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Stock impact report

Palo Alto Networks targets $11.3B revenue and 53% NGS ARR growth for FY 2026 as AI and identity security drive strategy [Seeking Alpha]

CyberArk Software Ltd. - Ordinary Shares (CYBR) 
Last cyberark software ltd. - ordinary shares earnings: 2/12 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: investors.cyberark.com
Company Research Source: Seeking Alpha
CEO Nikesh Arora stated the company "delivered a strong Q2 fueled by robust demand for cybersecurity and continued execution against our platformization strategy," highlighting NGS ARR up 28% organically and revenue growth Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights Chronosphere and CyberArk add significant ARR, expand product scope, and are integrated into improved FY 2026 guidance, though integration risks are noted with governance plans in place. Guidance raised for both revenue and NGS ARR, with strong platformization, record SASE and software firewall growth, and accelerating AI security adoption reported. Integration complexity, supply chain pressures, delayed AI revenue attribution, and possible distractions from large M&A are cited as key risks. Recommended For You More Trending News Show less Read more
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