J Studios Investment overview I wrote about Varonis Systems (NASDAQ:VRNS) previously (late May 2024) with a buy rating as the SaaS transition was progressing much better than expected (pulled forward by 1 year), and I had a positive view of VRNS’s new MDDR product. I stay buy-rated for VRNS as I expected growth to continue accelerating given that the transition to SaaS is progressing nicely, the sales cycle is shorter, and MDDR adoption is strong as expected. 2Q24 earnings (announced two days ago) VRNS  ...