Rubrik CEO Bipul Sinha sits down with Jim Cramer

Watch on YouTube ↗  |  January 16, 2026 at 00:50  |  6:36  |  CNBC
Speakers
Bipul Sinha — Chairman, CEO, and Co-founder of Rubrik
Jim Cramer — Host, Mad Money

Summary

Jim Cramer interviews Rubrik Co-Founder and CEO Bipul Sinha on Mad Money after Rubrik reported a blowout quarter and the stock round-tripped from the low $90s to about $69. Sinha pitches Rubrik as a data-security and AI infrastructure company, highlighting cyber resilience, agentic AI governance, 34% year-over-year growth, and strong free cash flow. Cramer suggests the selloff may be a case of mistaken identity because Rubrik is not a seat-based SaaS company and could be viewed as cheap within six months.

  • Jim Cramer interviews Rubrik CEO Bipul Sinha after a strong quarter and a sharp stock pullback.
  • Sinha describes Rubrik as a data-security platform for AI, cloud, and SaaS, not a seat-based software company.
  • Rubrik helps customers restore mission-critical data after cyberattacks and secure agentic AI with monitoring and governance.
  • Management cites 34% year-over-year growth, $77 million quarterly free cash flow, and a 22% cash-flow margin.
  • Cramer argues the post-earnings selloff may be a mistaken identity and could make Rubrik look cheap in six months.
  • The discussion also touches on SaaS multiple pressure, Okta and Microsoft partnerships, and a ServiceNow ITSM analogy.
Ideas
Jim Cramer Host, Mad Money 0:33
Rubrik is mispriced after quarter selloff
Rubrik's stock round-tripped from the low $90s to around $69 after a blowout quarter, so investors are effectively getting that fantastic quarter for free. Cramer thinks the selloff may be a case of mistaken identity because Rubrik is not a seat-based SaaS company like Atlassian, ServiceNow, Salesforce, Workday, or Adobe, and he expects the market may recognize it as cheap within six months.
RBRK MED
Bipul Sinha Chairman, CEO, and Co-founder of Rubrik 1:05
Rubrik is non-seat AI data security
Rubrik is a data-security and AI infrastructure company, not a seat-based SaaS vendor. Management says data is the engine for AI, and Rubrik helps businesses accelerate AI and secure agentic AI through monitoring, governance, guardrails, and the ability to undo bad actions. It also provides cyber resilience by keeping copies of mission-critical applications and restoring clean data after cyberattacks, human error, or natural disasters. The company reported 34% year-over-year growth, $77 million of quarterly free cash flow, and a 22% cash-flow margin, versus only $22 million of free cash flow for all of last year.
RBRK HIGH
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This CNBC video, published January 16, 2026, features Jim Cramer, Bipul Sinha discussing RBRK. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer, Bipul Sinha  · Tickers: RBRK