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RBRKRubrik, Inc.Hold6.0·$68.45-4.20%
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Rubrik, Inc. (RBRK) Stock Analysis

Range Bound setup

HoldVALUE-TRAP 2/5Moderate Confidence

Technology · Software - Infrastructure

Hold if already holding. Not a fresh buy at $68.45, but acceptable to hold if already in. Reason: Value-trap signals (2/5): Margin compression (op margin -13.6%), Material insider selling (44 sells, 0.21% of cap).

Rubrik provides cloud-native Zero Trust Data Security via its Rubrik Security Cloud SaaS platform, protecting enterprise, cloud, SaaS, unstructured data, and identity providers against cyberattacks; $1.32B revenue for fiscal year ended January 31, 2026. Revenue is primarily... Read more

$68.45+26.0% A.UpsideScore 6.0/10#24 of 77 Software - Infrastructure
QualityF-score8 / 9FCF yield3.14%
Stop $63.42Target $85.95(analyst − 10%)A.R:R 1.7:1
Analyst target$95.50+39.5%28 analysts
$85.95our TP
$68.45price
$95.50mean
$126

Hold if already holding. Not a fresh buy at $68.45, but acceptable to hold if already in. Reason: Value-trap signals (2/5): Margin compression (op margin -13.6%), Material insider selling (44 sells, 0.21% of cap). Chart setup: RSI 52 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.

Passes 7/10 gates (favorable risk/reward ratio, clean insider activity, news boost analyst 0.70, news boost analyst cluster(9), earnings proximity 86d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Sep 8, 202686d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Strong growth profile
Analyst upside: 26%
Risks
Value-trap signals (2/5): Margin compression (op margin -13.6%), Material insider selling (44 sells, 0.21% of cap)

Key Metrics

P/E (TTM)
P/E (Fwd)105.4
Mkt Cap$14.0B
EV/EBITDA-48.1
Profit Mgn-20.3%
ROE
Rev Growth39.0%
Beta1.10
DividendNone
Rating analysts35

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.62bullish
IV70%elevated
Max Pain$115+68.0% vs spot

Material Events(8-K, last 90d)

  • 2026-02-04Item 5.02MEDIUM
    Brian McCarthy (President, Global Sales and Field Operations) resigned effective February 6, 2026, to pursue another opportunity. Jesse Green (President, Rubrik Americas) promoted to Chief Revenue Officer as successor.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesMomentum 4.0<4.5Death cross (50MA < 200MA)Executive change: officer departure/appointmentA.R:R 1.7 ≥ 1.5Insider activity: OKNEWS BOOST ANALYST 0.70NEWS BOOST ANALYST CLUSTER(9)EARNINGS PROXIMITY 86d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
52 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $61.76Resistance $86.45

Price Targets

$63
$86
A.Upside+25.6%
A.R:R1.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 4.0 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-09-08 (86d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is RBRK stock a buy right now?

Hold if already holding. Not a fresh buy at $68.45, but acceptable to hold if already in. Reason: Value-trap signals (2/5): Margin compression (op margin -13.6%), Material insider selling (44 sells, 0.21% of cap). Chart setup: RSI 52 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $85.95 (+25.6%), stop $63.42 (−7.9%), A.R:R 1.7:1. Score 6.0/10, moderate confidence.

What is the RBRK stock price target?

Take-profit target: $85.95 (+26.0% upside). Target $85.95 (+25.6%), stop $63.42 (−7.9%), A.R:R 1.7:1. Stop-loss: $63.42.

What are the risks of investing in RBRK?

Value-trap signals (2/5): Margin compression (op margin -13.6%), Material insider selling (44 sells, 0.21% of cap).

Is RBRK overvalued or undervalued?

Rubrik, Inc. trades at a P/E of N/A (forward 105.4). TrendMatrix value score: 5.2/10. Verdict: Hold.

What do analysts say about RBRK?

35 analysts cover RBRK with a consensus score of 4.3/5. Average price target: $96.

What does Rubrik, Inc. do?Rubrik provides cloud-native Zero Trust Data Security via its Rubrik Security Cloud SaaS platform, protecting...

Rubrik provides cloud-native Zero Trust Data Security via its Rubrik Security Cloud SaaS platform, protecting enterprise, cloud, SaaS, unstructured data, and identity providers against cyberattacks; $1.32B revenue for fiscal year ended January 31, 2026. Revenue is primarily subscription-based (majority of total revenue as of fiscal 2026 end); no single customer concentration disclosed. In February 2026, Rubrik launched Rubrik Agent Cloud (RAC) for enterprise AI agent security.

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