CyberArk Software

Pending Acquisition Will Shape AI Security Position Amid Mixed Industry Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

12 Feb 25

Updated

14 Dec 25

Views

117

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

43.6%

7D

1.9%

Loading

1Y

43.6%

7D

1.9%

You can edit this narrative until Dec 15 5:10 AM. Then, changes will post as Updates.

Author's Valuation

US$485.475.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

CYBR: Future Will Balance AI Security Upside And Acquisition Execution Risks

Analysts have modestly raised their price target on CyberArk Software to $502 from $440, reflecting confidence in the strategic value of the pending Palo Alto Networks acquisition and the company’s positioning within a consolidating, AI driven cybersecurity landscape, even as slightly lower margin assumptions temper the upside. Analyst Commentary Street research around the pending Palo Alto Networks acquisition highlights a generally constructive view on CyberArk’s strategic value, but also underscores a more balanced risk reward profile now that upside is more tightly linked to deal execution and integration.

Shared on 28 Nov 25

CYBR: Future Will Reflect Mixed Reactions As Acquisition Moves Toward Completion

Analysts have modestly increased their price target for CyberArk Software to $502 from $440, citing improved industry dynamics and positive sentiment around the pending acquisition by Palo Alto Networks. Analyst Commentary Analyst reactions to CyberArk Software’s latest developments reveal a mix of optimism and caution.

Shared on 13 Nov 25

Fair value Increased 2.52%

CYBR: Pending Acquisition Will Shape Future Amid Mixed Industry Sentiment

Analysts have raised their price target for CyberArk Software to $485.47, an increase of nearly $12. This reflects broad optimism about the company's future value following the pending acquisition by Palo Alto Networks and ongoing positive industry feedback.

Shared on 29 Oct 25

Fair value Increased 0.70%

Analysts have modestly increased CyberArk Software's price target to $473.55. They cite the anticipated takeover by Palo Alto Networks and the strategic potential of the acquisition, even in light of recent industry downgrades.

Shared on 15 Oct 25

Fair value Increased 1.67%

Analysts have raised their price target for CyberArk Software by approximately $8 to $470, citing the anticipated acquisition by Palo Alto Networks and expected synergies that could unlock additional shareholder value. Analyst Commentary The pending acquisition of CyberArk Software by Palo Alto Networks has prompted a flurry of analyst activity, with a mix of upgraded price targets and rating downgrades reflecting both optimism and caution regarding the deal’s implications.

Shared on 01 May 25

Fair value Increased 27%

Shared on 23 Apr 25

Fair value Decreased 23%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on 17 Apr 25

Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 9.40%

AnalystConsensusTarget has decreased profit margin from 7.7% to 6.8% and increased future PE multiple from 238.3x to 268.6x.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.034%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Decreased 0.92%

AnalystConsensusTarget has decreased profit margin from 11.0% to 7.7% and increased future PE multiple from 137.1x to 237.4x.

AnalystConsensusTarget Fair Value

US$485.47

5.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

15.28%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.84%

Calculation

US$82.78m

Earnings '28

x

423.10x

PE Ratio '28

=

US$35.02b

Market Cap '28

US$35.02b

Market Cap '28

/

53.45m

No. shares '28

=

US$655.25

Share Price '28

US$655.25 Share Price '28

Discounted to 2025 @ 10.83% p.a.

=

US$481.38

Fair Value '25