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Stockchase Insights
Rubrik
RBRK-N
BUY
Jun 09, 2025
$93.150
Stock price when the opinion was issued
Technology
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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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