VRNS Share Price Performance
US$21.08
-21.82 (-50.86%)
38.4% undervalued intrinsic discount
US$34.20
Fair Value
Price US$21.08
AnalystConsensusTarget US$34.20
AnalystLowTarget US$40.00
AnalystHighTarget US$62.00
Fair ValueUS$34.20
Share Pricen/a
Varonis Systems, Inc. Stock Price
- 3 Narratives written by author
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- 15 Fair Values set on narratives written by author
VRNS Community Narratives
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Fair Value US$34.2 38.4% undervalued intrinsic discount
SaaS Transition And AI Advancements Will Drive Next Era Of Data Security
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Fair Value US$40 47.3% undervalued intrinsic discount
SaaS Shift And On Prem Churn Will Challenge Margins Yet Support A Stronger Long Term Profile
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Fair Value US$62 66.0% undervalued intrinsic discount
Cloud Data Security And AI Demand Will Drive Powerful Upside Potential
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SaaS Transition And AI Advancements Will Drive Next Era Of Data Security
Key Takeaways Surging data volumes, stricter privacy regulations, and rising cyber threats are driving demand for Varonis' advanced data security solutions, supporting revenue growth and market expansion. SaaS transition, R&D investments, and platform enhancements are boosting recurring revenue, customer retention, and competitive advantage, strengthening long-term earnings and profitability.Read more
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US$34.2
38.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
16.75% p.a.
Profit Margin
11.39%
Future PE
52.71x
Price in 2029
US$43.91
SaaS Shift And On Prem Churn Will Challenge Margins Yet Support A Stronger Long Term Profile
Catalysts About Varonis Systems Varonis Systems provides a data security platform focused on protecting sensitive information across on-premises and cloud environments through automation and threat detection. What are the underlying business or industry changes driving this perspective?Read more
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US$40
47.3% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
17.16% p.a.
Profit Margin
3.29%
Future PE
216.31x
Price in 2029
US$50.63
Cloud Data Security And AI Demand Will Drive Powerful Upside Potential
Catalysts About Varonis Systems Varonis Systems provides a data security platform that protects sensitive data across on-premises and cloud environments through automation, threat detection and managed defense. What are the underlying business or industry changes driving this perspective?Read more
12
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AN
US$62
66.0% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
18.53% p.a.
Profit Margin
12.41%
Future PE
86.09x
Price in 2028
US$79.93
Trending Discussion
Recently Updated Narratives
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VRNS: AI Security And SaaS Transition Will Support Future Upside Potential
Fair Value: US$34.2 38.4% undervalued intrinsic discount
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SaaS Shift And On Prem Churn Will Challenge Margins Yet Support A Stronger Long Term Profile
Fair Value: US$40 47.3% undervalued intrinsic discount
0 followersusers have followed this narrative
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AN
Cloud Data Security And AI Demand Will Drive Powerful Upside Potential
Fair Value: US$62 66.0% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Varonis Systems, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -1.10
- 78.83%
- -20.74%
- 75.5%
About VRNS
- Founded
- 2004
- Employees
- 2658
- CEO
- WebsiteView website
Varonis Systems, Inc. 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. The company offers Varonis Data Security Platform, a Software-as-a-Service solution which includes Data security posture management, Data access intelligence, Data discovery & classification, Discovery policy library, least privilege automation, Data activity monitoring, Data detection and response, and User & entity behavior analytics. It also provides Protection Packages, such as Microsoft 365, Windows & NAS, Hybrid, and Cloud Environments, as well as Database and Email Security Capabilities and On-Premises Subscription Products. It serves the financial services, public, healthcare, industrial, insurance, energy and utilities, technology, construction and engineering, education, and consumer and retail industries. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in Miami, Florida.
