Palo Alto Networks: Chronosphere And CyberArk Provide A Strong Portfolio For The AI Era [Seeking Alpha]
CyberArk Software Ltd. - Ordinary Shares (CYBR)
Last cyberark software ltd. - ordinary shares earnings: 2/12 07:00 am
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US:NASDAQ Investor Relations:
investors.cyberark.com
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Source: Seeking Alpha
Back-to-back acquisitions—$25B CyberArk and $3.35B Chronosphere—strategically position PANW for AI-driven cybersecurity leadership, despite market concerns over integration risks. Q1 revenue grew 15.7% y/y to $2.47B, non-GAAP EPS rose 19.2% y/y to $0.93, and RPOs expanded 24% y/y, supporting strong forward momentum. Integration risk and competition from CRWD's Falcon LogScale remain key watchpoints, but PANW's platformization strategy and AI focus underpin its growth thesis. peshkov/iStock via Getty Images Investment Thesis In my last article on Palo Alto Networks PANW ), published in August 2025, I analysed the company's Q4 report and examined the key takeaways, including whether the company's $25 billion mega-acquisition of CyberArk could This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purcha
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News
- Here's Why CyberArk Software Ltd (CYBR) Rose 19% in Q3 [Yahoo! Finance]Yahoo! Finance
- Greenvale Capital Exits $75 Million Stake in Cyberark Software, According to Recent Filing [Yahoo! Finance]Yahoo! Finance
- Okta Q3: I'm Giving Up On This Company (Rating Downgrade) [Seeking Alpha]Seeking Alpha
- CyberArk Software (NASDAQ:CYBR) was downgraded by analysts at Jefferies Financial Group Inc. from a "strong-buy" rating to a "hold" rating.MarketBeat
- How Recent Developments Are Shaping the CyberArk Investment Story [Yahoo! Finance]Yahoo! Finance
CYBR
Earnings
- 5/13/25 - Beat
CYBR
Sec Filings
- 12/11/25 - Form 144
- 12/10/25 - Form 144
- 12/10/25 - Form 144
- CYBR's page on the SEC website