Cloud Data Security And AI Demand Will Drive Powerful Upside Potential

AnalystHighTarget

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

26 Jun 26

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Not Invested

Shared on 26 Jun 26

Fair value Decreased 25%

VRNS: AI Security Demand And Sale Talks Will Drive Repricing

Varonis draws fresh attention as businesses rush to lock down data and monitor how staff use AI tools, while the company rolls out new integrations to keep that activity in check. On top of that, reported takeover interest from major private equity firms raises the stakes on what happens next.

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Fair Value vs Share Price

US$46.36

vs US$39.9513.8% undervalued

19.5%

Revenue growth

12.1%

Profit margin

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Company analysis

Excellent balance sheet and fair value.

Market capUS$4.6b

PB10.3x

Estimated Growth13.6%

Dividend YieldN/A

Full analysis

CEO & management

Yakov Faitelson

CEO

8.3yrs

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.