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Posted by
Two Blokes May 18 -
Filed in
Stock
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3 views
I am initiating a BUY rating on CyberArk due to strong execution, rising relevance in cybersecurity, and significant margin expansion potential as the cloud platform scales. CyberArk's unified identity security platform, leadership in privileged access management, and strategic acquisitions position it to capitalize on the shift to cloud and AI-driven environments. Q1 revenue and ARR grew over 40% YoY, recurring revenue remains highly predictable, and free cash flow margins are strong, supporting reinvestment.
