CyberArk Software Receives Buy Recommendation from Cantor Fitzgerald Analyst

Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated a Buy rating and $470 price target for CyberArk Software. The company's shares opened at $415.12. Ruykhaver has a 63.38% success rate and 24.6% average return on recommended stocks. CyberArk also received a Buy from Citizens JMP's Trevor J. Walsh, but Morgan Stanley maintained a Hold rating.

CyberArk Software (NASDAQ:CYBR) has seen analysts maintain a positive outlook on its stock following the company's second-quarter 2025 results and the pending acquisition by Palo Alto Networks. Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated a Buy rating and a $470 price target for CyberArk, while the stock opened at $415.12 on July 2, 2025. Ruykhaver, with a 63.38% success rate and an average return of 24.6% on recommended stocks, noted the strategic value of the acquisition [2].

The proposed acquisition of CyberArk by Palo Alto Networks aims to enhance Palo Alto's identity security capabilities and AI-driven security operations. CyberArk, a leading identity security provider, specializes in Privileged Access Management (PAM) and has been expanding its offerings through acquisitions and organic growth. The deal is expected to strategically integrate CyberArk's robust identity security solutions into Palo Alto Networks' existing portfolio, enhancing its ability to provide end-to-end cybersecurity solutions to customers [1].

Despite the strategic benefits, the acquisition comes with challenges. The integration of CyberArk's technologies into Palo Alto Networks' existing infrastructure will require careful execution, and macroeconomic uncertainties could impact cybersecurity spending. However, the deal is expected to deliver immediate benefits to revenue and gross margins, with long-term accretion to free cash flow per share [1].

Other analysts have also shown confidence in CyberArk's prospects. Citizens JMP's Trevor J. Walsh maintained a Buy rating, while Morgan Stanley kept a Hold rating. The company's strong financial performance, demonstrated by a 47% year-over-year growth in total Annual Recurring Revenue (ARR) in the second quarter, further underscores its strategic value [2].

In conclusion, the acquisition of CyberArk by Palo Alto Networks is a strategic move that aims to enhance Palo Alto's identity security capabilities and drive growth. Analysts' positive outlook reflects the potential benefits of the deal, but successful integration and execution will be crucial for realizing the full potential.

References:
[1] https://www.ainvest.com/news/morgan-stanley-reiterates-buy-rating-palo-alto-networks-cyberark-acquisition-2508/
[2] https://za.investing.com/news/analyst-ratings/cyberark-stock-rating-reiterated-by-cantor-fitzgerald-amid-palo-alto-deal-93CH-3842896