Barclays Americas Morning Research Summary

研报英文原文证据摘录

Barclays Americas Morning Research Summary

Technology

Rubrik, Inc.: Meetings with Management

Stock Rating Overweight We hosted meetings with Rubrik CEO, Bipul Sinha, with four takeaways: (1) 20% of

NNARR coming from EDP is a good proxy of backing up to a box; (2) products haveIndustry View Positive

network effects as seen with identity's ramp to $50M+ ARR; (3) exploring Agent Cloud's

Price Target USD 90.00

right to win; (4) CIO/CISO conversations up 50% q/q.

Price (23 Jun 2026) USD 74.24

EPS FY1 (E) 0.30 View full report on Barclays Live Back to Top

EPS FY2 (E) 0.86

Market Cap (USD bn) 15.2807

Ticker RBRK

U.S. Software

Saket Kalia, CFA

+1 212 526 8465

saket.kalia@barclays.com

BCI, US

23 June 2026

Equity Strategy

European Equity Strategy and UK Economics: UK – 10 years after Brexit

24 June 2026

Emmanuel Cau, CFA, Magesh Kumar Chandrasekaran, CFA, Emmanuel Makonga, Arihanth Bohra Jain, Jack Meaning, Siddharth Gupta

UK equities have had a 'lost decade' since 2016, amid unstable politics/policy and low Tech exposure. Record outflows, weak growth

and anaemic capital market activity mean an investment case needs to be rebuilt. But the UK does provide some diversification, with

domestic plays trading very cheaply.

View full report on Barclays Live Back to Top

Explanation of Summary of Changes table

Source: Barclays Research. Share prices and target prices are shown in the primary listing currency and EPS estimates are shown in reporting

currency.

FY1 (E): Current fiscal year estimates by Barclays Research.

FY2 (E): Next fiscal year estimates by Barclays Research.

Stock Rating: OW: Overweight; EW: Equal Weight; UW: Underweight; RS: Rating Suspended

Industry View: Pos: Positive; Neu: Neutral; Neg: Negative

Back to Summary of Changes

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