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Rubrik, Inc. (NYSE:RBRK) is among the best software infrastructure stocks to buy now. On May 1, Patrick O’Neill, an analyst at Wolfe Research, started coverage on Rubrik, Inc. (NYSE:RBRK) with an Outperform rating and a price target of $70. As the analyst told investors, the company finds itself “at the intersection of data and security, two of the most important categories of software with the rise of AI today.”
With that said, the firm remains optimistic about the company’s potential to sustain 30%-plus Subscription ARR growth in 2026 and durable high-20% growth in the subsequent years. While expressing confidence in Rubrik, Inc. (NYSE:RBRK), O’Neill said,
“Rubrik clearly belongs in the AI winners category (alongside names like DDOG, SNOW, CRWD, NET, and others) and carry the premium valuation that comes with it.”
This view is reinforced by Jefferies, which said Rubrik, Inc. (NYSE:RBRK) is in a solid position for sustainable growth as a cyber resilience leader. The firm believes that the company’s over-20 % subscription ARR growth in the years ahead will be driven by cross-selling SaaS/cloud data protection, strong cyber resilience capabilities, and efficient data/AI governance. The firm initiated coverage on the company with a Buy rating and a price target of $65.
Rubrik, Inc. (NYSE:RBRK) is a California-based provider of data security solutions. Incorporated in 2013, the company offers data protection, data threat analytics, data security posture, and cyber recovery solutions, among others.
While we acknowledge the potential of RBRK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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