Shares of Rubrik Inc (NYSE:RBRK) came under pressure in early trading on Friday, despite the company reporting upbeat fiscal fourth-quarter results.

Here are the key analyst insights:

Check out other analyst stock ratings.

Wedbush: Rubrik once again reported "massive beats," driven by strong revenue, subscription ARR, and margins, Ives said in a note. Subscription ARR (annual recurring revenues) grew 34% year-on-year to $1.46 billion, topping Street expectations of $1.44 billion, he added.

Net new subscription ARR grew 27% to around $115 million. The company is “becoming an increasingly strategic partner for enterprises given rising AI threats," Ives wrote.

The analyst slashed the target price to reflect the larger software selloff.

Cantor Fitzgerald: Rubrik reported net new subscription ARR of $115 million, as it continues to benefit from data growth, cloud migrations, and the adoption of its platform solution, Ruykhaver said. "Security crossed 45% of the expansion in NRR, up from 40% Q/Q, a validation of the data security strategy," he wrote.

Customers with subscription ARR of more than $100,000 grew 25% to 2,805, the analyst stated. The company's operating margins also improved significantly, he added.

Guggenheim Securities: Rubrik Subscription reported ARR $20.5 million higher than consensus, DiFucci said. The company guided to total revenue for the first quarter of fiscal 2027 of $365-$367 million, representing 31%-33% growth and coming in above consensus of $349 million.

Management's fiscal 2027 subscription ARR guidance of $1,829-$1,839 million was higher than consensus of $1,796 million, the analyst stated. "Rubrik sits in rarified air in the Software space, growing adjusted revenue greater than 40% and ARR greater than 30%, and we expect hyper growth to continue for the foreseeable future," he further wrote.

RBRK Price Action: Shares of Rubrik had declined by 1.18% to $53.38 at the time of publication on Friday.

Image: Shutterstock