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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
  • 18 Fair Values set on narratives written by author

VRNS Share Price Performance

US$43.92
-12.92 (-22.73%)
US$36.05
Fair Value
US$43.92
-12.92 (-22.73%)
21.8% overvalued intrinsic discount
US$36.05
Fair Value
Price US$43.92
AnalystLowTarget US$36.05
AnalystConsensusTarget US$45.55
AnalystHighTarget US$60.00

VRNS Community Narratives

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Fair Value US$36.05 21.8% 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$45.55 3.6% undervalued intrinsic discount

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

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Fair Value US$60 26.8% 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 Data Security Demand And Takeover Interest Will Drive Repricing

Fair Value: US$60 26.8% undervalued intrinsic discount
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VRNS: AI Security Hype And Takeover Buzz Will Likely Disappoint

Fair Value: US$36.05 21.8% overvalued intrinsic discount
1 users have set this as their fair value
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VRNS: AI Data Security Tailwinds Will Confront Competition And Takeover Uncertainty

Fair Value: US$45.55 3.6% undervalued intrinsic discount
8 users have set this as their fair value
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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 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.
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.

Recent updates

No updates