reports
- Michael Piccolo
Daily Recap: VRNS, CYBR/PANW, LYV, WBS/SAN, SLAB/TXN, SITM, RSVR, GRAB...
CyberArk Software Ltd. (CYBR - $406.67) and Palo Alto Networks, Inc. (PANW - $166.24)Target Reports Earnings; Pending Acquisition On-Track to Close Before End of April; Acquirer Stock Seems Oversold. CYBR announced record 4Q and FY'2025 financial results featuring record net new ARR of $99 million
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CCRN CROSS COUNTRY HEALTHCARE INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
REPL REPLIMUNE GROUP
SMCI SUPER MICRO COMPUTER
FUBO INC.
VRDN FUBOTV
STX VIRIDIAN THERAPEUTICS INC
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
GLOBALFOUNDRIES INC
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Good Quarter With Mixed Guidance; Still Positive But Challenges Here; ...
A Closer Look at FY4Q25 (December) ResultsRevenueTotal revenue of $173.4 million (up 9% y/y) which came in above both the company’s guidance range of $165.0 million to $171.0 million and the Street’s $168.5 million estimate driven by the company's SaaS business as the company saw a record number of
Varonis Announces Fourth Quarter 2025 and Full-Year 2025 Financial Res...
Varonis Announces Fourth Quarter 2025 and Full-Year 2025 Financial Results Annual recurring revenues increased 16% year-over-yearSaaS ARR, excluding conversions increased 32% year-over-yearSaaS ARR as a percentage of total ARR was approximately 86%Year-to-date cash from operations generated $147.4 million vs. $115.2 million last yearYear-to-date free cash flow generated $131.9 million vs. $108.5 million last year MIAMI, Feb. 03, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: VRNS), the leader in data security, today announced financial results for the fourth quarter and full-year ended December 31, ...
Varonis to Acquire AllTrue.ai to Manage and Secure AI Across the Enter...
Varonis to Acquire AllTrue.ai to Manage and Secure AI Across the Enterprise Acquisition strengthens Varonis’ ability to help organizations adopt safe, compliant and trustworthy AI at scale MIAMI, Feb. 03, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: VRNS), the leader in data security, today announced it is acquiring AllTrue.ai, an AI Trust, Risk, and Security Management (AI TRiSM) company that helps organizations understand and control how AI systems behave across the enterprise. brings real-time visibility and security to AI systems, complementing Varonis’ deep understanding of enterprise data...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
TLS UNITY SOFTWARE
DASH TELOS
AI DOORDASH
PLTR C3.AI
VRDN PALANTIR TECHNOLOGIES
IMNM VIRIDIAN THERAPEUTICS INC
PLTK IMMUNOME
STX PLAYTIKA HOLDING
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
PL GLOBALFOUNDRIES INC
S PLANET LABS PBC
TYRA SENTINELONE INC
ARTV TYRA BIOSCIENCES INC
SERV ARTIVA BIOTHERAPEUTICS INC
SNDK SERVE ROBOTICS INC
SANDISK CORP
- Alicia Reese
- Antoine Legault
- Daniel Ives
- David Nierengarten
- Laura Chico
- Martin Fan
- Matthew Bryson
- Matthew McCartney
- Robert Driscoll
- Scott Devitt
- Seth Basham
- Yun Zhong
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BCRX BIOCRYST PHARMACEUTICALS INC.
ACRS ACLARIS THERAPEUTICS INC.
INOD INNODATA
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
U UNITY SOFTWARE
TLS TELOS
DASH DOORDASH
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
VRDN VIRIDIAN THERAPEUTICS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
S SENTINELONE INC
TYRA TYRA BIOSCIENCES INC
ARTV ARTIVA BIOTHERAPEUTICS INC
SERV SERVE ROBOTICS INC
SNDK SANDISK CORP
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for December Quarter
CRWD: Crowdstrike came in 5-9% above plan as many sales reps mentioned that they’re at 100% of their quota but still faced increased pressure from upper management to continue exceeding quotas well-beyond what was initially set. There seems to be more pressure on reps to continue overperforming bey
Varonis Announces Date of Fourth Quarter and Full-Year 2025 Financial ...
Varonis Announces Date of Fourth Quarter and Full-Year 2025 Financial Results MIAMI, Jan. 09, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: VRNS), the leader in data security, announced that it will report its fourth quarter and full-year 2025 financial results following the close of the U.S. financial markets Tuesday, February 3, 2026. In conjunction with this announcement, Varonis will host a conference call Tuesday, February 3, 2026, at 4:30 p.m. ET to discuss the company's financial results. To access this call, dial 877-425-9470 (domestic) or 201-389-0878 (international). The conference ID nu...
Varonis Announces Integration With AWS Security Hub
Varonis Announces Integration With AWS Security Hub Latest integration helps security teams cut through alert noise, accelerate remediation, and protect sensitive data across AWS and the entire data estate MIAMI and LAS VEGAS, Dec. 02, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: VRNS) announced a new integration with AWS Security Hub. The latest Varonis integration for AWS provides security teams with enhanced visibility, automated fixes, and proactive threat detection — across AWS and the entire data estate. “Together with AWS, we’re making it simpler and easier to secure data in the cloud,” ...
Varonis Announces New Microsoft Purview DSPM Integration
Varonis Announces New Microsoft Purview DSPM Integration The integration between Varonis and Purview helps organizations see and understand their critical data—wherever it lives MIAMI and SAN FRANCISCO, Nov. 18, 2025 (GLOBE NEWSWIRE) -- IGNITE 2025 – (Nasdaq: VRNS), announces its DSPM integration with Microsoft Purview. By integrating Varonis signals into Purview, data security teams gain unified visibility into sensitive data across third-party platforms like Salesforce alongside their Microsoft data. “This security integration between Varonis and Microsoft Purview comes at a critica...
Varonis Recognized as a Finalist for the 2025 Microsoft Partner of the...
Varonis Recognized as a Finalist for the 2025 Microsoft Partner of the Year Award in the Marketplace Category MIAMI, Nov. 17, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: VRNS), the data security leader, announced it has been named a finalist of the Marketplace Category 2025 Microsoft Partner of the Year Award. The company was honored among a global field of top Microsoft partners for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology. "We are honored to stand apart from thousands of companies for the 2025 Microsoft Partner of the Year Aw...
Varonis to Present at Upcoming Investor Conferences
Varonis to Present at Upcoming Investor Conferences MIAMI, Nov. 10, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: VRNS), the leader in data security, announced its participation at the following upcoming conferences: UBS Global Technology and AI Conference, December 1 – 4, in Scottsdale, AZ. The presentation is scheduled for December 1 at 1:35 p.m. MT.Barclays 23rd Annual Global Technology Conference, December 10 – 11, in San Francisco. The presentation is scheduled for December 10 at 11:00 a.m. PT. The audio presentations will be webcast live and available by visiting the "Investor Relations" sec...
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Delivers Soft Results with Choppiness; LT Thesis Unchanged; PT to $53
A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue of $161.6 million (up 9% y/y) which came in below both the company’s guidance range of $163.0 million to $168.0 million and the Street’s $166.2 million estimate as the company saw lower renewals in its non-Federal on-prem business and
Varonis Announces Third Quarter 2025 Financial Results
Varonis Announces Third Quarter 2025 Financial Results Annual recurring revenues increased 18% year-over-yearSaaS ARR as a percentage of total ARR was approximately 76%Year-to-date cash from operations generated $122.7 million vs. $90.9 million last yearYear-to-date free cash flow generated $111.6 million vs. $88.6 million last yearCompany announces $150.0 million share repurchase authorization MIAMI, Oct. 28, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: VRNS), the leader in data security, today announced financial results for the third quarter ended September 30, 2025. Yaki Faitelson, Varonis CE...
Varonis Announces $150 Million Share Repurchase Authorization
Varonis Announces $150 Million Share Repurchase Authorization MIAMI, Oct. 28, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: VRNS), the leader in data security, announced that its board of directors authorized a share repurchase program allowing repurchases of up to $150.0 million of Varonis’ common stock expected to be completed over the next 12 months. Under the share repurchase program, Varonis is authorized to repurchase shares through open market purchases, privately-negotiated transactions or otherwise in accordance with applicable federal securities laws, including through Rule 10b5-1 trading...
Varonis Introduces Identity Protection for Salesforce Agentforce
Varonis Introduces Identity Protection for Salesforce Agentforce New features allow customers to assess and manage AI agent risk while securing sensitive data MIAMI and SAN FRANCISCO, Oct. 14, 2025 (GLOBE NEWSWIRE) -- DREAMFORCE 2025 – (Nasdaq: VRNS) today announced at Dreamforce 2025 the launch of its AI identity protection for Salesforce Agentforce. The latest release from Varonis provides IT and security teams with visibility and control over the data that AI agents created with Salesforce Agentforce can access and the actions they can take. “AI agents are identities that can proce...
- Wedbush Research
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
ARDX ARDELYX INC
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ARVN ARVINAS HOLDING
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
IMNM IMMUNOME
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
FHTX FOGHORN THERAPEUTICS
TNGX TANGO THERAPEUTICS
TCRX INC
GLUE TSCAN THERAPEUTICS INC
S MONTE ROSA THERAPEUTICS INC
TYRA SENTINELONE INC
NUVL TYRA BIOSCIENCES INC
CRBP NUVALENT INC
RBRK CORBUS PHARMACEUTICALS HOLDINGS INC.
BCAX RUBRIK INC
BBOT BICARA THERAPEUTICS INC.
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for September Quarter
CRWD: Continuing to Win, Separating from CompetitionCRWD came in 5-9% above plan as the company continues to gain momentum across Falcon Flex with improving sales options with its partner ecosystem, including OKTA and ZS, to drive stronger pipeline activity without any kind of channel stuffing. The
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OKTA OKTA INC. CLASS A
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
S SENTINELONE INC
RBRK RUBRIK INC
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