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LAS VEGAS - Rubrik (NYSE:RBRK), a rapidly growing cybersecurity firm with impressive 47.72% year-over-year revenue growth and a market capitalization of $14.71 billion, announced an expanded integration with CrowdStrike’s Falcon cybersecurity platform at Fal.Con 2025 on Monday, focusing on enhanced identity security capabilities. According to InvestingPro data, the company maintains strong gross margins of 77.96%, reflecting operational efficiency in its core business.
The integration combines Rubrik Identity Resilience with CrowdStrike Falcon Next-Gen Identity Security to enable customers to roll back malicious identity changes and restore identity providers to secure states following cyberattacks.
The collaboration aims to address the growing threat of identity-driven attacks across hybrid environments by providing detection and recovery capabilities for identity systems including Active Directory, Entra ID, and Okta.
Key features of the integration include real-time identity threat detection with AI-driven correlation of suspicious changes, surgical rollback of malicious modifications, and accelerated investigation workflows through the Falcon console.
"By expanding Falcon Next-Gen Identity Security with rollback and recovery, we’re giving customers a complete solution that minimizes disruption and keeps operations running in the face of identity-based threats," said Anneka Gupta, Chief Product Officer at Rubrik, according to the press release.
Daniel Bernard, Chief Business Officer at CrowdStrike, stated that the partnership delivers "unified identity security that combines CrowdStrike’s AI-driven protection with Rubrik’s rollback innovation."
Rubrik Identity Resilience, now available, offers monitoring of identity changes in real time, improved collaboration between security and IAM teams, and continuous assessment of identity risks across human and non-human identities.
The companies will host a webinar about the partnership on October 29, 2025, according to the announcement. Investors seeking deeper insights into Rubrik’s financial health, growth prospects, and 10+ additional ProTips can access comprehensive analysis through InvestingPro’s detailed research reports, available for over 1,400 US stocks.
In other recent news, Rubrik Inc has reported strong fiscal second-quarter results, showcasing a revenue growth of 51% year-over-year, surpassing consensus estimates by 10%. The company also exceeded the high end of guidance across all metrics, including annual recurring revenue (ARR), contribution margin, and earnings per share. Analysts have responded positively, with FBN Securities raising its price target to $115 and maintaining an Outperform rating. Truist Securities reiterated a Buy rating with a $110 price target, while BMO Capital also reiterated an Outperform rating, highlighting Rubrik’s net new subscription ARR of $71 million, significantly above the consensus estimate of $44 million. KeyBanc increased its price target to $117, noting the company’s solid ARR beat of $27 million, despite it being slightly below previous quarters. Piper Sandler maintained an Overweight rating with a $115 price target, acknowledging Rubrik’s robust quarterly performance. These developments underscore the strong performance and positive outlook for Rubrik, as indicated by multiple analyst firms.
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