Rubrik Stock Pops After Strong Q4 Report: Details

by | Mar 12, 2026 | General

Rubrik, Inc. (NYSE:RBRK) shares climbed in Thursday’s extended trading after the company released its fourth-quarter earnings report, beating estimates on the top and bottom lines.

Here’s a look at the key figures from the quarter. 

The Details: Rubrik reported quarterly earnings of four cents per share, which beat the consensus estimate for a loss of 11 cents, according to Benzinga Pro data.

Quarterly revenue came in at $377.68 million, which beat the Street estimate of $342.34 million and was up from $258.1 million in the same period last year.

Rubrik reported the following fourth quarter highlights:

  • Subscription Annual Recurring Revenue (ARR): Subscription ARR was up 34% year-over-year, growing to $1.46 billion as of Jan. 31, 2026.
  • Revenue: Subscription revenue was $364.9 million, a 50% increase compared to $243.7 million in the fourth quarter of fiscal 2025. Total revenue was $377.7 million, a 46% increase compared to $258.1 million in the fourth quarter of fiscal 2025. Revenue excluding material rights increased 43% year-over-year in the fourth quarter of fiscal 2026.
  • Gross Margin: Non-GAAP gross margin was 83.7%, compared to 79.7% in the fourth quarter of fiscal 2025.
  • Subscription ARR Contribution Margin: Subscription ARR contribution margin was 11.6% compared to 2.1% in the fourth quarter of last year.

“The acceleration in net new subscription ARR growth in Q4 at our scale demonstrates that Rubrik is an increasingly critical platform for the AI era. We are moving beyond traditional data security to ‘mission control’ for the AI enterprise — delivering risk and recovery critical to safely scale AI transformations,” said Bipul Sinha, CEO of Rubrik.

Outlook: Rubrik expects fiscal 2027 adjusted earnings of seven cents to 27 cents, versus the seven cent analyst estimate, and revenue in a range of $1.6 billion to 1.61 billion, versus the $1.57 billion estimate.

RBRK Stock Price: According to data from Benzinga Pro, Rubrik stock was up 4.22% to $56.30 in Thursday’s extended trading.  

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