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Added to YB: 2025-05-15

Pitch date: 2025-05-13

CYBR [neutral]

CyberArk Software Ltd.

+27.32%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

CyberArk Software Ltd. develops, markets, and sells software-based identity security solutions and services in the United States, Israel, the United Kingdom, Europe, the Middle East, Africa, and internationally.

Market Cap

$17.6B

Pitch Price

$363.53

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.1K

P/E

-184.18

EV/Sales

15.30

Sector

Software

Category

growth

Show full summary:
CyberArk Q1 2025 Earnings Analysis

CYBR (earnings update): Q1 rev $317.6M (+43.3% YoY), beat est 4.1%, EPS $0.98 (+25.6% above est). ARR $1.22B (+49.8%). Key wins: PAM foundation driving multi-product deals (50% of 200 new logos), machine identity ratio 80:1 (vs 45:1 YoY), new AI Agent solution. FY25 guide raised to $1.32B (+32% YoY). Risks: share dilution +7.3% YoY, extended CAC payback.

Read full article (8 min)