
CyberArk Software (CYBR) Stock Forecast & Price Target
CyberArk Software (CYBR) Analyst Ratings
Bulls say
CyberArk Software is experiencing impressive growth in its enterprise customer segment, with clients spending over $1 million growing at a 75% compound annual growth rate (CAGR) and annual recurring revenue (ARR) from this group exceeding 90%. The transition to a subscription model has contributed to a significant increase in average ARR per new customer, which rose by more than 45% from 2021. Additionally, CyberArk's total addressable market (TAM) has expanded to $80 billion, highlighting the company's potential to capture further market share amid rising demand for identity and access management solutions.
Bears say
The outlook for CyberArk Software is negatively impacted by a significant projected decline in Net New Annual Recurring Revenue (ARR), with guidance suggesting a decrease of approximately 38% year-over-year for CY25 compared to the previous year. Additionally, the company faces risks from market saturation in its core Privileged Access Management (PAM) segment and challenges in expanding into adjacent Identity Access Management (IAM) areas, compounded by a persistently soft macroeconomic environment that may hinder margin expansion and cash flow generation. Furthermore, external factors such as foreign exchange headwinds and cautious customer spending in economically challenging times further exacerbate the financial uncertainties surrounding CyberArk's growth trajectory.
This aggregate rating is based on analysts' research of CyberArk Software and is not a guaranteed prediction by Public.com or investment advice.
CyberArk Software (CYBR) Analyst Forecast & Price Prediction
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