Rubrik在BTIG的买入评级开始

2026-03-20 21:43

Rubrik (RBRK) was in focus on Friday as investment firm BTIG started coverage on the cybersecurity firm with a Buy rating and $64 price target.
“In our view, several durable tailwinds should support elevated revenue growth over the next few years,” analyst Gray Powell wrote in a note to clients.
Powell continued: “To start, ransomware and wiper attack volumes have risen sharply in recent years, and we expect that trend to continue as threat actors increasingly leverage AI. As a result, backup and data protection are becoming a more critical part of enterprise security architecture.”
Powell also noted that Rubrik was “frequently described” by industry contacts “as the most aggressive and innovative vendor in the space, which we believe is reflected in the company’s meaningful share gains over the past three years.”
Additionally, Powell believes artificial intelligence should be a tailwind for the company, not a headwind.

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