CyberArk Q4 Revenue Jumps 18.5% with Record $99M Net New ARR, Target Raised to $573
CyberArk Software posted Q4 revenue of $372.65 million, up 18.5% year-over-year and $9.71 million above consensus, with EPS of $1.33 beating estimates by $0.18. DA Davidson lifted its price target to $573 following record net new ARR of $99 million, up 20% year-over-year.
1. Analyst Revisions
DA Davidson raised its price target from $518 to $573 and reiterated a Buy rating, while Jefferies maintained its Buy recommendation following the company’s quarterly beat. These adjustments reflect growing confidence in CyberArk’s growth trajectory and market positioning.
2. Q4 Financial Results
In fiscal Q4 2025, CyberArk reported revenue of $372.65 million, an 18.53% year-over-year increase, surpassing consensus by $9.71 million. Earnings per share of $1.33 outperformed estimates by $0.18, driven by broad-based strength across its product suite.
3. Record ARR Growth
The company achieved net new annual recurring revenue of $99 million, marking a 20% increase year-over-year. Management attributed this record ARR growth to strong enterprise demand for privileged access management across human, machine, and AI identities.