Overview
CyberArk Q3 2025 revenue rises 43% yr/yr, beating analyst expectations
Company reports GAAP net loss for Q3
CyberArk's subscription portion of ARR grows 57% yr/yr to $1.158 bln
Outlook
Company will not provide financial guidance due to pending acquisition by PANW
Result Drivers
STRONG DEMAND - Robust demand for identity security solutions drove revenue growth, according to CEO Matt Cohen
ACQUISITIONS BOOST - Financial contributions from Venafi and Zilla Security acquisitions supported revenue growth
SUBSCRIPTION GROWTH - Subscription portion of ARR increased 57% yr/yr, reaching $1.158 bln
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $342.84 mln | $328.10 mln (27 Analysts) |
Q3 Net Income | Miss | -$50.44 mln | $48.80 mln (25 Analysts) |
Q3 Operating Income | Miss | -$50.08 mln | $54.80 mln (25 Analysts) |
Q3 Gross Profit | $262.66 mln | ||
Q3 Operating Expenses | $312.74 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 14 "strong buy" or "buy", 21 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy."
Wall Street's median 12-month price target for Cyberark Software Ltd is $470.00, about 7.6% below its November 5 closing price of $505.81
The stock recently traded at 108 times the next 12-month earnings vs. a P/E of 92 three months ago
Press Release: ID:nBw3qwL27a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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