CyberArk (CYBR) reported $372.65 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 18.5%. EPS of $1.33 for the same period compares to $0.80 a year ago.
The reported revenue represents a surprise of +4.7% over the Zacks Consensus Estimate of $355.91 million. With the consensus EPS estimate being $1.13, the EPS surprise was +18.12%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how CyberArk performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Annual Recurring Revenue (ARR): $1.44 billion compared to the $1.43 billion average estimate based on three analysts.
- Maintenance Annual Recurring Revenue (ARR): $173 million versus the three-analyst average estimate of $178.25 million.
- Subscription Annual Recurring Revenue (ARR): $1.27 billion compared to the $1.25 billion average estimate based on three analysts.
- Revenues- Subscription: $310.52 million versus $296.84 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +27.8% change.
- Revenues- Maintenance and professional services: $62.13 million versus $57.76 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -6.4% change.
View all Key Company Metrics for CyberArk here>>>
Shares of CyberArk have returned -9.6% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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CyberArk Software Ltd. (CYBR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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