Deutsche Bank analyst Brad Zelnick maintains $Rubrik (RBRK.US)$ with a buy rating, and adjusts the target price from $42 to $70.
According to TipRanks data, the analyst has a success rate of 67.9% and a total average return of 12.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Rubrik (RBRK.US)$'s main analysts recently are as follows:
Software is anticipated to outperform in 2025 due to improving fundamentals, favorable estimate revisions, and modest multiple expansion throughout the year. Improving demand trends and optimism about artificial intelligence are expected to more than counterbalance the 'slow-but-ramping' adoption of generative AI, elevated capital expenditures, and the ongoing debate over scaling laws.
In the context of a 2025 outlook for security, design, and vertical-specific software sectors, several companies are favored to potentially benefit from an improving environment, artificial intelligence opportunities, and margin enhancement possibilities by 2025.
Expectations are set for Rubrik to exceed current estimates, benefiting from a "favorable setup entering FY26" following a strong initiation post-IPO. This outlook is partially based on the broader anticipations affecting the Software sector in 2025.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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德意志银行分析师Brad Zelnick维持$Rubrik (RBRK.US)$买入评级，并将目标价从42美元上调至70美元。
根据TipRanks数据显示，该分析师近一年总胜率为67.9%，总平均回报率为12.2%。
此外，综合报道，$Rubrik (RBRK.US)$近期主要分析师观点如下：
预计到2025年，由于基本面改善、估计修订有利以及全年适度的倍数扩张，软件将表现优于其他板块。改善的需求趋势和对人工智能的乐观情绪预计将大大抵消生成性人工智能的‘缓慢但逐步’采用、高昂的资本支出以及对规模法则的持续争论。
在2025年关于安防-半导体、设计和垂直特定软件板块的展望中，若干公司被看好，有望从改善的环境、人工智能机会和到2025年的利润提升可能性中受益。
预计Rubrik将超过当前估计，受益于在FY26开始时的"有利局面"，这一局面得益于IPO后强劲的启动。这一展望部分基于对2025年软件板块影响的更广泛预期。
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