CyberArk Software(CYBR)
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Here's Why CyberArk (CYBR) is a Strong Momentum Stock
zacks.com· 2024-05-16 22:51
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks ...
Is Trending Stock CyberArk Software Ltd. (CYBR) a Buy Now?
Zacks Investment Research· 2024-05-07 22:01
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 hea ...
CyberArk Software(CYBR) - 2024 Q2 - Quarterly Report
2024-05-03 04:04
Exhibit 99.1 CyberArk Announces Strong First Quarter 2024 Results Results Exceeded all Guided Metrics Subscription Portion of Annual Recurring Revenue (ARR) Grew 54% Year-Over-Year to $621 million Total ARR Grew 34% Year-Over-Year to $811 million Subscription Revenue Grew 69% Year-Over-Year to $156.2 million Total Revenue Grew 37% Year-Over-Year to $221.6 million Net Cash Provided by Operating Activities for the Quarter was $68.6 million Company Raises Full Year Guidance Across all Metrics Newton, Mass. and ...
CyberArk Software(CYBR) - 2024 Q1 - Earnings Call Transcript
2024-05-03 00:02
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]
CyberArk (CYBR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Zacks Investment Research· 2024-05-02 22:36
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 exp ...
CyberArk (CYBR) Q1 Earnings and Revenues Top Estimates
Zacks Investment Research· 2024-05-02 21:36
CyberArk (CYBR) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 177.78%. A quarter ago, it was expected that this maker of software that detects attacks on privileged accounts would post earnings of $0.47 per share when it actually produced earnings of $0.81, delivering a surprise of 72.3 ...
Should CyberArk (CYBR) be in Your Portfolio Before Q1 Earnings?
Zacks Investment Research· 2024-04-29 20:41
CyberArk Software Ltd. (CYBR) , a software-based identity security solution and services provider, is set to report first-quarter 2024 results before market open on May 2.Shares of CyberArk have outperformed the Zacks Computer – IT Services industry in the year-to-date (YTD) period. CYBR stock has risen 10.8% YTD, while the Computer – IT Services industry increased 5.7% during the same time frame.The company’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average ...
CyberArk (CYBR) Stock Sinks As Market Gains: Here's Why
Zacks Investment Research· 2024-04-27 06:51
股价表现 - CyberArk (CYBR) 最新收盘价为 $242.60,较前一天下跌了 1.01% [1] - CyberArk 过去一个月的股价下跌了 7.74%,落后于计算机和技术行业的下跌幅度 [2] 财务预测 - CyberArk 即将发布的财报备受投资者关注,预计每股收益 (EPS) 为 $0.27,同比增长 258.82%,预计营收为 $213.42 亿美元,同比增长 31.98% [3] - CYBR 全年的 Zacks Consensus Estimates 预计每股收益为 $1.76,营收为 $926.39 亿美元,同比增长分别为 +57.14% 和 +23.21% [4] 分析评级 - CyberArk 目前的 Zacks Rank 为 1 (Strong Buy),表明分析师对公司的业绩和利润潜力充满信心 [8]
CyberArk (CYBR) Laps the Stock Market: Here's Why
Zacks Investment Research· 2024-04-25 06:56
股价表现 - CyberArk (CYBR)最新收盘价为244.53美元,较前一交易日上涨了1.84%[1] - CyberArk的股价在过去一个月中下跌了8.87%,落后于计算机和技术行业的下跌幅度[2] 财务预期 - CyberArk即将发布财报,预计每股收益为0.27美元,同比增长258.82%;预计营收为2.1342亿美元,同比增长31.98%[3] - CYBR的全年Zacks共识预期为每股收益1.76美元,营收9.2639亿美元,同比分别增长57.14%和23.21%[5] 行业比较 - CyberArk的Zacks排名为1(强热门),过去30天内,共识每股收益预期保持不变[8] - CyberArk目前的前瞻市盈率为136.66,较行业前瞻市盈率23.69高出很多[9] - CYBR的PEG比率为6.83,高于行业平均值2.21[10] 行业排名 - 计算机-IT服务行业隶属于计算机和技术行业,目前Zacks行业排名为72,位于所有行业的前29%[11] - Zacks行业排名显示,评级较高的行业通常表现优于评级较低的行业[12] 建议 - 请使用Zacks.com关注股票相关指标,以便在未来交易中做出更好的决策[13]
CyberArk (CYBR) Begins Hosting Its Security Platform From UAE
Zacks Investment Research· 2024-04-25 00:41
CyberArk业务拓展 - CyberArk从阿联酋数据中心开始提供身份安全平台服务,以支持该地区安全数字生态系统[1] - 通过在阿联酋数据中心提供身份安全平台服务,将提供竞争优势并增加市场份额[4] - CyberArk为阿联酋客户提供全面的身份安全平台,包括员工和客户访问、终端安全、特权访问管理、秘密管理和云安全[2] 公司股票表现 - CyberArk目前的Zacks排名为1(强烈买入),公司股票在过去一年中回报了104.5%[8] 技术领域排名靠前的股票 - 其他技术领域的排名靠前的股票包括Dell Technologies(DELL)、Arista Networks(ANET)和Crexendo(CXDO),每个股票目前都排名第一[9] Dell Technologies股票表现 - Dell Technologies的2024年每股收益的Zacks共识估计在过去60天内上调了54美分至7.64美元,公司股票在过去一年中飙升了170.7%[10] Arista Networks股票表现 - Arista Networks的2024年每股收益的Zacks共识估计在过去30天内上调了3美分至7.49美元,公司股票在过去一年中上涨了26.1%[11] Crexendo股票表现 - Crexendo的2024年每股收益的Zacks共识估计在过去60天内上调了6美分至23美分,公司股票在过去一年中飙升了194.1%[12]