Cyberark Software Ltd Stock Price, News & Analysis

CyberArk (NASDAQ: CYBR), a leader in identity security, has been named an Overall Leader in the 2025 KuppingerCole Leadership Compass for Identity Fabrics. The recognition emphasizes CyberArk's ability to provide a connected, intelligent, and secure identity management approach across workforce, IT, developer, and machine access in complex enterprise environments.

The report highlights CyberArk's Identity Security Platform's distinctive capabilities in access control, device security, and privilege management. The company's recent acquisition of Zilla Security enhances its platform with modern Identity Governance and Administration (IGA) capabilities, enabling automated provisioning and compliance policy enforcement in multi-cloud environments.

CyberArk (NASDAQ: CYBR) has achieved Cloud Service Provider (CSP) certification from the Dubai Electronic Security Center (DESC), enabling the company to provide secure cloud services to Dubai government and semi-government entities. The certification demonstrates compliance with DESC's security standards, which are based on internationally recognized frameworks like ISO/IEC 27001.

The certification covers several cloud-based products from the CyberArk Identity Security Platform, including Privilege Cloud, Identity Administration, and Secure Infrastructure Access (SIA). This achievement follows the 2024 launch of UAE-based SaaS products and complements CyberArk's existing certifications including FIDO2, ACN, SOC 2 Type 2, SOC 3, and FedRAMP®.

CyberArk (NASDAQ: CYBR), a leader in identity security, has achieved Australia's InfoSec Registered Assessors Program (IRAP) assessment at the "Protected" information classification level. This certification enables Australian public sector organizations to utilize CyberArk's SaaS offerings, including Endpoint Privilege Manager and Workforce Identity, with confidence in meeting national security standards.

The IRAP framework, governed by the Australian Signals Directorate (ASD), evaluates security controls against the Australian Government Information Security Manual (ISM). This achievement validates CyberArk's security controls for handling sensitive information across federal, state, and local levels, particularly important as government agencies adopt cloud-first strategies.

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.