CFO and COO Sale: Guy Melamed, the Chief Financial Officer and Chief Operating Officer, sold 42,705 shares on August 13, 2025.
Date of Transaction: The sale occurred on a specific date, highlighting a significant financial move by an executive.
Stock Portfolio Access: There is a mention of needing to sign in to access one's portfolio, indicating a platform for tracking investments.
Data Training Limit: The information provided is based on data available up to October 2023, suggesting that there may be limitations on the latest updates.
VRNS
$33.16+Infinity%1D
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 57.61 USD with a low forecast of 40.00 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.
19 Analyst Rating
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 57.61 USD with a low forecast of 40.00 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.
15 Buy
4 Hold
0 Sell
Strong Buy
Current: 33.000
Low
40.00
Averages
57.61
High
80.00
Current: 33.000
Low
40.00
Averages
57.61
High
80.00
Citi
Neutral -> Neutral
downgrade
$58 -> $40
2025-11-03
Reason
Citi
Price Target
$58 -> $40
2025-11-03
downgrade
Neutral -> Neutral
Reason
Citi lowered the firm's price target on Varonis to $40 from $58 and keeps a Neutral rating on the shares. The firm updated systems software models following the Q3 reports.
Susquehanna
Positive
downgrade
$65 -> $50
2025-10-29
Reason
Susquehanna
Price Target
$65 -> $50
2025-10-29
downgrade
Positive
Reason
Susquehanna lowered the firm's price target on Varonis to $50 from $65 and keeps a Positive rating on the shares. The firm said they reported a mixed 3Q with the SaaS business remaining solid but declining federal and on-prem renewal rates impacting both the quarter and outlook.
DA Davidson
Rudy Kessinger
Neutral
downgrade
$55 -> $40
2025-10-29
Reason
DA Davidson
Rudy Kessinger
Price Target
$55 -> $40
2025-10-29
downgrade
Neutral
Reason
DA Davidson analyst Rudy Kessinger lowered the firm's price target on Varonis to $40 from $55 and keeps a Neutral rating on the shares. The company missed on Q3 ARR - annual recurring revenue - and lowered its 2025 ARR guidance significantly as Federal and non-Federal on-premise renewal rates were much lower than expected, the analyst tells investors in a research note. The firm suspects this is due to Varonis aggressively pushing on-premise customers to migrate to SaaS when they have no interest in doing so.
RBC Capital
Outperform
to
NULL
downgrade
$72 -> $60
2025-10-29
Reason
RBC Capital
Price Target
$72 -> $60
2025-10-29
downgrade
Outperform
to
NULL
Reason
RBC Capital lowered the firm's price target on Varonis to $60 from $72 and keeps an Outperform rating on the shares. The company reported disappointing results as ARR and revenue missed expectations due to Fed and enterprise on-prem subscription softness, though its SaaS buisness continues to perform well, with strong demand and healthy SaaS net retention rate, the analyst tells investors in a research note.
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.
