Reported Earnings • Apr 29
First quarter 2026 earnings released: US$0.32 loss per share (vs US$0.32 loss in 1Q 2025) First quarter 2026 results: US$0.32 loss per share (in line with 1Q 2025). Revenue: US$173.1m (up 27% from 1Q 2025). Net loss: US$36.9m (loss widened 3.0% from 1Q 2025). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Ankündigung • Apr 29
Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026 Varonis Systems, Inc. provided earnings guidance for the Second quarter and full year 2026. For the quarter, the company expected revenues of $175.0 million to $178.0 million, or year-over-year growth of 15% to 17%.
For full year 2026, the Company expected revenues of $731.0 million to $737.0 million, or year-over-year growth of 17% to 18%. Ankündigung • Apr 21
Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026 Varonis Systems, Inc., Annual General Meeting, Jun 01, 2026. Breakeven Date Change • Apr 20
No longer forecast to breakeven The 21 analysts covering Varonis Systems no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$32.3m in 2028. New consensus forecast suggests the company will make a loss of US$57.3m in 2028. Ankündigung • Apr 14
Varonis Systems, Inc. to Report Q1, 2026 Results on Apr 28, 2026 Varonis Systems, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 28, 2026 Ankündigung • Mar 17
Varonis Systems, Inc Announces General Availability of Varonis Atlas Varonis Systems, Inc. announced the general availability of Varonis Atlas, an end-to-end AI Security Platform that helps organizations see and control AI across the enterprise. AI agents, copilots, and LLMs are now embedded in enterprise workflows. They read, write, and act on data at machine speed. Most organizations don’t know which AI systems they have, what they can do, or whether they’re compliant with emerging regulations. Atlas covers the entire AI security lifecycle — from discovery and posture management to runtime protection and compliance — in a single solution. It connects to virtually any AI system that organizations build or run: hosted AI platforms, custom LLMs, agentic frameworks, chatbots, and embedded AI. Through integrations with the Varonis Data Security Platform, Atlas brings data context that standalone AI security tools can’t match. Atlas capabilities include: Find: AI Inventory & Shadow AI: Continuously discover AI assets, projects, and systems — including shadow AI — across your entire environment. AI Security Posture Management (AI-SPM): Scan your AI agents, chatbots, and models for vulnerabilities and misconfigurations. AI Pen Testing: Proactively stress test your AI systems for vulnerabilities like prompt injection and jailbreaks. Fix: AI Runtime Guardrails: Enforce real-time policies that prevent sensitive data leakage and block malicious and non-compliant AI usage. AI Compliance & Governance: Get out-of-the-box audit reporting to validate your compliance with ever-changing AI regulations and frameworks. AI Third-Party Risk Management: Manage AI use within products and services that you consume through your supply chain and take control of third-party risk. Alert: AI Activity Monitoring: View an audit trail of full end-to-end flows of AI interactions, including LLM calls, data access, tool calls, and guardrails. AI Detection & Response (AIDR): Detect and monitor all AI usage with a full end-to-end audit trail, generate real-time alerts on suspicious behavior, and integrate with SIEM and SOAR platforms. Varonis Atlas is available. Organizations can begin with a free trial with full access to Atlas’ AI inventory, posture management, security testing, runtime guardrails, and compliance reporting functionality. Recent Insider Transactions • Feb 12
Co-Founder recently bought €503k worth of stock On the 9th of February, Yakov Faitelson bought around 27k shares on-market at roughly €18.83 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Yakov 's only on-market trade for the last 12 months. New Risk • Feb 04
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$129m Forecast net loss in 3 years: US$2.4m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$2.4m net loss in 3 years). Reported Earnings • Feb 04
Full year 2025 earnings released: US$1.13 loss per share (vs US$0.86 loss in FY 2024) Full year 2025 results: US$1.13 loss per share (further deteriorated from US$0.86 loss in FY 2024). Revenue: US$623.5m (up 13% from FY 2024). Net loss: US$129.3m (loss widened 35% from FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Ankündigung • Feb 04
Varonis Systems, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Full Year 2026 Varonis Systems, Inc. provided earnings guidance for the first quarter of 2026 and full year 2026. For the quarter, the company expects SaaS ARR year-over-year growth of 27% to 28%, excluding conversions. Revenues of $164.0 million to $166.0 million, or year-over-year growth of 20% to 22%.
For full year 2026, the Company expects SaaS ARR of $805.0 million to $840.0 million, or year-over-year growth of 26% to 32%. SaaS ARR year-over-year growth of 18% to 20%, excluding conversions. Revenues of $722.0 million to $730.0 million, or year-over-year growth of 16% to 17%. Ankündigung • Jan 10
Varonis Systems, Inc. to Report Q4, 2025 Results on Feb 03, 2026 Varonis Systems, Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026 Board Change • Jan 07
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Breakeven Date Change • Jan 01
Forecast to breakeven in 2028 The 20 analysts covering Varonis Systems expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$32.3m in 2028. Average annual earnings growth of 42% is required to achieve expected profit on schedule. Reported Earnings • Oct 29
Third quarter 2025 earnings released: US$0.26 loss per share (vs US$0.16 loss in 3Q 2024) Third quarter 2025 results: US$0.26 loss per share (further deteriorated from US$0.16 loss in 3Q 2024). Revenue: US$161.6m (up 9.1% from 3Q 2024). Net loss: US$29.9m (loss widened 63% from 3Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Board Change • Oct 23
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Oct 14
Varonis Introduces Identity Protection for Salesforce Agentforce Varonis Systems, Inc. announced at Dreamforce 2025 the launch of its AI identity protection for Salesforce Agentforce. The latest release from Varonis provides IT and security teams with visibility and control over the data that AI agents created with Salesforce Agentforce can access and the actions they can take. Businesses use Agentforce to build and deploy AI agents that perform important tasks. Varonis connects the dots between AI agent identities with data sensitivity, permissions, and activity. The new capabilities enable Varonis customers to: Inventory AI agents. Automatically discover and catalog AI agents built on Agentforce, including their topics, actions, and deployment status. Unify visibility across sensitivity, permissions, and activity. Varonis provides a unified view into what data is sensitive, which agents can access that data, and what actions have been taken on that data. Automatically enforce least agency. Varonis analyzes prompts and responses for sensitive data exposure and policy violations, then automatically right-sizes access so that agents act within their intended scope. Organizations can request a complimentary Varonis Data Risk Assessment to evaluate their Salesforce security posture. Ankündigung • Oct 11
Varonis Systems, Inc. to Report Q3, 2025 Results on Oct 28, 2025 Varonis Systems, Inc. announced that they will report Q3, 2025 results After-Market on Oct 28, 2025 Ankündigung • Oct 08
Varonis Systems, Inc. Announces the Availability of Varonis Interceptor Varonis Systems, Inc. announced the availability of Varonis Interceptor, a new approach to email security that uses multi-layered AI to detect and block social-engineering attacks -- even when they originate from trusted or compromised sources. Attackers are using LLMs to deliver targeted phishing campaigns and craft pixel-perfect credential stealing websites at machine speed. When attacks come from compromised vendors or hijacked employee accounts, traditional detection methods break down. Varonis Interceptor is powered by the company's acquisition of SlashNext, announced in September. SlashNext was founded by Atif Mushtaq, one of the main architects of FireEye's core malware sandbox technology. Varonis Interceptor uses specialized AI models -- natural-language processing, computer vision, behavioral analysis, and the world's most advanced phishing sandbox -- to spot never-before-seen attacks and remove them from inboxes in real time. Protect users across email and collaboration apps like Microsoft Teams, Slack, and WhatsApp. Automated remediation. Remove inbound threats using touchless yet flexible policies that delete messages and neutralize links at scale. Live Threat Intelligence Database. Receive continuously updated signals from millions of scanned URLs, brand imaging attempts, and zero-hour phishing campaigns. AI Phishing Sandbox. Interceptor's virtual browser safely crawls links and simulates user's actions to evaluate post-click behavior. By connecting the dots between email, identity, and data, Varonis offers a complete and consolidated threat detection and response solution built to stop threats from the first point of attack to the last. Varonis Interceptor are available now. Interceptor is API-based, takes five minutes to deploy, and will perform a look-back to show which threats current email security solutions may have missed. Additional Resources: Read more on the Varonis blog. Read how Varonis Interceptor outperformed leading providers. Read why Varonis was named a Leader and a Customer Favorite by a leading analyst firm. Learn why Varonis is Gartner®? Peer Insights™? Customer's Choice and #1-rated DSPM. Check out these Varonis integrations. See Varonis in action: schedule a 30-minute demo. Visit blog and join the conversation on X, LinkedIn, and YouTube. Ankündigung • Sep 03
Varonis Systems, Inc. Updates Earnings Guidance for the Third Quarter and Full Year 2025 Varonis Systems, Inc. updated earnings guidance for the third quarter and full year 2025. For the quarter, the company expects revenues of $163.0 million to $168.0 million, or year-over-year growth of 10% to 13%.
For the year, the company expects revenues of $616.0 million to $628.0 million, or year-over-year growth of 12% to 14%. The Company updated its guidance to reflect the incremental expenses associated with the acquisition of SlashNext. Ankündigung • Sep 02
Varonis Systems, Inc. (NasdaqGS:VRNS) acquired SlashNext, Inc. Varonis Systems, Inc. (NasdaqGS:VRNS) acquired SlashNext, Inc. for an estimated deal value of $150 million on September 2, 2025. Cantor Fitzgerald, L.P. acted as financial advisor to SlashNext, Inc.
Varonis Systems, Inc. (NasdaqGS:VRNS) completed the acquisition of SlashNext, Inc. on September 2, 2025. Board Change • Aug 29
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Aug 08
Now 21% undervalued Over the last 90 days, the stock has risen 14% to €45.69. The fair value is estimated to be €57.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 33% per annum over the same time period. Board Change • Aug 06
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director A.J. Kess was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Jul 30
Varonis Systems, Inc. Provides Earnings Guidance for Third Quarter and Full Year of 2025 Varonis Systems, Inc. provided earnings guidance for third quarter and full year of 2025. For the third quarter, the company expects revenues of $163.0 million to $168.0 million, or year-over-year growth of 10% to 13%.
For the full year, the company expects revenues of $616.0 million to $628.0 million, or year-over-year growth of 12% to 14%. Ankündigung • Jul 29
Varonis Systems, Inc. Introduces Next-Gen Database Activity Monitoring Varonis Systems, Inc. announced the release of Varonis Next-Gen Database Activity Monitoring (DAM), a new approach to database security that deploys quickly and overcomes the challenges legacy vendors face in preventing data breaches and ensuring regulatory compliance. Next-Gen DAM is part of the Varonis Data Security Platform and includes: Activity monitoring. Capture every database query, in the cloud or on-premises, with a complete audit trail of who accessed which data, when, and how. User and entity behavior analytics. Automatically detect and block suspicious activity and sensitive datailtration attempts in real-time. Data discovery and classification. Understand which databases contain most sensitive data and determine what's exposed, at risk, or inactive. Database access control. Connect database permissions to corporate identities for a complete picture of which users, apps, and agents can read, modify, or delete critical data. Automated remediation. Revoke excessive permissions, mask sensitive data, and enforce other security policies automatically. The AI era demands a new and novel approach to data security. The days of fragmented data security products are ending. Varonis protects data wherever it lives, at rest or in motion, from a single unified platform--enabling organizations to continuously reduce their sensitive data exposure and respond to threats automatically. Varonis' Next-Gen DAM capabilities are now available natively in the Varonis Data Security platform, with support for major databases such as Databricks, Microsoft SQL Server, Amazon RDS, Postgres, Oracle, Snowflake, and countless others. Ankündigung • Jul 11
Varonis Systems, Inc. to Report Q2, 2025 Results on Jul 29, 2025 Varonis Systems, Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025 Ankündigung • Jun 10
Varonis Systems, Inc. Announces the Varonis Model Context Protocol (Mcp) Server Varonis Systems, Inc. announced the Varonis Model Context Protocol (MCP) Server -- a powerful new way to access and orchestrate the Varonis Data Security Platform using AI clients like ChatGPT, Claude, and GitHub Copilot. The Varonis MCP Server marks the next evolution for data security -- transforming Varonis into an AI-agnostic engine that turns simple prompts into powerful, automated outcomes. Customers can ask deep research questions about their data security posture or automate powerful workflows with prompts such as: "Get the last three high-severity alerts from Varonis and update any related ServiceNow tickets with the details." "Run a Varonis remediation to remove all stale guest accounts that haven't accessed data in over 180 days." "Build a compliance report that lists all databases and tables throughout AWS and Azure that contain employee PII". With Athena AI embedded in the Varonis UI and agentic AI underpinning many of the platform's automated features, Varonis continues to redefine what's possible with AI-powered data security. Together, these capabilities give organizations a decisive edge in preventing data breaches and simplifying compliance. Ankündigung • Jun 03
Varonis Announces Identity Protection to Unify Identity and Data Security Varonis Systems, Inc. announced Varonis Identity Protection, the latest enhancement to its Data Security Platform that gives organizations unified visibility and control of data and identities. Most identity security tools operate in a vacuum -- with no understanding of the critical data each identity can access or how they're accessing it. Varonis connects the dots between identities and data, helping organizations automatically reduce access to their most sensitive data, fix identity posture issues, and stop identity-based threats -- including those originating from insiders, stolen credentials, and AI tools and agents. Unlike traditional identity products, Varonis understands the blast radius of every identity -- showing how much data would be exposed if an identity were compromised. Varonis Identity Protection distinguishes between human and non-human identities, classifies them as internal, guest, external, or privileged, and monitors how they interact with data to detect anomalies. Key Capabilities of Varonis Identity Protection: Machine Learning-Based Identity Classification: Varonis integrates with Entra ID, Okta, Active Directory, and others to map user accounts across environments. Using machine learning, Varonis auto-classifies identities - tagging executives, privileged users, service accounts, non-human identities, and more. Peer Analysis & User Behavior Analysis: Varonis continuously analyzes peer behavior to detect anomalies in identity usage, flagging deviations from normal patterns to surface risky activity earlier. Identity Threat Detection & Response (ITDR): Varonis monitors identity providers for signs of compromise, alerting on suspicious logins, password resets, MFA changes, and policy updates -- in context with each account's data access activity. Identity Posture Management With Automated Remediation: Varonis flags stale contractor accounts, excessive permissions, and missing MFA -- then automatically remediates risks by revoking access, removing entitlements, and eliminating ghost accounts. Ankündigung • May 21
Varonis Systems, Inc. Becomes the First Data Security Platform to Achieve FedRAMP Authorization Varonis Systems, Inc. announced that its cloud-native Data Security Platform is the first in its category to achieve Federal Risk and Authorization Management Program (FedRAMP®?) Authorization. The industry milestone confirms that Varonis' AI-driven platform aligns with rigorous standards for cloud-hosted security solutions and highlights the company's commitment to providing best-in-class data security to federal agencies and public-sector organizations nationwide. FedRAMP is a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services. To achieve FedRAMP Moderate Authorization, Varonis' cloud Data Security Platform successfully passed an extensive third-party assessment. Government agencies and federal systems integrators already rely on Varonis to support Zero Trust, insider threat detection, data loss prevention, and compliance with mandates like NIST 800-53, OMB M-21-31, M-22-09, and CISA Zero Trust guidance. Now, public-sector entities can accelerate their data security programs and prepare for safe AI rollouts by adopting Varonis' platform to: Continuously discover and classify critical data like CUI; Identify and right-size access automatically and continuously; Detect advanced threats with AI-powered automation. Ankündigung • May 07
Varonis Systems, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025 Varonis Systems, Inc. provided earnings guidance for the second quarter and full year of 2025. For the quarter, the Company expects revenues of $145.0 million to $150.0 million, or year-over-year growth of 11% to 15%.
For full year 2025, the Company now expects ARR of $742.0 million to $750.0 million, or year-over-year growth of 16% to 17%. Revenues of $610.0 million to $625.0 million, or year-over-year growth of 11% to 13%. 
