Core Insights - CyberArk Software (CYBR) is expanding its identity security platform to address risks from autonomous AI agents, introducing the Secure AI Agents Solution in Q1 2025 [1][10] - The solution integrates existing platform capabilities with AI-specific features for managing privileged access and securing interactions [1][3] Company Developments - CyberArk's Secure AI Agents Solution treats AI agents as privileged identities, providing visibility and enforcing privilege control for secure access management [3] - In July, CyberArk made its Secure Cloud Access MCP Server and Agent Guard available on AWS Marketplace, enhancing the enforcement of Zero Standing Privileges across AI workflows [4] Market Position and Growth Potential - As enterprises increasingly adopt AI agents, CyberArk's proactive approach may lead to new cross-sell opportunities, enhancing its platform's importance for identity security [5] - The Zacks Consensus Estimate predicts a revenue growth of 31.9% and a non-GAAP EPS increase of 26.4% for CyberArk in 2025 [5][10] Competitive Landscape - Competitors like CrowdStrike and Okta are also evolving their platforms to meet enterprise security needs, with CrowdStrike enhancing its identity security with AI solutions and Okta leveraging AI for real-time identity threat protection [6][7] Financial Performance - CyberArk shares have increased by 15.1% year-to-date, compared to the Zacks Security industry's growth of 18.4% [8] - The company trades at a forward price-to-sales ratio of 13.02, which is below the industry's average of 14.16 [12] Earnings Estimates - The Zacks Consensus Estimate for CyberArk's earnings suggests a year-over-year increase of 26.4% for 2025 and 25.1% for 2026, although estimates have been revised downward in the past 60 days [15]