Varonis Systems, Inc. - Common Stock (VRNS)

Check out the companies making headlines this week:

Shares of data security company Varonis Systems (NASDAQ:VRNS) jumped 6.1% in the afternoon session after Cantor Fitzgerald maintained an Overweight rating on the data security company despite lowering its price target. 

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Varonis Systems delivers data security and analytics software for enterprises managing sensitive information across global IT environments.

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As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the cybersecurity industry, including Varonis Systems (NASDAQ:VRNS) and its peers.

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Varonis Systems’ third quarter results were met with a significant negative market reaction, as the company’s revenue and operating income missed Wall Street expectations. Management pointed to a sharp and unexpected decline in renewal rates within its on-premises subscription (OPS) business, especially during the final weeks of the quarter, as a key factor behind the underperformance. CEO Yakov Faitelson described the on-prem subscription segment as a drag on overall growth, acknowledging, "the reduction in the renewal rate that happened in the final weeks of Q3 was unexpected." Management also announced cost controls, including a 5% workforce reduction, to address these challenges.

Shares of data security company Varonis Systems (NASDAQ:VRNS) fell 2.7% in the afternoon session after the company announced a 5% workforce reduction and received a lower price target from an analyst, extending the slide from its recent weak earnings report. 

Shares of data security company Varonis Systems (NASDAQ:VRNS) jumped 8.5% in the morning session after the stock rebounded following a steep sell-off in the previous session, which followed disappointing third-quarter results and a lowered full-year forecast. The data security company’s shares had plunged significantly after it reported weak renewals in its on-premise subscription business and announced plans to cut its workforce by about 5%. However, investors appeared to be looking past the initial bad news. Despite the challenges, the company’s Annual Recurring Revenue (ARR) increased by 18% year over year to $718.6 million, with its cloud-based SaaS business showing strength. In a sign of confidence in its long-term value, Varonis's board also authorized a $150 million stock buyback program.

Varonis' latest quarterly report suggests that the company's growth story is being disrupted.

Varonis shares are falling Wednesday after the company reported third-quarter revenue below estimates and issued soft guidance.

Shares of data security company Varonis Systems (NASDAQ:VRNS) fell 45.5% in the afternoon session after the company posted disappointing third-quarter results and cut its full-year guidance. For the third quarter, Varonis reported revenue of $161.6 million, falling short of Wall Street's expectations. While its adjusted earnings per share of $0.06 slightly beat forecasts, this was overshadowed by weakness elsewhere. The company's outlook particularly concerned investors, as its fourth-quarter revenue guidance of $168 million came in below analysts' projections. Compounding the issue, Varonis slashed its full-year adjusted earnings per share guidance by 26.5%. The combination of a current revenue miss and a weaker-than-expected forecast for future revenue and profit prompted the sharp sell-off.