Jefferies upgrades Varonis, names top cybersecurity picks for amid AI tailwinds
Investing.com -- Jefferies upgraded Varonis Systems (NASDAQ:VRNS) to Buy and highlighted Palo Alto Networks (NASDAQ:PANW), Zscaler (NASDAQ:ZS), CyberArk, and SailPoint as its top cybersecurity picks for the second half of 2025, citing resilient sector spending and growing demand tied to generative AI adoption.