Jul. 14 at 9:08 PM
Barclays is bullish on Varonis Systems ahead of earnings, expecting another potential beat driven by improving SaaS ARR trends and easier comparisons in the second half of the year, which could support accelerating growth into fiscal 2027. The company has also received GovRAMP authorization for its Data Security Platform and has reportedly attracted private equity interest.
The firm sees positive momentum for CCC Intelligent Solutions as claims-volume headwinds normalize, with two major contract wins expected to contribute to revenue growth in the second half of the year.
Barclays is more cautious on Check Point Software, citing mixed business trends and go-to-market disruptions that could pressure near-term billings. However, recent product announcements, including OpenAI integration and AWS European Sovereign Cloud availability, support its longer-term outlook.
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