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Varonis Systems, Inc. Stock Price

NasdaqGS:VRNS Community·US$5.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

VRNS Share Price Performance

US$43.52
-10.87 (-19.99%)
US$45.55
Fair Value
US$43.52
-10.87 (-19.99%)
4.4% undervalued intrinsic discount
US$45.55
Fair Value
Price US$43.52
AnalystConsensusTarget US$45.55
AnalystLowTarget US$36.05
AnalystHighTarget US$46.36

VRNS Community Narratives

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Fair Value US$45.55 4.4% undervalued intrinsic discount

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

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Fair Value US$36.05 20.7% overvalued 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$46.36 6.1% undervalued intrinsic discount

Cloud Data Security And AI Demand Will Drive Powerful Upside Potential

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Trending Discussion

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Updated Narratives

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VRNS: AI Security Hype And Takeover Buzz Will Likely Disappoint

Fair Value: US$36.05 20.7% overvalued intrinsic discount
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VRNS: AI Data Security Tailwinds Will Confront Competition And Takeover Uncertainty

Fair Value: US$45.55 4.4% undervalued intrinsic discount
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VRNS: AI Security Demand And Sale Talks Will Drive Repricing

Fair Value: US$46.36 6.1% undervalued intrinsic discount
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Snowflake Analysis

Excellent balance sheet and slightly overvalued.

1 Risk
2 Rewards

Varonis Systems, Inc. Key Details

US$688.1m

Revenue

US$157.8m

Cost of Revenue

US$530.3m

Gross Profit

US$671.7m

Other Expenses

-US$141.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.23
77.07%
-20.55%
102.0%
View Full Analysis

About VRNS

Founded
2004
Employees
2658
CEO
Yakov Faitelson
WebsiteView website
www.varonis.com

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.

Recent VRNS News & Updates

Narrative Update Aug 07

VRNS: AI Security Hype And Takeover Buzz Will Likely Disappoint

Analysts have lifted their average price target for Varonis Systems from about $28 to roughly $36, citing a series of recent target hikes that point to growing interest in the company's SaaS transition, data security positioning, and potential benefits from AI driven demand. Analyst Commentary Recent research on Varonis Systems highlights a wide range of views on how the stock is priced and how the business might execute on its software as a service pivot and AI related opportunity.
Seeking Alpha Aug 04

Varonis Systems: Better Growth In Q2, But Q4 2026 Still Needs To Deliver

Summary Varonis Systems remains a hold as Q2 2026 showed solid SaaS growth but profitability and margin improvements lagged expectations. SaaS ARR ex-conversions grew 25% y/y; management raised FY2026 SaaS ARR guidance, but Q4 2026 requires a significant acceleration in net new ARR. Platform opportunity is credible, with broad deployments and vendor consolidation trends supporting long-term growth potential. VRNS trades at a discount to peers due to lower margins; further acceleration in growth and margin expansion are needed for a rating upgrade. Read the full article on Seeking Alpha

Recent updates

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