CyberArk

Samson Rock Capital bought 22,983 shares of CyberArk in Q4 (~$11.06 million), bringing its total holding to 52,983 shares valued at $23.63 million, or 38.56% of reported 13F AUM. The stake increase reflects confidence in CyberArk’s subscription-led expansion — ARR around $1.3–1.34 billion, subscription ARR up 57% and revenue rising 43% year over year. The concentrated position suggests a structural bet on CyberArk’s role in enterprise identity security amid strong net new ARR and potential takeover interest. » Altro su finance.yahoo.com

Palo Alto Networks' stock was muted in 2025 amid investor concerns over CEO Nikesh Arora's dealmaking, but its acquisitions of CyberArk and Chronosphere aim to accelerate revenue and platformization in 2026. The $25 billion CyberArk deal, expected to close in early 2026, is projected to add >$1.5 billion in annual recurring revenue and about $400 million in free cash flow; the $3.35 billion Chronosphere purchase, closing in H2 2026, strengthens observability and ties to fast-growing AI startups. Analysts at Citi and Morgan Stanley see meaningful upside if integration succeeds and AI demand grows, while noting execution and dilution risks. » Altro su cnbc.com

São Paulo-based Absolute Gestao de Investimentos initiated a new stake in CyberArk, acquiring 190,897 shares worth $92.23 million at the end of Q3, representing about 11.99% of its 13F-reportable assets. The buy makes CyberArk the fund’s largest single-stock holding alongside sizeable ETF and growth positions. CyberArk has shown strong operational momentum with 43% revenue growth year-over-year, rising subscription revenue and expanding non-GAAP operating margins, supporting the fund’s conviction in durable ARR and cash generation. » Altro su finance.yahoo.com

TimesSquare Capital highlighted CyberArk Software in its Q3 2025 letter, saying it added to the position in July. CyberArk announced a cash-and-stock acquisition by Palo Alto, which lifted its shares about 19% on the news. The stock is up 46.74% over the past 52 weeks but fell 5.76% over the last month. » Altro su finance.yahoo.com

CyberArk has introduced a TLS Certificate Renewal Impact Calculator and a TLS Certificate Discovery Scan to prepare companies for planned reductions in TLS certificate lifetimes (200 days by March 2026, 47 days by 2029). Much more frequent renewals could massively increase effort for manual processes (example: from ~2,000 to more than 24,000 work hours by 2029 for 500 certificates) and lead to more outages. Separately, CyberArk reported strong Q3 results (revenue +43% to $342.8 million, adjusted EPS $1.20) and said shareholders have approved the takeover by Palo Alto Networks with around 99.8% support. » Altro su de.investing.com