CyberArk Software Receives Buy Rating from RBC Capital with $420 Price Target

CyberArk Software (CYBR) received a Buy rating from RBC Capital, with a price target of $420.00. The company reported a quarterly revenue of $317.6 million and a net profit of $11.46 million. A previous report by BTIG's Gray Powell also recommended a Buy, but TR | OpenAI downgraded CYBR to Hold on July 11.

CyberArk Software (CYBR) has received a Buy rating from RBC Capital with a price target of $420.00, reflecting a bullish outlook on the company's prospects. The company reported a quarterly revenue of $317.6 million and a net profit of $11.46 million in its latest earnings report [2]. This positive sentiment is echoed by a previous recommendation from BTIG's Gray Powell, who also advised a Buy rating. However, TR | OpenAI recently downgraded CYBR to Hold on July 11, reflecting differing opinions among analysts [3].

CyberArk's financial performance in Q1 2025 was robust, with total ARR reaching $1.215 billion and revenue of $318 million. The company achieved an 18% operating margin and generated $96 million in free cash flow, highlighting strong financial health [1]. The company's identity security platform is gaining traction, with significant demand for solutions that secure human, machine, and AI identities. The integration of Venafi and Zilla Security is progressing well, contributing positively to the company's results and expanding its market reach [1].

Analysts are optimistic about CyberArk's strategic moves, including the expansion of its AI security solutions on the AWS Marketplace. This development allows customers to easily discover, purchase, and deploy AI agent solutions using their AWS accounts, simplifying procurement and deployment [2]. The Secure Cloud Access (SCA) MCP Server and CyberArk Agent Guard are designed to enhance the security of AI workflows by limiting credential exposure and enforcing tighter access controls.

However, CyberArk is cautious about macroeconomic uncertainties, which could impact future performance. The company faces challenges in educating the market about the importance of machine Identity Security and is transitioning from maintenance to subscription models, which is still a work in progress [1]. Despite these challenges, the company maintains a strong position in the competitive Identity Security space.

In conclusion, CyberArk Software (CYBR) has received positive analyst ratings and price targets, reflecting a bullish outlook on the company's prospects. The company's strong financial performance, strategic moves, and leadership position in the identity security space are key drivers of this positive sentiment.

References:
[1] https://www.gurufocus.com/news/2976335/barclays-boosts-cyberark-cybr-price-target-to-440-cybr-stock-news
[2] https://www.marketbeat.com/instant-alerts/cyberark-software-ltd-nasdaqcybr-receives-average-rating-of-buy-from-analysts-2025-07-21/
[3] https://simplywall.st/stocks/us/software/nasdaq-cybr/cyberark-software/news/cyberark-software-nasdaqcybr-shareholders-have-earned-a-28-c