• In late 2025, Rubrik announced Rubrik Agent Cloud for Amazon Bedrock AgentCore and earned the AWS Resilience Software Competency in the Recovery category, aiming to give enterprises tighter monitoring, governance, and remediation over AI agents across multi-cloud environments.

• This move highlights how Rubrik is trying to position itself as a control layer for AI-driven operations, addressing growing cyber risks from generative AI agents while tying deeper into Amazon Web Services’ ecosystem.

• We’ll now examine how Rubrik’s new Agent Cloud integration with Amazon Bedrock AgentCore could influence the company’s broader investment narrative.

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To own Rubrik, you really need to believe it can turn its data security and AI controls into a durable, high-value subscription business despite ongoing losses and rich valuation. The new Rubrik Agent Cloud for Amazon Bedrock AgentCore looks incremental to that thesis, reinforcing Rubrik’s AI and cloud positioning ahead of the upcoming earnings release, but it does not fundamentally change the near term risk that the company remains unprofitable with negative equity.

The most relevant recent announcement here is Rubrik’s broader AWS collaboration, including the Strategic Collaboration Agreement and new Bedrock integrations, which frame Agent Cloud as part of a deeper push into hyperscaler ecosystems. Together, these efforts tie Rubrik’s growth catalysts closely to AI and cloud transformation trends, while leaving investors exposed if adoption of these new AI governance and cyber resilience capabilities takes longer than expected.

Yet behind the AI story, investors should be aware that Rubrik is still loss making and carries negative equity, which means…

Read the full narrative on Rubrik (it’s free!)

Rubrik’s narrative projects $2.0 billion revenue and $257.3 million earnings by 2028. This requires 26.2% yearly revenue growth and an earnings increase of about $782 million from -$524.8 million today.

Uncover how Rubrik’s forecasts yield a $115.20 fair value, a 66% upside to its current price.

Eleven members of the Simply Wall St Community see Rubrik’s fair value anywhere between US$20.80 and US$115.20, with estimates scattered across that entire range. You are weighing those very different views against a business that is still unprofitable while leaning heavily on AI driven cyber resilience products to justify its growth story, so it can be worth comparing several of these perspectives before forming your own view.