云数据管理公司Rubrik Inc.（股票代码：RBRK）周三盘前股价大跌5.03%，尽管公司刚刚公布了强劲的2026财年第一季度财报。
根据Rubrik发布的财报，公司在2026财年第一季度取得了不俗的业绩表现。订阅收入达到2.97亿美元，同比增长55%；总收入为3.099亿美元，同比增长51%。毛利率方面也有所提升，GAAP毛利率达到79.5%，非GAAP毛利率更是高达81.6%，均较上一财年同期有明显改善。
然而，尽管财报数据向好，Rubrik股价仍出现大幅下跌，这可能反映出投资者对公司未来增长前景的担忧。分析人士指出，鉴于当前科技股整体估值较高，投资者可能对高增长公司的估值更为谨慎。此外，市场可能认为当前业绩增长难以持续，或者对公司未来的增长预期存在分歧。投资者将密切关注公司管理层在随后的分析师电话会议中对未来的展望和指引，这可能会进一步影响市场情绪。
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