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Varonis Systems (VRNS)
NASDAQ:VRNS
VRNS Stock Chart & Stats
Day’s Range― - ―
52-Week Range$36.53 - $60.58
Previous CloseN/A
Volume219.90K
Average Volume (3M)1.63M
Market Cap
$6.37B
Enterprise Value$5.63B
Total Cash (Recent Filing)$770.86M
Total Debt (Recent Filing)$742.26M
Price to Earnings (P/E)―
Beta1.03
Next Earnings
Nov 03, 2025EPS Estimate
0.07Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.03
Shares Outstanding112,047,110
10 Day Avg. Volume1,397,714
30 Day Avg. Volume1,628,658
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market Cap0.88
Enterprise Value/Revenue9.46
Enterprise Value/Gross Profit11.62
Enterprise Value/Ebitda-78.27
Forecast
1Y Price Target
$64.17Price Target Upside15.14% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering19
Bulls Say, Bears Say
Bulls Say
AcquisitionVaronis announced the acquisition of SlashNext, bringing Varonis into the API-based, Email Security market and competing against vendors such as Mimecast and Abnormal AI.
Financial PerformanceVaronis is well-positioned to capitalize on the growing adoption of Agentic AI, which should enable revenue growth to significantly accelerate, driving shares higher.
Market ExpansionThe acquisition significantly expands Varonis’s total addressable market, as the email security market is projected to grow substantially, driven by the rise of AI-driven phishing and Business Email Compromise attacks.
Bears Say
Operational ExpensesManagement slightly lowered guidance for operating income and EPS due to incremental expenses associated with the SlashNext acquisition.
Profit MarginsNew guidance reflects higher expenses from M&A, resulting in a reduced operating margin and adjusted EPS.
Revenue EstimatesThe consensus estimate for SaaS revenue is not correctly factoring in the conversion from ARR, underestimating the revenue growth Varonis can deliver.
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 $60.58 in the past 12 months.
What is Varonis Systems’s market cap?
Varonis Systems’s market cap is $6.37B.
When is Varonis Systems’s upcoming earnings report date?
Varonis Systems’s upcoming earnings report date is Nov 03, 2025 which is in 58 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.
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 0.07.
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
Varonis Systems Stock Smart Score
Outperform
1
2
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4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$64.17 (15.14% Upside)
$64.17 (15.14% Upside)
Blogger Sentiment
Bullish
VRNS Sentiment 100%
Sector Average 70%
Sector Average 70%
Hedge Fund Trend
Increased
By 246.8K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 24.2%
Last 30 Days ▲ 30.5%
Last 30 Days ▲ 30.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
0.14%
12-Months-Change
Fundamentals
Return on Equity
-25.73%
Trailing 12-Months
Asset Growth
47.51%
Trailing 12-Months
Company Description
Varonis Systems
Varonis Systems, Inc. (VRNS) is a publicly traded cybersecurity and data management company headquartered in New York, specializing in protecting data and managing permissions across various platforms. Varonis provides solutions that help organizations secure their sensitive data, detect insider threats, and comply with data privacy regulations. The company's core products include data security and analytics platforms that monitor and analyze data activity, user behavior, and access controls.
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 summariesVRNS Revenue Breakdown
74.89% North America
21.95% EMEA
3.16% Rest of the World
VRNS Stock 12 Month Forecast
Average Price Target
$64.17
▲(15.14% Upside)
Technical Analysis
Ownership Overview
4.67% Insiders
32.04% Mutual Funds
0.44% Other Institutional Investors
38.20% Public Companies and
Individual Investors