Jim Cramer on Rubrik (RBRK): “It Just Came in Maybe Too Hot”

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Jim Cramer on Rubrik (RBRK): It Just Came in Maybe Too Hot Syeda Seirut Javed Thu, September 3, 2026 at 2:46 PM PDT 4 min read RBRK Jim Cramer questioned the reaction to Rubrik, Inc.'s (NYSE: RBRK ) latest earnings report during the September 2 episode of Mad Money, as he said: What just happened to the stock of Rubrik? That's the data security company, reported a seemingly very strong quarter last week... The stock dropped 13% the next day. Darn thing's been drifting lower ever since. Now, this is kind of crazy, people. Rubrik posted a big revenue beat. Earned 20 cents per share when the analysts were looking for 4 cents. They raised their full-year forecast for revenue. Annual recurring revenue was sensational. Margins, free cash flow good too. Stock got hurt. Now some of that's because Rubrik's billings, some people say, came in a little light. I think it's supposedly because the stock had run up like crazy in the month before the quarter. It just came in ma...

Palladyne AI’s Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough?

Palladyne AI’s Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough? Habib Ur Rehman Thu, September 3, 2026 at 2:36 PM PDT 3 min read PDYN Palladyne AI reported headline growth that looks dramatic: second-quarter revenue rose 470% year over year and 63% sequentially to $5.783 million. Palladyne AI Corp. (NASDAQ: PDYN ) ended June with $24.6 million of backlog, up 43% during the quarter after roughly $13 million of new contract awards, net of revenue recognized. Management expects most of that backlog to become revenue over the next 12 to 18 months and reiterated 2026 revenue guidance of $24 million to $27 million, or 357% to 415% growth. Palladyne AI's Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough? Copyright: ralwel / 123RF Stock Photo The comparison needs an important qualification. Palladyne said the increase came from acquisitions as well as organic growth. Its 10-Q says second-quarter product revenue was derived mainly from businesses acquired in November 2025, while engineering-services revenue came from one acquired business. Revenue consisted of hardware products, development contracts, and engineering services; the filing explicitly says Palladyne had generated no software-product revenue to date. The quarter therefore does not yet demonstrate scaled sales of its proprietary autonomy software. The bull case is that backlog and defense awards provide a bridge to that commercialization. Programs involving SwarmOS, Greml...

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