Rubrik, Inc. — Form 8-K
Filed August 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Rubrik reported Q2 FY2027 subscription ARR of $1.66B (up 33% YoY) and total revenue of $427.3M (up 38% YoY), exceeding all guided metrics. The company raised full-year FY2027 guidance: subscription ARR to $1,880–$1,885M, total revenue to $1,685–$1,693M, and non-GAAP net income per share to $0.47–$0.53. Operating cash flow margin reached 18% and free cash flow margin 15%, with 3,084 customers at $100K+ ARR (up 23% YoY). Notable developments include acquisition of Strata.io for identity resilience, $500M UK investment, and Rubrik AI product launch.
Why this rating
Strong YoY growth (33–38%) and raised guidance signal business momentum; however, at $1.66B ARR on $13.3B market cap (~12% revenue multiple), this is meaningful but not transformational. Positive inflection on profitability (non-GAAP EPS now positive) and cash flow margin improvement matter; Strata.io acquisition is small. Execution risk remains on AI product adoption and international expansion.
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