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

Profile

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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 12, 2025 - Dec 12, 2025

Cyberark Software Ltd Faces Significant Decline Amid Market Pressures

  • Cyberark's stock dropped by 10.0% over the past month, underperforming compared to the S&P 500's gain of 0.7%.
  • A sharp decline on November 20 followed disappointing results from Palo Alto Networks, impacting investor confidence in Cyberark.
  • Despite a minor recovery on November 28, overall market sentiment remains cautious due to broader economic conditions and competitive pressures.

Over the past month, Cyberark Software Ltd (CYBR) experienced a notable decline of 10.0% in its stock performance. This downturn significantly contrasts with the S&P 500's modest gain of 0.7%, resulting in an underperformance of -10.7% relative to this benchmark index. The decline was influenced by several key events that shaped market sentiment around the company and its strategic developments.

On November 20, CYBR's stock fell sharply by 6.5%, largely driven by disappointing results from Palo Alto Networks, which reported a decline of 6.2%. This negative performance from a peer had an immediate impact on investor confidence in Cyberark, underscoring their interconnectedness within the cybersecurity sector. Just days earlier on November 14, despite receiving overwhelming shareholder approval for its acquisition by Palo Alto Networks—an event perceived as strategically beneficial—the stock still faced pressure due to external factors affecting market perception.

A slight uptick occurred on November 28 when CYBR shares rose by 3.1%. This positive movement coincided with reports indicating that the deal spread between Cyberark and Palo Alto Networks had narrowed following an Austrian filing, suggesting improved market sentiment regarding their transaction’s viability; however, it did not fully counteract previous losses or restore overall confidence in CYBR’s outlook.

The backdrop for these movements included broader macroeconomic conditions impacting tech stocks generally but particularly affecting those within cybersecurity due to competitive pressures and earnings expectations from major players like Palo Alto Networks. Overall, while Cyberark managed to outperform the Information Technology (XLK) sector by a substantial margin of 39.5%, its recent performance reflects heightened volatility driven primarily by external influences rather than internal operational strength or growth prospects at this time.

NasdaqGS:CYBR