Research Feed
VRNS: Management Buying at $33, Stock at $24 After Lawsuit Panic
Varonis (VRNS) cratered -10.8% today (Feb 4) on 8.8× normal volume, closing at $23.67. RSI plunged to 17.7 — extreme oversold territory. The stock is now trading 30% below the $33.45 price where management executed $15M of buybacks just 8 weeks ago (Dec 2025). The selloff appears driven by two facto
VRNS -9% Post-Earnings: SaaS Transition Executing, But 2026 Profitability Hole Spooks Market
Varonis (VRNS) dropped 9.3% on Q4 2025 earnings despite beating revenue and EPS. The numbers looked solid on the surface—ARR +16% YoY, SaaS ARR $638.5M (86% of total), FCF +22%, EPS $0.08 vs $0.03 consensus—but the 2026 guidance revealed a profitability hole the market wasn't expecting. The real sto