Rubrik Inc (RBRK) is a cloud-based cybersecurity and data management company that helps businesses back up, protect, and quickly restore data from cyber attacks.
I know this isn't considered a typical "value" stock, but a few things that caught my eye were:
For Q3 FY2026, total revenue grew \~48% and subscription ARR grew \~34% compared to the prior year, though the company isn't yet consistently GAAP-profitable
Despite improving margins and cash flow, the stock is down almost 40% from ATH in June 2025
They also have partnerships with Amazon Web Services, Google Cloud, Microsoft
I'm wondering if anyone else here looked into them? What are your thoughts on it long term?