WallStSmart
CYBR

CyberArk Software Ltd

NASDAQ: CYBR · TECHNOLOGY · SOFTWARE - INFRASTRUCTURE

$408.85
+0.00% today

Updated 2026-02-11

Market cap
$20.64B
P/E ratio
P/S ratio
15.16x
EPS (TTM)
$-2.94
Dividend yield
52W range
$289 – $526
Volume
0.9M

CyberArk Software Ltd (CYBR) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$408.85
Consensus
$459.95
+12.50%
2030 Target
$1,063.01
+160.00%
DCF
$263.74
-55.02% MoS
12 analysts:
8 Buy4 Hold0 Sell

Management guidance

CyberArk completed merger with Palo Alto Networks on February 11, 2026, becoming a wholly-owned subsidiary. No independent forward guidance available post-acquisition. Last reported FY2025 revenue was $1,360M with 36.01% growth; Q4 2025 achieved $372.65M revenue (+18.53% YoY) and record $99M net new ARR (+20% YoY). Company demonstrated strong execution in identity security market with 1,000+ new customers added in 2025.

Sources: Management guidance, analyst consensus, sector analysismedium confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,798.94
$4.5B Rev × 20x P/S
Base case (2030)
$1,063.01
$4.5B Rev × 12x P/S
Bear case (2030)
$695.05
$4.5B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$0.8B$1.0B$1.4B$1.9B$2.4B$3.0B$3.7B$4.5B
Revenue growth33.1%36.0%36.0%28.6%25.2%23.5%22.6%
EPS$1.09$3.03$2.72$0.15$0.45$0.85$1.35$1.92
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$449.74$572.39$695.05$858.59$1,063.01

Catalysts & risks

Growth catalysts
+ Identity security becoming critical priority across enterprise (human, machine, AI identities)
+ Palo Alto integration creating cross-sell opportunities and platform consolidation benefits
+ 32% YoY ARR growth momentum indicates strong land-and-expand dynamics
+ Increased regulatory requirements driving privileged access management adoption
+ Partner-led go-to-market generating 1,000+ new customers annually
Key risks
- Acquisition integration complexity and execution risk within Palo Alto Networks
- No longer a standalone public company - cannot track independent performance metrics
- Competitive pressure from Microsoft Entra, HashiCorp, and emerging identity startups
- Macroeconomic slowdown could defer enterprise security spending
- Customer concentration risk and potential deal delays during merger period

Methodology

CyberArk Software Ltd's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 12 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.