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VRNS logo

Varonis Systems, Inc. Stock Price

NasdaqGS:VRNS Community·US$5.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author
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VRNS Share Price Performance

US$45.12
-11.08 (-19.72%)
​
US$50.68
Fair Value
US$45.12
-11.08 (-19.72%)
11.0% undervalued intrinsic discount
US$50.68
Fair Value
Price US$45.12
AnalystConsensusTarget US$50.68
AnalystHighTarget US$60.00
AnalystLowTarget US$36.05
Fri, 4 Sep 26
Fair ValueUS$50.68
Share Pricen/a

VRNS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$50.68 11.0% undervalued intrinsic discount

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

0users have liked this narrative
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9users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$60 24.8% undervalued intrinsic discount

Cloud Data Security And AI Demand Will Drive Powerful Upside Potential

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$36.05 25.1% overvalued intrinsic discount

SaaS Shift And On Prem Churn Will Challenge Margins Yet Support A Stronger Long Term Profile

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
VRNS logo
Varonis Systems
11.0% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Sep
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VRNS logo
Varonis Systems
24.8% undervalued intrinsic discount

Cloud Data Security And AI Demand Will Drive Powerful Upside Potential

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AN
AnalystHighTarget
AnalystHighTarget
Updated 21 Aug
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VRNS logo
Varonis Systems
25.1% overvalued intrinsic discount

SaaS Shift And On Prem Churn Will Challenge Margins Yet Support A Stronger Long Term Profile

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
VRNS logo

VRNS: AI Data Security Demand And Takeover Speculation Will Shape SaaS Outlook

Fair Value: US$50.68 11.0% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
VRNS logo

VRNS: AI Data Security Demand And Takeover Interest Will Drive Repricing

Fair Value: US$60 24.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
VRNS logo

VRNS: AI Security Hype And Takeover Buzz Will Likely Disappoint

Fair Value: US$36.05 25.1% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet and slightly overvalued.

1 Risk
2 Rewards
View Full Analysis

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

User avatar
Narrative Update • Sep 04

VRNS: AI Data Security Demand And Takeover Speculation Will Shape SaaS Outlook

Varonis Systems' analyst price target has shifted higher to $50.68 from $45.55, as analysts point to Q2 SaaS annual recurring revenue beats, raised long term SaaS guidance, and growing interest in AI driven security demand as key supports for the updated valuation framework. Analyst Commentary Analysts covering Varonis Systems are broadly constructive on the company after its Q2 report, with many research houses lifting price targets and pointing to software as a service execution, AI driven security demand and potential corporate actions as key inputs to their views.
User avatar
Narrative Update • Aug 21

VRNS: AI Data Security Demand And Takeover Interest Will Drive Repricing

Varonis Systems' analyst fair value estimate has been lifted from $46.36 to $60.00 as analysts point to higher price targets across the Street. This view is supported by improving SaaS momentum, stronger data security demand tied to AI, and a constructive Q2 setup that together justify a richer P/E assumption.

Recent updates

No updates

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