We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Zacks Investment Ideas feature highlights: CyberArk, Lam Research and monday.com
Read MoreHide Full Article
For Immediate Release
Chicago, IL – May 29, 2025 – Today, Zacks Investment Ideas feature highlights CyberArk Software Ltd. (CYBR - Free Report) , Lam Research Corp. (LRCX - Free Report) and monday.com Ltd. (MNDY - Free Report) .
3 Nasdaq-Listed Tech Stocks Flying High in 2025 Signaling More Upside
U.S. stock markets have suffered a setback in 2025 after the artificial intelligence (AI)-driven astonishing bull run of 2023 and 2024. The highly overstretched valuation of U.S. stocks, sticky inflation, several weak economic data, geopolitical conflicts and severe concerns related to the Trump administration’s tariff and trade policies have significantly dented market participants confidence in risky assets like equities.
The technology sector has suffered the most since these stocks, especially the AI-focused ones, have skyrocketed in the last two years. The Fed’s ambiguity over further rate cuts in 2025, concerns of a near-term recession and the availability of a low-cost Chinese AI platform have unnerved investors.
Consequently, the tech-heavy Nasdaq Composite is down 0.4% year to date. Nevertheless, a handful of Nasdaq Composite-listed technology stocks with a favorable Zacks Rank has provided double-digit returns year to date.
We have selected three such stocks that have the potential to provide double-digit returns from their current price level in the near future. These stocks are: CyberArk Software Ltd., Lam Research Corp. and monday.com Ltd.
Zacks Rank #1 CyberArk Software is benefiting from the rising demand for cybersecurity and privileged access security solutions due to the long list of data breaches and increasing digital transformation strategies.
A strong presence across verticals, such as banking, healthcare, government and utilities, is safeguarding CYBR from the adverse effects of softening IT spending. CYBR’s strategic mix shift toward software-as-a-service and subscription-based solutions is driving top-line growth.
CyberArk is gaining customer accounts, which contributes to its revenues. The vast customer base presents the company with an opportunity to upsell products within its installed user base. Furthermore, in the last few quarters, CYBR has been able to close a significant number of seven-figure deals.
The growing number of large deals in the revenue mix is a positive as it increases deferred revenues and visibility. Moreover, any product refresh brings in additional dollars as every enterprise attempts to keep its threat management infrastructure updated. These factors in turn support CYBR’s top line.
CyberArk Software has an expected revenue and earnings growth rate of 31.9% and 25.1%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.6% in the last 30 days.
The short-term average price target of brokerage firms for the stock represents an increase of 16.6% from the last closing price of $382.81. The brokerage target price is currently in the range of $380-$500. This indicates a maximum upside of 30.6% and almost no downside.
Lam Research Corp.
Zacks Rank #2 Lam Research is riding on its strength across 3D DRAM and advanced packaging technologies. Growing etch and deposition intensity owing to increasing technology inflections in 3D architectures is a plus. A rebound in the System business owing to improving memory spending is a positive for LRCX.
Strategic investments in research and development activities position LRCX well to capitalize on the growing wafer fab equipment (WFE) spending. For 2025, WFE is expected to be approximately $100 billion. Foundry/logic, DRAM and NAND investments are expected to be higher year over year. Solid demand related to LRCX’s high-bandwidth memory is another driver.
Lam Research has an expected revenue and earnings growth rate of 22.2% and 33.4%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.5% in the last 30 days.
The short-term average price target of brokerage firms for the stock represents an increase of 12.4% from the last closing price of $83.94. The brokerage target price is currently in the range of $70-$125. This indicates a maximum upside of 48.8% and a downside of 16.7%.
monday.com Ltd.
Zacks Rank #1 monday.com develops software applications in the United States, Europe, the Middle East, Africa, and internationally. MNDY provides Work OS, a cloud-based visual work operating system that consists of modular building blocks used and assembled to create software applications and work management tools.
MNDY also offers product solutions for work management, sales CRM, software development verticals, business development, presale, and customer success services. MNDY serves organizations, educational or government institutions, and distinct business units of an organization.
monday.com has an expected revenue and earnings growth rate of 25.6% and 6.3%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 12% in the last 30 days.
The short-term average price target of brokerage firms for the stock represents an increase of 21.3% from the last closing price of $299.11. The brokerage target price is currently in the range of $280-$450. This indicates a maximum upside of 50.5% and a downside of 6.4%.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Zacks Investment Ideas feature highlights: CyberArk, Lam Research and monday.com
For Immediate Release
Chicago, IL – May 29, 2025 – Today, Zacks Investment Ideas feature highlights CyberArk Software Ltd. (CYBR - Free Report) , Lam Research Corp. (LRCX - Free Report) and monday.com Ltd. (MNDY - Free Report) .
3 Nasdaq-Listed Tech Stocks Flying High in 2025 Signaling More Upside
U.S. stock markets have suffered a setback in 2025 after the artificial intelligence (AI)-driven astonishing bull run of 2023 and 2024. The highly overstretched valuation of U.S. stocks, sticky inflation, several weak economic data, geopolitical conflicts and severe concerns related to the Trump administration’s tariff and trade policies have significantly dented market participants confidence in risky assets like equities.
The technology sector has suffered the most since these stocks, especially the AI-focused ones, have skyrocketed in the last two years. The Fed’s ambiguity over further rate cuts in 2025, concerns of a near-term recession and the availability of a low-cost Chinese AI platform have unnerved investors.
Consequently, the tech-heavy Nasdaq Composite is down 0.4% year to date. Nevertheless, a handful of Nasdaq Composite-listed technology stocks with a favorable Zacks Rank has provided double-digit returns year to date.
We have selected three such stocks that have the potential to provide double-digit returns from their current price level in the near future. These stocks are: CyberArk Software Ltd., Lam Research Corp. and monday.com Ltd.
Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
CyberArk Software Ltd.
Zacks Rank #1 CyberArk Software is benefiting from the rising demand for cybersecurity and privileged access security solutions due to the long list of data breaches and increasing digital transformation strategies.
A strong presence across verticals, such as banking, healthcare, government and utilities, is safeguarding CYBR from the adverse effects of softening IT spending. CYBR’s strategic mix shift toward software-as-a-service and subscription-based solutions is driving top-line growth.
CyberArk is gaining customer accounts, which contributes to its revenues. The vast customer base presents the company with an opportunity to upsell products within its installed user base. Furthermore, in the last few quarters, CYBR has been able to close a significant number of seven-figure deals.
The growing number of large deals in the revenue mix is a positive as it increases deferred revenues and visibility. Moreover, any product refresh brings in additional dollars as every enterprise attempts to keep its threat management infrastructure updated. These factors in turn support CYBR’s top line.
CyberArk Software has an expected revenue and earnings growth rate of 31.9% and 25.1%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.6% in the last 30 days.
The short-term average price target of brokerage firms for the stock represents an increase of 16.6% from the last closing price of $382.81. The brokerage target price is currently in the range of $380-$500. This indicates a maximum upside of 30.6% and almost no downside.
Lam Research Corp.
Zacks Rank #2 Lam Research is riding on its strength across 3D DRAM and advanced packaging technologies. Growing etch and deposition intensity owing to increasing technology inflections in 3D architectures is a plus. A rebound in the System business owing to improving memory spending is a positive for LRCX.
Strategic investments in research and development activities position LRCX well to capitalize on the growing wafer fab equipment (WFE) spending. For 2025, WFE is expected to be approximately $100 billion. Foundry/logic, DRAM and NAND investments are expected to be higher year over year. Solid demand related to LRCX’s high-bandwidth memory is another driver.
Lam Research has an expected revenue and earnings growth rate of 22.2% and 33.4%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.5% in the last 30 days.
The short-term average price target of brokerage firms for the stock represents an increase of 12.4% from the last closing price of $83.94. The brokerage target price is currently in the range of $70-$125. This indicates a maximum upside of 48.8% and a downside of 16.7%.
monday.com Ltd.
Zacks Rank #1 monday.com develops software applications in the United States, Europe, the Middle East, Africa, and internationally. MNDY provides Work OS, a cloud-based visual work operating system that consists of modular building blocks used and assembled to create software applications and work management tools.
MNDY also offers product solutions for work management, sales CRM, software development verticals, business development, presale, and customer success services. MNDY serves organizations, educational or government institutions, and distinct business units of an organization.
monday.com has an expected revenue and earnings growth rate of 25.6% and 6.3%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 12% in the last 30 days.
The short-term average price target of brokerage firms for the stock represents an increase of 21.3% from the last closing price of $299.11. The brokerage target price is currently in the range of $280-$450. This indicates a maximum upside of 50.5% and a downside of 6.4%.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.