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News  ›  The Motley Fool

Why a 39% Portfolio Bet on CyberArk Signals Confidence in a $1.3 Billion ARR Engine

The Motley Fool Logo The Motley Fool By Jonathan Ponciano
Why a 39% Portfolio Bet on CyberArk Signals Confidence in a $1.3 Billion ARR Engine

London-based Samson Rock Capital increased its stake in CyberArk Software to 52,983 shares worth $23.63 million, representing 38.56% of the fund's assets. The concentrated bet reflects confidence in CyberArk's strong growth metrics, including 45% year-over-year ARR growth to $1.34 billion and 57% subscription ARR growth, with the company's position further supported by Palo Alto Networks' proposed $25 billion acquisition.

Insights
CYBR   positive

Strong financial performance with 45% YoY ARR growth to $1.34B, 57% subscription ARR growth, expanding non-GAAP operating margins to 19%, record quarterly net new ARR of $68M, and a major institutional investor increasing exposure to 39% of portfolio. Additionally supported by Palo Alto Networks' $25B acquisition proposal.