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   <title>Varonis stock surges on report of Proofpoint acquisition talks</title>
   <link>http://www.streetinsider.com/Investing/Varonis+stock+surges+on+report+of+Proofpoint+acquisition+talks/27018522.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;Varonis Systems&lt;/span&gt;&lt;/span&gt; (NASDAQ:VRNS) shares jumped 13% Wednesday afternoon following a Bloomberg report that Proofpoint is in talks to acquire the cybersecurity company.&lt;/p&gt;
&lt;p&gt;According to the report, Proofpoint, which is backed by private equity firm Thoma Bravo, is in discussions to acquire Varonis. People familiar with the matter said a transaction could be announced in the coming weeks, though no final decision has been made and talks could still fall apart or another bidder could emerge. &lt;/p&gt;
&lt;p&gt;Before the report surfaced, Varonis a market value of approximately $4.7 billion.&lt;/p&gt;
&lt;p&gt;Representatives for Thoma Bravo, Proofpoint and Varonis did not immediately</description>
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   <pubDate>Wed, 02 Sep 2026 15:29:39 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Varonis stock surges on report of Proofpoint acquisition talks</title>
   <link>http://www.streetinsider.com/General+News/Varonis+stock+surges+on+report+of+Proofpoint+acquisition+talks/27018522.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;Varonis Systems&lt;/span&gt;&lt;/span&gt; (NASDAQ:VRNS) shares jumped 13% Wednesday afternoon following a Bloomberg report that Proofpoint is in talks to acquire the cybersecurity company.&lt;/p&gt;
&lt;p&gt;According to the report, Proofpoint, which is backed by private equity firm Thoma Bravo, is in discussions to acquire Varonis. People familiar with the matter said a transaction could be announced in the coming weeks, though no final decision has been made and talks could still fall apart or another bidder could emerge. &lt;/p&gt;
&lt;p&gt;Before the report surfaced, Varonis a market value of approximately $4.7 billion.&lt;/p&gt;
&lt;p&gt;Representatives for Thoma Bravo, Proofpoint and Varonis did not immediately</description>
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   <pubDate>Wed, 02 Sep 2026 15:29:39 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Varonis Systems (VRNS) 1500 contracts of June 70 calls trade, share price up 11.5%</title>
   <link>http://www.streetinsider.com/Options/Varonis+Systems+%28VRNS%29+1500+contracts+of+June+70+calls+trade%2C+share+price+up+11.5%25/27018484.html</link>
   <description>&lt;p&gt;Varonis Systems (NASDAQ: VRNS) 30-day option implied volatility is at 48; compared to its 52-week range of 28 to 98. Call put ratio 2.2 calls 1 put with a focus on 1500 contracts of June 70 calls as share price up 11.5%.&lt;/p&gt;</description>
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   <pubDate>Wed, 02 Sep 2026 15:22:28 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Varonis Systems (VRNS)  Halted on Volatility</title>
   <link>http://www.streetinsider.com/Trading+Halts/Varonis+Systems+%28VRNS%29++Halted+on+Volatility/27018371.html</link>
   <description>&lt;p&gt;Varonis Systems (NASDAQ: VRNS) Halted on Volatility&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Following M&amp;A Chatter&lt;br /&gt; &lt;/li&gt;&lt;/ul&gt;</description>
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   <pubDate>Wed, 02 Sep 2026 15:01:43 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg</title>
   <link>http://www.streetinsider.com/Rumors/Thoma+Bravo%27s+Proofpoint+Is+Said+In+Talks+To+Acquire+Varonis+-+Bloomberg/27018369.html</link>
   <description>&lt;p&gt;Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg&lt;/p&gt;</description>
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   <pubDate>Wed, 02 Sep 2026 15:01:12 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg</title>
   <link>http://www.streetinsider.com/Mergers+and+Acquisitions/Thoma+Bravo%27s+Proofpoint+Is+Said+In+Talks+To+Acquire+Varonis+-+Bloomberg/27018369.html</link>
   <description>&lt;p&gt;Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg&lt;/p&gt;</description>
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   <pubDate>Wed, 02 Sep 2026 15:01:12 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg</title>
   <link>http://www.streetinsider.com/Trader+Talk/Thoma+Bravo%27s+Proofpoint+Is+Said+In+Talks+To+Acquire+Varonis+-+Bloomberg/27018369.html</link>
   <description>&lt;p&gt;Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg&lt;/p&gt;</description>
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   <pubDate>Wed, 02 Sep 2026 15:01:12 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg</title>
   <link>http://www.streetinsider.com/Hot+M+and+A/Thoma+Bravo%27s+Proofpoint+Is+Said+In+Talks+To+Acquire+Varonis+-+Bloomberg/27018369.html</link>
   <description>&lt;p&gt;Thoma Bravo's Proofpoint Is Said In Talks To Acquire Varonis - Bloomberg&lt;/p&gt;</description>
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   <pubDate>Wed, 02 Sep 2026 15:01:12 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Varonis Achieves Snowflake Premier Partner Status</title>
   <link>http://www.streetinsider.com/Press+Releases/Varonis+Achieves+Snowflake+Premier+Partner+Status/27009649.html</link>
   <description>&lt;p&gt;&lt;strong&gt;Expanded collaboration and inclusion on the Snowflake Marketplace make it easier than ever for customers to secure the data and AI they build and run in Snowflake&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;MIAMI, Sept.  01, 2026  (GLOBE NEWSWIRE) -- &lt;a href=&quot;https://www.globenewswire.com/Tracker?data=G06haroYJQYLsdOJY5wDaU4EVQoz1pRNjBbH59qbx3GvChrH5XiDHE6IMkSaxphhr5Lv_Ky7ADDHOX6f0S0WKc1QYc3UOFRARs54VIl-UJU=&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;&lt;u&gt;Varonis Systems, Inc.&lt;/u&gt;&lt;/a&gt; (NASDAQ: VRNS), the data and AI security leader, announced two milestones that deepen its integration with Snowflake: Varonis is now a Premier Partner and is available on &lt;a href=&quot;https://www.globenewswire.com/Tracker?data=4kfoR3oPk9IC9RIWHUGr6V0GssSitGpcHZSgUh3XKlJj8kQYPGpqccl7SPlFGKLDdK7FyCCeBfX9RGmG9A3AnIvqx2pKglJ37OdMUfw1oPV8-9KOob39ic4BtPnxdYTtmuW2ooeo8P4OQXKS5f2BOkealCzDjghqTgr3xwsqLQk=&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;&lt;u&gt;Snowflake Marketplace&lt;/u&gt;&lt;/a&gt;.&lt;/p&gt;  &lt;p&gt;AI agents, copilots, and LLMs now read, write, and act on data flowing through data lakes, warehouses, and everywhere in between. Varonis helps enterprises secure Snowflake</description>
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   <pubDate>Tue, 01 Sep 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Varonis Achieves Snowflake Premier Partner Status</title>
   <link>http://www.streetinsider.com/Globe+Newswire/Varonis+Achieves+Snowflake+Premier+Partner+Status/27009649.html</link>
   <description>&lt;p&gt;&lt;strong&gt;Expanded collaboration and inclusion on the Snowflake Marketplace make it easier than ever for customers to secure the data and AI they build and run in Snowflake&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;MIAMI, Sept.  01, 2026  (GLOBE NEWSWIRE) -- &lt;a href=&quot;https://www.globenewswire.com/Tracker?data=G06haroYJQYLsdOJY5wDaU4EVQoz1pRNjBbH59qbx3GvChrH5XiDHE6IMkSaxphhr5Lv_Ky7ADDHOX6f0S0WKc1QYc3UOFRARs54VIl-UJU=&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;&lt;u&gt;Varonis Systems, Inc.&lt;/u&gt;&lt;/a&gt; (NASDAQ: VRNS), the data and AI security leader, announced two milestones that deepen its integration with Snowflake: Varonis is now a Premier Partner and is available on &lt;a href=&quot;https://www.globenewswire.com/Tracker?data=4kfoR3oPk9IC9RIWHUGr6V0GssSitGpcHZSgUh3XKlJj8kQYPGpqccl7SPlFGKLDdK7FyCCeBfX9RGmG9A3AnIvqx2pKglJ37OdMUfw1oPV8-9KOob39ic4BtPnxdYTtmuW2ooeo8P4OQXKS5f2BOkealCzDjghqTgr3xwsqLQk=&quot; rel=&quot;nofollow&quot; target=&quot;_blank&quot;&gt;&lt;u&gt;Snowflake Marketplace&lt;/u&gt;&lt;/a&gt;.&lt;/p&gt;  &lt;p&gt;AI agents, copilots, and LLMs now read, write, and act on data flowing through data lakes, warehouses, and everywhere in between. Varonis helps enterprises secure Snowflake</description>
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   <pubDate>Tue, 01 Sep 2026 09:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">VRNS</category>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
   <pubDate>Wed, 19 Aug 2026 09:25:38 -0400</pubDate>
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   <title>Truist's 2Q26 Off-Cycle Earnings Preview for Cybersecurity Software: 'We favor RBRK and SAIL'</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</link>
   <description>&lt;p&gt;Truist Securitas analyst Junaid Siddiqui previews 2Q26 Off-Cycle Earnings for the Cybersecurity Software sector.&lt;/p&gt;&lt;p&gt;The analyst commented: &quot;Off-cycle earnings begin with OKTA and CRWD reporting on Aug 26th AMC. The setup appears constructive, though increasingly company-specific as investors continue to separate platform winners from vendors facing execution or portfolio transitions. While cyber spending remains resilient, budgets are becoming more concentrated around identity security, cyber resilience, AI governance, data security, and platform consolidation. We favor RBRK and SAIL heading into earnings, as both appear well positioned for beat-and-raise quarters while continuing to benefit from strong demand tied to AI-driven security, governance, and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+Comments/Truist%27s+2Q26+Off-Cycle+Earnings+Preview+for+Cybersecurity+Software%3A+%27We+favor+RBRK+and+SAIL%27/26948156.html</guid>
   <pubDate>Wed, 19 Aug 2026 09:25:38 -0400</pubDate>
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