CyberArk's Q3 revenue beats on demand for identity security solutions

Reuters
2025/11/06
CyberArk's Q3 revenue beats on demand for identity security solutions

Overview

  • CyberArk Q3 2025 revenue rises 43% yr/yr, beating analyst expectations

  • Company reports GAAP net loss for Q3

  • CyberArk's subscription portion of ARR grows 57% yr/yr to $1.158 bln

Outlook

  • Company will not provide financial guidance due to pending acquisition by PANW

Result Drivers

  • STRONG DEMAND - Robust demand for identity security solutions drove revenue growth, according to CEO Matt Cohen

  • ACQUISITIONS BOOST - Financial contributions from Venafi and Zilla Security acquisitions supported revenue growth

  • SUBSCRIPTION GROWTH - Subscription portion of ARR increased 57% yr/yr, reaching $1.158 bln

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$342.84 mln

$328.10 mln (27 Analysts)

Q3 Net Income

Miss

-$50.44 mln

$48.80 mln (25 Analysts)

Q3 Operating Income

Miss

-$50.08 mln

$54.80 mln (25 Analysts)

Q3 Gross Profit

$262.66 mln

Q3 Operating Expenses

$312.74 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 14 "strong buy" or "buy", 21 "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 $470.00, about 7.6% below its November 5 closing price of $505.81

  • The stock recently traded at 108 times the next 12-month earnings vs. a P/E of 92 three months ago

Press Release: ID:nBw3qwL27a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)

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