贝尔德表示，鲁布里克的第二季度业绩指引表明“有效增长取得了扎实进展”

2024-09-11 01:47

Rubrik's (NYSE:RBRK) second-quarter results and raised guidance are indicative that the company is making "solid progress on efficient growth," investment firm Baird said.
Shares fell 5% in midday trading on Tuesday.
"The focus on cyber resilience and AI-driven recovery ("validated" by recent acquisition of Own company) sets Rubrik for further growth, and while more work remains to achieve profitability, Rubrik showed its ability to deliver efficient growth-at-scale," analyst Shrenik Kothari wrote in an investor note. Kothari has an Outperform rating and $42 price target on Rubrik.
In addition, Rubrik's management team said it saw no "significant changes" in the macroeconomic environment. And while they are being conservative with this, the company is likely to see a benefit from the increased important of cyber resilience inside IT budgets, Kothari explained, due in part to the recent global outage caused by CrowdStrike (CRWD).
"Rubrik emphasized its role in efficiently recovering hundreds of customers following the global IT outage, which is something we have highlighted as a key long-term tailwind for the company," Kothari added. "Management acknowledged that the incident triggered 'a lot' of discussions with customers, and is excited about the substantial opportunity ahead."

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