Rubrik (RBRK): The Cyber Resilience Play Jim Cramer Wants You to Own

In an era where ransomware attacks cost businesses an estimated $30 billion annually, Jim Cramer’s recent endorsement of Rubrik (RBRK) signals a shift in how investors should approach cybersecurity investments. The “Mad Money” host’s bold claim—“Get Hit with Ransomware? You Call Rubrik — That’s Why You Own It!”—underscores the company’s growing role in a critical market. For investors, Rubrik’s position at the intersection of cyber resilience, AI innovation, and enterprise trust makes it a compelling long-term play.

The Ransomware Crisis Demands New Solutions

Ransomware is no longer a niche threat. From hospitals to energy grids, attacks now paralyze critical infrastructure, demanding urgent solutions beyond traditional cybersecurity measures. Cramer’s focus on Rubrik reflects a broader realization: prevention alone is insufficient. Businesses must prioritize recovery—hence the rise of “cyber resilience,” a field Rubrik has dominated by enabling near-instant data restoration post-attack.

Rubrik’s value proposition is clear: it’s not just about stopping hackers but ensuring companies can bounce back faster and stronger. Its partnerships with giants like Home Depot and Google Cloud highlight its credibility. For instance, Home Depot relies on Rubrik to safeguard data centers and remote locations, while Google’s “Partner of the Year” award recognizes Rubrik’s disaster recovery platform as a gold standard.

The Financial Case for Rubrik

Rubrik’s Q4 2025 results reveal a company thriving in a volatile market:
- Revenue grew 41% year-over-year to $886.5 million, fueled by demand for its AI-driven solutions.
- Stock surged 28% after earnings, outperforming rivals like NVIDIA (NVDA) and Broadcom (AVGO), which saw steep declines early in 2025.
- Positive cash flow for the fiscal year signals a shift from growth-at-all-costs to sustainable profitability.

Analysts at Goldman Sachs and Morgan Stanley have taken notice. One report dubbed Rubrik a “diamond in the rough,” citing its potential for a 10,000% return over the decade if it captures even a fraction of the $200 billion cybersecurity market. Such optimism isn’t unwarranted: Rubrik’s 92% annual customer retention rate—among the highest in the sector—suggests deepening enterprise loyalty.

Why Rubrik’s AI Integration Matters

Rubrik’s differentiation lies in its AI-powered data governance. Its Annapurna platform, built with Google Cloud, uses generative AI to automate recovery processes and identify vulnerabilities. This is a game-changer. As enterprises adopt AI for everything from healthcare diagnostics to supply chain management, they need tools that secure data and streamline recovery.

Cramer compared Rubrik’s potential to the early days of the internet: a “nimble startup” with technology that could become as essential as cloud storage. The company’s hiring of cybersecurity expert Nicole Perlroth to advise on public threats further bolsters its leadership in shaping industry standards.

Risks and the Path Forward

No investment is without risk. Rubrik faces competition from established players like Microsoft and IBM, and regulatory scrutiny around data privacy could complicate growth. However, its focus on Zero Trust architecture and partnerships with auditors like Deloitte position it to navigate these challenges.

Conclusion: A Cyber Resilience Leader with Legs

Rubrik’s combination of technical prowess, financial discipline, and strategic alliances makes it a standout in cybersecurity. With ransomware costs projected to hit $265 billion by 2031 (Cybersecurity Ventures), the company is well-positioned to capitalize on a secular trend. Its 41% revenue growth, 28% stock surge, and partnerships with industry titans all point to a durable competitive advantage.

For investors, the question isn’t whether cyber resilience is a necessity—it’s already here. The better question: Can you afford not to own Rubrik? With a market leadership position, a roadmap to profitability, and Cramer’s seal of approval, RBRK is a buy for portfolios seeking to weather the digital storm.

Data as of Q4 2025. Past performance does not guarantee future results.