Shared on 24 Jul 26

Fair value Increased 25%

VRNS: AI Data Security Tailwinds Will Confront Competition And Takeover Uncertainty

Varonis is betting that the surge in AI tools at work will push more companies to lock down who and what can touch their sensitive data, and it’s rolling out new protections for popular AI coding and assistant products. But tougher competition from bigger platforms and uncertainty around a possible takeover could shape what comes next.

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Shared on 11 Jun 26

VRNS: AI Data Security Tailwinds Will Meet Rising Platform Competition Risks

Growing use of AI assistants is pushing companies to lock down who can access sensitive information, and analysts see that as a tailwind for Varonis’ data security tools. But bigger security platforms are bundling similar features, which could make it harder for Varonis to stand out and keep winning deals.

17 views

Shared on 28 May 26

Fair value Increased 8.64%

VRNS: AI Data Security Demand Will Support SaaS Transition Repricing

New research turns more optimistic on Varonis as companies roll out AI tools that can widen security risks, and that demand could help the company move customers onto its subscription model. At the same time, bigger tech platforms are circling the same space, making it worth watching whether Varonis can keep its edge as it launches its new Atlas AI security platform and expands key integrations.

3 views

Shared on 23 Apr 26

Fair value Decreased 1.40%

VRNS: AI Data Security Demand Will Support SaaS Transition Repricing

Analysts have nudged the price target for Varonis Systems slightly lower to $33.43, reflecting a modestly higher discount rate and ongoing recalibration of expectations after a series of reduced Street targets, along with mixed views on the company’s SaaS transition and data security demand ahead of broader AI adoption. Analyst Commentary Recent Street research on Varonis Systems reflects a split view, with a cluster of price target cuts and downgrades balanced by fresh positive coverage and upgrades.

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Shared on 06 Apr 26

VRNS: AI Data Security Demand Will Support Post SaaS Transition Recovery

Analysts have trimmed their average price target on Varonis Systems by clustering a series of cuts that collectively pull targets down by up to $30 per share, citing concerns about intensifying data security competition and nearer term earnings risk, even as some still see value in exposure to AI driven demand into 2026. Analyst Commentary Street research on Varonis Systems over the past few months reflects a split view, with several firms cutting price targets or ratings while others highlight potential upside tied to AI related data security demand and the company’s positioning into 2026.

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Shared on 22 Mar 26

VRNS: AI Data Security Demand Will Drive Post SaaS Transition Upside

Analysts have reset their blended price target on Varonis Systems to $28. This reflects cautious updates to earnings assumptions during its SaaS transition, while still highlighting growing data security demand ahead of broader AI adoption.

12 views

Shared on 07 Mar 26

Fair value Decreased 0.86%

VRNS: AI Data Security Demand And SaaS Transition Will Drive Future Upside

Analysts have nudged their blended price target for Varonis Systems slightly lower to about $33.90 from $34.20, reflecting a mix of reduced Street targets and fresh positive views on data security demand ahead of broader AI adoption. Analyst Commentary Street research on Varonis reflects a split view, with some firms cutting targets and ratings while others see the current share price as an entry point tied to growing data security needs and AI related use cases.

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Shared on 21 Feb 26

VRNS: AI Security And SaaS Transition Will Support Future Upside Potential

Analysts have adjusted their price targets on Varonis Systems, with some cutting targets by $7 to $30, while one firm issued an upgrade. These moves reflect mixed views on competition in data security, earnings risk, and interest from potential strategic or financial sponsors.

10 views

Shared on 07 Feb 26

Fair value Decreased 31%

VRNS: AI Security Demand And SaaS Transition Will Drive Future Upside

Analysts have cut their average price targets on Varonis Systems, reflected in a lower fair value estimate from US$49.60 to US$34.20. A wide group of firms has reset expectations following recent target reductions, even as they continue to debate growth, profitability assumptions and an updated future P/E of about 48x.

9 views

Shared on 23 Jan 26

Fair value Decreased 1.10%

VRNS: SaaS And AI Security Transition Will Drive Future Upside

Analysts have trimmed their price targets on Varonis Systems by about $8 on recent reports, citing weaker on prem renewal trends, competitive pressures in data security, and uncertainty around the on prem end of life decision, even as interest in cloud, identity, and AI driven security remains in focus. Analyst Commentary Recent research on Varonis reflects a split view, with some focusing on execution risks around the on prem business and others highlighting potential upside tied to SaaS, AI centric offerings, and possible corporate interest.

20 views

Shared on 09 Jan 26

Fair value Decreased 3.26%

VRNS: SaaS And AI Security Demand Will Support Future Upside

Analysts have trimmed their fair value estimate for Varonis Systems to about $50.15 from $51.84, reflecting lower Street price targets clustered around $45 to $50 as they weigh weaker on-prem renewals against ongoing SaaS traction, AI-related demand, and potential sponsor interest. Analyst Commentary Recent research around Varonis reflects a split view, with analysts weighing solid SaaS progress and AI interest against pressure from weaker on prem renewals and a more mixed read on execution.

15 views

Shared on 24 Dec 25

Fair value Decreased 1.50%

VRNS: SaaS And GenAI Demand Will Drive Future Upside

Analysts have modestly trimmed their price targets on Varonis Systems, with the consensus fair value estimate easing by about $1 to roughly $52, as they balance solid SaaS momentum and secular cybersecurity tailwinds against weaker on prem renewal trends, a conservative outlook, and valuation concerns. Analyst Commentary Street research around Varonis reflects a divided but generally constructive view, with recent target cuts offsetting earlier, more optimistic revisions that followed strong SaaS execution and expectations for growth acceleration.

9 views

Shared on 10 Dec 25

VRNS: SaaS Transition Will Drive Future Upside Despite On Prem Renewal Headwinds

Varonis Systems' analyst price target has been reduced by approximately $20 to a consolidated $50, as analysts factor in weaker on prem renewal trends and a more conservative outlook, despite continued confidence in the long term SaaS transition and secular cybersecurity demand. Analyst Commentary Recent Street research reflects a more balanced but still constructive view on Varonis, as analysts recalibrate price targets in light of softer on prem renewals while acknowledging the company’s progress in its SaaS transition and exposure to structural cybersecurity demand.

4 views

Shared on 25 Nov 25

VRNS: Revenue Upside Will Follow SaaS Transition And End Of On-Prem Solutions

Analysts have lowered their average price target on Varonis Systems by approximately $10, citing weaker on-prem renewal rates, a mixed quarterly outlook, and ongoing uncertainty related to the company's transition away from legacy solutions. Analyst Commentary Analyst sentiment on Varonis Systems is currently divided, with both optimistic and cautious perspectives in reaction to the company's Q3 performance and ongoing business transition.

7 views

Shared on 11 Nov 25

Fair value Decreased 20%

VRNS: Future Revenue Acceleration Is Expected With SaaS Shift Completion

Analysts have lowered their price target for Varonis Systems from approximately $66 to around $53 per share. They cite mixed third-quarter results, weaker on-premise renewal rates, and heightened uncertainty as the company continues its shift to SaaS solutions.

40 views

Shared on 28 Oct 25

Fair value Increased 3.82%

Analysts have modestly raised their price target for Varonis Systems to $65.90 from $63.48. This reflects ongoing confidence in the company's SaaS transition and anticipated growth drivers such as GenAI and Managed Data Detection and Response offerings.

23 views

Shared on 13 Oct 25

Fair value Increased 1.68%

The average analyst price target for Varonis Systems has risen modestly by about $1. This reflects increased confidence in the company’s SaaS transition, robust demand for data security, and anticipated operating improvements in the coming years.

1 view

Shared on 27 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.

3 views

Shared on 01 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.

1 view

Shared on 01 May 25

Fair value Increased 0.73%

4 views

Shared on 24 Apr 25

Fair value Decreased 1.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

6 views

Shared on 17 Apr 25

Fair value Decreased 2.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

5 views

Shared on 09 Apr 25

Fair value Decreased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 02 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%.

4 views

Shared on 26 Mar 25

Fair value Decreased 0.29%

5 views

SaaS Transition And AI Advancements Will Drive Next Era Of Data Security

VRNS: AI Data Security Tailwinds Will Confront Competition And Takeover Uncertainty

VRNS: AI Data Security Tailwinds Will Meet Rising Platform Competition Risks

VRNS: AI Data Security Demand Will Support SaaS Transition Repricing

VRNS: AI Data Security Demand Will Support SaaS Transition Repricing

VRNS: AI Data Security Demand Will Support Post SaaS Transition Recovery

VRNS: AI Data Security Demand Will Drive Post SaaS Transition Upside

VRNS: AI Data Security Demand And SaaS Transition Will Drive Future Upside

VRNS: AI Security And SaaS Transition Will Support Future Upside Potential

VRNS: AI Security Demand And SaaS Transition Will Drive Future Upside

VRNS: SaaS And AI Security Transition Will Drive Future Upside

VRNS: SaaS And AI Security Demand Will Support Future Upside

VRNS: SaaS And GenAI Demand Will Drive Future Upside

VRNS: SaaS Transition Will Drive Future Upside Despite On Prem Renewal Headwinds

VRNS: Revenue Upside Will Follow SaaS Transition And End Of On-Prem Solutions

VRNS: Future Revenue Acceleration Is Expected With SaaS Shift Completion

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