Q3 Earnings Surge: Rubrik, trading under the ticker RBRK, has sparked significant buzz on X following its third-quarter fiscal year 2026 financial results. Posts on the platform highlight a 48% revenue increase to $350.2 million and a 34% rise in subscription ARR, driving the stock price up sharply. Many users are impressed by the company’s strong free cash flow and raised full-year guidance.
Analyst Optimism: Discussions on X also focus on recent analyst upgrades for Rubrik, with several firms raising price targets and maintaining buy ratings. Users note the company’s growing traction in cyber resilience and competitive edge in data security as key positives. The sentiment reflects confidence in Rubrik’s market position and future growth potential.
Note: This discussion summary was generated from an AI condensation of post data.
Rubrik Insider Trading Activity
Rubrik insiders have traded $RBRK stock on the open market 73 times in the past 6 months. Of those trades, 0 have been purchases and 73 have been sales.
Here’s a breakdown of recent trading of $RBRK stock by insiders over the last 6 months:
- ENRIQUE T SALEM has made 0 purchases and 4 sales selling 721,924 shares for an estimated $65,731,288.
- BIPUL SINHA (Chairman of the Board and CEO) sold 615,807 shares for an estimated $46,573,483
- ARVIND NITHRAKASHYAP (Chief Technology Officer) has made 0 purchases and 2 sales selling 83,298 shares for an estimated $6,800,556.
- BRIAN K. MCCARTHY (Pres.,Global Sales & Field Ops) has made 0 purchases and 23 sales selling 79,452 shares for an estimated $6,697,761.
- KIRAN KUMAR CHOUDARY (Chief Financial Officer) has made 0 purchases and 18 sales selling 51,856 shares for an estimated $4,261,246.
- JOHN WENDELL THOMPSON has made 0 purchases and 20 sales selling 45,045 shares for an estimated $3,651,157.
- RAVI MHATRE sold 16,984 shares for an estimated $1,519,558
- MANAGEMENT COMPANY, L.L.C. LIGHTSPEED sold 16,984 shares for an estimated $1,519,558
- YVONNE WASSENAAR has made 0 purchases and 3 sales selling 2,000 shares for an estimated $176,412.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Rubrik Revenue
Rubrik had revenues of $350.2M in Q3 2026. This is an increase of 48.26% from the same period in the prior year.
You can track RBRK financials on Quiver Quantitative's RBRK stock page.
Rubrik Hedge Fund Activity
We have seen 309 institutional investors add shares of Rubrik stock to their portfolio, and 189 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. removed 3,230,849 shares (-74.7%) from their portfolio in Q3 2025, for an estimated $265,737,330
- NORGES BANK removed 1,798,163 shares (-42.4%) from their portfolio in Q2 2025, for an estimated $161,097,423
- BLACKROCK, INC. added 1,772,642 shares (+21.2%) to their portfolio in Q3 2025, for an estimated $145,799,804
- POINTSTATE CAPITAL LP added 1,702,347 shares (+inf%) to their portfolio in Q3 2025, for an estimated $140,018,040
- PICTET ASSET MANAGEMENT HOLDING SA added 1,299,730 shares (+8893.1%) to their portfolio in Q3 2025, for an estimated $106,902,792
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 1,276,200 shares (-71.8%) from their portfolio in Q3 2025, for an estimated $104,967,450
- FEDERATED HERMES, INC. added 1,229,476 shares (+101.8%) to their portfolio in Q3 2025, for an estimated $101,124,401
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Rubrik Analyst Ratings
Wall Street analysts have issued reports on $RBRK in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 12/05/2025
- Baird issued a "Outperform" rating on 12/05/2025
- Wedbush issued a "Outperform" rating on 12/05/2025
- BMO Capital issued a "Outperform" rating on 12/05/2025
- Keybanc issued a "Overweight" rating on 12/05/2025
- Guggenheim issued a "Buy" rating on 12/01/2025
- Berenberg issued a "Buy" rating on 11/18/2025
To track analyst ratings and price targets for Rubrik, check out Quiver Quantitative's $RBRK forecast page.
Rubrik Price Targets
Multiple analysts have issued price targets for $RBRK recently. We have seen 12 analysts offer price targets for $RBRK in the last 6 months, with a median target of $117.0.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $120.0 on 12/05/2025
- Dan Ives from Wedbush set a target price of $120.0 on 12/05/2025
- Shrenik Kothari from Baird set a target price of $130.0 on 12/05/2025
- Eric Heath from Keybanc set a target price of $113.0 on 12/05/2025
- Keith Bachman from BMO Capital set a target price of $105.0 on 12/05/2025
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $105.0 on 12/03/2025
- John Difucci from Guggenheim set a target price of $108.0 on 12/01/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
