Varonis Systems, Inc. (VRNS)
| Market Cap | 3.75B -27.6% |
| Revenue (ttm) | 660.24M +15.2% |
| Net Income | -130.40M |
| EPS | -1.13 |
| Shares Out | 114.81M |
| PE Ratio | n/a |
| Forward PE | 254.20 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 1,599,428 |
| Open | 33.30 |
| Previous Close | 33.25 |
| Day's Range | 32.20 - 33.72 |
| 52-Week Range | 19.70 - 63.90 |
| Beta | 0.87 |
| Analysts | Buy |
| Price Target | 36.32 (+11.1%) |
| Earnings Date | Apr 28, 2026 |
About VRNS
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 ... [Read more]
Financial Performance
In 2025, Varonis Systems's revenue was $623.53 million, an increase of 13.17% compared to the previous year's $550.95 million. Losses were -$129.32 million, 35.0% more than in 2024.
Financial StatementsAnalyst Summary
According to 24 analysts, the average rating for VRNS stock is "Buy." The 12-month stock price target is $36.32, which is an increase of 11.10% from the latest price.
News
Varonis Systems Transcript: 46th Annual William Blair Growth Stock Conference
Data and AI security are converging as critical priorities, with integrated solutions addressing evolving threats and enabling safe AI adoption. The SaaS transition is nearly complete, driving strong ARR growth and shifting focus to new business and upsell. Product simplification and recent acquisitions position the company for continued market leadership.
Varonis Systems Transcript: AGM 2026
The meeting confirmed the election of four directors, approval of executive compensation, auditor ratification, and expansion of the equity plan. SaaS transition was completed, with strong ARR and cash flow growth. No shareholder questions were submitted.
Varonis Systems Transcript: TD Cowen's 54th Annual Technology, Media & Telecom Conference
The company is nearing completion of its SaaS transition, with 89% of ARR from SaaS and full migration expected by year-end. Q1 2026 saw strong new customer growth and raised SaaS ARR guidance, while recent acquisitions and AI-focused products like Atlas are expanding market opportunities and driving customer engagement.
Varonis at Infosecurity Europe 2026: Securing AI and the Data that Powers It
MIAMI and LONDON, May 27, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced its participation at Infosecurity Europe 2026, taking place Ju...
Varonis initiated with a Sector Weight at KeyBanc
KeyBanc analyst Eric Heath initiated coverage of Varonis (VRNS) with a Sector Weight rating and no price target The firm sees “strong secular drivers” for the data security market amid…
Varonis announces integration with Claude Compliance API
Varonis (VRNS) Systems announced an integration with the Claude Compliance API. The integration brings Anthropic’s Claude Enterprise and Claude Platform activity into Varonis’ Atlas AI Security Platfo...
Varonis Announces Integration with the Claude Compliance API
Varonis announced an integration with the Claude Compliance API that brings Anthropic's Claude Enterprise and Claude Platform activity into Varonis Atlas
Varonis Systems Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference
Q1 performance was strong, driven by new customer growth and a renewed SaaS focus. AI adoption is accelerating, with security and data integration as key priorities. Recent acquisitions and partnerships are expected to boost growth in H2, while financial targets for 2027 remain on track.
Varonis to Present at Upcoming Investor Conferences
MIAMI, May 12, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, announced its participation at the following upcoming conferences: J.P. Morgan 2026 Globa...
Varonis initiated with a Buy at Rosenblatt
Rosenblatt analyst Catherine Trebnick initiated coverage of Varonis (VRNS) with a Buy rating and $40 price target The firm says a “powerful secular tailwind” from generative AI has repositioned Varoni...
Varonis Announces Global Partners in Excellence Award Winners
MIAMI, May 06, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced the winners of its annual Partners in Excellence awards. The program reco...
Varonis Attains High (Alta) Certification Under Spain's National Security Framework Standards
MIAMI, May 05, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the data and AI security leader, today announced its Data Security Platform has achieved certification at the High (Alta) ...
Grabar Law Office Investigates Claims on Behalf of Long-term Shareholders of Varonis Systems, Inc. (VRNS)
Philadelphia, Pennsylvania--(Newsfile Corp. - May 3, 2026) - Grabar Law Office is investigating claims on behalf of shareholders of Varonis Systems, Inc. (NASDAQ: VRNS). The investigation concerns whe...
Varonis price target raised to $30 from $28 at Citi
Citi raised the firm’s price target on Varonis (VRNS) to $30 from $28 and keeps a Neutral rating on the shares.
Varonis price target raised to $37 from $30 at DA Davidson
DA Davidson analyst Rudy Kessinger raised the firm’s price target on Varonis (VRNS) to $37 from $30 and keeps a Buy rating on the shares. The company reported a strong…
Varonis price target raised to $36 from $30 at Needham
Needham analyst Mike Cikos raised the firm’s price target on Varonis (VRNS) to $36 from $30 and keeps a Buy rating on the shares. The firm expects shares of Varonis…
Varonis price target raised to $37 from $30 at UBS
UBS analyst Roger Boyd raised the firm’s price target on Varonis (VRNS) to $37 from $30 and keeps a Buy rating on the shares. Varonis had good execution in the…
Varonis price target raised to $35 from $32 at Baird
Baird analyst Shrenik Kothari raised the firm’s price target on Varonis (VRNS) to $35 from $32 and keeps an Outperform rating on the shares. The firm updated its model following…
Varonis price target raised to $33 from $30 at Stephens
Stephens analyst Todd Weller raised the firm’s price target on Varonis (VRNS) to $33 from $30 and keeps an Equal Weight rating on the shares. The firm adjusted estimates following…
Varonis price target raised to $36 from $30 at RBC Capital
RBC Capital raised the firm’s price target on Varonis (VRNS) to $36 from $30 and keeps an Outperform rating on the shares. The company reported a strong start to the…
Varonis price target raised to $37 from $35 at Wedbush
Wedbush raised the firm’s price target on Varonis (VRNS) to $37 from $35 and keeps an Outperform rating on the shares. The firm notes the company reported its Q1 results…
Varonis price target raised to $36 from $30 at Susquehanna
Susquehanna raised the firm’s price target on Varonis (VRNS) to $36 from $30 and keeps a Positive rating on the shares. The firm said the company posted strong results across…
Varonis price target raised to $39 from $38 at JPMorgan
JPMorgan analyst Brian Essex raised the firm’s price target on Varonis (VRNS) to $39 from $38 and keeps an Overweight rating on the shares. The company’s “beat-and-raise” results in a…
Varonis price target raised to $33 from $28 at Barclays
Barclays raised the firm’s price target on Varonis (VRNS) to $33 from $28 and keeps an Overweight rating on the shares. The company’s new business sounds like it accelerated in…
Varonis Systems Earnings Call Transcript: Q1 2026
Q1 2026 saw 29% SaaS ARR growth (ex-conversions), strong new customer wins, and robust upsell momentum. Guidance for full-year SaaS ARR and revenue was raised, with continued focus on AI-driven security and platform expansion.