Rubrik, Inc. Class A, the Technology sector company, was revisited by a Wall Street analyst yesterday. Analyst Shrenik Kothari from Robert W. Baird assigned a Buy rating on the stock and has a $100.00 price target.
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Shrenik Kothari has given his Buy rating due to a combination of factors that underscore Rubrik, Inc. Class A’s strong execution and durable growth profile. The company posted a notably strong FQ4, with revenue, EPS, and net new ARR all materially exceeding expectations, alongside subscription ARR growth in the mid‑30% range and robust net retention, signaling sustained customer demand for its cyber‑resilience platform.
Kothari also points to healthy operating leverage, evidenced by sharply improving ARR contribution margins and better‑than‑expected free‑cash‑flow performance, as well as prudent FY27 guidance that still implies solid mid‑20% ARR growth. In his view, rising adoption of Rubrik’s identity resilience capabilities, expanding platform use cases including AI‑driven offerings, and high competitive win rates together create an attractive risk/reward profile at current valuation levels, justifying a Buy recommendation.
In another report released on March 11, Roth MKM also maintained a Buy rating on the stock with a $107.00 price target.
Based on the recent corporate insider activity of 123 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of RBRK in relation to earlier this year.