Varonis price target lowered to $50 from $60 at Cantor Fitzgerald

Cantor Fitzgerald lowered the firm’s price target on Varonis (VRNS) to $50 from $60 and keeps an Overweight rating on the shares. The firm’s 2026 outlook for Security & Infrastructure Software highlights improving deal sizes, rising AI-driven demand, and broad optimism for near-term cybersecurity spending, the analyst tells investors in a research note. Cantor expects cloud, identity, and AI security to be the fastest-growing segments, while endpoint, legacy SecOps, and network security continue to lag.