Rubrik（RBRK）上调第三季度与全年业绩指引盈利预期落在每股0.07-0.09美元

金吾财讯

Aug 28

金吾财讯 | Rubrik（RBRK）公布第二季度经营数据以及后续业绩指引后，盘前交易阶段股价下跌6%，市场解读为前期投资者对该公司存在过高预期。多家华尔街机构出具研报，对公司网络韧性赛道长期成长逻辑维持乐观态度，同时针对季度指引当中部分细节存在分歧。公司上调第三季度与全年业绩指引，第三季度调整后盈利预期落在每股0.07-0.09美元，高于市场一致预期的0.06美元；销售额预期区间4.29-4.31亿美元，同样超出分析师4.183亿美元的预期。全年收入指引上调至168.5-169.3亿美元，订阅年度经常性收入上调至18.8-18.9亿美元，调整后每股盈利上调至0.47-0.53美元，均高于此前市场的一致预测水平。机构层面，Jefferies给出买入评级，目标价120美元，认为公司受勒索软件防护、SaaS云负载、数据治理多重行业红利驱动，未来数年订阅ARR有望维持20%以上增速。BTIG维持买入评级，将目标价自109美元上调至125美元，认可来自AI浪潮带来的网络韧性业务增量，同时也提及部分市场参与者担忧2027年下半年净新增ARR或将放缓、混合云业务发展节奏等问题，但机构认为不必过度放大短期担忧。

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