Rubrik Exceeds Q1 Expectations, Reports Strong Growth, and Raises Full-Year Guidance
RBRK sits 86% above its 52-week low of $42.25 on elevated volume (2.0× avg).
Summary
Rubrik, Inc. reported first-quarter fiscal year 2027 financial results that exceeded all guided metrics, driven by strong subscription ARR growth and a shift to non-GAAP net income, leading the company to raise its full fiscal year 2027 outlook.
Key Events · Earnings and Guidance · RBRK
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Exceeded Q1 FY27 Expectations
Rubrik reported Q1 FY27 revenue of $387.1 million, surpassing analyst estimates of $366.29 million, and a non-GAAP diluted EPS of $0.16, significantly beating the anticipated loss of ($0.03).
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Strong Subscription ARR Growth
Subscription Annual Recurring Revenue (ARR) grew 32% year-over-year to $1.57 billion as of April 30, 2026, demonstrating robust recurring revenue expansion.
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Raised Full-Year FY27 Guidance
The company increased its full fiscal year 2027 outlook, now projecting revenue between $1,638 million and $1,648 million and non-GAAP net income per share of $0.25 to $0.35.
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Achieved Non-GAAP Profitability
Rubrik reported non-GAAP net income per share of $0.16 for Q1 FY27, a significant improvement from a non-GAAP net loss in the prior year, alongside strong operating and free cash flow generation.
Analysis · RBRK · Technology
This filing is highly important as Rubrik, Inc. delivered a strong beat on both revenue and non-GAAP EPS for Q1 FY27, significantly exceeding market expectations. The company's continued high growth in Subscription ARR (32% YoY) and total revenue (39% YoY) underscores the demand for its cyber resilience and AI operations solutions. Furthermore, the shift to non-GAAP net income and robust free cash flow generation indicate improving operational efficiency and financial health. The decision to raise full-year fiscal 2027 guidance signals management's strong confidence in sustained performance and future growth, which is a very positive indicator for investors.
How filings like this one have moved
In the 30 days to Sep 12, 2026, 42% of the 479 measured filings Wiseek scored 9 moved their stock by 5% or more by the next session's close. The median move was -0.44%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, RBRK was trading at $78.58 on NYSE in the Technology sector, with a market capitalization of approximately $15.8B. The 52-week trading range was $42.25 to $103.00. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.