Varonis Systems: Solid Outlook For The Business - Seeking Alpha

Feb 19, 2024 · Summary. Varonis Systems shows strong performance in 4Q23 earnings, with ARR and revenue growth exceeding expectations. The Company is making significant …

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Varonis: Still Strong Demand Due To Secular Growth Drivers

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Feb 8, 2024 · This situation presents the best-case outlook for VRNS. Bear scenario (30% probability) assumptions - VRNS to deliver a revenue of $536 million in FY 2024, a 7.4% growth.

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Varonis Systems: 3 Factors That Make It A Buy - Seeking Alpha

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Oct 11, 2024 · From their $520.8 million of revenue generated over the last year, Varonis produced $440.3 million of gross profit. This represents a gross margin of 84.5%. It's worth …

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Varonis Systems: Firing On All Cylinders - Seeking Alpha

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Jul 31, 2024 · 2Q24 earnings (announced two days ago) VRNS reported a solid quarter, with total revenue growth accelerating back to a new high over the past 6 quarters, growing 12.9% in …

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Varonis Overview - Seeking Alpha

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9 VARONIS SYSTEMS. PROPRIETARY. $14.5 BN Storage Management $36.3 BN Security Software $16.1 BN Infrastructure Software $5.3 BN Data Integration $28.3 BN IT Operations …

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Undercovered Dozen: Aurora Cannabis, FREYR Battery ... - Seeking …

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13 hours ago · The outlook increase of $37.5 million at the midpoint reflects solid portfolio performance, and overall, our team walked away from the Q3 print with an unchanged view of …

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ASML: Market Dominator At A Discount - Seeking Alpha

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2 days ago · ASML stock is 9% undervalued after a recent 19% drop, driven by a revised FY 2025 revenue outlook. ASML dominates the advanced lithography market with over 80% share, …

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Thermo Fisher Scientific: Near The Bottom And ... - Seeking Alpha

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2 days ago · TMO is currently trading at 22.99x FY25 consensus EPS estimates of $23.58 and 20.55x FY26 consensus EPS estimates of $26.37. Over the last five years, the stock has …

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Pegasystems: Soaring Potential Backed By AI - Seeking Alpha

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4 days ago · Valuation. PEGA is currently trading at $88.02, 99.6% of its 52-week trading high ($44.07 - $88.40). My DCF model yields an implied share price of $100.30, within a range of …

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Akamai Technologies Q3: Interesting Enough To Put On My …

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2 days ago · Summary. Akamai Technologies' Q3 earnings showed mixed results, with revenue up 3.6% y/y but a significant GAAP operating margin drop due to restructuring charges. The …

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Analyzing And Valuing Molina Healthcare As A Solid Company

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3 days ago · The Medicaid health program, which represents 91% of Molina Healthcare’s revenues, is expected to grow 5.2% annually between 2023 and 2032. After valuing the …

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FAQs about Varonis Systems: Solid Outlook For The Business - Seeking Alpha Coupon?

Should I buy Varonis Systems (vrns) stock?

I stay buy rated on Varonis Systems stock given the accelerating growth due to successful SaaS transition and strong MDDR adoption. 2Q24 earnings beat expectations with total revenue growth at a new high, driving optimism for future growth outlook. My price target for VRNS is ~$77. ...

Should I buy Varonis Systems?

I recommend Varonis Systems as a 'Buy' due to re-accelerating revenue growth, strong price momentum, and significant insider buying. Despite having not produced an operating profit, Varonis is already generating close to $100 million of cash from operations. ...

Does Varonis have a good business model?

All signs point to the fact that the business model transition is going well. Due to their asset-light business model, Varonis' gross margins are incredibly strong. From their $520.8 million of revenue generated over the last year, Varonis produced $440.3 million of gross profit. This represents a gross margin of 84.5%. ...

Did Varonis Systems' 2q24 earnings beat expectations?

Varonis Systems' 2Q24 earnings beat expectations with total revenue growth at a new high. See why I retain my buy rating on VRNS stock. ...

Is Varonis a SaaS company?

For the majority of the company's life, Varonis operated on a licensing model. However, in 2019, Varonis' management announced that the company would be transitioning to a subscription-based, SaaS model. Although markets initially reacted poorly to the news about the business model transition, the stock has performed well since. ...

How did Varonis Systems perform in 4q23?

Varonis Systems shows strong performance in 4Q23 earnings, with ARR and revenue growth exceeding expectations. The Company is making significant progress in its transition to a SaaS model, with SaaS accounting for 66% of new business ARR. ...