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VRNS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
25.080
Open
24.180
VWAP
24.51
Vol
2.22M
Mkt Cap
2.80B
Low
24.050
Amount
54.44M
EV/EBITDA(TTM)
--
Total Shares
114.81M
EV
2.33B
EV/OCF(TTM)
15.83
P/S(TTM)
4.48
Varonis Systems, Inc. secures artificial intelligence (AI) and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and ensures safe AI from code to runtime. Its products are delivered through its flagship Varonis Data Security Platform, a unified platform designed to protect enterprise data across cloud, SaaS and on-premises environments. The Varonis Data Security Platform SaaS license includes capabilities designed to help customers understand their data exposure, reduce unnecessary access, and detect and respond to threats. These capabilities include data security posture management, data access intelligence, data discovery and classification, least privilege automation, data activity monitoring, data detection and response, and user and entity behavior analytics. Its database and email security capabilities include Varonis Database Activity Monitoring and Varonis Interceptor.
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Events Timeline

(ET)
2026-03-17
09:10:00
Varonis Launches AI Security Platform Atlas
select
2026-02-04 (ET)
2026-02-04
10:10:00
Varonis Shares Drop 19.3% to $21.42
select

News

Yahoo Finance
2.0
04-11Yahoo Finance
Varonis Systems Shares Drop 6.7% Following UBS Downgrade of ServiceNow
  • Stock Volatility: Varonis Systems shares fell 6.7% in the afternoon session, driven by a UBS downgrade of ServiceNow that triggered panic among investors, highlighting concerns over AI-driven automation potentially undermining demand for traditional enterprise software.
  • Market Overreaction: Varonis has experienced 16 moves greater than 5% over the past year, and today's decline indicates that the market considers this news significant, yet it does not fundamentally alter perceptions of the company's business.
  • Increased Competitive Pressure: The rise of AI-native competitors and 'vibe coding' startups poses a threat to the per-seat revenue models of giants like Salesforce and Adobe, intensifying the competitive landscape for traditional software providers.
  • Declining Long-term Returns: Varonis has dropped 37.2% year-to-date, trading at $20.12 per share, which is 68.2% below its 52-week high of $63.31, meaning that investors who bought $1,000 worth of shares five years ago would now see their investment reduced to only $373.27.
PRnewswire
3.5
04-10PRnewswire
Quantum Secure Encryption Corp Launches New Platform to Address Cyber Threats
  • Cybersecurity Crisis: A configuration error at Anthropic exposed the Claude Mythos AI model, capable of autonomously finding and exploiting zero-day vulnerabilities, leading to significant declines in the cybersecurity sector, with CrowdStrike down 7% and Fortinet down 3%, indicating the urgent risks facing the industry.
  • Project Launch: On April 7, Anthropic initiated Project Glasswing, granting restricted access to Claude Mythos for over 40 organizations to patch critical software before adversaries can develop similar capabilities, marking a structural shift in the industry's response to emerging threats.
  • New Platform Release: Quantum Secure Encryption Corp launched the QPA v2 platform, designed to help large organizations identify encryption weaknesses and create upgrade plans, featuring a planning wizard for governance, budgets, and migration timelines, along with AI modules that assess organizational readiness, thus facilitating a proactive approach to quantum risk management.
  • Market Expansion: Since November 2025, Quantum Secure Encryption has expanded from four to thirteen operational markets, adding eleven value-added distributors and establishing connections with the Canadian Association of Defence and Security Industries (CADSI), further enhancing its access to public sector procurement channels and demonstrating rapid growth potential in the global market.
Newsfilter
8.5
04-10Newsfilter
Quantum Secure Encryption Corp Launches New Platform to Tackle Cyber Threats
  • New Cybersecurity Platform Launch: Quantum Secure Encryption Corp has launched the QPA v2 enterprise platform, enabling large organizations to identify encryption vulnerabilities and develop upgrade plans to counter future quantum computing threats, marking a strategic shift in the company's approach to quantum security.
  • Market Expansion and Partnerships: Since November 2025, QSE has expanded from four to thirteen operational markets, adding eleven value-added distributors and engaging with multiple municipalities, indicating a growing influence in the public sector.
  • Quantum Threat Assessment Report: Forrester's 2026 report indicates that fault-tolerant quantum computing and Q-Day are plausible by 2030, prompting enterprises to accelerate quantum security strategies within a five-year execution window, thereby increasing demand for quantum-resilient encryption infrastructure.
  • Industry Reaction and Impact: The cybersecurity sector faced significant downturns following the leak of Anthropic's Claude Mythos model, with stocks of CrowdStrike and Fortinet plummeting, highlighting the urgent market demand and investment opportunities in quantum security technologies.
Yahoo Finance
2.0
04-10Yahoo Finance
Anthropic Launches Managed Agents, Disrupting SaaS Market
  • Market Reaction: Following Anthropic's launch of Managed Agents, concerns over the disruption of traditional SaaS models intensified, leading to significant afternoon declines in several stocks, with Guidewire Software's shares dropping 8.1%, indicating investor sensitivity to the potential disruptive impact of new technologies.
  • Short Selling Pressure: Noted short seller Michael Burry suggested on social media that Anthropic is “eating Palantir's lunch,” raising concerns about the vulnerability of legacy software platforms, which further intensified selling pressure and caused multiple related stocks to decline in price.
  • Guidewire Software Volatility: Guidewire Software has experienced 12 moves greater than 5% over the past year, and today's drop indicates that the market considers the news from Anthropic significant, although it does not fundamentally alter perceptions of the company's business, reflecting investor caution regarding future risks.
  • Long-Term Investment Returns: Despite a 33.2% decline in Guidewire Software's stock price year-to-date, currently trading at $125.24, which is 52.2% below its 52-week high of $261.88, investors who purchased $1,000 worth of shares five years ago would still see their investment grow to $1,204, demonstrating the potential for long-term investment gains.
Newsfilter
1.0
03-25Newsfilter
Varonis CEO to Keynote at RSA Conference 2026
  • Keynote Highlights: Varonis CEO and co-founder Yaki Faitelson will deliver a keynote at the 2026 RSA Conference, sharing three key ways AI is reshaping enterprise security, which is expected to draw significant industry attention and enhance the company's influence in the security sector.
  • Framework Insights: The presentation will delve into techniques and frameworks for future-proofing AI and data security, helping organizations address evolving security threats, thereby increasing customer trust and reliance on Varonis solutions.
  • Product Showcase: Varonis will showcase its new Atlas AI security platform at booth #5457 in the North Hall, aimed at helping organizations secure AI and data at scale, further solidifying its market leadership position.
  • Real-Time Engagement: By offering free expo passes and real-time updates, Varonis encourages attendee engagement, enhancing brand visibility and attracting potential customers to drive future business growth.
Yahoo Finance
1.0
03-25Yahoo Finance
Varonis CEO to Keynote at RSA Conference 2026
  • Keynote Presentation: Varonis Systems, Inc. CEO and co-founder Yaki Faitelson will deliver a keynote at the RSA Conference on March 25, 2026, discussing three major ways AI is reshaping enterprise security, which is expected to draw significant industry attention and enhance the company's influence in the security sector.
  • New Product Showcase: During the expo, Varonis will showcase its new Atlas AI security platform at booth #5457 in the North Hall, aimed at helping organizations secure AI and data at scale, further solidifying its market position.
  • Real-Time Updates and Engagement: Varonis encourages attendees to follow them on LinkedIn for real-time updates and live coverage from the RSA Conference, enhancing interaction with customers and industry experts while boosting brand visibility.
  • Free Expo Pass Offer: Varonis is offering complimentary expo passes using invitation code 52E1320XP to attract more potential customers and partners, thereby expanding its market influence.
Wall Street analysts forecast VRNS stock price to rise
18 Analyst Rating
Wall Street analysts forecast VRNS stock price to rise
14 Buy
4 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
37.00
Averages
52.18
High
80.00
Current: 0.000
sliders
Low
37.00
Averages
52.18
High
80.00
Barclays
Overweight
to
Overweight
downgrade
$38 -> $28
AI Analysis
2026-04-13
Reason
Barclays
Price Target
$38 -> $28
AI Analysis
2026-04-13
downgrade
Overweight
to
Overweight
Reason
Barclays lowered the firm's price target on Varonis to $28 from $38 and keeps an Overweight rating on the shares. The firm adjusted targets in the security, design, and vertical software-as-a-service group as part of a Q1 preview.
William Blair
William
Outperform -> Market Perform
downgrade
2026-03-23
Reason
William Blair
William
Price Target
2026-03-23
downgrade
Outperform -> Market Perform
Reason
William Blair downgraded Varonis to Market Perform from Outperform without a price target. The firm downgraded a handful of names in infrastructure software citing the "increased uncertainty that AI has injected into the software sector." William believes the group has entered a "critical transition period" where every infrastructure software company "will need to rethink their product, their pricing, and their go-to-market strategy." AI has introduced a level of uncertainty in the software industry that is not likely to change any time soon, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for VRNS
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Valuation Metrics

The current forward P/E ratio for Varonis Systems Inc (VRNS.O) is 285.71, compared to its 5-year average forward P/E of 527.13. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
527.13
Current PE
285.71
Overvalued PE
1917.27
Undervalued PE
-863.00

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
128.64
Current EV/EBITDA
-26.54
Overvalued EV/EBITDA
211.04
Undervalued EV/EBITDA
46.24

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
8.45
Current PS
3.30
Overvalued PS
11.72
Undervalued PS
5.18

Financials

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Varonis Systems Inc
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Whales Holding VRNS

C
Clal Financial Management Ltd
Holding
VRNS
+22.42%
3M Return
E
Emerald Advisers, LLC
Holding
VRNS
+12.36%
3M Return
M
Migdal Mutual Funds Ltd.
Holding
VRNS
+10.76%
3M Return
P
Phoenix Investments & Finances Ltd
Holding
VRNS
+10.47%
3M Return
T
Tremblant Capital Group
Holding
VRNS
+8.20%
3M Return
I
Ibercaja Gestion SGIIC SA
Holding
VRNS
+7.34%
3M Return

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Frequently Asked Questions

What is Varonis Systems Inc (VRNS) stock price today?

The current price of VRNS is 24.41 USD — it has increased 0.78

What is Varonis Systems Inc (VRNS)'s business?

Varonis Systems, Inc. secures artificial intelligence (AI) and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and ensures safe AI from code to runtime. Its products are delivered through its flagship Varonis Data Security Platform, a unified platform designed to protect enterprise data across cloud, SaaS and on-premises environments. The Varonis Data Security Platform SaaS license includes capabilities designed to help customers understand their data exposure, reduce unnecessary access, and detect and respond to threats. These capabilities include data security posture management, data access intelligence, data discovery and classification, least privilege automation, data activity monitoring, data detection and response, and user and entity behavior analytics. Its database and email security capabilities include Varonis Database Activity Monitoring and Varonis Interceptor.

What is the price predicton of VRNS Stock?

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 is52.18 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.

What is Varonis Systems Inc (VRNS)'s revenue for the last quarter?

Varonis Systems Inc revenue for the last quarter amounts to 173.37M USD, increased 9.37

What is Varonis Systems Inc (VRNS)'s earnings per share (EPS) for the last quarter?

Varonis Systems Inc. EPS for the last quarter amounts to -0.24 USD, increased 100.00

How many employees does Varonis Systems Inc (VRNS). have?

Varonis Systems Inc (VRNS) has 2658 emplpoyees as of April 21 2026.

What is Varonis Systems Inc (VRNS) market cap?

Today VRNS has the market capitalization of 2.80B USD.