CyberArk (CYBR) reported earnings 30 days ago. What's next for the stock?
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?
The Zacks Security industry participants, CYBR, OKTA and QLYS, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.
CYBR, OKTA, and QLYS are gaining from rising cyber threats and demand for advanced, cloud-based security solutions.
CyberArk's robust growth has been support by strategic acquisitions, which strengthen the company's position as a leader in identity security. CyberArk's margins also continue to rebound as its transition to a subscription business model matures. While CyberArk's growth rate is likely to moderate in 2026, its valuation remains reasonable given the strength of its business.
Does CyberArk (CYBR) have what it takes to be a top stock pick for momentum investors? Let's find out.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
I am initiating a BUY rating on CyberArk due to strong execution, rising relevance in cybersecurity, and significant margin expansion potential as the cloud platform scales. CyberArk's unified identity security platform, leadership in privileged access management, and strategic acquisitions position it to capitalize on the shift to cloud and AI-driven environments. Q1 revenue and ARR grew over 40% YoY, recurring revenue remains highly predictable, and free cash flow margins are strong, supporting reinvestment.
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CYBR's strong Q1 performance can be attributed to the immense year-over-year rise in its Subscription revenues.
CyberArk Software Ltd. (NASDAQ:CYBR ) Q1 2025 Earnings Conference Call May 13, 2025 8:30 AM ET Company Participants Srinivas Anantha - Vice President, Investor Relations Matt Cohen - Chief Executive Officer Erica Smith - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Joe Gallo - Jefferies Charlotte Bedick - JPMorgan Matt Hedberg - RBC Capital Markets Keith Weiss - Morgan Stanley John DiFucci - Guggenheim Securities Roger Boyd - UBS Gregg Moskowitz - Mizuho Shaul Eyal - TD Cowen Operator Thank you for standing by.
The headline numbers for CyberArk (CYBR) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.