Recent insider selling of Varonis Systems shares, with no purchases in the last quarter, raises caution. The long-term analysis of insider transactions doesn't inspire confidence about the company.
Cybersecurity stocks outperform other growth stocks, with an average 23.7% increase since last earnings. Strong quarters for CrowdStrike and SentinelOne, weaker for Varonis and Rapid7. The shift to cloud-based software and related cybersecurity risks could fuel sector growth.
Varonis Systems' lower-than-industry revenue growth isn't affecting its high P/S ratio. Overly bullish investors could face disappointment if the P/S aligns with the growth outlook.
David Bass's recent share sale draws concern about insiders' perspective on the current stock valuation. The company's low level of insider ownership suggests caution. Analysis advises caution before purchasing company shares.
バロニス・システムズに関するコメント
Nice
✅💭
11/1 watchlist
$アーチ・キャピタル・グループ(ACGL.US)$$Aeglea BioTherapeutics(AGLE.US)$$アクチニウム・ファーマシューティカルズ(ATNM.US)$$エイビス・バジェット・グループ(CAR.US)$$カルディオ・ダイアグノスティックス・ホールディング(CDIO.US)$$1847 Holdings(EFSH.US)$ $エッツィー(ETSY.US)$$GETゲッティ・イメージズ・ホールディングス(GETY.US)$$NXPセミコンダクターズ(NXPI.US)$$ティルレイ・ブランズ(TLRY.US)$$バロニス・システムズ(VRNS.US)$
コラムTop upgrades and downgrades on 6/27: ETSY, CHWY, BBBY, GTLB and more
• $オートゾーン(AZO.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $2,296 (from $1,969)
• $チューイー(CHWY.US)$ : Needham Upgrades to Buy from Hold - PT $55
• $ナショナル・ビジョン・ホールディングス(EYE.US)$ : Goldman Sachs Upgrades to Buy from Neutral - PT $32 (from $31)
• $フレゼニウス・メディカル・ケア(FMS.US)$ : Jefferies Upgrades to Buy from Underperform - PT $33.70 (from $30.30)
• $ギットラブ(GTLB.US)$ : Goldman Sachs Upgrades to Buy from Neutral - ...
コラムTop upgrades and downgrades on 4/29
• $Fortune Brands Home & Security(FBHS.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $84 (from $74)
• $フォワード・エアー(FWRD.US)$ : Stifel Upgrades to Buy from Hold - PT $136 (from $122)
• $グローサリー・アウトレット・ホールディング(GO.US)$ : BofA Securities Upgrades to Buy from Underperform - PT $37 (from $23)
• $ハブ・グループ(HUBG.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $92 (from $76)
• $IQVIAホールディングス(IQV.US)$ : Piper Sandler Upgrades to Overweight...
Expected to boom soon just need time to see the result. Great company
No great news so the stock doing some adjustment for this few week
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