CYBR — CyberArk Software Ltd. Stock Price, Chart & AI Report

Neutral Jan 29, 2026 • 23:55 UTC GlobeNewswire Inc. • Authid Inc.

authID and MajorKey Selected by Global Retailer to Deliver High-Assurance Identity Onboarding and Privileged Access Protection

authID and technology partner MajorKey have been selected by a global personal care retailer with over $6B in annual sales to secure employee and contractor identity verification and protect privileged access to corporate IT systems. The solution addresses the growing threat of AI-generated deepfakes, synthetic identities, and hiring fraud by combining biometric identity verification with layered defenses against impersonation attacks, integrating with the retailer's existing CyberArk and Microsoft Entra environments.

AUID MSFT CYBR biometric identity verification hiring fraud deepfakes privileged access management workforce onboarding

Sentiment note

CyberArk's platform is referenced as part of the retailer's existing infrastructure that the solution integrates with, but there is no indication of new business or strategic partnership development.

Positive Jan 29, 2026 • 17:04 UTC Benzinga • Prnewswire

Cyber Security Stocks Gain as $190 Billion Move to Zero Trust Replaces Old Systems

The global Zero Trust security market is projected to reach $190.27 billion by 2035 as organizations shift to identity verification systems and stricter data control regulations take effect across 100+ countries. Major cybersecurity companies are advancing solutions to address machine identity management, cloud security posture, data sovereignty, and AI runtime protection.

CYBR RBRK FTNT FFIV Zero Trust security cybersecurity machine identities cloud security

Sentiment note

Released research highlighting critical PKI security gaps affecting 60% of organizations, positioning their machine identity security solutions as essential to address the growing certificate management challenge.

Positive Jan 5, 2026 • 15:30 UTC The Motley Fool • Jonathan Ponciano

Why a 39% Portfolio Bet on CyberArk Signals Confidence in a $1.3 Billion ARR Engine

London-based Samson Rock Capital increased its stake in CyberArk Software to 52,983 shares worth $23.63 million, representing 38.56% of the fund's assets. The concentrated bet reflects confidence in CyberArk's strong growth metrics, including 45% year-over-year ARR growth to $1.34 billion and 57% subscription ARR growth, with the company's position further supported by Palo Alto Networks' proposed $25 billion acquisition.

CYBR PANW WBD EA identity security privileged access management ARR growth subscription revenue

Sentiment note

Strong financial performance with 45% YoY ARR growth to $1.34B, 57% subscription ARR growth, expanding non-GAAP operating margins to 19%, record quarterly net new ARR of $68M, and a major institutional investor increasing exposure to 39% of portfolio. Additionally supported by Palo Alto Networks' $25B acquisition proposal.

Positive Jan 4, 2026 • 14:15 UTC The Motley Fool • Justin Pope

3 Cybersecurity Stocks You Can Buy and Hold for the Next Decade

The article recommends three cybersecurity stocks for long-term investors: Palo Alto Networks, Microsoft, and CrowdStrike Holdings. With the global cybersecurity market expected to grow from $208 billion in 2024 to $352 billion by 2030, driven by AI-powered threats, these companies are positioned for sustained growth. Palo Alto Networks is acquiring CyberArk for $25 billion to expand its identity security offerings. Microsoft offers stability as a blue-chip tech stock with strong cybersecurity presence through Defender. CrowdStrike, despite a 2024 outage, remains a market leader with sticky cloud-native security solutions.

PANW MSFT CRWD CYBR cybersecurity artificial intelligence network security cloud-native security

Sentiment note

Identified as a leader in identity security being acquired by Palo Alto Networks for $25 billion. The acquisition positions CyberArk's technology to be cross-sold to Palo Alto's large customer base, indicating strategic value and growth potential.

Positive Dec 28, 2025 • 18:20 UTC The Motley Fool • Jonathan Ponciano

$92 Million Bet: Why This Fund Made CyberArk a 12% Portfolio Position Amid a Booming Stock Rally

São Paulo-based Absolute Gestao de Investimentos made a significant $92.23 million investment in CyberArk Software in Q3, making it their largest holding at 12% of reportable assets. The investment reflects confidence in CyberArk's transition to a scaled identity security platform, with strong Q3 results showing 43% revenue growth, 60% subscription revenue growth, and expanding operating margins to 19%. The stock has gained 41% over the past year, outperforming the S&P 500.

CYBR CyberArk Software privileged access management identity security recurring revenue operating margin expansion enterprise cybersecurity 13F filing

Sentiment note

Strong fundamental acceleration with 43% YoY revenue growth, 60% subscription revenue growth, expanding operating margins (19% from 15%), positive free cash flow, and $2 billion in cash. The large institutional investment by Absolute Gestao at 12% of their portfolio signals conviction in the company's growth trajectory and profitability improvements. Stock has outperformed S&P 500 significantly (41% vs 15% annual return).

Positive Dec 24, 2025 • 18:24 UTC The Motley Fool • Will Healy

TREMBLANT Loads Up CyberArk Software With 60,000 Shares in New Position

TREMBLANT Capital Group initiated a new position in CyberArk Software, purchasing 60,201 shares valued at approximately $29.09 million as of September 30, 2025. This represents the fund's largest Q3 2025 purchase and makes CyberArk its 14th largest holding at 3% of AUM. The investment comes amid Palo Alto Networks' announced acquisition of CyberArk in July.

CYBR PANW cybersecurity privileged access management identity security institutional investment acquisition SaaS

Sentiment note

TREMBLANT made this their largest Q3 2025 purchase at $29.09 million, indicating strong conviction. The stock has outperformed the S&P 500 by 49.43 percentage points over the past year. The pending Palo Alto Networks acquisition adds strategic value, and cybersecurity remains a critical industry focus.

Neutral Dec 3, 2025 • 01:29 UTC The Motley Fool • Jonathan Ponciano

CyberArk Stock Up 43% in a Year — So Why Did a Major Investor Just Exit a $42 Million Position?

Praesidium Investment Management Company fully exited its $42.3 million position in CyberArk Software, selling 104,000 shares despite the company's strong 43% annual stock performance and robust quarterly revenue growth.

CYBR WK NOW FROG cybersecurity investment stock performance privileged access management

Sentiment note

Strong revenue growth (43% quarterly increase) and stock performance, but significant investor exit suggests potential valuation concerns or strategic repositioning

Neutral Nov 21, 2025 • 19:03 UTC The Motley Fool • Howard Smith

Maven Securities Dives Into Cybersecurity With 15,000 CyberArk Software Shares. Was It an Arbitrage Play?

Maven Securities purchased 15,000 shares of CyberArk Software, potentially as an arbitrage play following the company's acquisition announcement by Palo Alto Networks. The transaction represents 1.45% of Maven's reportable assets under management.

CYBR PANW cybersecurity arbitrage acquisition investment

Sentiment note

Company is being acquired by Palo Alto Networks at a $25 billion valuation, with shareholders approving the deal

Neutral Nov 11, 2025 • 00:04 UTC The Motley Fool • Katie Brockman

JAG Capital Exits Its Position in CyberArk (CYBR), Selling 49,000 Shares Worth $20 Million

JAG Capital Management sold its entire 49,331 share stake in CyberArk Software, representing a $20.07 million position change, potentially signaling profit-taking after the stock's significant recent performance.

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Sentiment note

Stock has performed strongly (54% surge in 2025, 386% over five years), but complete exit by JAG Capital suggests potential overvaluation or strategic repositioning

Neutral Nov 7, 2025 • 15:22 UTC The Motley Fool • Jake Lerch

Cleared Out: CyberArk Software Stock Sacrificed for New Opportunities

Herald Investment Management Ltd sold its entire $17.2 million stake in CyberArk Software, completely exiting the position despite the company's strong recent stock performance.

CYBR CLS SMCI cybersecurity institutional investment stock sale privileged access management

Sentiment note

Despite strong historical stock performance (250% return over three years), the complete exit by Herald Investment Management suggests potential strategic repositioning or profit-taking, warranting a neutral sentiment

Neutral Oct 27, 2025 • 18:10 UTC The Motley Fool • Cory Renauer

Ayrshire Loads Up PANW With 37K Shares Worth $7.6 Million

Ayrshire Capital Management acquired 37,418 shares of Palo Alto Networks, valued at $7.62 million, representing 3.54% of their assets under management. The investment appears strategic, potentially driven by diversification and the company's cybersecurity market position.

PANW CYBR MSFT AAPL cybersecurity investment stock acquisition 13F filing

Sentiment note

Being acquired by Palo Alto Networks at a 26% premium, indicating strategic value but uncertain independent future

Neutral Oct 26, 2025 • 22:31 UTC The Motley Fool • Josh Kohn-Lindquist

Nepsis Liquidates $14 Million CyberArk Software (NASDAQ: CYBR) Position: Did the Stock Soar Too High, Too Fast?

Nepsis Inc. fully sold its entire stake in CyberArk Software during Q3 2025, liquidating 34,236 shares worth approximately $13.93 million, potentially due to the stock's high valuation and recent price surge.

CYBR AMD SHOP UTHR cybersecurity stock liquidation investment strategy privileged access management

Sentiment note

While Nepsis sold its entire position, the article suggests the sale is more about valuation concerns than fundamental business weakness. The company shows strong growth potential in cybersecurity, with 44% annual recurring revenue growth and high market demand.