Intel stock extends gains after report of possible U.S. government stake
Investing.com - Cantor Fitzgerald has reiterated an Overweight rating and $470.00 price target on CyberArk Software (NASDAQ:CYBR) following the company’s early release of its second-quarter 2025 results. The stock, currently trading near $418, has delivered an impressive 50% return over the past year, with a market capitalization of approximately $21 billion. According to InvestingPro data, analyst targets range from $415 to $585.
CyberArk reported steady results for the quarter but did not provide updated guidance due to its pending acquisition by Palo Alto Networks, according to Cantor Fitzgerald.
The proposed acquisition values CyberArk at approximately $25 billion and is expected to strategically enhance Palo Alto’s platform by incorporating CyberArk’s privileged access management (PAM) and agentic identity capabilities.
The deal aims to strengthen Palo Alto’s identity security and AI-driven security operations offerings, aligning with broader industry consolidation trends.
Cantor Fitzgerald noted potential regulatory scrutiny and integration challenges exist due to the scale of the acquisition and cultural differences between the companies.
In other recent news, CyberArk Software has reported impressive second-quarter results, with total Annual Recurring Revenue (ARR) reaching approximately $1.275 billion, marking a 47% year-over-year growth. This performance surpassed Wall Street’s forecast of around $1.25 billion. Following these results, Mizuho raised its price target for CyberArk from $450 to $500, maintaining an Outperform rating. Similarly, DA Davidson increased its price target to $518 from $465, while keeping a Buy rating, citing the company’s strong quarterly results and its acquisition by Palo Alto Networks.
Oppenheimer, however, downgraded CyberArk from Outperform to Perform due to the anticipated timely closure of the acquisition, suggesting no further bidders are expected. BTIG analyst Gray Powell has maintained a Neutral rating on CyberArk. Additionally, CyberArk has received Cloud Service Provider certification from the Dubai Electronic Security Center, enabling it to offer cloud services to Dubai government entities. These developments reflect the company’s ongoing strategic moves and financial performance.
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