9月2日，Rubrik盘中下跌5.01%，报88.38美元/股，成交额9653.25万美元，延续财报发布以来的回调走势。
消息面上，Rubrik于8月27日盘后发布第二财季业绩，调整后每股收益0.22美元，远超市场预期的0.04美元；营收4.2726亿美元，同比增长38%，亦大幅超出3.96亿美元的一致预期。公司同步上调第三季度及全年指引，全年收入指引区间16.85亿-16.93亿美元，高于市场预估的16.4亿美元。尽管业绩全面碾压预期，多家投行上调目标价（花旗上调至130美元、Truist上调至135美元），但市场解读为此前估值已过度反映乐观预期，财报发布后持续承压。此外，系统软件板块整体走弱，CrowdStrike跌7.04%、甲骨文跌4.92%，板块联动加剧了个股卖压。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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