Cybersecurity Firm Rubrik Posts Explosive Growth Amid AI Expansion

Rubrik has significantly deepened its strategic alliance with Cognizant, announcing the global launch of a new "Business Resilience-as-a-Service" offering. This service integrates Rubrik's AI-driven data security platform with Cognizant's specialized cloud capabilities, designed to deliver proactive cyber resilience solutions to enterprise clients.

The company's financial results for the second quarter of fiscal year 2026 revealed extraordinary momentum, with revenue surging 51% year-over-year. Subscription Annual Recurring Revenue (ARR) climbed beyond the $1.25 billion threshold, signaling strong market adoption of its security solutions. For the upcoming third quarter of 2026, management projects revenue in the range of $319 million to $321 million, with an anticipated adjusted loss per share between ($0.18) and ($0.16).

Should investors sell immediately? Or is it worth buying Rubrik?

Strategic Moves and Industry Recognition

In a strategic push to advance its artificial intelligence capabilities, Rubrik acquired Predibase in June 2025, a move aimed at accelerating the development of agentic AI. The company's technological strengths received further validation when it was named a Leader in the IDC MarketScape for Worldwide Cyber-Recovery on October 10, 2025. This recognition highlights the firm's advanced capabilities in threat detection and Data Security Posture Management.

Market Analysts Maintain Positive Outlook

Market researchers currently maintain a "Moderate Buy" consensus rating on Rubrik shares, accompanied by an average 12-month price target of $108.67. The equity has demonstrated substantial strength in the market, appreciating 19.6% since the start of the year. This positive sentiment reflects confidence in the company's ability to maintain its growth trajectory amid expanding demand for AI-powered security solutions.