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.
Analyst Outlook | Analyst price targets range from $50 to $60, reflecting confidence in Varonis' growth strategy. The average target of $55 suggests potential upside for investors. |
Market Positioning | Delve into Varonis' dominance in MDDR and DSPM markets. Recent acquisitions and AI-driven innovations strengthen its competitive edge in cybersecurity. |
Financial Resilience | Explore Varonis' strong Q1 2025 performance, surpassing estimates in revenue and ARR. Analysts project a return to over 20% ARR growth despite near-term margin sacrifices. |
SaaS Transformation | Varonis Systems leads in data security, with 61% of ARR from SaaS customers. The transition aims for 80% SaaS ARR by year-end, enhancing long-term value. |
Metrics to compare | VRNS | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipVRNSPeersSector | |
|---|---|---|---|---|
P/E Ratio | −21.9x | −8.2x | 12.2x | |
PEG Ratio | 0.68 | 0.38 | 0.01 | |
Price / Book | 4.7x | 4.8x | 2.4x | |
Price / LTM Sales | 4.5x | 2.5x | 2.3x | |
Upside (Analyst Target) | 25.4% | 27.8% | 28.7% | |
Fair Value Upside | Unlock | 20.4% | 6.3% | Unlock |