A single position now dominates the portfolio, and the math behind that conviction starts with recurring revenue, not hype.

CyberArk Software (CYBR) has quietly kept its momentum, with shares up around 35% this year and more than 40% over the past year, even as the past 3 months turned slightly negative. See our latest ...

In a quarterly report filed with the U.S. Securities and Exchange Commission on November 14, 2025 ( SEC filing ), TREMBLANT CAPITAL GROUP disclosed a new position in CyberArk Software Ltd.

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” ...

The identity market is “largely best in class” and important for CyberArk Software. The company has significant room to grow within their core PAM market. Up Next: Get 5 Dark Horse Stocks Wall Street ...

CyberArk Software Ltd CYBR reported better-than-expected earnings for its third quarter on Wednesday. The company posted fiscal third-quarter 2024 revenue growth of 26% year-on-year to $240.1 million, ...

According to a filing with the Securities and Exchange Commission dated November 14, 2025, PRELUDE CAPITAL MANAGEMENT, LLC reported a new position in CyberArk Software Ltd. (NASDAQ:CYBR). This stake ...

CyberArk issued a better-than-expected outlook for the year due to robust demand for its cybersecurity software. CyberArk has built a strong position in the fast-growing niche of protecting ...

Brown Capital Management, an investment management company, released its “The Brown Capital Management International All-Company Fund” third-quarter 2025 investor letter. A copy of the letter can be ...

In a report released today, Shaul Eyal from TD Cowen reiterated a Buy rating on CyberArk Software (CYBR – Research Report), with a price target of $330.00. Shaul Eyal has given his Buy rating due to a ...

Several valuation metrics suggest an overvalued stock. The company's recent Venafi acquisition expanded its total addressable market by $10 billion. CyberArk protects machine and human identities ...

Exited full position in CyberArk Software, reducing holdings by 42,300 shares and an approximately $17.20 million transaction value According to a recent SEC filing dated Nov. 7, 2025, Herald ...