Overview

• Identity security leader's Q4 revenue grew 19%, beating analyst expectations

• Company set to be acquired by Palo Alto Networks in Q3 fiscal 2026

Outlook

• Company will not provide financial guidance for 2026 due to PANW acquisition

Result Drivers

• IDENTITY SECURITY DEMAND - Co attributes strong Q4 performance to increased demand for identity security solutions, focusing on privilege controls

• SUBSCRIPTION GROWTH - Subscription portion of ARR grew 30% year-over-year, reflecting strong demand for SaaS and self-hosted solutions

• ACQUISITION IMPACT - Financial results include contributions from Zilla Security acquisition, which was not part of the comparable period in 2024

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 25 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy."

• Wall Street's median 12-month price target for Cyberark Software Ltd is $496.00, about 22% above its February 3 closing price of $406.67

• The stock recently traded at 83 times the next 12-month earnings vs. a P/E of 111 three months ago

Press Release: ID:nBw8Jrfspa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)