RBRKRubrik, Inc.
- Next report
- Dec 3
- Thursday, in 21 days · time not announced yet
- EPS expected
- −$0.38
- quarter ending Oct 31, 2026
- Last result
- $0.16Beat
- vs −$0.44 expected on Jun 4
- Stock move on it
- −4.66%
- one session
- Price
- $110.35
- +1.00% today · $16.9B cap
Past and upcoming reports
2
| Dec 3, 2026 | Oct 31, 2026 | Time not announced yet | −$0.38 | not yet | |
| Jun 4, 2026 | Apr 30, 2026 | After the market closes | −$0.44 | Beat$0.16 | −4.66% |
Pre-earnings read
No pre-earnings read for this report
None for this company right now.
After the report
Jun 4, 2026 report
Rubrik beats EPS estimates with $0.16 vs -$0.03, shares modestly up post-earnings
Rubrik reported Q2 EPS of $0.16, significantly beating the $-0.03 estimate, reflecting strong operational execution. The stock traded slightly higher post-earnings, supported by solid revenue growth and positive analyst sentiment despite high valuation and weak margins. Investors should monitor next-quarter revenue and ARR updates for growth sustainability and margin improvement.
Reported against expected
Rubrik reported EPS of $0.16 versus an estimate of -$0.03, a 668% positive surprise.
Guidance
No explicit guidance was provided, but analyst consensus remains bullish with a $92.08 average target price.
How the stock reacted
Shares rose modestly by 0.18% on the day following the earnings release, indicating cautious optimism.
What changed
EPS beat estimates by $0.19, with reported EPS at $0.16 versus -$0.03 expected.
What the price now assumes
The modest share price increase post-earnings reflects cautious optimism amid high valuation and margin concerns.
What it means for the business
Maintain a constructive bias. watch next-quarter revenue and ARR for growth and margin trajectory confirmation.
The next one to three months, as we saw it then
Better case30%
Sustained revenue and ARR growth combined with margin improvement drives multiple expansion and share appreciation.
Base case50%
Growth remains solid but margins stay pressured, leading to sideways stock performance with limited multiple expansion.
Worse case20%
Growth decelerates sharply and margins worsen, triggering valuation contraction and share price decline.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.