Rubrik (RBRK) is an under-the-radar cyber resilience leader that just announced a game-changing $100 million acquisition of AI startup Predibase. With this acquisition, Rubrik aims to accelerate the adoption of enterprise AI agents, promising faster, more cost-effective, and more secure AI deployments for its customers.
But will this high-stakes AI bet propel Rubrik to the front of the cybersecurity pack — or is the market getting ahead of itself? As Rubrik stock hovers near its highs, is Rubrik a buy, sell, or hold for July 2025? Let’s find out!
Rubrik (RBRK) is a comprehensive cyber resilience company, specializing in data protection, backup and recovery solutions, and advanced security analytics. The Palo Alto-based company went public in 2024 and has quickly established itself as a formidable player in the enterprise data security space, serving customers across cloud and on-premise environments with its machine learning-powered platform.
The stock has delivered a remarkable performance, trading in a 52-week range of $28.60 to $103. Its shares have posted an impressive year-to-date gain of about 30% and a staggering 52-week gain of nearly 185%.
Rubrik delivered impressive first-quarter 2025 results that significantly exceeded Wall Street expectations. The company reported revenue of $278.5 million, representing a robust 49% year-over-year increase and surpassing analyst estimates of $260.4 million by 7%. Even more noteworthy, Rubrik posted an earnings per share loss of $0.15, substantially better than the expected loss of $0.32.
The company’s subscription-focused business model continues to gain traction, with subscription revenue reaching $265.7 million, up 54% year-over-year. Annual recurring revenue (ARR) hit $1.181 billion, growing 38% year-over-year and exceeding consensus estimates. Perhaps most encouraging for long-term investors, Rubrik achieved positive free cash flow of $33 million, demonstrating improving operational efficiency.
Rubrik’s growth strategy centers on strategic acquisitions that enhance its AI capabilities and expand its cyber resilience platform. On June 25, the company announced its agreement to acquire Predibase, an AI startup specializing in generative AI model fine-tuning, for a reported range between $100 million and $500 million. This acquisition positions Rubrik to accelerate customer AI agent adoption through integration with major cloud platforms including Amazon Bedrock, Azure OpenAI, and Google Agentspace.
