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Varonis upgraded to Buy from Hold at Jefferies

Jefferies upgraded Varonis (VRNS) to Buy from Hold with a price target of $65, up from $50. The firm believes cybersecurity spend will remain “robust” and continue to hold a “steady percentage” of software budgets in the coming years. Varonis offers small-cap exposure to artificial intelligence in the space, the analyst tells investors in a research note. Jefferies names the stock one of its favorites for the second half of 2025. The company is positioned to address the “increasingly important” data governance market as generative AI adoption materializes, the firm contends.

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