On Dec 07, major Wall Street analysts update their ratings for $Rubrik (RBRK.US)$, with price targets ranging from $72 to $76.
Wells Fargo analyst Andrew Nowinski maintains with a buy rating, and maintains the target price at $76.
Guggenheim analyst John Difucci maintains with a buy rating, and adjusts the target price from $52 to $72.
BMO Capital analyst Keith Bachman maintains with a buy rating, and adjusts the target price from $38 to $72.
Piper Sandler analyst James Fish maintains with a buy rating, and adjusts the target price from $42 to $72.
Truist Financial analyst Joel Fishbein maintains with a buy rating, and adjusts the target price from $50 to $75.
Furthermore, according to the comprehensive report, the opinions of $Rubrik (RBRK.US)$'s main analysts recently are as follows:
Rubrik delivered an exceptionally strong performance across all areas in its Q3 report. The company is experiencing widespread momentum and has numerous opportunities to further improve margins. There are several indicators reinforcing confidence in the robust guidance provided for the fiscal year.
The company reported an increase in subscription annual recurring revenue, significantly bolstered by a rise in cloud ARR. This trend is critical as it contributes more positively towards achieving a breakeven point by next year.
Rubrik demonstrated an impressive performance in the October quarter amidst varied results in the software sector, exceeding annual recurring revenue growth expectations by approximately four points. The company's organic demand continues to be robust, with management enhancing all FY25 guidance metrics, most of which have risen beyond the recent quarter's outperformance.
Rubrik recently delivered another solid financial quarter as its subscription annual recurring revenue exceeded the $1B milestone. The company is also showing enhanced operating leverage, which is evident as its subscription contribution margin is anticipated to reach breakeven or better by fiscal 2026. The data protection market is seen to be at a turning point, partly propelled by advancements in generative artificial intelligence, which is expected to sustain this robust growth and improving operating leverage.
Rubrik's recent quarterly results surpassed fiscal Q3 consensus estimates and demonstrated an upward revision in implied Q4 guidance. This performance indicates a business that is maintaining a rare momentum, projected to continue driving uncommon growth for a significant period ahead.
Here are the latest investment ratings and price targets for $Rubrik (RBRK.US)$ from 5 analysts:
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美東時間12月7日，多家華爾街大行更新了$Rubrik (RBRK.US)$的評級，目標價介於72美元至76美元。
富國集團分析師Andrew Nowinski維持買入評級，維持目標價76美元。
Guggenheim分析師John Difucci維持買入評級，並將目標價從52美元上調至72美元。
BMO資本市場分析師Keith Bachman維持買入評級，並將目標價從38美元上調至72美元。
派傑投資分析師James Fish維持買入評級，並將目標價從42美元上調至72美元。
儲億銀行分析師Joel Fishbein維持買入評級，並將目標價從50美元上調至75美元。
此外，綜合報道，$Rubrik (RBRK.US)$近期主要分析師觀點如下：
Rubrik在其第三季度報告中在所有板塊表現出色。公司正在經歷廣泛的勢頭，擁有許多機會進一步改善利潤率。有幾個因子增強了信懇智能對此財政年度強勁指引的信心。
公司報告了訂閱年度經常性營業收入的增長，主要受到雲年經常性營業收入上升的顯著推動。這個趨勢至關重要，因爲它對明年實現收支平衡點的貢獻更加積極。
Rubrik在十月季度表現出色，儘管軟件板塊的結果各異，但超出了年經常性營業收入增長預期，約高出四個百分點。公司的有機需求仍然強勁，管理層提升了所有FY25指引指標，其中大部分已經超出最近季度的超越表現。
Rubrik最近又交出了一份穩健的財務季度，其訂閱年度經常性營業收入超過了10億美金的里程碑。公司還顯示出增強的運營槓桿，明顯體現在其訂閱貢獻利潤率預計將在2026財年達到收支平衡或更好。數據保護市場被視爲轉折點，部分受到生成人工智能的推動，預計將持續這股強勁增長和改善的運營槓桿。
Rubrik最近的季度業績超出了財政第三季度的共識預期，並顯示出對第四季度指引的上調修訂。這項表現表明一個正在保持罕見勢頭的業務，預計將在未來一段時間內繼續推動非同尋常的增長。
以下爲今日5位分析師對$Rubrik (RBRK.US)$的最新投資評級及目標價：
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