No qualifying author-owned investment thesis was confirmed in this post.
The author expresses confusion and asks for an explanation rather than providing a directional investment judgment or thesis.
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A bit of a curiosity - Varonis (VRNS) is a data security company with solid revenues and growth. Now after the announcement of an earnings beat of 145% (EPS of 0.8 vs forecasted 0.3) the stock tanked from 32 USD to 20 USD. The recent high in october was at 62 USD. On top of this, financially the company is healthy without debt.
Make it make sense.