Opinions
Kim Bolton
CyberArk Software Ltd.
CYBR-Q
PAST TOP PICK
Aug 13, 2025
$419.940
Stock price when the opinion was issued
Technology
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BUY ON WEAKNESS
Stockchase Research Editor: Michael O'Reilly CYBR is cybersecurity company that will benefit from remote and work-from-home environments. Its latest EPS of $0.42, exceeded expectations for $0.27. Recurring license revenue is up 25% on the year. The stock has been on a tear lately, so we would look to purchase on a pullback towards $107. Yield 0% (Analysts’ price target is $125.70)
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TOP PICK
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.
Technology
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.