Varonis Systems: Share Price Weakness Is Not Due To Poor Demand
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Varonis Systems' share price has dropped due to concerns over flat ARR growth and weaker margins. However, the company's SaaS transition is ahead of schedule, expected to complete by FY25, which should drive growth and profitability. AI-driven solutions are gaining traction, indicating strong long-term demand.
February 10, 2025 | 11:30 am
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Varonis Systems' share price has dropped due to short-term concerns over flat ARR growth and weaker margins. However, the company's SaaS transition is ahead of schedule, expected to complete by FY25, which should drive growth and profitability. AI-driven solutions are gaining traction, indicating strong long-term demand.
The short-term share price drop is attributed to concerns over flat ARR growth and weaker margins. However, the SaaS transition is progressing well and is expected to complete by FY25, which should lead to growth acceleration and improved profitability. Additionally, AI-driven solutions are gaining traction, suggesting robust long-term demand.
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