CyberArk Software Ltd. — Cyborg Score 8/10

Strong
Cybersecurity - Identity Security & Privileged Access Management

Strategic Profile

CyberArk completed its merger into Palo Alto Networks on February 11, 2026, becoming a wholly owned subsidiary with shareholders receiving a mix of cash ($45.00) and Palo Alto Networks stock (2.2005 shares per share). CyberArk's Identity Security solutions continue to be available as a standalone platform, while integration is underway to infuse CyberArk's capabilities into the Palo Alto Networks security ecosystem.

Cyborg Score Rationale

CyberArk achieved record net new ARR of $99 million with 20% year-over-year increase, reflecting how customers are prioritizing identity security and the growing need to apply privilege controls across human, machine, and agentic AI identities. The company's acquisition by industry leader Palo Alto Networks validates its strategic value in the identity security market.

Top Insights

  • CyberArk announced the CyberArk Secure AI Agents Solution in December 2025, a privilege-focused identity security extension for AI agent identities
  • Survey findings revealed only 1% have fully implemented Just-in-Time privileged access while 91% report at least half of privileged access is always-on, with 88% using two or more identity tools
  • CyberArk was named a Leader in the IDC MarketScape: Worldwide Integrated Solutions for Identity Security 2025
  • Now operating as subsidiary of Palo Alto Networks post-acquisition, positioning identity security as core enterprise pillar

Named Competitors

  • Okta — Identity and access management platform
  • Zscaler — Cloud-native identity and security platform
  • Palo Alto Networks — Comprehensive cybersecurity platform (now parent company)
  • SailPoint — Identity governance and administration solutions

Recent Developments

  • (February 2026) Completed merger into Palo Alto Networks; CyberArk became wholly owned subsidiary
  • (February 2026) Record Q4 2025 earnings: $372.65M revenue (18.5% YoY growth), record net new ARR of $99M
  • (January 2026) Published study showing gap between privileged access strategies and operational practice as AI expands
  • (December 2025) Launched CyberArk Secure AI Agents Solution for AI identity security

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