Insight Guru says Rubrik stock at $100 prices in sharp revenue growth slowdown

• Insight Guru flagged rising downside risk in Rubrik as revenue growth slowed for three straight quarters, falling to 37.9% in fiscal Q2 2027.
• Fiscal Q3 2027 revenue guidance of about $430 million implies about 23% reported growth; normalized growth is about 31% as material rights revenue fades.
• Shares trade near $100, about 94% of the 52-week high; valuation sits near 13 times trailing $1.5 billion revenue.
• Rubrik Agent Cloud underpins the AI narrative but has more than 15 paying customers; minimal contribution is assumed in fiscal 2027 subscription ARR.
• Analysis warned the multiple leaves little room for execution misses; the stock’s largest peak-to-trough drop over the past year was 52%.

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