Latest news with #CyberArk
Yahoo
5 hours ago
- Business
- Yahoo
Why CyberArk (CYBR) Dipped More Than Broader Market Today
CyberArk (CYBR) closed the most recent trading day at $383.05, moving -1.4% from the previous trading session. This move lagged the S&P 500's daily loss of 0.22%. At the same time, the Dow added 0.08%, and the tech-heavy Nasdaq lost 0.51%. Heading into today, shares of the maker of software that detects attacks on privileged accounts had gained 3.92% over the past month, outpacing the Computer and Technology sector's gain of 2.98% and the S&P 500's gain of 0.45%. The upcoming earnings release of CyberArk will be of great interest to investors. The company's upcoming EPS is projected at $0.79, signifying a 46.30% increase compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $315.43 million, reflecting a 40.37% rise from the equivalent quarter last year. For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $3.81 per share and a revenue of $1.32 billion, representing changes of +25.74% and +31.88%, respectively, from the prior year. Investors should also pay attention to any latest changes in analyst estimates for CyberArk. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 32.12% increase. Currently, CyberArk is carrying a Zacks Rank of #2 (Buy). With respect to valuation, CyberArk is currently being traded at a Forward P/E ratio of 102.04. Its industry sports an average Forward P/E of 74.67, so one might conclude that CyberArk is trading at a premium comparatively. Investors should also note that CYBR has a PEG ratio of 4.2 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Security industry had an average PEG ratio of 3.03 as trading concluded yesterday. The Security industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 27, finds itself in the top 11% echelons of all 250+ industries. The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Be sure to use to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Zilla's Early Wins: Can it Accelerate CyberArk's Expansion?
CyberArk CYBR continues to scale its identity security platform. During the first quarter of fiscal 2025, the company reported Annual Recurring Revenues (ARR) of $1.215 billion and net new ARR of $46 million. A new contributor to this growth is Zilla Security, an identity governance company, which was acquired by CyberArk in February 2025 to broaden its identity security the first quarter, CyberArk highlighted early traction from its acquisition of Zilla Security. Zilla contributed approximately $5 million in ARR, including securing a six-figure new logo win in financial services. The main highlight of the deal was that the customer displaced its legacy identity governance and administration (IGA) vendor to deploy Zilla. The company noted that the customer feedback on Zilla has been overwhelmingly positive, particularly around simplifying access reviews and automating provisioning across modern expands CyberArk's identity security platform with artificial intelligence (AI)-powered IGA capabilities. With enhanced capabilities, CyberArk is now able to deliver scalable automation that enables accelerated identity compliance and provisioning across digital capabilities are made available as standalone offerings. The offerings include Zilla Comply for access reviews and Zilla Provisioning that automates onboarding, role transitions, and offboarding through an AI-driven approach. These offerings are now becoming a key part of CyberArk's broader identity security platform. Although Zilla is still in its early days, CyberArk expects Zilla to contribute more meaningfully to the sales cycle in the second half of 2025 and into 2026. Palo Alto Networks PANW and Zscaler ZS are also evolving their platforms to meet enterprise security Alto Networks is doubling down on its platformization strategy. In the third quarter of fiscal 2025, PANW closed more than 90 net new platform deals. Moreover, the number of customers platformized on Cortex was up nearly three times, reflecting strong momentum with Palo Alto Networks' Extended Security Intelligence and Automation Management or XSIAM security operation platform. Additionally, the number of customers with multiple platformizations grew nearly 70% year over year. Zscaler continues to expand its Zero Trust Exchange platform. In the third quarter of fiscal 2025, Zscaler reported ARR of $2.9 billion, up 23% year over year. Zscaler's Zero Trust Everywhere, Data Security Everywhere, and Agentic Operations are becoming its main growth engine. Together, these innovative categories are approaching $1 billion in ARR and are growing faster than Zscaler's total ARR growth. Shares of CyberArk have gained 16.6% year to date compared with the Zacks Security industry's growth of 21.3%. Image Source: Zacks Investment Research From a valuation standpoint, CYBR trades at a forward price-to-sales ratio of 13.37, below the industry's 14.65. Image Source: Zacks Investment Research The Zacks Consensus Estimate for CYBR's 2025 and 2026 earnings implies a year-over-year increase of 25.74% and 25.72%, respectively. The estimates for 2025 and 2026 have been revised downward over the past 7 days, respectively. Image Source: Zacks Investment Research CyberArk currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report Zscaler, Inc. (ZS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
a day ago
- Business
- Globe and Mail
Zilla's Early Wins: Can it Accelerate CyberArk's Expansion?
CyberArk CYBR continues to scale its identity security platform. During the first quarter of fiscal 2025, the company reported Annual Recurring Revenues (ARR) of $1.215 billion and net new ARR of $46 million. A new contributor to this growth is Zilla Security, an identity governance company, which was acquired by CyberArk in February 2025 to broaden its identity security platform. During the first quarter, CyberArk highlighted early traction from its acquisition of Zilla Security. Zilla contributed approximately $5 million in ARR, including securing a six-figure new logo win in financial services. The main highlight of the deal was that the customer displaced its legacy identity governance and administration (IGA) vendor to deploy Zilla. The company noted that the customer feedback on Zilla has been overwhelmingly positive, particularly around simplifying access reviews and automating provisioning across modern environments. Zilla expands CyberArk's identity security platform with artificial intelligence (AI)-powered IGA capabilities. With enhanced capabilities, CyberArk is now able to deliver scalable automation that enables accelerated identity compliance and provisioning across digital environments. Zilla's capabilities are made available as standalone offerings. The offerings include Zilla Comply for access reviews and Zilla Provisioning that automates onboarding, role transitions, and offboarding through an AI-driven approach. These offerings are now becoming a key part of CyberArk's broader identity security platform. Although Zilla is still in its early days, CyberArk expects Zilla to contribute more meaningfully to the sales cycle in the second half of 2025 and into 2026. How Competitors Fare Against CYBR Palo Alto Networks PANW and Zscaler ZS are also evolving their platforms to meet enterprise security demands. Palo Alto Networks is doubling down on its platformization strategy. In the third quarter of fiscal 2025, PANW closed more than 90 net new platform deals. Moreover, the number of customers platformized on Cortex was up nearly three times, reflecting strong momentum with Palo Alto Networks' Extended Security Intelligence and Automation Management or XSIAM security operation platform. Additionally, the number of customers with multiple platformizations grew nearly 70% year over year. Zscaler continues to expand its Zero Trust Exchange platform. In the third quarter of fiscal 2025, Zscaler reported ARR of $2.9 billion, up 23% year over year. Zscaler's Zero Trust Everywhere, Data Security Everywhere, and Agentic Operations are becoming its main growth engine. Together, these innovative categories are approaching $1 billion in ARR and are growing faster than Zscaler's total ARR growth. CYBR's Price Performance, Valuation and Estimates Shares of CyberArk have gained 16.6% year to date compared with the Zacks Security industry's growth of 21.3%. CYBR YTD Price Performance From a valuation standpoint, CYBR trades at a forward price-to-sales ratio of 13.37, below the industry's 14.65. CYBR Forward 12-Month P/S Ratio The Zacks Consensus Estimate for CYBR's 2025 and 2026 earnings implies a year-over-year increase of 25.74% and 25.72%, respectively. The estimates for 2025 and 2026 have been revised downward over the past 7 days, respectively. CyberArk currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Palo Alto Networks, Inc. (PANW): Free Stock Analysis Report CyberArk Software Ltd. (CYBR): Free Stock Analysis Report Zscaler, Inc. (ZS): Free Stock Analysis Report
Globe and Mail
3 days ago
- Business
- Globe and Mail
Palo Alto Networks Rises 8% in 3 Months: How to Play the Stock
Palo Alto Networks, Inc. PANW shares have gained 7.8% in the past three months, underperforming the Zacks Security industry's growth of 14.1%. The stock has also underperformed its industry peers and competitors, including CyberArk CYBR, CrowdStrike CRWD and Zscaler ZS. In the past three months, shares of CyberArk, CrowdStrike and Zscaler have gained 12.1%, 31.2% and 50.7%, respectively. The underperformance of Palo Alto Networks' share price raises the question: Should investors buy, hold or sell PANW stock? 3 Month Price Return Performance PANW Suffers From Slowing Sales Growth Palo Alto Networks is experiencing a slowdown in its sales growth. Notably, the company's revenue growth rate has been in the mid-teen percentage range over the past year, a sharp contrast from the mid-20s percentage in fiscal 2023. In the recently reported financial results for the third quarter of fiscal 2025, revenues grew 15.7% year over year. Also, in the first two quarters of the fiscal year, the growth rate had been around 14%. Another concern is the slowing growth of Next-Generation Security ('NGS') annual recurring revenue (ARR), a key metric for Palo Alto Networks' long-term financial health. The company has reported five consecutive quarters of decelerating NGS ARR growth, with fiscal 2025 projections suggesting a further slowdown to 31-32% growth compared to the 45%+ growth in previous years. While this is still impressive, the decelerating momentum has disappointed investors, considering the rising demand for cloud security and AI-powered solutions. However, for investors, not everything is gloom and doom. PANW Benefits From Positive Industry Trends Despite the challenges, Palo Alto Networks is well-positioned to benefit from the rising demand for advanced cybersecurity solutions. According to Fortune Business Insights, the global cybersecurity market is projected to expand from $193.73 billion in 2024 to $562.72 billion by 2032, representing a massive addressable market. As cyber threats become more sophisticated, enterprises are increasingly prioritizing multi-layered security platforms, a trend that directly contributes to PANW's strengths. The company's continued innovation in AI, automation and cloud security reinforces its competitive lead. Its strategic partnership with NVIDIA to develop AI-powered private 5G security solutions reflects its focus on next-generation technologies. This collaboration strengthens PANW's capabilities in protecting data and networks in 5G environments, a rapidly growing market segment. Moreover, Palo Alto Networks' transition to a platform-based model has been a game-changer. By bundling multiple security products into a comprehensive cybersecurity platform, the company generates recurring revenue streams, boosting financial stability and customer stickiness. PANW's platformization strategy has enabled PANW to secure over 90 net new platform deals in the third quarter of fiscal 2025 alone. On its recent earnings call, PANW also announced that its customers with multiple platformizations grew nearly 70% year over year, contributing massively to the top line. The Zacks Consensus Estimate for PANW's fiscal 2025 revenues is pegged at $9.18 billion, indicating a year-over-year rise of 14.40%. Valuation: PANW Stock Trades at Discount Palo Alto Networks is currently trading at a low price-to-sales (P/S) multiple compared to the industry. PANW's forward 12-month P/S ratio sits at 13.06X, lower than the industry's forward 12-month P/S ratio of 14.83X. PANW Forward 12-Month P/S Ratio Image Source: Zacks Investment Research PANW stock also trades at a lower P/S multiple compared with other industry peers, including CyberArk, CrowdStrike and Zscaler. At present, CyberArk, CrowdStrike and Zscaler have P/S multiples of 13.41X, 23.14X and 15.25X, respectively. Conclusion: Hold PANW Stock for Now Palo Alto Networks remains a leader in cybersecurity, with a strong long-term growth trajectory, continued AI-driven innovation and a shift toward a more predictable recurring revenue model. However, slowing revenue and NGS ARR growth rates suggest that near-term upside may be limited. Despite these headwinds, Palo Alto Networks' discounted valuation offers some downside protection. This discounted pricing makes PANW an attractive long-term hold, particularly for investors seeking exposure to cybersecurity growth at a fair price. Currently, Palo Alto Networks carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Palo Alto Networks, Inc. (PANW): Free Stock Analysis Report CyberArk Software Ltd. (CYBR): Free Stock Analysis Report Zscaler, Inc. (ZS): Free Stock Analysis Report CrowdStrike (CRWD): Free Stock Analysis Report This article originally published on Zacks Investment Research (
Zawya
5 days ago
- Business
- Zawya
CyberArk strengthens EMEA financial services and insurance leadership with appointment of Andy Parsons
Dubai, United Arab Emirates: CyberArk, the global leader in identity security, has appointed Andy Parsons as Director for the EMEA Financial Services & Insurance (FSI) Vertical. Andy will lead efforts to strengthen CyberArk's presence across the region, as financial institutions continue to invest in identity security and modernise their infrastructure. His appointment reinforces CyberArk's focus on supporting financial services and insurance customers across EMEA with solutions that meet their evolving security, regulatory and operational needs. Andy brings over 35 years of experience in engineering, technology, leadership and strategy — including 25 years in financial services. He has held senior roles at global institutions such as HSBC, Citi, JP Morgan, Mastercard and Admiral Insurance, serving as CIO, CTO, CISO and CRO. 'The FSI business in EMEA continues to thrive as companies prioritise resilience and embrace a modern identity security model,' said Christophe Escande, Head of Industries GTM, CyberArk. 'Andy's appointment reflects our ongoing commitment to this important sector. His deep industry knowledge and proven leadership will be instrumental in helping our customers protect what matters most in an increasingly complex threat landscape.' Andy joins CyberArk at a pivotal time, as the company builds on strong momentum for its identity security platform and continues to meet the evolving needs of regulated industries across the region.
