TLDR
- Rubrik posted Q4 adjusted EPS of $0.04, beating the -$0.11 estimate by $0.15.
- Revenue hit $377.7 million, a 46% jump year-over-year, topping consensus of $350.56 million.
- Subscription ARR reached $1.46 billion, with a record $115 million in net new subscription ARR for the quarter.
- Full-year FY2027 revenue guidance of $1.602 billion midpoint came in above the $1.58 billion consensus.
- The stock rose about 5% in after-hours trading following the results.
Rubrik had a quarter to talk about. The cybersecurity firm posted Q4 fiscal 2026 results that cleared analyst estimates across the board, and its guidance for the year ahead came in above what Wall Street was expecting.
$RBRK (Rubrik) #earnings are out: pic.twitter.com/jfGTbYeQmW
— The Earnings Correspondent (@earnings_guy) March 12, 2026
Adjusted EPS came in at $0.04, a $0.15 beat over the consensus estimate of -$0.11. Revenue reached $377.7 million, ahead of the $350.56 million estimate, and up 46% from the same period a year earlier.
The company added a record $115 million in net new subscription ARR during the quarter. Total subscription ARR grew 34% year-over-year to $1.46 billion.
Rubrik, Inc., RBRK
CEO Bipul Sinha said the acceleration in net new subscription ARR growth “at our scale demonstrates that Rubrik is an increasingly critical platform for the AI era.”
Rubrik’s adjusted gross margin improved to 83.7% in Q4, up from 79.7% in the same quarter a year ago. That’s a meaningful move for a company still working toward consistent profitability.
The company ended the quarter with 2,805 customers spending $100,000 or more in subscription ARR, a 25% increase year-over-year. Free cash flow for the quarter came in at $70.1 million, slightly below the $75.2 million posted in Q4 of fiscal 2025.
Guidance Tops Estimates
For Q1 fiscal 2027, Rubrik guided revenue of $365 million to $367 million. The midpoint of $366 million cleared the $349.5 million analyst consensus. Adjusted EPS guidance of -$0.04 to -$0.02 also topped the -$0.07 consensus.
For the full fiscal year 2027, the company projects revenue of $1.597 billion to $1.607 billion. The midpoint of $1.602 billion sits above the $1.58 billion consensus. Full-year adjusted EPS guidance of $0.07 to $0.27 brackets the $0.07 analyst estimate at the low end.
The stock jumped around 5% in after-hours trading on the news.
Analyst and Investor Activity
Despite the after-hours pop, RBRK had been under pressure during the regular trading session. The stock fell $3.09 to $54.43 on heavy volume of roughly 8 million, compared to an average of 3.79 million. That puts it well below its 12-month high of $103.00.
Analyst coverage remains broadly positive. KeyCorp holds an “overweight” rating with a $80 price target, down from $95. Piper Sandler also rates the stock “overweight” with a $99 target. The consensus across 25 analysts is “Moderate Buy” with an average price target of $98.68.
Insiders sold approximately 247,878 shares worth around $18.15 million over the past 90 days. Insiders still own 32.38% of the company. Institutional ownership sits at 49.54%.
The company’s 50-day moving average is $60.02, and its 200-day moving average is $72.22.
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