Cyberark Software Ltd Stock Price, News & Analysis

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.

CyberArk Software Ltd. (CYBR) has announced a proposed private offering of $750 million in 0.00% Convertible Senior Notes due 2030, with an option for initial purchasers to buy an additional $125 million. The notes will be convertible into cash, ordinary shares, or a combination thereof at CyberArk's discretion. The company plans to enter into capped call transactions to reduce potential dilution and offset cash payments. The notes will mature on June 15, 2030, and will be offered exclusively to qualified institutional buyers under Rule 144A. CyberArk intends to use the proceeds for working capital, general corporate purposes, potential acquisitions, and to fund the capped call transactions. The notes will be senior, unsecured obligations with no regular interest and will be convertible under certain conditions before February 15, 2030, and freely convertible thereafter.

CyberArk (NASDAQ: CYBR) announced that PDS Health, a healthcare support organization serving over 1,000 dental and primary care practices across the U.S., will expand its CyberArk implementation with additional machine identity security solutions. PDS Health will add CyberArk Zero Touch PKI and CyberArk Certificate Manager to modernize its public key infrastructure and automate certificate lifecycle management (CLM).

As a long-standing customer, PDS Health already utilizes CyberArk's Identity Security Platform for cloud access, workforce password management, endpoint privilege management, and secrets management. The new implementation will help manage and secure TLS certificates, providing automated CLM processes, real-time certificate monitoring, and enhanced security policy enforcement. With tens of millions in daily revenue processing, this upgrade aims to prevent costly certificate-related outages and strengthen PDS Health's overall security posture.

CyberArk (NASDAQ: CYBR) reported strong Q1 2025 financial results, with total revenue reaching $317.6 million, up 43% year-over-year. The company's Annual Recurring Revenue (ARR) grew to $1.215 billion, a 50% increase, with the subscription portion reaching $1.028 billion (85% of total ARR). Key financial metrics include non-GAAP operating income of $57.5 million (18% margin) and free cash flow of $96 million (30% margin). The quarter featured strategic acquisitions of Venafi and Zilla Security, strengthening CyberArk's identity security platform. Looking ahead, CyberArk projects full-year 2025 revenue between $1.313-1.323 billion and expects ARR to reach $1.410-1.420 billion by year-end.