Accelerated SaaS Transition And AI Demand Will Drive Customer Acquisition By 2025

AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Published
20 Mar 25
Updated
01 Aug 25
AnalystConsensusTarget's Fair Value
US$59.90
8.6% undervalued intrinsic discount
01 Aug
US$54.73
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1Y
5.7%
7D
0.07%

Author's Valuation

US$59.9

8.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 Aug 25
Fair value Increased 9.66%

The upward revision in Varonis Systems' consensus price target reflects higher forecast revenue growth alongside a modest increase in future P/E, with fair value rising from $54.62 to $59.90. What's in the News Varonis Systems provided Q3 and full-year 2025 revenue guidance of $163–$168 million (10–13% YoY growth) and $616–$628 million (12–14% YoY growth), respectively.

Shared on01 May 25
Fair value Increased 0.73%

Shared on24 Apr 25
Fair value Decreased 1.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.51%

AnalystConsensusTarget has increased future PE multiple from 65.5x to 78.3x and increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on26 Mar 25
Fair value Decreased 0.29%