Posts on VRNS

Latest ideas and analyses related to Varonis Systems Inc. Common Stock

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CHKP , ESTC , MSFT , S , PANW , VRNS , NET

+42 pts



Macro Concerns Beginning to Surface in Cyber

By labjordan on June 13, 2022, 1:24 p.m.
Tagged topics: macro pressures

Views: 36, Votes: 6, Responses: 1, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 34, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 41, Votes: 5, Responses: 1, Attachments: 1
CRWD , PANW , VRNS , CHKP , S , SAIL , IRNT

+51 pts



Security Software - there is no “Microsoft” of security so prefer a basket investment approach

By mooreideas on April 18, 2022, 2:09 p.m.
Tagged topics: deep dive

Views: 177, Votes: 8, Responses: 2, Attachments: 1
FTNT , RPD , SAIL , VRNS

+34 pts



Security Software - 1Q Checks Remain Strong as Favorable Backdrop Persists

By realjoe on April 11, 2022, 12:08 p.m.
Tagged topics: security software

Views: 30, Votes: 2, Responses: 0, Attachments: 1
CRWD , CYBR , KNBE , OKTA , S , VRNS , NET , ZS

+38 pts



Historic cyber bill becomes law, set to drive security spend

By labjordan on March 22, 2022, 10:11 a.m.
Tagged topics: security spending

Views: 184, Votes: 3, Responses: 0, Attachments: 1
CRWD , CYBR , ESTC , FORG , KNBE , OKTA , PANW , RPD , SAIL , SPLK , TENB , VRNS

+37 pts



November pullback is a buying opportunity

By realjoe on Dec. 6, 2021, 12:32 p.m.
Tagged topics: buy the dip

Views: 66, Votes: 3, Responses: 0, Attachments: 1
OKTA , MSFT , PING , SAIL , CRWD , ZS , PANW , NET , VRNS , VMW , RPD

+53 pts



Bullish on Cyber Security as it's set to gain prominence in a post-COVID world, and expand beyond the traditional on-prem datacenter

By josiebe on Nov. 8, 2021, 12:14 p.m.
Tagged topics: post-COVID , secular growth , deep dive , security software

Views: 515, Votes: 7, Responses: 1, Attachments: 2
TENB , SAIL , VRNS , QLYS , CHKP

+42 pts



Morgan Stanley Q3 checks indicate stronger security spending environment, favors $TENB $SAIL $VRNS

By josiebe on Oct. 20, 2021, 3:17 p.m.
Tagged topics: analyst checks , Morgan Stanley , security spending , security software

Views: 213, Votes: 4, Responses: 1, Attachments: 2
MSFT , ADBE , CRM , INTU , SPLK , ASAN , CRWD , NET , PANW , SAIL , VRNS

+32 pts



Jefferies believes software valuations will be range bound in the near term, with the next leg driven by fundamentals

By bbern3 on July 7, 2021, 5:10 p.m.
Tagged topics: valuations , growth stock , Jefferies , fundamentals

Views: 200, Votes: 2, Responses: 0, Attachments: 14
MSFT , ADBE , CRM , INTU , SPLK , ASAN , CRWD , SAIL , VRNS

+37 pts



$SPLK - Jefferies sees more near-term downside from broad tech selloff given valuations still ~11% above historical average (as requested)

By cassie on May 10, 2021, 1:13 p.m.
Tagged topics: valuations , sector rotation , Jefferies , growth vs value , tech selloff , growth to value

Views: 214, Votes: 3, Responses: 0, Attachments: 15