Varonis Projects FY25 EPS Between 11c and 12c, Below Consensus of 17c
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
- Revenue Forecast: The company projects revenue between $616 million and $628 million.
- Market Consensus: The consensus estimate for revenue is $626.01 million.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy VRNS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on VRNS
Wall Street analysts forecast VRNS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VRNS is 52.18 USD with a low forecast of 37.00 USD and a high forecast of 80.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 30.570
Low
37.00
Averages
52.18
High
80.00
Current: 30.570
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.
Varonis Faces Class Action Lawsuit Impacting Investors
- Class Action Initiated: On January 29, 2026, Kessler Topaz Meltzer & Check, LLP announced the filing of a securities class action lawsuit against Varonis Systems, Inc., covering investors from February 4 to October 28, 2025, indicating significant legal risks that could adversely affect the company's stock performance.
- Allegations of Misrepresentation: The lawsuit alleges that Varonis failed to disclose its ability to sustain growth, particularly as quarterly conversion rates significantly declined, leading to a severe erosion of investor confidence in the company's prospects and potential future financial losses.
- Lead Plaintiff Process: Investors must apply by March 9, 2026, to be appointed as lead plaintiff, representing all affected investors in the litigation, a process that could impact their ability to claim damages and the overall progress of the lawsuit.
- Law Firm Credentials: Kessler Topaz Meltzer & Check, LLP is a prominent law firm specializing in securities fraud class actions, having successfully secured substantial recoveries for investors, and its reputation and experience may positively influence the outcome of the litigation.
Continue Reading
Varonis Faces Class Action Lawsuit Amid Significant Stock Decline
- Class Action Notification: Levi & Korsinsky LLP has informed investors in Varonis Systems, Inc. (NASDAQ: VRNS) of a class action lawsuit due to alleged securities fraud, aiming to recover losses for investors affected between February 4, 2025, and October 28, 2025.
- Significant Financial Decline: On October 28, 2025, Varonis reported third-quarter results that revealed a substantial miss in annual recurring revenue (ARR) and lowered its full-year 2025 guidance, indicating weak customer renewals and conversions.
- Dramatic Stock Volatility: Following the disappointing earnings report, Varonis' stock plummeted from $63.00 per share on October 28, 2025, to $32.34 per share on October 29, 2025, marking a staggering decline of approximately 48.67% in just one day, severely impacting investor confidence.
- Layoffs and Product Termination: The company announced the end of its self-hosted solution and a 5% workforce reduction, highlighting challenges in transitioning to a SaaS model, which further dampens market expectations for future growth.
Continue Reading