CyberArk Software Ltd. is seeing success with 80% of revenues now subscription-based and strong Q2 results with annual recurring revenues up 47% to $1.27 billion. The company is integrating AI into its identity security platform to secure human, AI, and machine identities. CyberArk’s recent product launches, including Secure AI Agent and CORA AI, are driving top-line growth, with a projected 32.3% increase in revenues for 2025. Palo Alto Networks’ $25 billion acquisition of CyberArk highlights its rising growth potential in the market. Competitors like Okta and SailPoint also offer strong competition in the identity security space.

Shares of CyberArk have gained 31.5% year to date, outperforming the industry’s growth of 7.3%. The company trades at a forward price-to-sales ratio of 14.56, higher than the industry average. The Zacks Consensus Estimate for 2025 and 2026 earnings show year-over-year growth of 27.7% and 24.7%, respectively. CyberArk currently carries a Zacks Rank #4 (Sell).

Read more at Zacks Investment Research.: CYBR Leans on AI Identity Security: Will It Unlock Next Growth Phase? – August 27, 2025