CyberArkCYBR
CYBR
About: CyberArk is a cybersecurity vendor focused on the identity market. The company's core privileged access management offering is a market leader within that subsegment, with more than half of the Fortune 500 CyberArk customers. The identity security vendor was founded in 1999 and has around 9,000 customers across various industries. While historically, CyberArk has sold its security solutions primarily via on-premises licenses, over the past few years, it has transitioned to a subscription, recurring revenue model.
Employees: 3,018
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 19 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
10% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 59
1% more funds holding
Funds holding: 540 [Q2] → 546 (+6) [Q3]
1% more capital invested
Capital invested by funds: $11.8B [Q2] → $11.9B (+$158M) [Q3]
3% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 207
4.3% less ownership
Funds ownership: 99.81% [Q2] → 95.52% (-4.3%) [Q3]
19% less call options, than puts
Call options by funds: $285M | Put options by funds: $352M
32% less funds holding in top 10
Funds holding in top 10: 19 [Q2] → 13 (-6) [Q3]
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$325
1%
upside
Avg. target
$350
9%
upside
High target
$375
17%
upside
19 analyst ratings
19 positive
100%
0 neutral
0%
0 negative
0%
Stifel Adam Borg 64% 1-year accuracy 18 / 28 met price target | 15%upside $370 | Buy Maintained | 18 Dec 2024 |
Baird Shrenik Kothari 63% 1-year accuracy 29 / 46 met price target | 15%upside $370 | Outperform Maintained | 17 Dec 2024 |
JP Morgan Brian Essex 61% 1-year accuracy 17 / 28 met price target | 17%upside $375 | Overweight Maintained | 16 Dec 2024 |
Mizuho Gregg Moskowitz 55% 1-year accuracy 28 / 51 met price target | 14%upside $365 | Outperform Maintained | 13 Dec 2024 |
RBC Capital Matthew Hedberg 68% 1-year accuracy 143 / 209 met price target | 12%upside $358 | Outperform Maintained | 14 Nov 2024 |
Financial journalist opinion
Based on 11 articles about CYBR published over the past 30 days
Positive
Seeking Alpha
20 hours ago
CyberArk: Securing Machine Identity
CyberArk is poised for growth by expanding into machine identity security, highlighted by its $1.5bn acquisition of Venafi, increasing its addressable market by $10bn. CYBR has a balanced growth strategy with positive cash flow and is expected to achieve 42% cash earnings growth in 2025. Valuation metrics suggest CYBR is undervalued compared to peers, with a price target of $389 by YE25, supported by strong cash earnings growth and improving margins.
Neutral
Zacks Investment Research
5 days ago
CyberArk (CYBR) Exceeds Market Returns: Some Facts to Consider
In the latest trading session, CyberArk (CYBR) closed at $319.15, marking a +1.26% move from the previous day.
Positive
InvestorPlace
6 days ago
Cash is Down, Valuations Are Up, but Stay Invested
Bullish sentiment rules
Positive
Zacks Investment Research
1 week ago
Will CyberArk Stock Continue Its Uptrend After Rallying 45% YTD?
CYBR's 45% YTD rally highlights its identity security leadership, but lofty valuations suggest holding the stock for now.
Positive
Zacks Investment Research
1 week ago
Why Is CyberArk (CYBR) Up 6.7% Since Last Earnings Report?
CyberArk (CYBR) reported earnings 30 days ago. What's next for the stock?
Neutral
Business Wire
2 weeks ago
CyberArk Unveils Breakthrough Open-Source Tool That Helps Organizations Safeguard Against AI Model Jailbreaks
LONDON--(BUSINESS WIRE)--CyberArk (NASDAQ: CYBR), the global leader in identity security, today announced the launch of FuzzyAI, a cutting-edge open-source framework that has jailbroken every major tested AI model. FuzzyAI helps organizations identify and address AI model vulnerabilities, like guardrail bypassing and harmful output generation, in cloud-hosted and in-house AI models. To understand first-hand how organizations can adopt AI while mitigating cyber risks, Black Hat Europe 2024 atten.
Neutral
Business Wire
2 weeks ago
New FIDO Alliance Certification Highlights CyberArk's Commitment To Securing Customers' Passwordless Journeys
NEWTON, Mass. & PETACH TIKVA, Israel--(BUSINESS WIRE)--CyberArk (NASDAQ: CYBR), the global leader in identity security, today announced that CyberArk Workforce Identity, a component of the CyberArk Identity Security Platform, has achieved FIDO2 certification from the FIDO Alliance, a worldwide organization with a mission to reduce the world's reliance on passwords. This certification is the latest affirmation of CyberArk's ongoing commitment to boosting cyber resilience by securing the world ag.
Neutral
Business Wire
2 weeks ago
CyberArk Announces Secondary Offering of Ordinary Shares
NEWTON, Mass. & PETACH TIKVA, Israel--(BUSINESS WIRE)--CyberArk (NASDAQ: CYBR) (the “Company” or “CyberArk”), a global leader in identity security, announced today that it has launched an underwritten secondary public offering (the “Offering”) by Triton Seller, LP (the “Selling Shareholder”), which is an affiliate of certain funds managed by Thoma Bravo, L.P., of 1,142,538 shares of the Company's ordinary shares, par value NIS 0.01 per share (“Ordinary Shares”). The Selling Shareholder will rec.
Neutral
PRNewsWire
3 weeks ago
Privileged Access Management Solutions Market Skyrockets to $5.95 Billion by 2031 Dominated by Tech Giants - Broadcom Inc., CyberArk Software Ltd. and International Business Machines Corp | The Insight Partners
The global privileged access management solutions market is set for explosive growth, with projections indicating a surge to $5.95 Billion by 2031. This remarkable expansion, driven by rise in demand for protection against insider threats and emergence of intelligence-based privileged access management solutions.
Neutral
Business Wire
3 weeks ago
New Research from CyberArk Reveals Security Risks Introduced by Everyday Employee Behaviors
NEWTON, Mass. & PETACH TIKVA, Israel--(BUSINESS WIRE)--CyberArk (NASDAQ: CYBR), the global leader in identity security, today announced the results of new employee research that highlights the need to shift to a model where workforce access is not just managed, but secured. Driven by hybrid working and flexible access trends, a multi-country report reveals how many common employee sensitive and privileged data access behaviors – deliberate and accidental - put organizations at risk. In parallel.
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