Opinions Jim Cramer - Mad Money
RubrikRBRKBUYDec 11, 2024
Jim Cramer - Mad MoneyStock price when the opinion was issued
As of Sep 02, 2026. Market Open.
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It reported a strong quarter last week, but shares dropped 13% the day after reporting and has been drifting down since. Crazy. It posted a big revenue beat, beat EPS and raised their full-year forecast. Recurring revenue, fresh cash flow and margins were good. He thinks the stock ran up too hot before the quarter.
EPS of ($0.15) beat estimates of ($0.32) and revenues of $278.48M beat estimates of $260.4M. ARR grew 38% and sales grew by 49%. Its results exceeded all of its guided metrics. Its gross margin was 78.3%, a significant growth against the prior years' 48.8%. It generated strong free cash flows in the quarter of $33.3M. Management guided for subscription ARR between $1.38B and $1.388B, EPS of ($1.02) to ($0.96), and free cash flow of $65M to $75M.
It is expected to be profitable in the next couple of years, and it currently generates positive free cash flows. Analyst estimates are rising, and it is not cheap at 15X forward sales, but it is growing fast, and it is repurchasing shares with its free cash flows. We would be OK adding to this name.
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They do a good job in cybersecurity. Shares were mispriced at its IPO. Shares have gone straight up.