Latest news with #CYBR
Yahoo
4 days ago
- Business
- Yahoo
CyberArk Bets on Secure AI Agents: Will This Unlock Next Growth Wave?
CyberArk Software CYBR is expanding its identity security platform to manage growing risks that enterprises face from autonomous Artificial Intelligence (AI) agents. In the first quarter of 2025, CyberArk introduced its Secure AI Agents Solution to help organizations manage the privileged access of AI agents and secure their interactions across environments. The solution combines CyberArk's existing platform capabilities with AI-specific discovery, privilege controls, lifecycle management and AI agents act like humans in their autonomy and like machines in their ability to scale, creating a unique security risk. They can communicate with other agents, access sensitive systems and even modify their behaviour to complete complex tasks, making them a fast-growing security risk as organizations scale their use of solution addresses this challenge by applying identity-first security principles, where it treats each AI agent like any other privileged, autonomous identity. The solution provides organizations with visibility into all AI agents, including known or shadow agents. It also enforces privilege control for secure access management and threat detection and recently, in July, CyberArk expanded access to these capabilities by making Secure Cloud Access MCP Server and Agent Guard available through Amazon Web Service ('AWS') Marketplace. Through these offerings, CyberArk aims to simplify the adoption and enforcement of Zero Standing Privileges across AI workflows, further strengthening CyberArk's platform more enterprises adopt AI agents, CyberArk's early move into this space could create new cross-sell opportunities, making its platform even more critical for customers seeking identity security consolidation. This would drive the company's growth even further. The Zacks Consensus Estimate for 2025 revenues and non-GAAP EPS suggests growth of 31.9% and 26.4%, respectively. How Competitors Fare Against CYBR CrowdStrike CRWD and Okta Inc. OKTA are also evolving their platforms to meet enterprise security is another established player in the identity security space, providing unified, real-time protection across cloud, identity and endpoint. CrowdStrike is enhancing its identity security platform with the implementation of AI copilots like Charlotte AI and agentic AI solutions like Charlotte AI Agentic focuses on identity and access management, providing cloud-based solutions that help businesses safeguard user data. Enterprises can now implement Identity Threat Protection with Okta AI to leverage AI and machine learning techniques for real-time detection of the entire spectrum of Identity attacks. CYBR's Price Performance, Valuation and Estimates Shares of CyberArk have gained 15.1% year to date compared with the Zacks Security industry's growth of 18.4%. CYBR YTD Price Performance Image Source: Zacks Investment Research From a valuation standpoint, CYBR trades at a forward price-to-sales ratio of 13.02, below the industry's 14.16. CYBR Forward 12-Month P/S Ratio Image Source: Zacks Investment Research The Zacks Consensus Estimate for CYBR's 2025 and 2026 earnings implies a year-over-year increase of 26.4% and 25.1%, respectively. The estimates for 2025 and 2026 have been revised downward over the past 60 days. Image Source: Zacks Investment Research CyberArk currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report Okta, Inc. (OKTA) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-07-2025
- Business
- Yahoo
Here's Why CyberArk (CYBR) is a Strong Momentum Stock
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors alike. While you may have an investing style you rely on, finding great stocks is made easier with the Zacks Style Scores. These are complementary indicators that rate stocks based on value, growth, and/or momentum characteristics. For momentum investors, upward or downward trends in a stock's price or earnings outlook take precedent, so they'll want to zero in on the Momentum Style Score. This Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates. Headquartered in Petah Tikva, Israel, CyberArk Software Ltd. was founded in 1999. Together with its subsidiaries, the company provides information technology security solutions. The company is a vital security partner to more than 5,400 global businesses, which include over 50% of the Fortune 500 and more than 35% of the Global 2000 companies. CYBR boasts a Momentum Style Score of A and VGM Score of B, and holds a Zacks Rank #2 (Buy) rating. Shares of CyberArk has seen some interesting price action recently; the stock is down 1.2% over the past one week and up 1.7% over the past four weeks. And in the last one-year period, CYBR has gained 47.1%. As for the stock's trading volume, 647,401 shares on average were traded over the last 20 days. Momentum investors also pay close attention to a company's earnings. For CYBR, 15 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.17 to $3.83 per share for 2025. CYBR boasts an average earnings surprise of 44.3%. Investors should take the time to consider CYBR for their portfolios due to its solid Zacks Ranks, notable earnings metrics, and impressive Momentum and VGM Style Scores. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
27-06-2025
- Business
- Yahoo
Is It Worth Investing in CyberArk (CYBR) Based on Wall Street's Bullish Views?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? 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 brokerage recommendation (ABR) of 1.13, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 32 brokerage firms. An ABR of 1.13 approximates between Strong Buy and Buy. Of the 32 recommendations that derive the current ABR, 29 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 90.6% and 6.3% of all recommendations. Check price target & stock forecast for CyberArk here>>> While the ABR calls for buying CyberArk, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision. In spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures. Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5. Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide. In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research. Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns. There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices. Looking at the earnings estimate revisions for CyberArk, the Zacks Consensus Estimate for the current year has increased 41.9% over the past month to $3.81. Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for CyberArk. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Therefore, the Buy-equivalent ABR for CyberArk may serve as a useful guide for investors. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
26-06-2025
- Business
- Yahoo
This ‘Strong Buy' Cybersecurity Stock May Be the Best of the Best
On June 23, JPMorgan turned heads on Wall Street with a report spotlighting a few standout names in cybersecurity. Among these frontrunners, CyberArk Software (CYBR) emerged a clear favorite. As global cyber threats accelerate and digital transformation becomes a boardroom priority, demand for privileged access security solutions is reaching fever pitch. This global leader in identity security is reaping the benefits of a market driven by digital transformation and growing alarm over data breaches. As companies scramble to secure their most sensitive internal systems, CyberArk's expertise in privileged access security has positioned it as a go-to solution. Investors wasted no time catching on, with CYBR stock rallying 14% on Monday. Tesla's Robotaxis Reportedly Sped and Veered Into the Wrong Lanes. Does This Crush the Bull Case for TSLA Stock? 1 Dividend Stock to Buy Yielding Over 7% Up 93% in 2025, Palantir Stock Is Too Hot to Handle Here Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. JPMorgan analyst Brian Essex, who holds an 'Overweight' rating on CYBR, places it at the top of the firm's Analyst Focus List. Essex made it clear that CyberArk remains a top cybersecurity pick, and for good reason. Based in Petah Tikva, Israel, CyberArk commands the privileged access management market with expertise. Unlike many cybersecurity firms that focus primarily on external threats, CyberArk zeroes in on internal risks such as rogue employees or corporate espionage, safeguarding critical organizational networks from within. CyberArk currently protects almost 10,000 customers in 110 countries. With a market capitalization of $19.6 billion, the company has seen shares rise 52% over the past 52 weeks. Year-to-date (YTD), CYBR stock has gained almost 20%, showing sustained investor confidence.. CyberArk's fiscal 2025 first-quarter results, released on May 13, left little doubt about the company's operating strength. Revenue came in at $317.6 million, rising 43% year-over-year (YOY) and comfortably beating the Street's forecast of $305.7 million. Annual recurring revenue (ARR) clocked in at $1.2 billion, a 50% surge from the same quarter last year. Subscription revenue reached $250.6 million as well, representing a stunning 60% jump. Non-GAAP net income rose 40% to $50.3 million, signaling that the company is scaling profitably while expanding aggressively. Adjusted EPS hit $0.98, up 30% YOY and topping analyst estimates for $0.79 per share. Finally, CyberArk ended the quarter with a rock-solid cash position of $776.1 million, including short-term deposits and marketable securities — plenty of dry powder for reinvestment or strategic acquisition. Looking ahead, management guidance for fiscal Q2 2025 places revenue between $312 million and $318 million. Non-GAAP net income per share is expected to land between $0.74 and $0.81. For fiscal year 2025, management forecasts revenue between $1.313 billion and $1.323 billion, translating to annual growth of 31% to 32%. Non-GAAP EPS for the year is projected between $3.73 and $3.85. Meanwhile, analysts forecast the Q2 2025 loss per share to widen by 12.5% YOY to $0.18. However, they expect the full fiscal year loss per share to shrink by 81.6% to $0.09. The fiscal 2026 bottom line is poised for a remarkable rebound, with a 677.8% rise from the prior year to $0.52. Analyst sentiment around CYBR stock continues to tilt heavily bullish. Jefferies recently reiterated its 'Buy' rating and raised the price target to $480 from $430, citing CyberArk's commanding presence in the evolving cybersecurity landscape. Across the Street, consensus is crystal clear with an overall 'Strong Buy' rating. Of the 32 analysts tracking the stock, 29 rate it as a 'Strong Buy,' two lean toward "Moderate Buy," and only one maintains a 'Hold' rating. The average price target of $447.64 represents potential upside of 12.7%. Meanwhile, the Street-high estimate of $500 suggests that the stock could rally 25% further if growth metrics continue to surprise to the upside. On the date of publication, Aanchal Sugandh did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
21-06-2025
- Business
- Yahoo
Why CyberArk (CYBR) Dipped More Than Broader Market Today
CyberArk (CYBR) closed the most recent trading day at $383.05, moving -1.4% from the previous trading session. This move lagged the S&P 500's daily loss of 0.22%. At the same time, the Dow added 0.08%, and the tech-heavy Nasdaq lost 0.51%. Heading into today, shares of the maker of software that detects attacks on privileged accounts had gained 3.92% over the past month, outpacing the Computer and Technology sector's gain of 2.98% and the S&P 500's gain of 0.45%. The upcoming earnings release of CyberArk will be of great interest to investors. The company's upcoming EPS is projected at $0.79, signifying a 46.30% increase compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $315.43 million, reflecting a 40.37% rise from the equivalent quarter last year. For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $3.81 per share and a revenue of $1.32 billion, representing changes of +25.74% and +31.88%, respectively, from the prior year. Investors should also pay attention to any latest changes in analyst estimates for CyberArk. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 32.12% increase. Currently, CyberArk is carrying a Zacks Rank of #2 (Buy). With respect to valuation, CyberArk is currently being traded at a Forward P/E ratio of 102.04. Its industry sports an average Forward P/E of 74.67, so one might conclude that CyberArk is trading at a premium comparatively. Investors should also note that CYBR has a PEG ratio of 4.2 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Security industry had an average PEG ratio of 3.03 as trading concluded yesterday. The Security industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 27, finds itself in the top 11% echelons of all 250+ industries. The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Be sure to use to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
