VRNS
Varonis Systems Inc
$
58.100
- Overview
- Forecast
- Valuation
- Earnings
Line
|
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
58.130
Open
56.940
VWAP
57.62
Vol
1.65M
Mkt Cap
6.51B
Low
56.500
Amount
95.31M
EV/EBITDA(TTM)
--
Total Shares
111.50M
EV
6.26B
EV/OCF(TTM)
46.02
P/S(TTM)
10.73
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.
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Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q3
FY2025Q4
FY2026Q1
166.17M
+12.23%
0.077
-23.06%
170.68M
+7.68%
0.068
-62.09%
161.71M
+18.53%
0.044
+336.1%
Estimates Revision
The market is revising Upward the revenue expectations for Varonis Systems, Inc. (VRNS) for FY2025, with the revenue forecasts being adjusted by 0.6% over the past three months. During the same period, the stock price has changed by 26.63%.
Revenue Estimates for FY2025
Revise Upward
+0.6%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+7.12%
In Past 3 Month
Stock Price
Go Up
+26.63%
In Past 3 Month
17 Analyst Rating
4.99% Upside
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 61.00 USD with a low forecast of 50.00 USD and a high forecast of 70.00 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.
14 Buy
3 Hold
0 Sell
Strong Buy
4.99% Upside
Current: 58.100
Low
50.00
Averages
61.00
High
70.00
4.99% Upside
Current: 58.100
Low
50.00
Averages
61.00
High
70.00
Wells Fargo
Andrew Nowinski
Equal Weight -> Overweight
upgrade
$51 -> $70
2025-08-11
New
Reason
Wells Fargo
Andrew Nowinski
Price Target
$51 -> $70
2025-08-11
New
upgrade
Equal Weight -> Overweight
Reason
Wells Fargo analyst Andrew Nowinski upgraded Varonis to Overweight from Equal Weight with a price target of $70, up from $51. The firm believes Varonis is well positioned to benefit from the growing adoption of agentic artificial intelligence. This should drive the company's revenue growth to significantly accelerate in fiscal 2026 and bring gross margin expansion, pushing the shares higher, the analyst tells investors in a research note. Wells says Varonis has a number of levers to accelerate annual recurring revenue growth.
Barclays
Saket Kalia
Overweight
maintain
$60 -> $62
2025-07-30
Reason
Barclays
Saket Kalia
Price Target
$60 -> $62
2025-07-30
maintain
Overweight
Reason
Barclays analyst Saket Kalia raised the firm's price target on Varonis to $62 from $60 and keeps an Overweight rating on the shares. The company beat Q2 annual recurring revenue estimates and second half of the year numbers are beatable, the analyst tells investors in a research note.
DA Davidson
Rudy Kessinger
Neutral
maintain
$47 -> $50
2025-07-30
Reason
DA Davidson
Rudy Kessinger
Price Target
$47 -> $50
2025-07-30
maintain
Neutral
Reason
DA Davidson analyst Rudy Kessinger raised the firm's price target on Varonis to $50 from $47 and keeps a Neutral rating on the shares. The company delivered strong ARR - annual recurring revenue - upside and raised 2025 ARR guidance, with higher than expected SaaS migrations driving the bulk of the ARR beat and guidance raise, the analyst tells investors in a research note.
Susquehanna
Positive
upgrade
$55 -> $65
2025-07-30
Reason
Susquehanna
Price Target
$55 -> $65
2025-07-30
upgrade
Positive
Reason
Susquehanna raised the firm's price target on Varonis to $65 from $55 and keeps a Positive rating on the shares. The firm said they reported a solid 2Q as the company continues to see good traction with its SaaS offering and was optimistic about potential upsell opportunities upon the completion of the SaaS transition.
UBS
Buy
maintain
$60 -> $65
2025-07-30
Reason
UBS
Price Target
$60 -> $65
2025-07-30
maintain
Buy
Reason
UBS raised the firm's price target on Varonis to $65 from $60 and keeps a Buy rating on the shares. Varonis reported strong Q2 results with a "well-rounded" SaaS contribution, the analyst tells investors in a research note.
Wedbush
Outperform
maintain
$60 -> $65
2025-07-30
Reason
Wedbush
Price Target
$60 -> $65
2025-07-30
maintain
Outperform
Reason
Wedbush raised the firm's price target on Varonis to $65 from $60 and keeps an Outperform rating on the shares. The firm notes the company reported solid Q2 results which featured beats on the top and bottom lines while raising its FY25 ARR and revenue guidance as the company is in the final stages of it SaaS transition, which continues to drive further ARR growth momentum and free cash flow generation.
See All Ratings
Valuation Metrics
The current forward P/E ratio for Varonis Systems Inc (VRNS.O) is 196.68, compared to its 5-year average forward P/E of 563.47. For a more detailed relative valuation and DCF analysis to assess Varonis Systems Inc 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
N/A
5Y Average PE
563.47
Current PE
196.68
Overvalued PE
2154.46
Undervalued PE
-1027.52
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
N/A
5Y Average EV/EBITDA
133.46
Current EV/EBITDA
260.62
Overvalued EV/EBITDA
320.24
Undervalued EV/EBITDA
-53.32
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
Fair
5Y Average PS
9.52
Current PS
9.36
Overvalued PS
13.03
Undervalued PS
6.02
Financials
Annual
Quarterly
FY2025Q2
YoY :
+16.74%
152.16M
Total Revenue
FY2025Q2
YoY :
+26.80%
-36.55M
Operating Profit
FY2025Q2
YoY :
+49.59%
-35.82M
Net Income after Tax
FY2025Q2
YoY :
+52.38%
-0.32
EPS - Diluted
FY2025Q2
YoY :
+58.84%
17.32M
Free Cash Flow
FY2025Q2
YoY :
-4.02%
79.46
Gross Profit Margin - %
FY2025Q2
YoY :
+32.80%
20.81
FCF Margin - %
FY2025Q2
YoY :
+28.14%
-23.54
Net Margin - %
Trading Trends
Insider
Insiders areSelling! The selling amount has increased 908.11% over the last month.
Sold
0-3
Months
3.3M
USD
3
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
7.9M
USD
2
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds areBuying! The buying amount has increased 170.88% over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
109.9K
Volume
1
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
5
2.1M
Volume
Months
6-9
6
793.2K
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Insider
Insiders areSelling! The selling amount has increased 908.11% over the last month.
Sold
0-3
Months
3.3M
USD
3
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
7.9M
USD
2
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
VRNS News & Events
Events Timeline
2025-07-29 (ET)
2025-07-29
16:18:23
Varonis sees FY25 non-GAAP EPS 16c-18c, consensus 16c
2025-07-29
16:17:15
Varonis sees Q3 non-GAAP EPS 7c-8c, consensus 5c
2025-07-29
16:16:19
Varonis reports Q2 non-GAAP EPS 3c, consensus 1c
Sign Up For More Events
Sign Up For More Events
News
4.0
08-11CNBCHere are Monday's biggest analyst calls: Nvidia, Tesla, Snowflake, Apple, Adobe, Arm, CoreWeave, Freeport-McMoRan and more
4.0
08-11BenzingaThis Cummins Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
3.5
07-31NewsfilterA $30 Billion Security Crisis: Why Investors Are Eyeing Quantum-Ready Platforms
Sign Up For More News
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FAQ
What is Varonis Systems Inc (VRNS) stock price today?
The current price of VRNS is 58.1 USD — it has increased 2.22 % in the last trading day.
What is Varonis Systems Inc (VRNS)'s business?
What is the price predicton of VRNS Stock?
What is Varonis Systems Inc (VRNS)'s revenue for the last quarter?
What is Varonis Systems Inc (VRNS)'s earnings per share (EPS) for the last quarter?
What changes have occurred in the market's expectations for Varonis Systems Inc (VRNS)'s fundamentals?
How many employees does Varonis Systems Inc (VRNS). have?