Cohesity, supported by Nvidia, targets a 2026 IPO with a valuation competing with Rubrik's $17 billion.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 04 2025
0mins
Should l Buy RBRK?
Source: CNBC
Cohesity's IPO Plans: Data security firm Cohesity is planning an initial public offering in 2026, aiming for a valuation that competes with its peer Rubrik, which is currently valued at $17 billion. The company recently merged with Veritas' data protection unit, becoming the largest data protection software provider with a 19% market share.
Financial Performance and Growth: Cohesity reported annual recurring revenue of $1.5 billion with a 28% adjusted profit margin for the year ending July 2024. The company is focused on profitable growth and leveraging AI technology, particularly through its partnership with Nvidia, to enhance its offerings and drive future expansion.
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Analyst Views on RBRK
Wall Street analysts forecast RBRK stock price to rise
20 Analyst Rating
19 Buy
1 Hold
0 Sell
Strong Buy
Current: 45.580
Low
95.00
Averages
111.22
High
130.00
Current: 45.580
Low
95.00
Averages
111.22
High
130.00
About RBRK
Rubrik, Inc. is a cloud data management company. The Company has developed Zero Trust Data Security platform. It helps organizations achieve business resilience against cyberattacks, malicious insiders, and operational disruptions. Its Rubrik Security Cloud (RSC) secures data across enterprise, cloud, and software-as-a-service (SaaS) application. RSC detects, analyzes, and remediates data security risks and unauthorized user activities. It has developed a proprietary machine learning and artificial intelligence-based data threat monitoring and management engine to surface anomalous activities and indicators of data breaches. In addition, the Company offers Ruby for artificial intelligence (AI) data defense and recovery. Ruby is designed to help customers scale their data security operations with automation, boosting productivity, and bridging the users’ skills gap.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Highlights: The video discusses the earnings reports of UiPath and Rubrik, indicating that despite the lack of specific figures, analysts believe both companies are performing well in the current market environment, potentially attracting investor interest.
- Investment Opportunities: Analysts highlight Nu Holdings' stock price increase of 5.31%, reflecting market recognition of its future growth potential, making it a preferred target for investors.
- Market Assessment: The video mentions Sea Limited and Dlocal as currently undervalued stocks, suggesting these companies may present high investment value due to their perceived cheapness in the market.
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