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Varonis Systems (VRNS)
NASDAQ:VRNS
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Varonis Systems (VRNS) Price & Analysis

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VRNS Stock Chart & Stats

$60.29
-$0.01(-0.02%)
At close: 4:00 PM EST
$60.29
-$0.01(-0.02%)

Bulls Say, Bears Say

Bulls Say
Acquisition ImpactThe acquisition of SlashNext is expected to enhance the strategic value of the Varonis platform and create longer-term upsell and monetization opportunities.
Platform ExpansionVaronis's platform expansion includes network security, identity-based threat models, and database activity monitoring, aiming to catch threats earlier in the attack path.
Revenue GrowthVaronis is well-positioned to capitalize on the growing adoption of Agentic AI, which should enable significant revenue growth and drive shares higher.
Bears Say
Financial PerformanceThe acquisition of SlashNext is expected to lower non-GAAP operating margin estimates for fiscal 2025 and fiscal 2026 due to added expenses.
Operating ExpensesNew guidance reflects higher expenses from M&A, resulting in a reduced operating margin and adjusted EPS.
Valuation ConcernsValuation is increasingly frothy & risk/reward remains unattractive in our view with shares trading at 10.7x EV/CY26 Rev or 54x EV/CY26 FCF.

Varonis Systems News

VRNS FAQ

What was Varonis Systems’s price range in the past 12 months?
Varonis Systems lowest stock price was $36.53 and its highest was $63.90 in the past 12 months.
    What is Varonis Systems’s market cap?
    Varonis Systems’s market cap is $6.79B.
      When is Varonis Systems’s upcoming earnings report date?
      Varonis Systems’s upcoming earnings report date is Oct 28, 2025 which is in 11 days.
        How were Varonis Systems’s earnings last quarter?
        Varonis Systems released its earnings results on Jul 29, 2025. The company reported $0.03 earnings per share for the quarter, beating the consensus estimate of $0.009 by $0.021.
          Is Varonis Systems overvalued?
          According to Wall Street analysts Varonis Systems’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Varonis Systems pay dividends?
            Varonis Systems does not currently pay dividends.
            What is Varonis Systems’s EPS estimate?
            Varonis Systems’s EPS estimate is 0.06.
              How many shares outstanding does Varonis Systems have?
              Varonis Systems has 112,047,110 shares outstanding.
                What happened to Varonis Systems’s price movement after its last earnings report?
                Varonis Systems reported an EPS of $0.03 in its last earnings report, beating expectations of $0.009. Following the earnings report the stock price went up 5.311%.
                  Which hedge fund is a major shareholder of Varonis Systems?
                  Currently, no hedge funds are holding shares in VRNS

                  Company Description

                  Varonis Systems

                  Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its software enables enterprises to protect data stored on premises and in the cloud, including sensitive files and emails; confidential personal data belonging to customers, and patients and employees' data; financial records; strategic and product plans; and other intellectual property. The company offers DatAdvantage that captures, aggregates, normalizes, and analyzes every data access event for users on Windows and UNIX/Linux servers, storage devices, email systems, Intranet servers, cloud applications, and data stores; and DatAlert that profiles users, devices, and their behaviors related to systems and data, detects and alerts on deviations that indicate compromise, and provides a Web-based dashboard and investigative interface. It also provides Data Classification Engine that identifies and tags data based on criteria set in various metadata dimensions, as well as provides business and information technology (IT) personnel with actionable intelligence about data; and DataPrivilege, which offers a self-service Web portal that allows users to request access to data necessary for their business functions, and owners to grant access without IT intervention. In addition, the company provides Data Transport Engine, which provides an execution engine that unifies the manipulation of data and metadata, translating business decisions, and instructions into technical commands, such as data migration or archiving; and DatAnswers that offers search functionality for enterprise data. Varonis Systems, Inc. sells products and services through a network of distributors and resellers. The company serves IT, security, and business personnel. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in New York, New York.

                  Varonis Systems (VRNS) Earnings & Revenues

                  VRNS Company Deck

                  VRNS Earnings Call

                  Q2 2025
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  Varonis Systems' earnings call reflects a positive momentum in ARR growth, free cash flow, and strategic advancements like FedRAMP Authorization and a stronger partnership with Microsoft. However, there are challenges, including an operating loss, decreased gross margin, and ongoing macroeconomic uncertainties. The transition to SaaS is showing strong demand but has led to revenue recognition headwinds.View all VRNS earnings summaries

                  VRNS Revenue Breakdown

                  74.89%74.89%21.95%3.16%
                  74.89% North America
                  21.95% EMEA
                  3.16% Rest of the World
                  tipranks

                  VRNS Stock 12 Month Forecast

                  Average Price Target

                  $66.50
                  ▲(10.30% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":51.23,"date":1730419200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":50.23,"date":1733011200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":42.97,"date":1740787200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":40.9,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 19,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n   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                  Ownership Overview

                  4.55%32.40%0.69%37.03%
                  0.69% Other Institutional Investors
                  37.03% Public Companies and
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