VRNS
T2Varonis Systems, Inc.
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Notes
| Date | Comment | Comment Type | Comment Sentiment | Link | Price Reaction |
|---|---|---|---|---|---|
| 2026-07-28 | Varonis (VRNS) surpassed Q2 2026 revenue and non-GAAP EPS estimates, driven by 25% SaaS ARR growth (ex-conversions) and strong AI security product adoption. The company also raised its full-year guidance. Despite this, the stock significantly underperformed, falling 12.90% (t+2 days) relative to SPY, signaling market concern over wider GAAP losses, reduced free cash flow, and potentially the pace of margin expansion. | Earnings Transcript | Negative | -12.90% (vs SPY: -13.73%) |