Rubrik is expected to report consensus revenue of $396.4 million and non-GAAP EPS of $0.04 for the quarter ending July 31, 2026, with the stock currently trading at $98.04 against an average analyst target of $101.00.
The single most important metric for investors is Subscription Annual Recurring Revenue (ARR), which is projected to reach approximately $1.64 billion as the company transitions its client base to its SaaS-based Security Cloud platform.
Sentiment is strongly positive heading into the print, as 18 analysts have revised earnings estimates upward following Rubrik's record-setting first-quarter results. Investors are also watching for a potential raise to the full-year fiscal 2027 revenue growth guidance, currently pegged at 24% to 25%, amid rising enterprise demand for AI-driven cyber resilience.