Varonis Systems (VRNS) Fell as It Missed Quarterly Projections

In its fourth-quarter 2025 capitalist letter, Loomis Sayles Small Cap Growth Fund highlighted stocks similar Varonis Systems, Inc. (NASDAQ:VRNS). Varonis Systems, Inc. (NASDAQ:VRNS) is simply a cybersecurity bundle institution that provides AI-powered information extortion technology. On March 24, 2026, Varonis Systems, Inc. (NASDAQ:VRNS) banal closed astatine $22.01 per share. One-month instrumentality of Varonis Systems, Inc. (NASDAQ:VRNS) was -3.13%, and its shares are down 47.21% implicit the past 12 months. Varonis Systems, Inc. (NASDAQ:VRNS) has a marketplace capitalization of $2.595 billion

Loomis Sayles Small Cap Growth Fund stated the pursuing regarding Varonis Systems, Inc. (NASDAQ:VRNS) successful its 4th fourth 2025 capitalist letter:

"Varonis Systems, Inc. (NASDAQ:VRNS), Stride and Commvault Systems were the bottommost idiosyncratic detractors overall. Varonis designs and develops record investigation and information absorption bundle solutions. The institution missed its quarterly projections by astonishing investors and customers with an announcement to extremity its on-premises solution. This solution represented astir 15% of gross and aft seeing debased renewals, the institution decided to propulsion the plug and alternatively absorption connected its palmy SaaS platform. This astonishment led to utmost volatility, which triggered our halt nonaccomplishment and we exited the name."

Varonis Systems, Inc. (NASDAQ:VRNS) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 31 hedge money portfolios held Varonis Systems, Inc. (NASDAQ:VRNS) astatine the extremity of the 4th quarter, compared to 37 successful the erstwhile quarter. In Q4 2025, Varonis Systems, Inc. (NASDAQ:VRNS) reported total revenue of $173.4 million, reflecting an summation of 9% from Q4 2024. While we admit the imaginable of Varonis Systems, Inc. (NASDAQ:VRNS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.