Cyberark Software Ltd Stock Price, News & Analysis

CyberArk (NASDAQ: CYBR) published a study (Jan 8, 2026) showing a large gap between privileged access strategies and operational practice as AI expands identity risk. The survey of 500 U.S. practitioners found only 1% have fully implemented Just-in-Time privileged access, while 91% report at least half of privileged access is always-on. Other findings: 76% say PAM is ready for AI/cloud, 54% uncover unmanaged privileged accounts weekly, 88% use two or more identity tools, 45% apply the same controls to AI agents, and 33% lack clear AI access policies.

The company recommends minimizing standing privileges, adopting automated JIT for high-risk actions, and consolidating identity platforms to reduce shadow privilege and tool fragmentation.

CyberArk (NASDAQ: CYBR) was named a Leader in the IDC MarketScape: Worldwide Integrated Solutions for Identity Security 2025. The report highlights CyberArk’s unified identity security platform that extends dynamic privilege controls across human, machine, and AI identities and uses AI and automation to improve threat detection and operational efficiency.

Key platform elements include CORA AI for actionable insights and automation, intelligent privilege controls for real‑time access decisions, and a Secure AI Agents solution for governance of autonomous agents; the company says the unified approach can lower total cost of ownership and simplify security operations.

CyberArk (NASDAQ: CYBR) launched a TLS Certificate Renewal Impact Calculator and a TLS Certificate Discovery Scan to help organizations prepare for shorter public TLS lifespans — from 398 days today to 200 days by March 2026 and 47 days by 2029. The tools quantify certificate exposure, renewal volumes, and operational costs in seconds and aim to show ROI for automation.

CyberArk highlights that a company managing 500 certificates could see labor rise from 2,000 hours today to over 24,000 hours by 2029, and cites outage experience rates of 72% (at least one outage), 67% (monthly), and 45% weekly.

CyberArk (NASDAQ: CYBR) shareholders approved the company’s acquisition by Palo Alto Networks on November 13, 2025, with approximately 99.8% support at a special meeting.

Under the definitive agreement announced July 30, 2025, the transaction consideration is $45.00 cash plus 2.2005 shares of Palo Alto Networks common stock per CyberArk share. The deal is expected to close during the second half of Palo Alto Networks’ fiscal year 2026, subject to customary closing conditions including receipt of regulatory approvals.

CyberArk (NASDAQ: CYBR) reported strong Q3 2025 results with total revenue $342.8M (up 43% YoY) and ARR $1.341B (up 45% YoY). Subscription ARR reached $1.158B, up 57% YoY and representing 86% of ARR. Non-GAAP net income was $64.9M or $1.20 per diluted share; GAAP net loss was $50.4M or $(1.00) per share. Cash and marketable securities totaled $1.964B. Results reflect contributions from Venafi and Zilla acquisitions and the company disclosed a proposed $25B Palo Alto Networks transaction expected to close in PANW fiscal H2 2026.

CyberArk (NASDAQ: CYBR) announced the CyberArk Secure AI Agents Solution, a privilege-focused identity security extension for AI agent identities, with general availability in December 2025 and additional releases planned in 2026.

The solution provides agent discovery across SaaS, cloud and developer environments, zero standing privileges and least-privilege enforcement, real-time threat detection, and lifecycle management for compliance. CyberArk cites CISO research showing 76% expected AI agent adoption within three years, nearly 40% of banks and software firms already in production, and fewer than 10% with adequate agentic security controls.

CyberArk (NASDAQ: CYBR) was named a Leader in the 2025 Gartner Magic Quadrant for Privileged Access Management for the seventh consecutive time and is positioned furthest in Completeness of Vision. The company highlights its CyberArk Identity Security Platform, which secures human, machine and AI identities across cloud and on-premises environments with AI-driven privilege controls and zero standing privileges.

Key disclosed metrics: >10,000 customers, >55% of Fortune 500, CSAT >95%, average annual customer benefit of $3.1M and a 3-year ROI of 309%.

CyberArk (NASDAQ: CYBR) announced expanded Machine Identity Security capabilities on October 7, 2025, adding automated discovery, context-driven insights and remediation across certificates, keys, secrets, workloads and more.

Key features include Secrets Hub discovery for HashiCorp Vault, a Risk Management and Remediation Dashboard integrating third‑party scanner data, Certificate Manager SaaS dashboards reflecting shortened TLS lifespans (from 398 days today to 200 days in 2026, 100 days in 2027 and 47 days by 2029), code‑signing policy enforcement, and SSH Manager authorization controls. The release follows CyberArk’s Venafi acquisition and aims to reduce vault sprawl, automate policy enforcement and improve machine identity visibility and compliance.

CyberArk (NASDAQ: CYBR), the global leader in identity security, has joined the Microsoft Security Store Partner Ecosystem. This strategic collaboration enables streamlined deployment and integration of CyberArk's identity security solutions within Microsoft's ecosystem.

The partnership features certified solutions and AI agents that integrate with Microsoft Security products, making it easier for organizations to discover, purchase, and deploy security technologies. CyberArk's Endpoint Privilege Manager and Privileged Access Manager are now available through the Microsoft Security Store, offering simplified billing, guided deployment, and verified integrations.