Varonis Systems (VRNS)

Currency in USD
40.85
-1.43(-3.38%)
Closed·
40.850.00(0.00%)
·
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Fair Value
Day's Range
40.7842.42
52 wk Range
19.7063.90
Key Statistics
Prev. Close
42.28
Open
42.04
Day's Range
40.78-42.42
52 wk Range
19.7-63.9
Volume
1.35M
Average Vol. (3m)
1.99M
1-Year Change
-30.1948%
Book Value / Share
3.87
Fair Value
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Fair Value Upside
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VRNS Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
50.68
Upside
+24.07%
Members' Sentiments
Bearish
Bullish
ProTips
High shareholder yield

Varonis Systems News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

18 Buy
5 Hold
1 Sell
Ratings:
24 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 50.68
(+24.07% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
DA Davidson
Buy55.00+34.64%55.00MaintainJul 29, 2026
Cantor Fitzgerald
Buy55.00+34.64%55.00MaintainJul 29, 2026
Wells Fargo
Buy48.00+17.50%50.00MaintainJul 29, 2026
Needham
Buy50.00+22.40%40.00MaintainJul 29, 2026
Susquehanna
Buy55.00+34.64%36.00MaintainJul 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
−33.2x27.8x12.3x
PEG Ratio
1.001.080.01
Price / Book
10.6x4.9x2.4x
Price / LTM Sales
6.8x4.8x2.2x
Upside (Analyst Target)
28.5%5.4%35.3%
Fair Value Upside
Unlock18.4%6.3%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
62.65M54.54%2.65B
Other Institutional Investors
53.00M45.46%2.24B
Public Companies & Retail Investors
0.000.00%0.00
Total
115.65M100.00%4.89B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.11.13%12,789,273540,730
Vanguard Portfolio Management, LLC6.51%7,483,115316,386

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FAQ

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

The Varonis Systems stock price today is 40.85 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 4.69B 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 Sell.

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 Aug 21, 2026, Varonis Systems (VRNS) is trading at a price of 40.85 USD, with a previous close of 42.28 USD. The stock has fluctuated within a day range of 40.78 USD to 42.42 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 50.68 USD, with a high estimate of 60 USD and a low estimate of 28 USD. 18 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +24.07% Upside potential.

What Is the VRNS Premarket Price?

VRNS's last pre-market stock price is 42.00 USD. The pre-market share volume is 1,150.00, and the stock has decreased by -0.28, or -0.66%.
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