are no longer trying to break through your firewall. They are logging in as your employees, collecting paychecks, and actively exfiltrating sensitive data from the inside-out. Our second series exposes how this pipeline operates and what it means for global security."

Inside the Global IT Worker Pipeline Threat

The five-part investigative documentary takes listeners inside this hidden ecosystem, from the initial deceptive hiring process to the domestic networks that facilitate it. The season spotlights:

Deceptive Employment Tactics: How operatives bypass hiring protocols, turn off video during calls, and present fabricated resumes to secure corporate positions. On-the-Ground Investigations: An inside look at the domestic facilitators, known as laptop farms, which operate within Western borders to host physical hardware for remote international workers. Organized Cybercrime Convergence: How this nation-state playbook is being adopted by cybercriminal groups and fraud networks globally, impacting the job market for legitimate remote workers. “Rubrik leads important conversations about the future of cybersecurity, cyber resilience, and the increasing risk that AI presents for all forms of attack, nation states and more,” said Julia Lee, Chief Strategy Officer, Rubrik. “From podcasts with Nicole to the original research of our Rubrik Zero Labs, we share an urgency and commitment to document when, why, and how cyber attacks happen, and how our industry must work together, and be preemptive to plan for recovery and resilience on all fronts.”

Launch @ Rubrik FORWARD

The launch of "To Catch a Thief: North Koreans On Our Payroll" will be featured during a keynote at Rubrik FORWARD. Attendees will experience:

The Official Trailer Premier: A first look at the cinematic trailer presented on the mainstage. Expert Panel Discussion: Perlroth will moderate a discussion with leading industry threat analysts to address the strategic implications of nation-state infiltration and identity resilience. “To Catch a Thief" is available on all major podcast platforms.

About Nicole Perlroth

Nicole Perlroth spent over a decade as The New York Times’ lead cybersecurity reporter, where her groundbreaking work on Chinese cyberespionage helped lead to the first U.S. hacking charges against members of the Chinese military. Her reporting on commercial spyware was nominated for the Pulitzer Prize.

Her bestselling book, This Is How They Tell Me the World Ends, an exposé on the global cyber arms race, won the FT-McKinsey Business Book of the Year Award and the Arthur Ross Foreign Policy Book of the Year Prize. It was also inducted into the Cybersecurity Canon Hall of Fame and optioned for both scripted TV and documentary film.

Since leaving The New York Times in 2021, Perlroth has served on the Department of Homeland Security’s Cybersecurity and Infrastructure Security Advisory Committee (CISAC), launched the cyber moonshot fund Silver Buckshot Ventures, and is a Venture Partner at Ballistic Ventures.

Learn more news at Rubrik FORWARD:

Rubrik Now Available as AI Agent Rubrik Launches Rubrik Agent Cloud for Anthropic's Claude Code Rubrik Unlocks Unstructured Data Rubrik Introduces Autonomous Business Recovery Solution for Cloud Applications Global Systems Integrators Partner with Rubrik to Deliver Rubrik Agent Cloud for Anthropic's Claude Code Rubrik Advances Identity Resilience Through Strata Acquisition and Identity Roll Forward Innovation SAFE HARBOR STATEMENT

Any unreleased services or features referenced in this document are not currently available and may not be made generally available on time or at all, as may be determined in our sole discretion. Any such referenced services or features do not represent promises to deliver, commitments, or obligations of Rubrik, Inc. and may not be incorporated into any contract. Customers should make their purchase decisions based upon services and features that are currently generally available.

About Rubrik

Rubrik (NYSE: RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes. For more information, please visit www.rubrik.com and follow @rubrikInc on X (formerly Twitter) and Rubrik on LinkedIn.

More News From Rubrik

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Stock to Watch: Rubrik, Inc. (RBRK - Free Report) Rubrik is a leading provider of data security solutions, offering a unified platform designed to secure and manage data across enterprise, cloud, and SaaS applications. RBRK aims to secure data through its cloud-native SaaS platform, Rubrik Security Cloud (RSC), a Zero Trust Data Security platform that delivers cyber resilience by securing data and enabling organizations to recover from cyberattacks.

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With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, RBRK should be on investors' short list.

Rubrik (NYSE:RBRK) used its Forward Conference in Las Vegas to roll out a wave of AI-powered products and lay out long-term profitability targets, drawing a positive reception from Wedbush analysts.

The cybersecurity firm launched its Agentic Cyber Suite, a set of AI-focused resilience tools built within a single platform that consolidates data and identity management across enterprise ecosystems.

At the centre of the launch is Rubrik AI, a reasoning and autonomous agent designed to deliver operational insights and recovery solutions, which the company positions within a $45 billion addressable opportunity.

Rubrik AI ships with three new integrations: an agent mode spanning Rubrik Security Cloud and Rubrik Agentic Cloud; agent guardrails with built-in controls to contain risks from autonomous AI actions; and orchestrated workflows capable of executing multi-step recovery sequences.

Customer adoption metrics presented at the conference pointed to growing cross-product engagement. Rubrik said 75% of its customers now use multiple products across new categories, and 70% of new customers are landing with two or more products. The average deal size for that cohort stood at approximately $157,000, representing a 50% compound annual growth rate since the first quarter of fiscal 2025.

On the financial side, management outlined long-term targets including non-GAAP gross margins in the 77% to 82% range and non-GAAP operating income margins above 20%, with AI adoption cited as a driver of further operating leverage at scale.

Wedbush noted the company is targeting a total addressable market exceeding $125 billion with its expanding resilience portfolio.