CYBR

CyberArk Software Ltd

TMT


Presented:01/14/2021
Price:$158.20
Cap:$6.13B
Current Price:$293.13
Cap:$12.65B

Presented

Date01/14/2021
Price$158.20
Market Cap$6.13B
Ent Value$3.63B
P/E Ratio2312.87x
Book Value$16.41
Div Yield0%
Shares O/S38.73M
Ave Daily Vol531,631
Short Int6.61%

Current

Price$293.13
Market Cap$12.65B
CyberArk Software Ltd. engages in the development, marketing, and sale of access security software solutions. Its products include core privileged access security, CyberArk Alero, application access manager, endpoint privilege manager, and CyberArk privilege cloud. The company was founded by Udi Mokady and Alon Cohen in 1999 and is headquartered in Petah Tikva, Israel.

Publicly traded companies mentioned herein: CyberArk Software Ltd (CYBR)

Highlights

The presenter is long shares of CyberArk, a cybersecurity business that offers privileged access management software that is currently undergoing a transition to a subscription model. Privileged access management software protects the most important credentials (passwords to routers, servers, etc.), and is one of the highest priorities in cybersecurity spending (especially following the recent SolarWinds hack). The increase in budgeting for such products combined with the positive drivers of a subscription model transition could potentially drive a 3-4x increase in revenue over the next 5 years.

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Idea Discussion

Commentor 1 - 2 weeks ago

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