CyberArk Software Ltd (CYBR)

JVP Marks Strong Q1 2026 with Four Strategic ExitsMay 26, 2026 12:41 PM
PR Newswire (US) Latest acquisitions across Cybersecurity and Vertical AI underscore JVP's long-term investment model and leadership in building international category leading companies.JERUSALEM, May 26, 2026 /PRNewswire/ -- JVP, a leading international venture capital firm, today announced a strong first quarter of 2026, marked by four significant portfolio company exits spanning cybersecurity and vertical AI. The deals highlight JVP's continued ability to identify, build, and scale category-defining companies, and reflect the strength and maturity of its investment platform across key sectors. The quarter was led by JVP's exit from its position in DealHub, delivering a return of more than 6x on invested capital, with the company valued at hundreds of millions of dollars — a significant validation of the original investment thesis. JVP was instrumental in helping launch DealHub from Margalit Startup City Jerusalem in its early stage and is proud of the achievements that Eyal Elbahary and the DealHub team were able to achieve.An AI-powered revenue automation platform that helps enterprise sales teams manage increasingly complex deal cycles, DealHub reached meaningful scale and customer adoption among mid-market and enterprise buyers, ultimately positioning the company as an attractive acquisition target in the fast-growing RevOps category.In parallel, ServiceNow announced the acquisition of JVP portfolio company Pyramid Analytics, an Israeli-founded AI-driven decision intelligence platform led by Omri Kohl, in an undisclosed transaction. JVP led Pyramid Analytics' round in 2020 and partnered closely with the company through its growth phase, helping it break into new international markets and become a global leader in enterprise decision intelligence. Gartner named the company the most innovative vendor in its category on Gartner's Magic Quadrant, leading 4 out of the 4 product categories.JVP also marked a major milestone with the merger of Covera Health, backed by Insight Ventures, and JVP's portfolio company Medmo. The combined company will deliver an end-to-end diagnostic imaging platform, integrating scheduling, imaging, and quality assurance into a single unified offering. Medmo was a New York–originated initiative led by  founder Lucas Takahashi, who launched the company out of Columbia University through its partnership with JVP's scale up hub in New York.Everpure (formerly Pure Storage) also announced the acquisition of 1touch.io, a JVP portfolio company founded and incubated within JVP's Cyber Labs in Beer Sehva. 1touch.io pioneered enterprise data intelligence at the source – the foundation for AI-ready data – pairing data discovery with semantic context so enterprises can move generative and agentic AI initiatives safely from pilot into production. Joining Everpure, 1touch.io will extend the Everpure Platform's data management capabilities, an essential foundation in the AI era, while drawing on Everpure's enterprise storage to enrich its knowledge graph. The deal validates JVP's early conviction in the convergence of data, privacy, and AI, and underscores the growing demand for AI-native security infrastructure.These deals were valued at hundreds of millions of dollars in revenue, respectively, and were able to achieve a significant multiple for the JVP investments.Erel Margalit, JVP's Founder and Executive Chairman: "I'm proud of the JVP team and especially my partners Yoav Tzruya and Gadi Porat for leading these deals. These deals reflect more than a strong financial performance. They demonstrate the need of some of the largest international technology leaders to bring AI to operational levels of managing the enterprise, to bring the data sources within the enterprise to a level which the AI application can work on, and to bring vertical AI into the different categories of business."JVP's performance in Q1 2026 builds on its long-standing model of thematic investing through dedicated innovation platforms, alongside a distinctive ecosystem-to-ecosystem strategy connecting Israel, U.S., and Europe. As global demand accelerates for cybersecurity resilience and vertical AI for highly regulated industries, JVP is positioned to continue driving growth across its portfolio and delivering value to its investors and partners.ABOUT JVPJVP™ is an international venture capital firm with over three decades of experience scaling more than 165 companies into category-leading businesses. JVP has led some of the most significant IPOs and M&A transactions to emerge from Israel and the U.S. and Europe including CyberArk, recently sold to Palo Alto Network for $25B, Qlik's $3B sale, and Cogent Communications' $3.5B sale. Today, JVP is the leading shareholder in companies like Earnix, ControlUp, Nanit, ThetaRay and many others, growing the group of portfolio companies surpassing $100 million in revenue, known as the JVP $100M Club. JVP combines venture-capital company-building with private equity-style leadership: maintaining significant ownership positions across its portfolio, investing thematically in cybersecurity and vertical AI, and opening international markets for its CEOs through the JVP Triangle Method — ecosystem-to-ecosystem networks across Israel, the US, and Europe that create a unified path for international growth. JVP operates regional innovation hubs in Jerusalem, Tel Aviv, and New York that fuel both economic growth and social impact. Learn more: www.jvpvc.comPhoto - https://mma.prnewswire.com/media/2987968/JVP.jpgContact details:
Raoul Wootliff
Raoul@number10strategies.com View original content:https://www.prnewswire.co.uk/news-releases/jvp-marks-strong-q1-2026-with-four-strategic-exits-302782102.html Original: JVP Marks Strong Q1 2026 with Four Strategic Exits

CYBR, bounced but still bearish

CYBR, bullish week but still bearish

CYBR, is this the bottom

CYBR, is this the bottom

CYBR, first dip below the 200 sma since last April

CYBR, dollar cost average

CYBR, dollar cost average

CYBR, buy the dip

CYBR, below the 50 sma

CYBR, hanging in there

CYBR, recent double bottom

CYBR, rally has stalled

CYBR, the rally continues after the declines in most AI stocks

CYBR, found support above the 200 sma

CYBR, appears headed for the 200 sma

CYBR, below the 50 sma for the first time in a few months

CYBR, down a tad from the 52 week high

CYBR! Down a tad from the 52 week high

CYBR, back to the 52 week high

CYBR, down from the 52 week high

This latest crisis won’t last but for so long

CYBR, new 52 high

CYBR, a dip from the 52 high

CYBR, still making new highs

CYBR still pricing at a 52 week high

CYBR, new 52 week high

CYBR, new 52/high

CYBR just under the 52=week high

CYBR seems to have found support

CYBR, maybe it has found support

CYBR, took a hit this week

CYBR, losing support

CYBR, volatile stock should attract traders

CYBR, little upswing

CYBR, still,trading sideways

CYBR! One month chart suggests a sideways move

CYBR! One month

CYBR, one month

CYBR, 10 day hourly

CYBR one year

Cybersecurity Stock #5: CyberArk

CyberArk (CYBR) is the global leader in identity security. Centered on Intelligent Privilege Controls, the company offers the most comprehensive security solutions for any identity - human or machine - spanning business applications, distributed workforces, hybrid cloud environments, and the entire DevOps lifecycle. CYBR’s market cap currently stands at about $14 billion.

In 2024, shares of the cybersecurity firm have performed exceptionally well, delivering outstanding returns of 53.2%.


www.barchart.com
Jefferies named CyberArk as its top pick for 2025. The firm has a price target of $400 on the stock. Jefferies said, “CYBR remains well-positioned to sustain momentum in 2025 given an elevated threat environment.” Growth is anticipated to be fueled by new customer acquisitions, maintenance conversions, and Venafi cross-sells, especially in the second half of 2025. The analysts forecast ARR growth in the low- to mid-20% range for the year.

On Nov. 13, CyberArk posted upbeat Q3 results and raised its full-year guidance. CYBR posted a record total revenue of $240.1 million, up 25.6% year-over-year, driven by a 43% increase in subscription revenue, beating the consensus estimate by $6.01 million. Its total ARR grew 31% year-over-year to $926 million. It’s important to note that subscription ARR is making up an increasingly larger percentage of total ARR each quarter. It rose 46% year-over-year to $735 million in Q3 and now constitutes 79% of total ARR, up from 78% last quarter. This should further bolster its top-line growth.

Meanwhile, CyberArk improved its adjusted gross margin by 210 basis points year-over-year to 80.3%, fueled by profitability in its subscription business. The company is achieving significant operating leverage as it shifts more of its revenue from one-time licensing sales to recurring subscription revenue. As a result, Non-GAAP operating income margin reached 15%, up from 9% in the same period last year. Its adjusted EPS came in at $0.94, beating expectations by $0.48.

On Oct. 1, CYBR closed the acquisition of Venafi, a machine identity security software company with approximately $150 million in recurring revenue, for $1.5 billion. This move broadens the firm’s presence in machine identity management at a time when an increasing number of enterprises are using AI models and agents to optimize operations. Management plans to focus on cross-selling the newly acquired Venafi features to its base of 8,500 existing customers.

Looking ahead, CyberArk raised its full-year guidance, expecting sales to range between $983 million and $989 million, up from the previously forecast range of $932 million to $942 million. Non-GAAP net income per share is also projected to be between $2.85 and $2.96, compared to the earlier range of $2.17 to $2.36.

According to Wall Street estimates, CyberArk’s Non-GAAP EPS is expected to skyrocket 163.31% year-over-year to $2.95 in FY24, while revenue is projected to grow 31.34% year-over-year to $987.52 million.

In terms of valuation, CyberArk’s forward price-sales ratio is 14.16x, above the sector median of 3.25x and its five-year average of 10.54x. However, I don’t believe that the stock is overvalued; instead, this premium likely reflects market confidence and the expected benefits from the Venafi acquisition.

Analysts have a consensus rating of “Strong Buy” on CyberArk stock. Among the 29 analysts covering the stock, the majority rate it as a “Strong Buy,” one as a “Moderate Buy,” and one advises holding. The average price target for CYBR stock is $352.89, indicating an upside potential of 10% from the Dec. 27 closing price.


www.barchart.com

CYBR new 52 week high

CYBR new 52 week high

CYBR new 52 week high

With ransomware increasingly in the news, Cybersecurity stocks have been doing very well.

Sorry. posted to wrong board.

Buy buy buy right now

Bearish Divergences into earnings tomorrow.

If you are lucky enough to have been long CYBR in 2019 you have made a 70% gain so far, that should ring the alarm bells alone. The price has been on a upward trajectory while the RSI has been on a downward trajectory got eh last 2 months. FOMO money was late to enter, but will be very early to exit this name on any pullback and weakness in earnings . We will be looking to short it from a pure technical perspective.

Out CYBR @ $49.98. Will buy back, but was longer than intended with a couple of additional buys. Can't believe that this (or HACK or CIBR) isn't good long term.

CYBR