Kim Bolton CyberArk Software Ltd. CYBR-Q WATCH Feb 26, 2025

He owns a little bit of FTNT still. A cyber security company that has been aggressive on the sales and marketing side. However, in this space he would prefer CYBR.

Israel-based. Leader in privileged access management (PAM) segment of cybersecurity. PAM is where a lot of security breaches actually happen, either internally or with customers. Identity security, workforce identity, customer identity, secrets management. No dividend.

His price target is $320, about 15-16% from here. Buy here around $280, and add around $265, and $255. Shouldn't go under $250. Not cheap, but a beneficiary of the CRWD debacle. Similar to WiZ, which GOOG was going to buy.

A name to look at in cybersecurity.

Being acquired by PANW, but still trading. Strong execution. Usually in a takeover situation, he lightens up or lets the whole position go. But he's still holding because thinks so well of management. Plus, closing is not until Q2 or Q3 of next year, so anything could happen in the meantime including a competing bid.