CyberArk Software Ltd. Website

CyberArk Software Ltd.

NasdaqGS-CYBR

Company Overview

CyberArk Software Ltd., together with its subsidiaries, develops, markets, and sales software-based security solutions and services in the United States, Europe, the Middle East, Africa, and internationally. Its solutions include Privileged Access Manager that offers risk-based credential security and session management to protect against attacks involving privileged access; Vendor Privileged Access Manager combines Privileged Access Manager and Remote Access to provide fast, easy, and secure privileged access to third-party vendors; Endpoint Privilege Manager, a SaaS solution that secures privileges on the endpoint; and Cloud Entitlements Manager, a SaaS solution, which reduces risk that arises from excessive privileges by implementing least privilege across cloud environments. The company also offers robust Identity and Access Management as a Services, such as workforce identity, which offers adaptive multi-factor authentication (MFA), single sign-on, secure Web sessions, application gateway, identity lifecycle management, and directory services; and customer identity services that provides authentication and authorization services, MFA, directory, and user management to enable organizations to provide their customers with easy and secure access to websites and applications. In addition, it offers Secrets Manager Credential Providers to provide and manage the credentials used by third-party solutions; and Secrets Manager Conjur for cloud-native applications. The company provides its products to financial services, manufacturing, insurance, healthcare, energy and utilities, transportation, retail, technology, and telecommunications industries; and government agencies through direct sales force, as well as distributors, systems integrators, value-added resellers, and managed security service providers. CyberArk Software Ltd. was founded in 1999 and is headquartered in Petah Tikva, Israel.

  • Name

    CyberArk Software Ltd.

  • CEO

    Matthew Lessner Cohen

  • Website

    www.cyberark.com

  • Sector

    Software

  • Year Founded

    1996

Company Statistics

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Bulls Say

  • CyberArk’s strong PAM offering should allow the firm to consistently attract customers before attempting to upsell/cross-sell them.

  • Identity security is becoming more crucial, with a majority of breaches occurring due to a lapse in identity security configurations. Further, cyber insurance vendors require companies to implement a robust PAM offering.

  • CyberArk’s expansion beyond PAM is going well with the company seeing traction in other areas of identity security. This should bode well for long-term growth.

Bears Say

  • Large cybersecurity vendors have competing solutions that could affect CyberArk’s upselling motion/customer retention.

  • CyberArk may suffer if its customers choose to bundle their cybersecurity solutions and consolidate their spending toward larger vendors such as Microsoft and Okta.

  • There always remains a risk that CyberArk’s solutions can be rendered obsolete in an industry that moves at a rapid pace.

Source: Morningstar Analysis - Nov 06, 2025

What's happening

Nov 1, 2025 - Dec 3, 2025

CyberArk Faces Significant Challenges Amid Market Volatility

  • CyberArk Software Ltd experienced a notable decline of 13.0% over the past month, significantly underperforming against the S&P 500's gain of 0.2%.
  • A downgrade from Citi and disappointing earnings from Palo Alto Networks contributed to investor skepticism regarding CyberArk's future prospects.
  • Despite some positive movement towards the end of November, overall performance remained weak compared to sector benchmarks.

CyberArk Software Ltd (CYBR) has encountered considerable challenges in recent weeks, culminating in an overall decline of 13.0%. This downturn is particularly striking when juxtaposed with the S&P 500’s modest gain of 0.2%, highlighting a stark underperformance relative to broader market trends. The stock's trajectory was influenced by several key events that shaped investor sentiment throughout this period.

On November 4, CYBR faced a substantial drop of 2.6% following a downgrade from Citi, which changed its rating from Buy to Neutral and lowered its price target from $465.00 to $524.00. This reassessment likely stemmed from concerns about increasing competition within the cybersecurity sector and its implications for CyberArk’s future growth potential. Concurrently, while CyberArk announced its Secure AI Agents Solution aimed at mitigating security risks associated with autonomous AI agents, this news failed to alleviate negative market reactions.

The bearish sentiment persisted on November 14 when shareholders overwhelmingly approved CyberArk’s acquisition by Palo Alto Networks during a special meeting held on November 13; approximately 99.8% supported this strategic move valued at $45 per share plus additional shares in Palo Alto stock. However, investors expressed skepticism about how this merger would affect CyberArk's operational outlook moving forward.

Further compounding these issues was a notable decline in CYBR’s stock price by approximately 6.5% on November 20 after Palo Alto Networks reported disappointing results with their own earnings declining around 6.2%. The adverse performance from Palo Alto appeared directly linked to waning investor confidence surrounding potential integration challenges post-acquisition.

In contrast to these developments, there was some positive movement on November 28 when CYBR saw an increase of about 3.1%, attributed to narrowing deal spreads with Palo Alto Networks that hinted at improved market sentiment regarding the transaction's viability or terms; however, this uptick could not compensate for earlier losses over the month-long period where overall performance lagged behind both sector benchmarks and broader indices significantly—Cyberark Software Ltd underperformed the Information Technology (XLK) sector by -9.2%.

NasdaqGS:CYBR