Rubrik Tops Q2, Lifts FY27 Outlook, and Expands Board
RBRK has more than doubled off its 52-week low of $42.25 on elevated volume (1.8× avg).
Summary
Rubrik beat Q2 expectations with 38% revenue growth, raised full-year guidance, and added a new board member.
Key Events · Earnings and Guidance · RBRK
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Q2 Revenue Beats, Up 38%
Total revenue reached $427.3M, up 38% YoY from $309.9M, exceeding all guided metrics. Subscription revenue grew 37% to $407.2M.
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Subscription ARR Hits $1.66B
Subscription ARR grew 33% YoY to $1.66B, with Cloud ARR up 39% to $1.48B. Net new Subscription ARR rose 35% YoY.
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Full-Year Guidance Raised
FY27 revenue guidance raised to $1,685M-$1,693M, non-GAAP EPS to $0.47-$0.53, and free cash flow to $323M-$333M.
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Q3 Guidance Issued
Q3 FY27 revenue guided to $429M-$431M with non-GAAP EPS of $0.07-$0.09 and subscription ARR contribution margin of approximately 14%.
Analysis · RBRK · Technology
A standout quarter for Rubrik: revenue climbed 38% to $427.3M and subscription ARR rose 33% to $1.66B, clearing every guided metric. Management responded by raising full-year targets across the board—revenue to $1,685M-$1,693M, non-GAAP EPS to $0.47-$0.53, and free cash flow to $323M-$333M—signaling confidence in sustained momentum. The board also grew to nine members with the appointment of Rakefet Russak-Aminoach, a financial services leader. With the stock trading near its 52-week high, the raised outlook must justify the premium valuation.
How filings like this one have moved
In the 30 days to Sep 12, 2026, 35.5% of the 1531 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.19%. 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 $113.50 on NYSE in the Technology sector, with a market capitalization of approximately $22B. The 52-week trading range was $42.25 to $107.91. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.