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 Launches $750M Zero-Interest Convertible Notes Offering to Fuel Identity Security Expansion.
- Proposed $750M notes offering with zero interest, maturing in 2030, includes option for additional notes and capped calls to offset potential share dilution.
- Stock closed down 1.02% at $438.22 amid broader market gains, underperforming the tech sector's 0.43% rise over the past month.
- High valuation metrics shine through with Forward P/E of 91.26 and PEG of 3.75, reflecting investor premium on CyberArk's AI-powered identity security leadership.
Zoom Stock Surges on Analyst Upgrade and AI Momentum as Shares Hit Multi-Week Highs.
- Citigroup upgraded ZM from Neutral to Buy on January 12, citing strong AI companion tool adoption driving enterprise growth.
- Stock jumped 5.95% for the week ending January 23, reflecting broader market optimism for Zoom's post-pandemic resilience.
- Recent price action shows ZM up 4.27% on January 22 alone, building on earlier profitability gains from AI features.
CyberArk Launches $750M Zero-Interest Convertible Notes Offering to Fuel Identity Security Expansion.
- Proposed $750M notes offering with zero interest, maturing in 2030, includes option for additional notes and capped calls to offset potential share dilution.
- Stock closed down 1.02% at $438.22 amid broader market gains, underperforming the tech sector's 0.43% rise over the past month.
- High valuation metrics shine through with Forward P/E of 91.26 and PEG of 3.75, reflecting investor premium on CyberArk's AI-powered identity security leadership.
Zoom Stock Surges on Analyst Upgrade and AI Momentum as Shares Hit Multi-Week Highs.
- Citigroup upgraded ZM from Neutral to Buy on January 12, citing strong AI companion tool adoption driving enterprise growth.
- Stock jumped 5.95% for the week ending January 23, reflecting broader market optimism for Zoom's post-pandemic resilience.
- Recent price action shows ZM up 4.27% on January 22 alone, building on earlier profitability gains from AI features.
Investment 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.
Related Market Insights
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Related Market Insights
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CyberArk (CYBR) Next Earnings Date
CyberArk (CYBR) has not officially confirmed its next earnings date, with estimates clustering around February 12, 2026, based on historical patterns and analyst projections. This release will cover the Q4 2025 results, following the prior quarter's report on January 22, 2026. Investors should monitor for official confirmation, typically issued a few weeks in advance.
Zoom (ZM) Next Earnings Date
Zoom Video Communications (ZM) next earnings release is expected on February 23, 2026. This report will cover the fiscal fourth quarter of 2026 (Q4 2026), following the prior quarter's release on November 24, 2025. The date aligns with the company's historical late-February pattern for fiscal year-end results, though it remains an estimate pending official confirmation.
CyberArk (CYBR) Next Earnings Date
CyberArk (CYBR) has not officially confirmed its next earnings date, with estimates clustering around February 12, 2026, based on historical patterns and analyst projections. This release will cover the Q4 2025 results, following the prior quarter's report on January 22, 2026. Investors should monitor for official confirmation, typically issued a few weeks in advance.
Zoom (ZM) Next Earnings Date
Zoom Video Communications (ZM) next earnings release is expected on February 23, 2026. This report will cover the fiscal fourth quarter of 2026 (Q4 2026), following the prior quarter's release on November 24, 2025. The date aligns with the company's historical late-February pattern for fiscal year-end results, though it remains an estimate pending official confirmation.
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
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