CyberArk vs Zoom
This page compares CyberArk and Zoom, examining business models, financial performance, and market context, with a neutral, accessible tone to help readers. Educational content, not financial advice.
This page compares CyberArk and Zoom, examining business models, financial performance, and market context, with a neutral, accessible tone to help readers. Educational content, not financial advice.
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.
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
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.
Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside
- Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
- Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
- Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
Which Baskets Do They Appear In?
Work From Anywhere Kit
This carefully curated collection features companies that are building the digital backbone of remote work. Our analysts have selected leaders in cloud collaboration, cybersecurity, and digital infrastructure that are essential to the modern flexible workplace.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Work From Anywhere Kit
This carefully curated collection features companies that are building the digital backbone of remote work. Our analysts have selected leaders in cloud collaboration, cybersecurity, and digital infrastructure that are essential to the modern flexible workplace.
Published: June 17, 2025
Explore BasketInvestment Analysis
CyberArk
CYBR
Pros
- CyberArk offers comprehensive identity security solutions including privileged access management and workforce identity security, servicing multiple industries globally.
- The company has a strong market capitalization of approximately $25.5 billion, reflecting its established position in cybersecurity.
- Pending acquisition interest from Palo Alto Networks could unlock strategic value or operational synergies.
Considerations
- CyberArk's price-earnings ratio is significantly negative, indicating ongoing unprofitability or substantial losses.
- The stock’s price volatility remains relatively high with a wide 52-week range between $287 and $526, reflecting market uncertainty.
- Dependence on enterprise cybersecurity budgets could expose the company to regulatory and macroeconomic risks influencing IT spending.
Zoom
ZM
Pros
- Zoom is evolving into an AI-first work platform with advanced AI Companion capabilities that enhance productivity and differentiate it from competitors.
- The company demonstrates strong cash flow generation, with operating cash flow increasing by over 20% and a 41.7% margin in fiscal 2025.
- With nearly $7.8 billion in cash and marketable securities, Zoom has ample liquidity to fund innovation, repurchase shares, and pursue growth opportunities.
Considerations
- Revenue growth remains modest, with 3.1% year-over-year increase in 2025 and forecasted growth around 2.7% for 2026, indicating limited top-line acceleration.
- The stock shows signs of price volatility and potential downward technical pressure, with forecasts predicting notable price declines later in 2025.
- Market competition and evolving remote work trends pose risks to Zoom’s long-term adoption and ability to sustain growth beyond its core video conferencing business.
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