Core Insights - CyberArk Software (CYBR) and Zscaler (ZS) are significant players in the cybersecurity sector, focusing on different aspects of security, with CyberArk specializing in privileged access management and identity security, while Zscaler excels in secure access service edge and cloud security [2] - The cybersecurity market is expected to grow at a CAGR of 12.63% from 2025 to 2030, driven by advanced attacks and the proliferation of AI [3] CyberArk Stock Analysis - CyberArk is witnessing a shift in identity security, with machine identities now outnumbering human identities at a ratio of over 80 to 1, up from 45 to 1 a year ago [5] - The company is innovating with AI-based products like Secure AI Agents and CORA AI, enhancing its identity security platform [6] - CyberArk's acquisitions of Zilla Security and Venafi have bolstered its expertise in identity governance and machine identity, contributing to recurring revenues and market share [7] - The Zacks Consensus Estimate predicts revenue growth rates of 31% for 2025 and 19% for 2026, with bottom line growth rates of 26.4% and 25% respectively [8] Zscaler Stock Analysis - Zscaler is implementing strategies such as Zero Trust Everywhere and agentic SecOps to leverage the growing cybersecurity market [11] - The company reported over 210 Zero Trust Everywhere enterprises in Q3 of fiscal 2025, marking a sequential growth of 60% [12] - Zscaler faces challenges with rising sales and marketing (S&M) and research and development (R&D) expenses, impacting near-term profitability [13] - The company's fiscal 2026 earnings are projected at $3.08, indicating a year-over-year decline of 3.5% [14] Performance and Valuation Comparison - Year-to-date, CyberArk shares have increased by 19.6%, while Zscaler shares have surged by 74.4% [16] - CyberArk is trading at a forward sales multiple of 13.6X, compared to Zscaler's 6.65X, reflecting higher growth expectations for CyberArk despite appearing pricier [17] Conclusion - CyberArk is positioned for robust growth through acquisitions and innovation in identity and AI security, while Zscaler is facing near-term challenges with rising operating expenses [18] - CyberArk holds a Zacks Rank 2 (Buy), indicating a stronger investment case compared to Zscaler, which has a Zacks Rank 3 (Hold) [19]

Key Takeaways CYBR gained 10.7% in one month, outperforming the security industry and peers. CyberArk's AI-powered upgrades and key acquisitions have expanded its identity security capabilities. Revenues are projected between $1.313B and $1.323B in 2025, reflecting 31.89% year-over-year growth.CyberArk Software (CYBR) shares have gained 10.7% in the past month, outperforming the Zacks Security industry and its peers, including Palo Alto Networks (PANW) , Fortinet (FTNT) and SentinelOne (S) . The Zacks Sec ...

Core Insights - CyberArk (CYBR) is enhancing its identity security platform with AI integration, including the Secure AI Agents Solution and CORA AI, in collaboration with Accenture [1][4][10] Company Developments - The Secure AI Agent solution protects AI Agents from prompt injection, credential leakage, and permission abuse, while CORA AI acts as the intelligence engine within this solution [2] - The integration of CORA AI and Secure AI Agents allows CyberArk to secure human, AI, and machine identities, covering workforce access, IT systems, developer environments, and workload access [3][10] - CyberArk's subscription Annual Recurring Revenue (ARR) grew 65% year-over-year in Q1 2025, indicating strong demand for its cybersecurity solutions [4][10] Financial Performance - For 2025, CyberArk expects revenues between $1.313 billion and $1.323 billion, with a Zacks Consensus Estimate of $1.32 billion, reflecting a year-over-year growth of 31.89% [5] - The Zacks Consensus Estimate for CyberArk's fiscal 2025 and 2026 earnings implies year-over-year growth of 25.41% and 25.76%, respectively, with upward revisions in the past 30 days [12] Market Position - The identity security and access management market is projected to grow at a CAGR of 8.4% from 2024 to 2029, providing ample growth opportunities for CyberArk and its competitors like CrowdStrike and Okta [8] - CyberArk's shares have gained 19.8% year-to-date, slightly underperforming the Zacks Security industry's growth of 20.2% [9] Valuation Metrics - CyberArk trades at a forward price-to-sales ratio of 13.66X, which is lower than the industry's average of 14.54X, indicating a potentially attractive valuation [11]

Key Takeaways CYBR posted Q1 ARR of $1.22B, with $46M in net new ARR driven by rising subscriptions and platform use. Subscription ARR hit $1.03B, now nearly 85% of total ARR, underscoring financial stability and growth. New AI tool Secure AI Agent and major machine identity deals highlight CYBR's evolving security strategy.CyberArk Software (CYBR) reported solid first-quarter fiscal 2025 results with Annual Recurring Revenues (ARR) of $1.22 billion, up from $1.17 billion as reported in the last quarter. ...

An updated edition of the April 25, 2025 article.The digital economy has changed how companies view cybersecurity. It’s no longer just an IT concern tucked away in the background, but it is now a top priority in every boardroom. Businesses are constantly under threat, facing a flood of cyberattacks that are getting more frequent and more sophisticated. Ransomware, data breaches and phishing attacks can lead to serious financial losses and damage to brand reputation.With threats mounting, it’s no surprise th ...

Key Takeaways CYBR is expanding in identity security with AI-driven innovations. Recent buyouts of Venafi and Zilla Security boost CYBR's machine identity and governance capabilities. PANW sees slowing revenue growth and shorter contracts, whereas CYBR posts stronger earnings momentum.Palo Alto Networks (PANW) and CyberArk Software (CYBR) are both U.S.-based cybersecurity companies that specialize in protecting enterprises from evolving digital threats. While Palo Alto focuses broadly on next-gen firewall ...

Okta (OKTA) is set to release first-quarter fiscal 2026 results on May 27.For the fiscal first quarter of 2026, Okta anticipates non-GAAP earnings in the range of 76-77 cents per share. Revenues are expected to be in the range of $678-$680 million, indicating growth of 10% from the year-ago period’s reported figure.The Zacks Consensus Estimate for earnings has remained steady at 77 cents per share over the past 30 days, indicating year-over-year growth of 18.46%. The consensus mark for revenues is pegged at ...

CyberArk Software (CYBR) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Srinivas Anantha - VP - Investor RelationsMatt Cohen - CEOErica Smith - CFOSaket Kalia - Managing DirectorJoseph Gallo - Senior Vice PresidentCharlotte Bedick - Vice President - Equity ResearchJohn DiFucci - Senior Managing DirectorRoger Boyd - Executive DirectorGregg Moskowitz - Managing Director, Enterprise softwareShaul Eyal - Managing Director - Equity Research Conference Call Participants Matthew Hedberg - Soft ...

CyberArk Software (CYBR) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Speaker0 Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to the Q1 twenty twenty five CyberArk Software Ltd. Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer Thank you. I would now like to turn the call over to Srinivas, VP of Investor Relat ...