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]

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 ...