CyberArk Software Ltd. (CYBR) stock has demonstrated decent price performance this year so far. Year to date, CYBR has gained 15.2%, outperforming the Zacks IT Services industry’s growth of 4.6%. The company’s sustained focus on expanding its customer base has turned investors optimistic about its growth prospects. Recently, Coca-Cola Hellenic Bottling Company (“Coca-Cola HBC”), a bottling partner of The Coca-Cola Company (KO) , has selected CyberArk Identity Security platform. By implementing CyberArk’s pr ...

Cybersecurity stocks are great long-term buys because we’re still not prepared for cyber attacks, even after hundreds of incidents over the years. It’s estimated that global cybercrime damage costs will reach $10.5 trillion USD annually by 2025, up from $3 trillion USD in 2015. This backdrop has led to my list of the best cybersecurity stocks to buy. Shockingly, 65% of small to medium businesses don’t think they’re cyberattack targets, and even government agencies like the U.S. Marshals Service have fallen ...

CyberArk (CYBR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this maker of software that detects attacks on privileged accounts have returned +2.4%, compared to the Zacks S&P 500 composite's +7.3% change. During this period, the Zacks Computers - IT Services industry, which CyberArk falls in, has gained 9.8%. The key question now is: What could be the ...

We’re still sitting ducks when it comes to cyberattacks, which creates an opportunity for some of the top cybersecurity stocks to buy. The U.S. Environmental Protection Agency (EPA) just warned that attacks against water utilities are becoming more frequent and severe. They’re also urging water systems to take immediate action to protect the nation’s drinking water. In Michigan, pharmacies struggled to fill prescriptions because of a ransomware attacks on Ascension Rx retail pharmacies. Other attacks this y ...

CyberArk Software Ltd. (CYBR) has entered into a definitive agreement to acquire Venafi, a leader in machine identity management, from the private equity firm Thoma Bravo in a cash-stock deal worth $1.54 billion. Per the agreement, CyberArk will pay $1 billion in cash and $540 million in its shares. Both companies’ boards have approved the transaction, which is expected to close in the second half of 2024, pending regulatory approvals and customary closing conditions. CyberArk aims to merge Venafi’s advance ...

CyberArk plans to acquire Venafi from Thoma Bravo for an enterprise value of about $1.54 billion, saying it aims to create a unified platform for machine identity security at scale. The acquisition will add Venafi’s machine identity management solutions to CyberArk’s identity security capabilities, the companies said in a Monday (May 20) press release. Subject to regulatory approvals and other customary closing conditions, the transaction is expected to close in the second half, according to the release. “O ...

More cybersecurity consolidation coming your way, with bigger players picking up startups that will help them bolt on tech to meet the ever-expanding attack surface for enterprises as they move more activity into the cloud. In the latest development, CyberArk — one of the army of larger security companies founded out of Israel — is acquiring Venafi, a specialist in machine identity, for $1.54 billion in a cash and share deal. Specifically, CyberArk will pay $1 billion in cash and approximately $540 million ...

CyberArk (CYBR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this maker of software that detects attacks on privileged accounts have returned -9.1% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Computers - IT Services industry, to which CyberArk belongs, has lost 4.5% over this period. Now the key question is: Where could the stock be he ...

财务数据和关键指标变化 - 总收入增长37%,达到约2.216亿美元 [14] - 非GAAP营业利润达到3300万美元,大幅改善去年同期的1260万美元亏损 [15] - 非GAAP每股收益为0.75美元,大幅提升去年同期的0.17美元亏损 [15] - 自由现金流达到6680万美元,大幅增长去年同期的400万美元 [15] 各条业务线数据和关键指标变化 - 订阅收入增长69%,占总收入的71% [52] - 维护和服务收入为6240万美元,其中经常性维护收入为4960万美元 [53] - 各地区收入均保持健康增长,其中美洲增长27%,EMEA增长59%,APJ增长37% [54] 各个市场数据和关键指标变化 - 公司在政府和医疗行业获得新客户,如英国国民保健服务解决方案部门 [24] - 物流行业客户选择公司的PAM和工作身份解决方案 [26] - 公司在金融服务行业获得大型七位数ACV交易 [22] 公司战略和发展方向及行业竞争 - 公司专注于提供统一的身份安全平台,覆盖所有身份群体,包括IT、开发者、员工和机器 [19][20] - 公司的安全优先理念是其在市场上的差异化优势 [23][44] - 公司看好机器身份安全市场的增长机会,并推出了企业级的机器身份安全解决方案 [28][29] - 公司推出了面向MSP的控制台,加强了渠道合作伙伴的能力 [38] - 公司的安全浏览器解决方案有助于提高客户安全性并推动公司解决方案的采用 [39][40] 管理层对经营环境和未来前景的评论 - 公司看好身份安全市场的长期增长机会,认为自身在该领域处于领先地位 [44][45] - 公司对2024年全年业绩指标的大幅上调反映了对业务前景的信心 [61][62][63][64] - 公司将继续专注于实现盈利和现金流的目标 [43] 问答环节重要的提问和回答 问题1 **Saket Kalia 提问** 询问公司在竞争环境下的定位和差异化 [68][69][70][71] **Matt Cohen 回答** 公司的统一身份安全平台和安全优先理念是其主要竞争优势,有助于公司在PAM和更广泛的身份安全市场中持续增长 [69][70][71] 问题2 **Gregg Moskowitz 提问** 询问公司如何进一步加速端点特权管理(EPM)业务的采用 [81][82] **Matt Cohen 回答** 公司将加大营销和渠道投入,更好地向客户传达EPM的价值主张,同时将EPM更紧密地集成到公司的身份安全平台中 [83][84][85][86][87] 问题3 **Brian Essex 提问** 询问EPM业务的客户特征及其与下一代端点检测和响应(EDR)解决方案的关系 [87][88][89][90][91][92][93][94][95] **Matt Cohen 回答** EPM主要被高度受攻击和受监管行业的大型企业所采用,公司将加大营销力度,将EPM推广到更广泛的行业和客户群。EPM与EDR是互补而非竞争关系,公司将专注于EPM的特权控制功能 [88][89][90][91][92][93][94][95]

For the quarter ended March 2024, CyberArk (CYBR) reported revenue of $221.55 million, up 37% over the same period last year. EPS came in at $0.75, compared to -$0.17 in the year-ago quarter. The reported revenue represents a surprise of +3.81% over the Zacks Consensus Estimate of $213.42 million. With the consensus EPS estimate being $0.27, the EPS surprise was +177.78%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...