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CYBR · CyberArk (→ Idira)

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK1 mention
2026-JUN-05 · App Economy Insights · App Economy Insights (Substack newsletter) · Neutralmention · read ↗ · source page ↗

In short: Acquired by Palo Alto for $25B and rebranded Idira — identity for humans, machines, and AI agents, the cornerstone of PANW's agent-era stack. An M&A reference: being absorbed into PANW (deal noise is most of the $183M op loss this quarter), so no standalone stance.

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