Cyberark Software Ltd Stock Price, News & Analysis

CyberArk (NASDAQ: CYBR) has been named a Leader in the Forrester Wave for Privileged Identity Management (PIM) for Q3 2025. The company received the highest possible scores in 15 evaluation criteria, including vision, innovation, and various technical capabilities. The recognition highlights CyberArk's comprehensive platform features and strategic acquisitions, including Venafi (2024) and Zilla Security (2025).

The report emphasizes CyberArk's bold vision to secure every identity - human, machine, and AI - through advanced capabilities like AI-driven solutions, just-in-time privilege management, and no-code automation. The company's Identity Security Platform delivers comprehensive security features while supporting Zero Trust and least privilege enforcement.

CyberArk (NASDAQ: CYBR) reported strong Q2 2025 financial results, highlighted by significant growth in recurring revenue streams. Total revenue reached $328.0 million, up 46% year-over-year, with subscription revenue increasing 66% to $263.8 million. The company's Total Annual Recurring Revenue (ARR) grew 47% to $1.274 billion, with the subscription portion representing 85% at $1.088 billion.

Most notably, Palo Alto Networks (PANW) announced plans to acquire CyberArk in a cash-and-stock transaction valued at approximately $25 billion. The deal, offering $45 in cash and 2.2005 PANW shares per CYBR share, is expected to close in the second half of PANW's fiscal 2026, subject to regulatory and shareholder approval.

Palo Alto Networks (NASDAQ: PANW) has announced a definitive agreement to acquire CyberArk (NASDAQ: CYBR) in a cash and stock deal valued at approximately $25 billion. Under the terms, CyberArk shareholders will receive $45.00 in cash and 2.2005 PANW shares for each CyberArk share, representing a 26% premium to CyberArk's unaffected 10-day average.

The strategic acquisition marks PANW's entry into Identity Security as a core platform pillar, combining CyberArk's Identity Security and Privileged Access Management expertise with PANW's AI-powered security platforms. The deal aims to secure human, machine, and AI agent identities across enterprises. The transaction is expected to close in the second half of PANW's fiscal 2026, with immediate accretion to revenue growth and gross margin, and free cash flow per share accretion expected in fiscal 2028.

The combined platform will integrate CyberArk's capabilities into PANW's Strata™ and Cortex® platforms, leveraging AI for identity-aware security and real-time response across enterprises.

CyberArk (NASDAQ: CYBR), the global leader in identity security, has appointed Kathy Cullen-Cote as its new Chief People Officer. Cullen-Cote, who previously served as Chief People Officer and EVP at Teradata and held HR leadership roles at PTC, brings significant experience in cultural transformation and global workforce strategy.

She succeeds Ruth Shaked, who is retiring after 12 years of service. In her new role, Cullen-Cote will lead CyberArk's global HR organization, focusing on workforce growth, professional development, and implementing scalable people practices while aligning talent initiatives with the company's long-term strategy.

CyberArk (NASDAQ: CYBR) has announced the availability of two key security tools - CyberArk Secure Cloud Access (SCA) MCP Server and CyberArk Agent Guard - in AWS Marketplace's new AI Agents and Tools category. These solutions aim to address the critical gap in AI security, as 68% of organizations currently lack identity security controls for AI.

The tools are designed to enhance AI workflow security through Zero Standing Privileges (ZSP) capabilities and credential management. SCA MCP Server helps secure cloud-native infrastructure access, while Agent Guard enables secure AI agent integration with credential providers like AWS Secrets Manager. Both tools are now easily accessible through AWS Marketplace, streamlining the procurement process for customers using AWS accounts.

CyberArk (NASDAQ: CYBR), the global leader in identity security, has scheduled its second quarter 2025 financial results announcement for Thursday, August 7, 2025, before U.S. markets open.

The company will host a conference call at 8:30 a.m. ET on the same day to discuss the quarterly results and business outlook. Investors can access the call via phone or through a live webcast on the company's investor relations website. A replay will be available for one week following the call.

CyberArk (NASDAQ: CYBR), a leader in identity security, announced that Panasonic Information Systems has implemented the CyberArk Identity Security Platform to secure privileged access across thousands of servers within the Panasonic Group. The implementation is part of Panasonic's digital transformation initiative, known as Panasonic Transformation (PX).

The solution addresses previous inefficiencies in manual privileged access management and replaces legacy tools with CyberArk Privileged Access Manager. Key improvements include centralized access management, automated credential rotation, enhanced visibility into server access, and standardized security policies throughout the organization.

CyberArk (NASDAQ: CYBR) has announced significant updates to support Managed Services Providers (MSPs) with the introduction of CyberArk MSP Hub, an enhanced SaaS-based management console, and a new MSP-optimized partner program. The platform enables MSPs to offer comprehensive identity security services including privileged access management, identity governance, and identity access management. The solution serves both new partners and 300+ existing MSPs in CyberArk's ecosystem. Key features include multi-tenant management capabilities, centralized visibility, and dedicated SKUs with discount tiering. The new program, set to be fully available by late 2025, aims to help MSPs optimize operational efficiency, differentiate their services, and drive profitability at scale through the CyberArk Identity Security Platform.

CyberArk Software Ltd. has announced the pricing of $1.1 billion 0.00% Convertible Senior Notes due 2030, upsized from the initially planned $750 million. The notes will mature on June 15, 2030, with an initial conversion rate of 1.9614 ordinary shares per $1,000 principal amount, equivalent to a conversion price of $509.84 per share. The company entered into capped call transactions to reduce potential dilution, with a cap price of $686.32 per share. CyberArk expects net proceeds of approximately $1.07 billion, with $96.8 million allocated for capped call transactions and the remainder for working capital, general corporate purposes, and potential acquisitions. The Notes were offered exclusively to qualified institutional buyers under Rule 144A.