Kopion Increases Stake in Varonis Systems by $6.39 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Should l Buy VRNS?
Source: Fool
Varonis Systems Inc's stock rose by 6.91% as it crossed above the 5-day SMA, reflecting positive momentum in the market.
This increase follows Kopion Asset Management's disclosure of a $6.39 million stake increase in Varonis Systems, acquiring an additional 152,121 shares. This move indicates confidence in the company's future growth potential, despite a 27.7% decline in stock price over the past year. The board's approval of a $150 million share repurchase plan further signals management's belief in the company's value.
The implications of Kopion's increased stake suggest a strategic adjustment towards long-term growth opportunities, particularly as Varonis navigates challenges in the SaaS landscape.
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Analyst Views on VRNS
Wall Street analysts forecast VRNS stock price to rise
18 Analyst Rating
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 25.320
Low
37.00
Averages
52.18
High
80.00
Current: 25.320
Low
37.00
Averages
52.18
High
80.00
About VRNS
Varonis Systems, Inc. is a data security company. The Company’s cloud-native data security platform discovers and classifies critical data, removes exposures, and detects advanced threats with artificial intelligence (AI)-powered automation. Varonis software enables enterprises of all sizes and industries to protect data stored in the cloud and on-premises, including sensitive files, emails and databases; confidential personal data belonging to customers, patients and employees; financial records; source code, strategic and product plans; and other intellectual property. Its SaaS product portfolio includes two product lines: its flagship Varonis Data Security Platform, which protects Microsoft 365, Windows file shares, Active Directory, Edge devices (VPN, DNS, proxy), UNIX/Linux and hybrid NAS storage, and DatAdvantage Cloud, which protects IaaS environments and SaaS applications, such as Salesforce, AWS, Azure, Google Cloud, Google Workspace, Databricks, ServiceNow, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Notice of Class Action Lawsuit for Varonis Systems Shareholders
- Shareholder Lawsuit Notice: The Gross Law Firm has issued a notice to shareholders of Varonis Systems, Inc. (NASDAQ: VRNS), encouraging those who purchased shares during the class period from February 4, 2025, to October 28, 2025, to contact the firm regarding potential lead plaintiff appointment for recovery participation.
- False Statement Allegations: The complaint alleges that Varonis provided overly optimistic statements to investors while concealing its inability to effectively convince existing users to transition to its SaaS offerings, resulting in significantly reduced annual recurring revenue (ARR) growth potential.
- Significant Financial Decline: Varonis announced a substantial miss in ARR and lowered its full-year 2025 guidance in its Q3 financial results, attributing this to weaker-than-expected renewals and conversions in its on-premises subscription business, highlighting major challenges in customer retention.
- Stock Price Plummet: Following the announcement on October 28, 2025, where shares closed at $63.00, Varonis' stock price plummeted to $32.34 the next day, marking a dramatic decline of approximately 48.67% in a single day, reflecting strong market concerns about the company's future prospects.
See More
Varonis Systems Class Action Lawsuit Notice
- Class Action Initiation: Robbins Geller Rudman & Dowd LLP announces that investors who purchased Varonis Systems (NASDAQ: VRNS) common stock between February 4, 2025, and October 28, 2025, can seek lead plaintiff status by March 9, 2026, highlighting significant investor concern over the company's financial transparency.
- Allegations Overview: The lawsuit accuses Varonis and its executives of violating the Securities Exchange Act of 1934 by making false statements regarding revenue outlook and growth expectations, potentially leading to long-term reputational damage and stock price declines.
- Performance Decline Impact: On October 28, 2025, Varonis reported third-quarter results that significantly missed projections and lowered full-year guidance, with CEO Yakov Faitelson attributing the shortfall to decreased renewals in both federal and non-federal sectors, resulting in a nearly 49% drop in stock price, indicating vulnerability in market competition.
- Legal Process Explanation: Under the Private Securities Litigation Reform Act of 1995, any investor who purchased Varonis stock during the class period can apply to be the lead plaintiff, who will represent other investors in the lawsuit, demonstrating the legal system's commitment to protecting investor rights.
See More
Multiple Companies Face Class Action Lawsuits
- Class Action Overview: The Law Offices of Frank R. Cruz remind investors that class action lawsuits have been filed against companies including agilon health, Fermi Inc., Varonis Systems, and Ardent Health, with deadlines for lead plaintiff motions approaching.
- agilon health Allegations: From February 26 to August 4, 2025, agilon health is accused of making materially false statements regarding its financial guidance, failing to disclose industry headwinds, which misled investors about the company's prospects, with a lead plaintiff deadline of March 2, 2026.
- Fermi Inc. Lawsuit Details: Fermi Inc. is charged with overstating tenant demand and the reliance on a single tenant's funding for its Project Matador from October 1 to December 11, 2025, with a lead plaintiff deadline of March 6, 2026.
- Varonis and Ardent Issues: Varonis is accused of being ill-equipped to sustain its ARR growth from February 4 to October 28, 2025, while Ardent is charged with failing to accurately assess the collectability of accounts receivable from July 18, 2024, to November 12, 2025, with lead plaintiff deadlines of March 9, 2026, for both companies.
See More
Varonis Systems Investors Class Action Reminder
- Lawsuit Background: Varonis Systems, Inc. reported third-quarter results on October 28, 2025, revealing revenues that missed market expectations, particularly a 63.9% year-over-year decline in annual subscription revenues, which undermined investor confidence.
- Stock Price Plunge: Following the earnings report, Varonis's stock price plummeted by $30.66, or 48.7%, closing at $32.34 per share on October 29, 2025, significantly harming investors' interests.
- Legal Allegations: The class action lawsuit alleges that the company made misleading statements during the class period and failed to disclose its inability to sustain annual recurring revenue growth, leading to investors misjudging the company's prospects.
- Action Notice: Investors must file a motion by March 9, 2026, to request appointment as lead plaintiff in the class action to recover losses incurred from investing in Varonis, highlighting strong concerns regarding corporate governance and transparency.
See More
Varonis Named to CRN Security 100 List for Eighth Consecutive Year
- Recognition in Security: Varonis Systems has been named to the CRN Security 100 list for the eighth consecutive year, highlighting its excellence in the Identity, Access, and Data Security category and reinforcing its leadership position in the data security market.
- Challenges in the AI Era: As AI technology rapidly evolves, data security has become an urgent challenge for businesses; Varonis effectively addresses data exposure risks through automation, enhancing customer security capabilities and ensuring confidence in AI usage.
- Strengthened Partnerships: Varonis collaborates with channel partners to proactively prevent data breaches, showcasing its innovative capabilities and market adaptability in security solutions, further driving strategic alignment with partners.
- Future Outlook: The release of the CRN Security 100 list not only serves as a guide for solution providers in selecting partners but also indicates Varonis's commitment to evolving its security product portfolio to address emerging threats, signaling ongoing innovation in the cybersecurity landscape.
See More
Class Action Filed Against Varonis Systems for Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against Varonis Systems, seeking damages for investors who purchased securities between February 4, 2025, and October 28, 2025, reflecting strong investor concern over potential fraud.
- Allegations of False Statements: The complaint alleges that Varonis made overly optimistic statements to investors while concealing its inability to effectively transition existing customers to its SaaS offerings, resulting in investors purchasing securities at artificially inflated prices, which could harm the company's reputation.
- Declining ARR Growth Potential: The lawsuit highlights that Varonis failed to convince existing users of the benefits of its SaaS products, leading to significantly reduced ARR growth potential in the near term, which may negatively impact the company's long-term financial health.
- Investor Action Deadline: Affected investors must apply to be lead plaintiffs by March 9, 2026, to share in any potential recovery from the lawsuit, indicating the urgency and importance of investor participation in the legal proceedings.
See More
Notice of Class Action Lawsuit for Varonis Systems Shareholders
- Shareholder Lawsuit Notice: The Gross Law Firm has issued a notice to shareholders of Varonis Systems, Inc. (NASDAQ: VRNS), encouraging those who purchased shares during the class period from February 4, 2025, to October 28, 2025, to contact the firm regarding potential lead plaintiff appointment for recovery participation.
- False Statement Allegations: The complaint alleges that Varonis provided overly optimistic statements to investors while concealing its inability to effectively convince existing users to transition to its SaaS offerings, resulting in significantly reduced annual recurring revenue (ARR) growth potential.
- Significant Financial Decline: Varonis announced a substantial miss in ARR and lowered its full-year 2025 guidance in its Q3 financial results, attributing this to weaker-than-expected renewals and conversions in its on-premises subscription business, highlighting major challenges in customer retention.
- Stock Price Plummet: Following the announcement on October 28, 2025, where shares closed at $63.00, Varonis' stock price plummeted to $32.34 the next day, marking a dramatic decline of approximately 48.67% in a single day, reflecting strong market concerns about the company's future prospects.
See More
Varonis Systems Class Action Lawsuit Notice
- Class Action Initiation: Robbins Geller Rudman & Dowd LLP announces that investors who purchased Varonis Systems (NASDAQ: VRNS) common stock between February 4, 2025, and October 28, 2025, can seek lead plaintiff status by March 9, 2026, highlighting significant investor concern over the company's financial transparency.
- Allegations Overview: The lawsuit accuses Varonis and its executives of violating the Securities Exchange Act of 1934 by making false statements regarding revenue outlook and growth expectations, potentially leading to long-term reputational damage and stock price declines.
- Performance Decline Impact: On October 28, 2025, Varonis reported third-quarter results that significantly missed projections and lowered full-year guidance, with CEO Yakov Faitelson attributing the shortfall to decreased renewals in both federal and non-federal sectors, resulting in a nearly 49% drop in stock price, indicating vulnerability in market competition.
- Legal Process Explanation: Under the Private Securities Litigation Reform Act of 1995, any investor who purchased Varonis stock during the class period can apply to be the lead plaintiff, who will represent other investors in the lawsuit, demonstrating the legal system's commitment to protecting investor rights.
See More
Multiple Companies Face Class Action Lawsuits
- Class Action Overview: The Law Offices of Frank R. Cruz remind investors that class action lawsuits have been filed against companies including agilon health, Fermi Inc., Varonis Systems, and Ardent Health, with deadlines for lead plaintiff motions approaching.
- agilon health Allegations: From February 26 to August 4, 2025, agilon health is accused of making materially false statements regarding its financial guidance, failing to disclose industry headwinds, which misled investors about the company's prospects, with a lead plaintiff deadline of March 2, 2026.
- Fermi Inc. Lawsuit Details: Fermi Inc. is charged with overstating tenant demand and the reliance on a single tenant's funding for its Project Matador from October 1 to December 11, 2025, with a lead plaintiff deadline of March 6, 2026.
- Varonis and Ardent Issues: Varonis is accused of being ill-equipped to sustain its ARR growth from February 4 to October 28, 2025, while Ardent is charged with failing to accurately assess the collectability of accounts receivable from July 18, 2024, to November 12, 2025, with lead plaintiff deadlines of March 9, 2026, for both companies.
See More
Varonis Systems Investors Class Action Reminder
- Lawsuit Background: Varonis Systems, Inc. reported third-quarter results on October 28, 2025, revealing revenues that missed market expectations, particularly a 63.9% year-over-year decline in annual subscription revenues, which undermined investor confidence.
- Stock Price Plunge: Following the earnings report, Varonis's stock price plummeted by $30.66, or 48.7%, closing at $32.34 per share on October 29, 2025, significantly harming investors' interests.
- Legal Allegations: The class action lawsuit alleges that the company made misleading statements during the class period and failed to disclose its inability to sustain annual recurring revenue growth, leading to investors misjudging the company's prospects.
- Action Notice: Investors must file a motion by March 9, 2026, to request appointment as lead plaintiff in the class action to recover losses incurred from investing in Varonis, highlighting strong concerns regarding corporate governance and transparency.
See More
Varonis Named to CRN Security 100 List for Eighth Consecutive Year
- Recognition in Security: Varonis Systems has been named to the CRN Security 100 list for the eighth consecutive year, highlighting its excellence in the Identity, Access, and Data Security category and reinforcing its leadership position in the data security market.
- Challenges in the AI Era: As AI technology rapidly evolves, data security has become an urgent challenge for businesses; Varonis effectively addresses data exposure risks through automation, enhancing customer security capabilities and ensuring confidence in AI usage.
- Strengthened Partnerships: Varonis collaborates with channel partners to proactively prevent data breaches, showcasing its innovative capabilities and market adaptability in security solutions, further driving strategic alignment with partners.
- Future Outlook: The release of the CRN Security 100 list not only serves as a guide for solution providers in selecting partners but also indicates Varonis's commitment to evolving its security product portfolio to address emerging threats, signaling ongoing innovation in the cybersecurity landscape.
See More
Class Action Filed Against Varonis Systems for Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against Varonis Systems, seeking damages for investors who purchased securities between February 4, 2025, and October 28, 2025, reflecting strong investor concern over potential fraud.
- Allegations of False Statements: The complaint alleges that Varonis made overly optimistic statements to investors while concealing its inability to effectively transition existing customers to its SaaS offerings, resulting in investors purchasing securities at artificially inflated prices, which could harm the company's reputation.
- Declining ARR Growth Potential: The lawsuit highlights that Varonis failed to convince existing users of the benefits of its SaaS products, leading to significantly reduced ARR growth potential in the near term, which may negatively impact the company's long-term financial health.
- Investor Action Deadline: Affected investors must apply to be lead plaintiffs by March 9, 2026, to share in any potential recovery from the lawsuit, indicating the urgency and importance of investor participation in the legal proceedings.
See More
