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VRNS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
46.420
Open
41.940
VWAP
44.49
Vol
3.58M
Mkt Cap
5.24B
Low
41.380
Amount
159.49M
EV/EBITDA(TTM)
--
Total Shares
114.81M
EV
4.59B
EV/OCF(TTM)
34.12
P/S(TTM)
7.48
Varonis Systems, Inc. secures artificial intelligence (AI) and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and ensures safe AI from code to runtime. Its products are delivered through its flagship Varonis Data Security Platform, a unified platform designed to protect enterprise data across cloud, SaaS and on-premises environments. The Varonis Data Security Platform SaaS license includes capabilities designed to help customers understand their data exposure, reduce unnecessary access, and detect and respond to threats. These capabilities include data security posture management, data access intelligence, data discovery and classification, least privilege automation, data activity monitoring, data detection and response, and user and entity behavior analytics. Its database and email security capabilities include Varonis Database Activity Monitoring and Varonis Interceptor.
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Events Timeline

(ET)
2026-06-24
16:30:00
Major Averages Mixed as Tech Stocks Face Pressure
select
2026-06-24
12:30:00
Markets Rebound, Nasdaq Up 0.75%
select
2026-06-23 (ET)
2026-06-23
15:30:00
Wells Fargo Calls Private Equity Interest in Varonis 'Unsurprising'
select
2026-06-23
12:30:00
Varonis Stock Rises 14.3% to $37.40
select
2026-06-23
12:00:00
Varonis Stock Rises 16% After Bloomberg Report on Takeover Interest
select
2026-06-23
12:00:00
Varonis Shares Rise 14% to $37.42, Exploring Sale Options
select
2026-06-23
12:00:00
Varonis Weighing Sale After Takeover Interest, Bloomberg Says
select

News

Yahoo Finance
2.0
00:04 AMYahoo Finance
Varonis Systems Shares Surge 6.3% Amid Analyst Upgrades
  • Stock Surge: Varonis Systems (NASDAQ:VRNS) shares jumped 6.3% in the afternoon session, primarily benefiting from a broader rally in the cybersecurity sector, indicating strong market interest in data security.
  • Analyst Upgrades: Scotiabank issued positive evaluations for several identity and exposure management vendors, and although Varonis was not specifically mentioned, the overall optimistic sentiment boosted related stocks, suggesting increased corporate spending on cybersecurity.
  • Market Volatility: Varonis has experienced 24 moves greater than 5% over the past year, and today's increase indicates that the market considers this news significant, though it does not fundamentally alter perceptions of the company's business.
  • Long-Term Performance: Despite a 41.9% rise since the beginning of the year, Varonis shares are currently trading at $45.47, which is 28.2% below the 52-week high of $63.31, reflecting a long-term loss for investors who bought $1,000 worth of shares five years ago, now valued at only $751.43.
Newsfilter
6.5
07-02Newsfilter
Varonis Recognized as Gartner Customers' Choice for Data Security Posture Management for Third Consecutive Year
  • Customer Recognition: Varonis has been awarded the Gartner Customers' Choice for the third consecutive year, showcasing its outstanding performance in the Data Security Posture Management sector and further solidifying its market leadership.
  • High User Satisfaction: With 97% of customers willing to recommend Varonis, the product capabilities, sales expertise, and deployment experience received a rating of 4.7/5, while the support experience scored an impressive 4.9/5, reflecting strong customer approval of its services.
  • Importance of Security: As AI technology rapidly evolves, Varonis assists customers in protecting sensitive information and securely advancing AI initiatives, underscoring the critical role of data security in modern business.
  • Positive Customer Feedback: Users consistently praise Varonis for its breadth of coverage and quality of support, highlighting its exceptional performance in reducing attack surfaces and providing efficient assistance, which further enhances customer trust in its products.
seekingalpha
8.5
06-24seekingalpha
Varonis Systems Considers Sale Amid AI Era Focus
  • Market Attention: RBC Capital Markets analyst Matthew Hedberg highlighted that Varonis Systems (VRNS) is increasingly focused on data security and governance in the AI era, and while no specific transaction details are known, the company is viewed as an interesting M&A candidate.
  • Intensifying Competition: Hedberg believes that as competition intensifies, data security and governance features may be consolidated into broader platform vendors, making it crucial for Varonis to consider selling before competition escalates further.
  • Stock Price Reaction: Following the news, Varonis's shares rose 5% in midday trading on Wednesday, reflecting a positive market response to the potential sale and indicating investor optimism regarding the company's future prospects.
  • SaaS Transition Advantage: Analysts noted that Varonis's current positioning as a pure SaaS solution makes it more attractive to potential buyers compared to its previous license/maintenance on-premise solution, enhancing its competitive edge in the market.
CNBC
6.0
06-24CNBC
Latest Wall Street Rating Updates
  • Citi Upgrade: Citi upgraded Macerich from Neutral to Buy, raising the target price from $24 to $28, indicating strong balance sheet strength that is expected to drive stock price appreciation.
  • Citizens Initiation: Citizens initiated coverage on Bitdeer Holdings and Mara Holdings, stating that these bitcoin miners have significant potential to outperform the market by repurposing existing power capacity for high-performance computing.
  • Mizuho's Biotech Outlook: Mizuho initiated coverage of Sol-Gel Technologies with an Outperform rating and a $285 price target, suggesting that the biotech firm is well-positioned for future growth in a competitive landscape.
  • Goldman on Twilio: Goldman Sachs initiated coverage of Twilio with a Buy rating and a 12-month price target of $300, highlighting expected margin upside that reflects strong confidence in the company's financial prospects.
NASDAQ.COM
9.5
06-24NASDAQ.COM
Varonis Systems Shares Rise 7.1% on Strong Demand
  • Stock Performance: Varonis Systems shares rose 7.1% to $35.03 in the last trading session, with trading volume significantly above average, indicating strong market demand for its data security solutions.
  • Demand Drivers: The accelerating adoption of AI by enterprises is driving demand for Varonis' AI security solutions and data security products, particularly bolstered by recently acquired offerings like Atlas and Interceptor, enhancing the company's growth outlook.
  • Earnings Expectations: The upcoming quarterly report is expected to show earnings of $0.01 per share, reflecting a 66.7% year-over-year decline, while revenues are projected at $176.97 million, a 16.3% increase from the previous year, indicating potential in revenue growth.
  • Earnings Estimate Revisions: Over the last 30 days, the consensus EPS estimate for Varonis has been revised 1% higher, and such positive revisions are typically correlated with stock price appreciation, making it essential for investors to monitor its future performance.
seekingalpha
8.5
06-23seekingalpha
Varonis Systems Shares Surge 14% on Sale Speculation
  • Stock Surge: Varonis Systems shares jumped approximately 14% on Tuesday, primarily due to Bloomberg's report that the company is evaluating a potential sale, reflecting positive market sentiment regarding its future prospects.
  • Acquisition Interest: The company did not immediately respond to Seeking Alpha's request for comment following expressions of takeover interest, indicating it may be considering strategic options to enhance shareholder value.
  • Growth Outlook: Varonis Systems anticipates its total SaaS ARR will reach between $814 million and $845 million by Q1 2026, showcasing strong business growth potential that could attract more investor interest.
  • Industry Conference Participation: Varonis presented at the J.P. Morgan 54th Annual Global Technology, Media, and Communications Conference, further enhancing its visibility and influence within the industry, potentially laying the groundwork for future strategic partnerships.
Wall Street analysts forecast VRNS stock price to rise
18 Analyst Rating
Wall Street analysts forecast VRNS stock price to rise
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
37.00
Averages
52.18
High
80.00
Current: 0.000
sliders
Low
37.00
Averages
52.18
High
80.00
Stephens
Equal Weight
to
Overweight
upgrade
$33 -> $45
AI Analysis
2026-06-24
Reason
Stephens
Price Target
$33 -> $45
AI Analysis
2026-06-24
upgrade
Equal Weight
to
Overweight
Reason
Stephens upgraded Varonis to Overweight from Equal Weight with a price target of $45, up from $33.
Stephens
Stephens
Equal Weight -> Overweight
upgrade
$33 -> $45
2026-06-24
Reason
Stephens
Stephens
Price Target
$33 -> $45
2026-06-24
upgrade
Equal Weight -> Overweight
Reason
As previously reported, Stephens upgraded Varonis to Overweight from Equal Weight with a price target of $45, up from $33. The firm, which views yesterday's media report regarding potential private equity interest as "further validation of our view that Varonis shares remain undervalued," says its upgrade is based on fundamentals and reflects six key considerations. Namely, demand for data security remains strong and is increasingly driven by AI initiatives; Varonis is well-positioned to participate in this growth opportunity; increasing confidence in the durability of SaaS ARR growth; expanding platform capabilities and improving sales execution; FY27 guidance with upside potential; and the potential for further multiple expansion.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for VRNS
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Valuation Metrics

The current forward P/E ratio for Varonis Systems Inc (VRNS.O) is 250.00, compared to its 5-year average forward P/E of 244.26. For a more detailed relative valuation and DCF analysis to assess Varonis Systems Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
244.26
Current PE
250.00
Overvalued PE
452.19
Undervalued PE
36.32

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
117.89
Current EV/EBITDA
-30.18
Overvalued EV/EBITDA
202.58
Undervalued EV/EBITDA
33.20

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
8.02
Current PS
6.18
Overvalued PS
11.14
Undervalued PS
4.90

Financials

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Whales Holding VRNS

P
Penserra Capital Management LLC
Holding
VRNS
+32.04%
3M Return
E
Emerald Advisers, LLC
Holding
VRNS
+23.26%
3M Return
A
Allianz Global Investors U.S. LLC
Holding
VRNS
+19.30%
3M Return
A
American Capital Management, Inc.
Holding
VRNS
+15.77%
3M Return
S
Sycomore Asset Management SA
Holding
VRNS
+12.43%
3M Return
S
Senvest Management, LLC
Holding
VRNS
+11.58%
3M Return

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Frequently Asked Questions

What is Varonis Systems Inc (VRNS) stock price today?

The current price of VRNS is 45.67 USD — it has increased 6.56

What is Varonis Systems Inc (VRNS)'s business?

Varonis Systems, Inc. secures artificial intelligence (AI) and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and ensures safe AI from code to runtime. Its products are delivered through its flagship Varonis Data Security Platform, a unified platform designed to protect enterprise data across cloud, SaaS and on-premises environments. The Varonis Data Security Platform SaaS license includes capabilities designed to help customers understand their data exposure, reduce unnecessary access, and detect and respond to threats. These capabilities include data security posture management, data access intelligence, data discovery and classification, least privilege automation, data activity monitoring, data detection and response, and user and entity behavior analytics. Its database and email security capabilities include Varonis Database Activity Monitoring and Varonis Interceptor.

What is the price predicton of VRNS Stock?

Wall Street analysts forecast VRNS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRNS is52.18 USD with a low forecast of 37.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Varonis Systems Inc (VRNS)'s revenue for the last quarter?

Varonis Systems Inc revenue for the last quarter amounts to 173.13M USD, increased 26.90

What is Varonis Systems Inc (VRNS)'s earnings per share (EPS) for the last quarter?

Varonis Systems Inc. EPS for the last quarter amounts to -0.32 USD, decreased -0.00

How many employees does Varonis Systems Inc (VRNS). have?

Varonis Systems Inc (VRNS) has 2658 emplpoyees as of July 07 2026.

What is Varonis Systems Inc (VRNS) market cap?

Today VRNS has the market capitalization of 5.24B USD.