Core Thesis - Varonis Systems, Inc. is positioned to capitalize on the growing cybersecurity market, particularly in Data Security Posture Management (DSPM) and Data Security & Governance (DSG) [2][4] Company Overview - Varonis operates in the expanding cybersecurity market, focusing on securing unstructured data across hybrid and cloud environments [2] - The market is driven by rapid data growth, AI and cloud adoption, and tightening global regulations, with SaaS adoption creating a larger recurring revenue opportunity [2] Financial Performance - The five-year revenue forecast shows a 13.6% CAGR, influenced by macroeconomic headwinds and the transition to SaaS [3] - Reported GAAP profits are currently low due to ratable SaaS revenue, but underlying Annual Recurring Revenue (ARR) growth is strong at 18% [5] - Profitability is expected in three years, with a sustainable Return on Equity (ROE) projected at 11.2% [5] Strategic Positioning - Varonis's competitive advantage lies in its deep data expertise and automated remediation capabilities, which enable it to secure complex hybrid environments at scale [4] - The company is undergoing a challenging two-year SaaS transition, which has caused temporary revenue headwinds but reflects management's long-term conviction [4] Market Opportunities - If Varonis achieves post-transition ARR growth above 25% and successfully scales its Managed Data Detection and Response (MDDR) service, it could significantly exceed current market expectations [5] - The company is also executing a $150 million buyback, indicating management's confidence in its future growth potential [5]

ATLANTA, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC reminds investors of the deadline to seek to be appointed lead plaintiff in the following class action lawsuits: Ardent Health, Inc. (ARDT) The shareholder class action lawsuit filed against Ardent Health, Inc. (“Ardent Health” or the “Company”) (NYSE: ARDT) alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material facts regarding the collectability of Ardent Health’s accounts receivable betwe ...

Company Overview - Varonis Systems, Inc. is a leading provider of data security and analytics software, serving over 2,400 employees and a global enterprise customer base [5] - The company's strategy focuses on enabling organizations to protect sensitive information, manage access, and comply with regulatory requirements through advanced, scalable solutions [5] - Varonis leverages proprietary technology and expertise to help clients address evolving data protection challenges in both on-premises and cloud environments [5] Financial Performance - As of February 17, 2026, Varonis reported a revenue of $623.53 million and a net income of ($129.32 million) [3] - The share price was $25.32, reflecting a one-year price change of -42.74%, underperforming the S&P 500 by 54.5 percentage points [3] Recent Transactions - American Capital Management increased its position in Varonis Systems by acquiring 137,233 shares during the fourth quarter of 2025, with an estimated transaction value of $5.76 million [2][8] - The value of the Varonis position at quarter-end fell by $29.34 million, which includes the impact of additional shares and changes in share price [2]

Core Viewpoint - JFrog's share price dropped 24.94% following the launch of Anthropic's Claude Code Security, raising concerns about AI tools potentially replacing existing cybersecurity solutions [1][2]. Company Overview - JFrog, co-founded and led by CEO Shlomo Ben Haim, specializes in software development solutions [2]. - The company has experienced a significant decline in stock value, losing 39.6% since the beginning of 2026, which equates to a market cap reduction of nearly $3 billion, bringing it down to $4.5 billion [5]. Market Reaction - The launch of Claude Code Security by Anthropic has led to a broader decline in cybersecurity stocks, with notable drops in SentinelOne (down 4.35%) and Varonis (down 7.68%) [2]. - Investment bank Jefferies' analyst Joseph Gallo expressed that while the cybersecurity field will ultimately benefit from AI, there will be increasing headwinds until the impact of AI on cybersecurity becomes clearer [5]. Analyst Perspectives - Raymond James stated that the decline in JFrog's stock is exaggerated and views it as a short-term risk that does not affect the company's strategic position, maintaining a positive outlook due to the company's foresight and platform resilience [6].

BRBR Alert: BellRing Brands (BRBR) Facing Securities Class Action Over Alleged Artificial Growth and $2.9 Billion Value Wipeout - Hagens Berman [Accessibility Statement] Skip NavigationSAN FRANCISCO, Feb. 20, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is issuing an updated notice to investors in BellRing Brands, Inc. (NYSE: BRBR) regarding the March 23, 2026, lead plaintiff deadline accusing BellRing and certain of BellRing's top executives of securities fraud.[CLICK HERE TO SUB ...

Core Viewpoint - Richtech Robotics is facing a securities class action lawsuit following a significant drop in its stock price after Microsoft denied a commercial partnership, raising questions about the company's previous statements regarding its AI-driven robot business [1][1][1] Group 1: Lawsuit Details - The lawsuit seeks to represent investors who acquired Richtech securities between January 27, 2026, and January 29, 2026, after the stock price fell over 20% due to the news from Microsoft [1][1][1] - Hagens Berman, a national shareholder rights law firm, is investigating claims that Richtech violated federal securities laws by misleading investors about its relationship with Microsoft [1][1][1] Group 2: Company Statements and Market Reaction - On January 27, 2026, Richtech announced a collaboration with Microsoft, which initially caused its stock to soar by 30% [1][1][1] - The following day, Richtech disclosed a dilutive private placement of 8.5 million Class B common shares, raising concerns about the timing and implications of the announcement [1][1][1] - On January 29, 2026, Hunterbrook Media reported that Microsoft characterized the engagement as a standard customer program with no commercial element, leading to a further decline in Richtech's stock price by over 20% [1][1][1] Group 3: Investigation Focus - The investigation by Hagens Berman is centered on whether Richtech intentionally misled investors to facilitate the equity raise and if the situation represents a new form of "AI washing" [1][1][1]

Core Viewpoint - Ramaco Resources, Inc. is facing a class action lawsuit due to allegations of issuing materially false and misleading statements regarding its mining activities at the Brook Mine during the class period from July 31, 2025, to October 23, 2025 [1] Group 1: Allegations - The lawsuit claims that Ramaco did not commence any significant mining activity at the Brook Mine after groundbreaking [1] - It is alleged that no active work was taking place at the Brook Mine, leading to an overstatement of development progress [1] - The positive statements made by the company about its business, operations, and prospects were materially misleading and lacked a reasonable basis [1] Group 2: Class Action Details - The deadline for shareholders to register for the class action and seek lead plaintiff status is March 31, 2026 [1] - Shareholders who purchased shares of METC during the specified class period are encouraged to contact the Gross Law Firm for potential lead plaintiff appointment [1] - Participation in the case does not require appointment as lead plaintiff, and there is no cost or obligation to participate [1]

Core Viewpoint - Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action lawsuit against uniQure N.V. on behalf of investors who purchased shares between September 24, 2025, and October 31, 2025, alleging material misstatements regarding the company's Huntington's disease gene therapy drug [1]. Group 1: Lawsuit Details - The lawsuit, titled Scocco v. uniQure N.V., was filed in the United States District Court for the Southern District of New York [1]. - The class period for the lawsuit is defined as September 24, 2025, to October 31, 2025, with a deadline for investors to seek lead plaintiff status by April 13, 2026 [1]. - The allegations include misleading statements about the Phase I/II clinical trials of uniQure's leading drug candidate, AMT-130, and the timeline for its Biologics License Application (BLA) submission to the FDA [1]. Group 2: Allegations Against uniQure - The complaint claims that uniQure misrepresented the approval status of the Pivotal Study design by the FDA and downplayed the likelihood of delays in the BLA timeline due to the need for additional studies [1]. - It is alleged that the defendants failed to disclose material adverse facts about uniQure's business and operations, leading to a lack of reasonable basis for their statements regarding the company's prospects [1]. Group 3: Investor Actions - Investors affected by the alleged fraud are encouraged to contact Kessler Topaz Meltzer & Check, LLP for a free case evaluation and to consider filing to be a lead plaintiff by the specified deadline [1]. - The lead plaintiff process allows investors to represent the class in directing the litigation, with the potential for recovery not affected by the decision to serve as lead plaintiff [1].

Plug Power, Inc. (PLUG) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit [Accessibility Statement] Skip NavigationBENSALEM, Pa., Feb. 18, 2026 /PRNewswire/ -- [The Law Offices of Howard G. Smith] announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Plug Power, Inc. ("Plug Power" or the "Company") (NASDAQ: [PLUG]).IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN PLUG POWER, INC. (PLUG), CONTACT THE LAW OFFICES OF ...

Oracle Corporation Sued for Securities Law Violations - Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights - ORCL [Accessibility Statement] Skip NavigationNEW YORK, Feb. 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2 ...