I am reiterating my “buy” rating on Rubrik following a strong Q1 FY27, with revenue up 39% YoY (vs. 32% guidance) and raised full-year guidance. RBRK's moat in data and identity protection and remediation, plus platform consolidation trends, are driving robust $100K+ ARR customer growth and expanding margins. Mythos is catalyzing increased enterprise conversations around cyber resilience, which could support 20%+ revenue growth beyond FY28.