Cyberark Software

CYBR · NASDAQ

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CYBR analyst rating

HoldConsensus of 5 analysts over the last 12 months. 40% rate it a buy.

Strong buy0
Buy2
Hold3
Underperform0
Sell0

12-month price target · 32 analysts

Average $496.43

Low: $419.15
High: $614.25

Upgrades and downgrades

The latest rating actions, newest first

CYBR analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Feb 9, 2026	Maintains	Neutral	$474.00 → $425.00	58%
DA Davidson	Feb 5, 2026	Maintains	Buy	$518.00 → $573.00	61%
Barclays	Feb 5, 2026	Maintains	Equal-Weight	$520.00 → $460.00	66%
Mizuho	Feb 5, 2026	Maintains	Outperform	$520.00 → $470.00	61%
JP Morgan	Dec 17, 2025	Downgrade	Overweight → Neutral	$443.00 → $474.00	58%
DA Davidson	Nov 7, 2025	Maintains	Buy	$518.00	61%
Citigroup	Nov 4, 2025	Downgrade	Buy → Neutral	$465.00 → $524.00	71%

The case for and against

Updated Feb 7, 2026

Bull case

CyberArk Software has demonstrated strong financial performance, with record highs in subscription and total Net New Annual Recurring Revenue (NNARR), increasing by approximately 20-30% year-over-year. The company reported impressive quarterly figures, achieving revenue of $342.8 million, operational profit of $64.8 million, and earnings per share of $1.20, all surpassing expectations and illustrating a 24% year-over-year growth, excluding the impact of its transition to a subscription model. Additionally, CyberArk's successful shift to a recurring-revenue model is likely to foster long-term revenue stability and growth, which is particularly supported by its extensive customer base, including over half of the Fortune 500.

Bear case

The financial outlook for CyberArk Software is negatively impacted by the potential for customer migration towards all-in-one identity platforms, which could challenge the company’s ability to innovate and retain its market position. The transition to a subscription recurring-revenue model from a traditional licensing model poses a risk of lower upfront revenue recognition, which may adversely affect both overall revenue and profit margins in the near term. Furthermore, the company faces significant reputational risks if its cybersecurity solutions fail to prevent breaches, which could lead to substantial damages for clients and further hamper brand integrity.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.