CyberArk Software Ltd. (CYBR): Wells Fargo Ups Target to $425, Touts Venafi Acquisition and AI-Driven Growth Ahead of Analyst Day

We recently compiled a list of the Top 10 AI Stocks News: Latest Analyst Ratings And Upgrades. In this article, we are going to take a look at where CyberArk Software Ltd. (NASDAQ:CYBR) stands against the other AI stocks.

On January 27th, US and European tech stocks witnessed a $1 trillion sell-off, with most of the “magnificent seven” stocks trading in red as China’s new DeepSeek AI model rattled investors. The AI model was supposedly built for less than $6 million, which is a stark contrast to the billions spent by rivals. The DeepSeek app, launched late last week, has become the top-rated free app on the Apple App Store in the US and the UK.

As investors question America’s dominance in AI, the sector continues to drive innovation and rapidly achieve milestones across diverse industries. The Global Artificial Intelligence Industry Forecast revealed that the global AI market was worth almost $62.35 billion in 2020 and will grow at a 40% CAGR between 2021 and 2026. Most importantly, AI is helping the world achieve the net-zero emissions goal, playing a key role in the global energy transition through greater operational efficiency.

“Academia needs to be a player here, as a neutral ground to recognize some of these issues and develop systems in a different way,” said Stanford HAI Vice Director James Landay during the 2025 WEF in Davos. “Academia is also an interdisciplinary player—we have experts in law, medicine, history, social sciences, computer science, art, and design, coming together to ask questions, rather than tech companies focused primarily on a profit motive. We need academia and non-government organizations to have a say and play in this game and question this power dynamic.”

This article focuses on the latest stock ratings and analyst calls on AI companies involved in digital advertising, drone technology, and cloud providers to cybersecurity, telecom, defense, and energy generation.

We selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

Is CyberArk Software Ltd. (CYBR) the High Growth International Stock to Invest in Now?

A data center with a repetetive design of computer servers, showing the companies’ efficient and secure IT infrastructure.

CyberArk Software Ltd. (NASDAQ:CYBR

Number of Hedge Fund Holders: 51

CyberArk Software Ltd. (NASDAQ:CYBR) is a cybersecurity firm that builds comprehensive identity security solutions for global clients. Its CORA AI ensures users secure privileged access in all environments with real-time support and insights. The AI-powered tool can proactively analyze risky behavior across enterprises, unravel hidden risks, make threat-response recommendations, and take automated action as required using the company’s Identity Security Platform. In 2024, the firm acquired Venafi from Thoma Bravo to build end-to-end identity security solutions to enhance security and minimize costly outages.

On January 27th, Wells Fargo analyst Andrew Nowinski hiked raised CyberArk Software Ltd.’s (NASDAQ:CYBR) target price per share to $425 from $410 and retained an “Overweight” stock rating. The brokerage highlighted that the cybersecurity firm is its top Tactical Q1 2025 idea, considering that the upcoming Analyst Day on February 24th will serve as a catalyst, where management could divulge more insight into growth expectations for Venafi and the core organic business. Wells Fargo forecast management to guide to 2025 ARR of at least $1.38 billion, as it will take a few quarters for Venafi to ramp up.

Overall CYBR ranks 4th on our list of the top AI stocks in latest analyst ratings and upgrades. While we acknowledge the potential of CYBR as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than CYBR but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stock To Buy Now and Complete List of All AI Companies Under $2 Billion Market Cap.

Disclosure: None. This article is originally published at Insider Monkey.