Varonis Systems (VRNS)

Currency in USD
48.15
+0.58(+1.22%)
Closed·
48.43+0.28(+0.58%)
·
VRNS is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
47.5348.64
52 wk Range
19.7063.90
Key Statistics
Prev. Close
48.15
Open
47.72
Day's Range
47.53-48.64
52 wk Range
19.7-63.9
Volume
1.08M
Average Vol. (3m)
1.8M
1-Year Change
-20.7146%
Book Value / Share
3.87
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
VRNS Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
51.32
Upside
+6.58%
Members' Sentiments
Bearish
Bullish
ProTips
Impressive gross profit margins

Varonis Systems News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

17 Buy
6 Hold
1 Sell
Ratings:
24 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 51.32
(+6.58% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Wedbush
Hold46.00-4.47%-New CoverageSep 10, 2026
Needham
Buy55.00+14.23%50.00MaintainSep 09, 2026
Cantor Fitzgerald
Buy55.00+14.23%-MaintainSep 08, 2026
DA Davidson
Buy55.00+14.23%55.00MaintainJul 29, 2026
Cantor Fitzgerald
Buy55.00+14.23%55.00MaintainJul 29, 2026

Varonis Systems SWOT Analysis


M&A Potential
The company's specialized data security capabilities and established customer base position it as an attractive acquisition target for larger technology firms
Churn Headwinds
Elevated attrition rates among on-premises customers raise questions about whether retention challenges represent temporary setbacks or structural concerns
Analyst Perspectives
Price targets range from $37 to $50, averaging $45.50, reflecting divided views on the company's ability to achieve 20% SaaS ARR growth targets
SaaS Transition Test
Varonis navigates critical business model shift to subscription-based revenue while confronting elevated customer churn and federal market weakness
Read full SWOT analysis

Varonis Systems Earnings Call Summary for Q2/2026

  • Varonis Q2 revenue rose 18% YoY to $180M, beating estimates of $176.79M; adjusted EPS of $0.04 topped forecast of $0.01 despite shares falling 5.2%
  • SaaS ARR excluding conversions grew 25% YoY to $598.1M; renewal rates remained above 90% signaling strong customer retention
  • Full-year guidance raised: revenue now $735M-$739M, free cash flow $105M-$110M, SaaS ARR growth expected at 28%-33%
  • Several large deals slipped late in Q2 due to news rumors but closed in July including seven-figure transaction; Q3 revenue guided at $185M-$188M
  • Gross margin declined to 77.7% from 80.6% YoY amid platform transition; new AI security products Atlas, Interceptor gaining traction with customers
Last Updated: 07/28/2026, 05:42 PM
Read Full Transcript
Varonis Systems investor slides for Q2/2026
Varonis Q2 2026 slides
Last Update: Jul 28, 2026
See full investor slides

Earnings

Latest Release
Jul 28, 2026
EPS / Forecast
0.04 / 0.01
Revenue / Forecast
180M / 176.79M
EPS Revisions
Last 90 days

VRNS Income Statement

Compare VRNS to Peers and Sector

Metrics to compare
VRNS
Peers
Sector
Relationship
P/E Ratio
−39.1x29.1x12.0x
PEG Ratio
1.181.270.01
Price / Book
12.4x6.1x2.4x
Price / LTM Sales
8.0x5.1x2.3x
Upside (Analyst Target)
6.6%−4.3%31.4%
Fair Value Upside
Unlock4.7%4.6%Unlock

Varonis Systems, Inc. provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of worlds. The company offers Varonis Data Security Platform, a Software-as-a-Service solution which includes Data security posture management, Data access intelligence, Data discovery & classification, Discovery policy library, least privilege automation, Data activity monitoring, Data detection and response, and User & entity behavior analytics. It also provides Protection Packages, such as Microsoft 365, Windows & NAS, Hybrid, and Cloud Environments, as well as Database and Email Security Capabilities and On-Premises Subscription Products. It serves the financial services, public, healthcare, industrial, insurance, energy and utilities, technology, construction and engineering, education, and consumer and retail industries. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in Miami, Florida.

Employees
2658

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
65.45M56.98%3.15B
Other Institutional Investors
55.33M43.02%2.66B
Public Companies & Retail Investors
0.000.00%0.00
Total
120.78M100.00%5.82B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.11.13%12,789,273615,803
Vanguard Portfolio Management, LLC6.59%7,565,214364,265

People Also Watch

218.29
OKTA
+3.22%
122.6800
RBRK
+3.46%
212.48
CRDO
-2.82%
362.34
ALAB
+3.43%
333.64
COHR
-1.01%

FAQ

What Is the Varonis Systems (VRNS) Stock Price Today?

The Varonis Systems stock price today is 48.15 USD.

What Stock Exchange Does Varonis Systems Trade On?

Varonis Systems is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Varonis Systems?

The stock symbol for Varonis Systems is "VRNS."

What Is the Varonis Systems Market Cap?

As of today, Varonis Systems market cap is 5.53B USD.

What Is Varonis Systems's Earnings Per Share (TTM)?

The Varonis Systems EPS (TTM) is -1.22.

When Is the Next Varonis Systems Earnings Date?

Varonis Systems will release its next earnings report on Nov 02, 2026.

From a Technical Analysis Perspective, Is VRNS a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Varonis Systems Stock Split?

Varonis Systems has split 1 times.

How Many Employees Does Varonis Systems Have?

Varonis Systems has 2658 employees.

What is the current trading status of Varonis Systems (VRNS)?

As of Oct 06, 2026, Varonis Systems (VRNS) is trading at a price of 48.15 USD, with a previous close of 48.15 USD. The stock has fluctuated within a day range of 47.53 USD to 48.64 USD, while its 52-week range spans from 19.70 USD to 63.90 USD.

What Is Varonis Systems (VRNS) Price Target According to Analysts?

The average 12-month price target for Varonis Systems is 51.32 USD, with a high estimate of 60 USD and a low estimate of 28 USD. 17 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +6.58% Upside potential.

What Is the VRNS Premarket Price?

VRNS's last pre-market stock price is 48.43 USD. The pre-market share volume is 880.00, and the stock has decreased by 0.28, or 0.58%.

What Is the VRNS After Hours Price?

VRNS's last after hours stock price is 48.72 USD, the stock has decreased by 0.57, or 1.18%.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2026 - Fusion Media Limited. All Rights Reserved.