Key Takeaways CYBR is integrating Secure AI Agents and CORA AI to enhance its identity security platform. The platform secures human, machine, and AI identities against evolving cybersecurity threats. CYBR's subscription ARR rose 65% YoY in Q1 2025, with 2025 revenue expected at up to $1.323 billion.CyberArk (CYBR) is rapidly enhancing the capabilities of its identity security platform with AI integration. CyberArk Secure AI Agents Solution and CORA AI are two recent additions to its portfolio. CYBR is al ...

Company Overview - CyberArk shares have increased by approximately 11.5% since the last earnings report, outperforming the S&P 500 [1] - The most recent earnings report is essential for understanding the key drivers behind this performance [1] Earnings Estimates - Estimates for CyberArk have remained flat over the past month, with a consensus estimate shift of 22.22% [2] VGM Scores - CyberArk has a strong Growth Score of A but a low Momentum Score of D, and a Value Score of F, resulting in an aggregate VGM Score of D [3] Outlook - CyberArk holds a Zacks Rank of 1 (Strong Buy), indicating expectations for above-average returns in the coming months [4] Industry Performance - CyberArk is part of the Zacks Security industry, where Qualys has seen a 3.2% gain over the past month [5] - Qualys reported revenues of $159.9 million for the last quarter, reflecting a year-over-year increase of 9.7% [5] - Qualys is expected to post earnings of $1.47 per share for the current quarter, indicating a 3.3% decrease from the previous year [6]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about CyberArk (CYBR) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.CyberArk currently has an average brokerag ...

CyberArk Software (CYBR) 2025 Conference June 10, 2025 10:30 AM ET Speaker0 Okay. We're gonna go ahead and get started with our next session. Thank you everyone for attending. Before we begin, given that it is the Xcel voting season, if you do value the work that we do, we very much appreciate your support. With that, we're thrilled to have Clarence Hinton with us today. Clarence is chief strategy officer and head of corporate development at CyberArk. Before joining CyberArk in 2019, Clarence was SVP of cor ...

The Zacks Security industry is experiencing robust demand for cybersecurity products, driven by the increasing need for secure networks and cloud-based applications, especially with the rise of hybrid work environments. This surge in demand is largely due to a significant increase in data breaches, prompting companies to seek comprehensive IT security solutions. The growing need for privileged access security, fueled by digital transformation and cloud migration strategies, is further boosting the demand fo ...

CyberArk Software (CYBR) 2025 Conference Summary Industry Overview - **Industry**: Cybersecurity, specifically focusing on Identity Security and Privileged Access Management (PAM) [3][6] - **Market Trends**: Increasing attacks on both human and machine identities, with identity being recognized as the primary defense factor against adversaries [3][4][5] Core Company Insights - **Company Positioning**: CyberArk has evolved from traditional PAM to a broader identity security market, capturing significant demand due to the urgency of identity protection [3][5] - **Growth in PAM**: The core PAM market remains vibrant with substantial growth opportunities, particularly in modern use cases and among highly privileged users who are not fully secured [6][7][12] Customer Dynamics - **Customer Demand**: There is robust demand for identity security solutions, with customers increasingly seeking multi-product solutions that address high-priority areas [9][10] - **Expansion Opportunities**: CyberArk has established multi-year roadmaps with strategic customers, allowing for ongoing expansion within existing accounts [11][12] Competitive Landscape - **Emerging Competitors**: Non-traditional identity security players, such as CrowdStrike, are entering the identity space, but CyberArk differentiates itself through a preventative and deterministic approach to identity security [14][15][23] - **Consolidation of Trust**: Customers are looking for trusted vendors to reduce the number of cybersecurity vendors they engage with, emphasizing the importance of a unified identity security platform [20][21] Product Development and Innovation - **Identity Security Platform**: CyberArk is focused on creating a unified user experience across its identity security offerings, which is essential for effective deployment and management [22][19] - **Acquisition of Zillow**: The acquisition aims to enhance CyberArk's Identity Governance and Administration (IGA) capabilities, addressing the need for modern, efficient IGA solutions that integrate with existing identity security frameworks [40][41][44] Machine Identity and AI - **Machine Identity Security**: There is a growing recognition of the security importance of machine identities, with CyberArk positioned to address this need through its solutions [28][29][32] - **AI Integration**: CyberArk is actively working on incorporating AI into its solutions to enhance productivity and security, particularly in managing access to AI systems [34][36][38] Future Opportunities - **Market Potential**: There remains a significant opportunity for CyberArk to secure a large number of unsecured identities, both human and machine, as well as to expand its offerings in the evolving landscape of identity security [54][55] - **Long-term Vision**: The company is optimistic about its growth trajectory, with plans to deepen and broaden its solutions to meet the increasing demands of the market [55][56]

Key Takeaways Major Indexes recorded their strongest month in May since November 2023. Five Zacks Top Rank stocks with Momentum Score A are poised to benefit from June's bullish sentiment. Improved earnings estimates and sector strength support picks like CYBR, KGC, NWG, RYAAY, and PCTY.Wall Street saw an impressive rally in May after severe volatility in the previous two months. The three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — were up 3.9%, 6.2% and 9.6%, respectively. The ...

CyberArk Software (CYBR) FY 2025 Conference May 28, 2025 01:50 PM ET Speaker0 That has been my room all day long. Speaker1 You've been sitting here? Speaker0 Yeah. Very good. All the great cybersecurity companies. Good afternoon, everybody. Thank you for joining us. My name is Shaul Real. I'm TD Cowen, cybersecurity research analyst. And we are delighted to host Eduardo, CyberArk's COO. Pleasure to have you. Speaker1 Good afternoon. Pleasure to be here. Thank you, Sean. Speaker0 So before touching on strate ...

CyberArk Software Ltd.'s (NASDAQ:CYBR) stock continues to thrive, driven by solid organic growth and acquisitions. The company's margins are also rebounding as its business model transition matures. While CyberArk's growth rate will moderate as it laps the acquisitions of Venafi and Zilla, the importance of identity security and the proliferation of machine identities ensure the company has a bright future. CyberArk's stock is up by close to 40% since I suggested that the company was a potential second-orde ...

Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on CyberArk (CYBR), and emphasizes the importance of using these recommendations in conjunction with other analytical tools like the Zacks Rank for making informed investment decisions [1][5]. Brokerage Recommendations - CyberArk has an average brokerage recommendation (ABR) of 1.13, indicating a consensus between Strong Buy and Buy, based on recommendations from 32 brokerage firms [2]. - Out of the 32 recommendations, 29 are classified as Strong Buy, accounting for 90.6%, while 2 are classified as Buy, making up 6.3% of the total [2]. Zacks Rank vs. ABR - The Zacks Rank, which is based on earnings estimate revisions, is a more reliable indicator of a stock's near-term price performance compared to the ABR, which is solely based on brokerage recommendations [8][9]. - The Zacks Rank is displayed in whole numbers (1 to 5) and maintains a balance among the ranks, while the ABR is typically shown in decimals [9][11]. Earnings Estimate Revisions - The Zacks Consensus Estimate for CyberArk has increased by 69.5% over the past month to $3.79, indicating growing optimism among analysts regarding the company's earnings prospects [13]. - This increase in earnings estimates has contributed to CyberArk receiving a Zacks Rank 1 (Strong Buy), suggesting a potential for significant stock price appreciation [14].