VRNS · Varonis Systems Inc

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models. What Happened? A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models. Shares across the enterprise software and software-as-a-service (SaaS) space advanced significantly following stronger-than-expected quarterly results from major technology firms. The sector-wide surge eased long-standing investor fears that artificial intelligence could disrupt traditional software platforms. Instead, quarterly reports and executive remarks highlighted that generative AI is acting as a catalyst for software adoption, allowing enterprise platforms to expand product capabilities and drive tangible monetization. This dynamic was vividly illustrated by recent results from Salesforce, CrowdStrike, and Okta. At Salesforce, AI-powered Agentforce and Slack offerings saw rapid growth, with Agentforce annual recurring revenue (ARR) reaching $1.5 billion. Furthermore, Slackbot, the company's AI assistant, became the fastest-adopted AI product in company history, surpassing 1 million active users just five months after launch. In the cybersecurity space, AI is simultaneously creating new threat vectors and driving urgent defense spending. CrowdStrike CEO George Kurtz attributed recent momentum to “the world’s adoption of AI rapidly expanding the attack surface,” which has intensified the need for advanced security solutions and driven increased uptake of AI security modules. Similarly, Okta reported that its new AI-focused identity offerings drove approximately 30% of new bookings during the quarter and increased average contract values by roughly 40% when included in deals. The broader rally, highlighted by a 20% surge in Salesforce, underscores growing market confidence that established enterprise software vendors are well-positioned to capture massive economic value from the ongoing deployment of AI technologies. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted:Data Storage company Snowflake (NYSE:SNOW) jumped 5.1%. Is now the time to buy Snowflake? Access our full analysis report here, it’s free.Endpoint Security company Varonis Systems (NASDAQ:VRNS) jumped 8.6%. Is now the time to buy Varonis Systems? Access our full analysis report here, it’s free.Content Delivery company Fastly (NASDAQ:FSLY) jumped 7%. Is now the time to buy Fastly? Access our full analysis report here, it’s free.Design Software company Adobe (NASDAQ:ADBE) jumped 6.2%. Is now the time to buy Adobe? Access our full analysis report here, it’s free.Document Management company DocuSign (NASDAQ:DOCU) jumped 7.8%. Is now the time to buy DocuSign? Access our full analysis report here, it’s free.Zooming In On Varonis Systems (VRNS) Varonis Systems’s shares are very volatile and have had 29 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 23 days ago when the stock gained 4.6% on the news that shares across the enterprise software, cybersecurity, and cloud infrastructure sectors caught a massive bid in the premarket session. The rally was ignited by a blockbuster earnings report from data analytics giant Palantir (NYSE: PLTR), whose stock skyrocketed over 26%, acting as a rising tide that lifted dozens of high-growth tech peers, ranging from data players like Snowflake and Datadog to cybersecurity leaders like CrowdStrike and Palo Alto Networks. Varonis Systems is up 39.7% since the beginning of the year, but at $44.77 per share, it is still trading 29.3% below its 52-week high of $63.31 from October 2025. Despite the year-to-date gain, investors who bought $1,000 worth of Varonis Systems’s shares 5 years ago would now be looking at only $672.42.WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.This is what the early days of Palantir looked like before it became a giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.

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Varonis (VRNS) reported earnings 30 days ago. What's next for the stock?

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Varonis (VRNS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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Odyssean LLC purchased a new position in Varonis Systems, Inc. (NASDAQ:VRNS - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 66,475 shares of the technology company's stock, valued at approximately

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Forrester published a new report, The Data Security Platforms Landscape, Q3 2026, this week. It profiles 31 vendors and confirms what buyers already feel in their bones: As AI reshapes how data is accessed, created, and moved, the DSP has become the load-bearing wall of enterprise security. Forrester published a new report, The Data Security Platforms Landscape, Q3 2026, this week. It profiles 31 vendors and confirms what buyers already feel in their bones: As AI reshapes how data is accessed, created, and moved, the DSP has become the load-bearing wall of enterprise security. Forrester calls the DSP category “mature.” Read that as necessary. The DSP has spent a decade earning its place at the center of the security stack, and it is now the layer everything else in AI security must plug into. Three takeaways worth internalizing. 1. Agentic AI expanded what a DSP is for Forrester names agentic AI as both the “main trend” and the “top disruptor” of this category. AI agents are a new class of identity: They access data at machine speed, generate data of their own, and act autonomously. That is not a marginal update to the DSP charter. It is a step change. The buying group also changed with it. It is no longer just the CISO. Data leaders, AI leaders, and CTOs are in the room, because a DSP must fit inside the data and AI architecture their teams are building. 2. Buyers face a remediation gap, not a visibility gap The most useful line in the report has to do with actioning what a DSP discovers: Buyers face a persistent gap between fragmented visibility and accountable remediation while keeping data usable. Translation: Dashboards are cheap, actions are hard. Buyers want DSP findings to trigger real outcomes. Automated remediation at scale is the holy grail in data security. The vendors who win from here are the ones who close the remediation loop without a human in the loop. 3. DSPM is table stakes, enforcement is the platform The most important move Forrester makes in this report is refusing to conflate DSPM with the full job of keeping data secure. DSPM tells you what data you have, where it lives, and whether there are basic security posture issues that put the data at risk. But data discovery is not data security. Forrester’s DSP definition goes further, and it is the right frame: Read the last clause again: enforce policies for data access, use, and lifecycle management. That is the line between a report and a control plane. Between “you have exposed customer data in this SharePoint site please go fix it” and “we revoked 1M excessive permissions automatically and nothing broke.” Customers do not need another dashboard telling them their data is at risk. They need a platform that will do something about it. Forrester’s broader definition finally puts the enforcement half of the job on the same page as the discovery half, where it belongs. Forrester's Landscape also folds in functionality such as database activity monitoring and data-centric threat detection into the category, which should be core capabilities of a DSP, not adjacent tools. Where Varonis lands Last year, Forrester named Varonis a Leader in The Forrester Wave™: Data Security Platforms, Q1 2025. If the market is moving toward continuous, integrated, action-taking data controls that keep humans and agents inside the guardrails, that is the fight we picked years ago. One platform, delivered as multitenant SaaS, doing both discovery and enforcement in the AI era. If you have a Forrester subscription, you can read the full report here. Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. This report is part of a broader collection of Forrester resources, including interactive models, frameworks, tools, data, and access to analyst guidance. For more information, read about Forrester’s objectivity here.

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