Update shared on01 Aug 2025
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.
- Completed buyback of 2,477,000 shares (2.2% outstanding) for $99.99 million under its February 2025 repurchase plan.
- Announced a strategic integration with imPAC Labs to deliver real-time, unified data and cloud security, compliance controls, and continuous audit readiness.
- Launched Next-Gen Database Activity Monitoring as part of its Data Security Platform, enabling real-time database query capture, threat detection, automated remediation, and broad database support.
- Formed a strategic partnership with Microsoft to enhance data security for workplace AI, integrating deeper with Microsoft Purview for unified data classification and policy management across SaaS and multi-cloud platforms.
Valuation Changes
Summary of Valuation Changes for Varonis Systems
- The Consensus Analyst Price Target has risen from $54.62 to $59.90.
- The Consensus Revenue Growth forecasts for Varonis Systems has risen from 14.2% per annum to 15.0% per annum.
- The Future P/E for Varonis Systems has risen slightly from 68.05x to 70.38x.
Disclaimer
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