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Global AI Trends And Cyber Threats Will Reshape Data Security

Published
20 Mar 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$62.43
4.6% undervalued intrinsic discount
04 Sep
US$59.54
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1Y
5.9%
7D
2.5%

Author's Valuation

US$62.43

4.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 2.59%

Analysts have raised Varonis Systems' price target from $60.85 to $62.10, citing strong SaaS migration execution, accelerating demand for data security, and optimism around future growth and margins driven by increased AI adoption. Analyst Commentary Bullish analysts highlight robust demand for data security solutions driven by industry trends and rising prioritization of identity and data protection within enterprise budgets.

Shared on01 Aug 25
Fair value Increased 11%

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%