CyberArk vs Teledyne
CyberArk Software, Ltd. and Teledyne Technologies Inc. are presented here to compare how their business models, financial performance, and market context differ. The page aims for a neutral, accessible overview, outlining company structure, strategic priorities, and industry positioning without speculation or advice. Educational content, not financial advice.
CyberArk Software, Ltd. and Teledyne Technologies Inc. are presented here to compare how their business models, financial performance, and market context differ. The page aims for a neutral, accessibl...
Why It's Moving
CyberArk shares dip amid VP stock sale filing and pending Palo Alto merger pressures.
- VP Goh filed on December 11 to offload 5,162 shares via Morgan Stanley, sparking short-term selling pressure amid elevated trading volume above average.
- Palo Alto Networks' recent 12.7% slide drags CyberArk, tying its fate to the merger approval that garnered 99.8% shareholder support last month.
- Identity security remains hot, bolstered by Q3's 43% revenue surge to $342.8M and 45% ARR growth to $1.341B, fueling optimism despite near-term volatility.
Teledyne snags multiple defense wins and a big Canadian semiconductor investment — catalysts lifting defense and sensors revenue visibility
- C$656M Canadian government investment announced for the C2MI expansion—Teledyne MEMS flagged the funding as enabling advanced packaging and post‑processing upgrades, which should strengthen its semiconductor and microelectronics supply‑chain positioning and support longer‑term MEMS demand.
- Two separate U.S. defense awards: a $42.9M NAVSEA contract modification for sustaining the MK11 SEAL Delivery Vehicle fleet and a $42.5M U.S. Marine Corps order for Rogue 1 loitering munitions—these wins increase near‑term backlog for Teledyne’s defense subsidiaries and underscore recurring, mission‑critical revenue from government programs.
- Investor engagement at the Goldman Sachs Industrials Conference kept management in the spotlight and coincided with a new analyst initiation at Neutral—those events amplified market focus on Teledyne’s mix shift toward defense and sensors, which investors view as higher‑visibility, lower‑cyclicality businesses.
CyberArk shares dip amid VP stock sale filing and pending Palo Alto merger pressures.
- VP Goh filed on December 11 to offload 5,162 shares via Morgan Stanley, sparking short-term selling pressure amid elevated trading volume above average.
- Palo Alto Networks' recent 12.7% slide drags CyberArk, tying its fate to the merger approval that garnered 99.8% shareholder support last month.
- Identity security remains hot, bolstered by Q3's 43% revenue surge to $342.8M and 45% ARR growth to $1.341B, fueling optimism despite near-term volatility.
Teledyne snags multiple defense wins and a big Canadian semiconductor investment — catalysts lifting defense and sensors revenue visibility
- C$656M Canadian government investment announced for the C2MI expansion—Teledyne MEMS flagged the funding as enabling advanced packaging and post‑processing upgrades, which should strengthen its semiconductor and microelectronics supply‑chain positioning and support longer‑term MEMS demand.
- Two separate U.S. defense awards: a $42.9M NAVSEA contract modification for sustaining the MK11 SEAL Delivery Vehicle fleet and a $42.5M U.S. Marine Corps order for Rogue 1 loitering munitions—these wins increase near‑term backlog for Teledyne’s defense subsidiaries and underscore recurring, mission‑critical revenue from government programs.
- Investor engagement at the Goldman Sachs Industrials Conference kept management in the spotlight and coincided with a new analyst initiation at Neutral—those events amplified market focus on Teledyne’s mix shift toward defense and sensors, which investors view as higher‑visibility, lower‑cyclicality businesses.
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Explore BasketInvestment Analysis
CyberArk
CYBR
Pros
- CyberArk reported a 16% year-on-year increase in net new annual recurring revenue in Q3 2025, reflecting strong demand for its identity security solutions.
- The company's total annual recurring revenue grew 45% to $1.341 billion, driven by strategic acquisitions and expansion in human and machine identity management.
- CyberArk maintains robust cash flow management and is positioned for enhanced growth potential following its planned merger with Palo Alto Networks.
Considerations
- CyberArk continues to report negative earnings, raising concerns about profitability despite strong revenue growth and high valuation multiples.
- The company's price-to-sales and price-to-cash flow ratios are significantly above sector averages, indicating stretched valuations relative to peers.
- Analysts highlight leverage and execution risks, with some downgrading their outlook due to valuation challenges and uncertain merger integration.
Teledyne
TDY
Pros
- Teledyne Technologies benefits from diversified exposure across aerospace, defence, and industrial markets, providing resilience to sector-specific downturns.
- The company consistently delivers strong free cash flow and maintains a solid balance sheet, supporting ongoing investment and strategic acquisitions.
- Teledyne's focus on high-margin technology segments and innovation drives long-term growth in niche, high-value markets.
Considerations
- Teledyne's performance is sensitive to government spending cycles and regulatory changes, particularly in aerospace and defence sectors.
- The company's acquisition-driven growth strategy carries integration risks and can lead to elevated leverage if pursued aggressively.
- Teledyne's valuation remains relatively high compared to broader industrial peers, potentially limiting near-term upside in a rising rate environment.
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