Varonis SystemsVRNS
VRNS logo
Fair Value
US$60
Share price21 Aug
US$47.8120.3% undervalued intrinsic discount
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1Y-16.84%
7D5.08%

Cloud Data Security And AI Demand Will Drive Powerful Upside Potential

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
13 Dec 25
Updated
21 Aug 26
Views
32
Not Invested

Shared on 21 Aug 26

Fair value Increased 29%

VRNS: AI Data Security Demand And Takeover Interest Will Drive Repricing

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2 viewsusers have viewed this narrative update

Shared on 26 Jun 26

Fair value Decreased 25%

VRNS: AI Security Demand And Sale Talks Will Drive Repricing

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5 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$60
vs US$47.8120.3% undervalued intrinsic discount
PastFuture-139m1b2015201820212024202620272029Revenue US$1.2bEarnings US$134.0m
19.4%
Revenue growth
11.4%
Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Excellent balance sheet and slightly overvalued.

Market capUS$5.4b
PB12.4x
Estimated Growth13.5%
Dividend YieldN/A
Full analysis

CEO & management

Yakov Faitelson
CEO
8.4yrs
CEO Tenure

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.