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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
24.400
Open
24.340
VWAP
23.79
Vol
1.60M
Mkt Cap
2.81B
Low
23.030
Amount
38.01M
EV/EBITDA(TTM)
--
Total Shares
117.45M
EV
2.34B
EV/OCF(TTM)
15.90
P/S(TTM)
4.39
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.
Show More

Events Timeline

(ET)
2026-02-04
10:10:00
Varonis Shares Drop 19.3% to $21.42
select

News

Fool
8.5
01:06 AMFool
PinnedTremblant Capital Increases Stake in Varonis Systems
  • Share Acquisition: On February 17, 2026, Tremblant Capital Group disclosed the acquisition of 3,058,524 shares of Varonis Systems, with an estimated transaction value of approximately $128.40 million, indicating confidence in the company's future.
  • Ownership Proportion: Following this acquisition, Varonis represented 2.94% of Tremblant Capital's 13F reportable assets, highlighting its significance within the investment portfolio.
  • Market Performance: As of February 17, 2026, Varonis shares were priced at $25.32, down about 40% over the past year, significantly lagging behind the S&P 500's roughly 20% gain during the same period, reflecting market concerns about its growth prospects.
  • Revenue Growth: Despite challenges, Varonis generated approximately $623.5 million in revenue in 2025, a 13% year-over-year increase, while annual recurring revenue reached about $745 million, indicating the potential of its transition to a SaaS model.
NASDAQ.COM
6.5
02:04 AMNASDAQ.COM
Tremblant Capital Increases Stake in Varonis Systems
  • Stake Increase: Tremblant Capital Group increased its stake in Varonis Systems by 3,058,524 shares in Q4 2025, with an estimated trade value of $128.40 million, indicating confidence in the company's growth potential.
  • Quarter-End Position Value: As of December 31, 2025, Tremblant's position in Varonis was valued at $115.12 million, reflecting a net increase of $89.19 million due to both stock price appreciation and additional share purchases.
  • Revenue Growth Trend: Varonis generated approximately $623.5 million in revenue for 2025, a 13% year-over-year increase, while annual recurring revenue reached about $745 million, showcasing the company's potential in transitioning to a SaaS model.
  • Market Reaction and Investor Confidence: Despite a nearly 50% stock price drop last year due to lowered full-year guidance, Tremblant's stake increase signals investor confidence in Varonis's long-term growth prospects, particularly amid rising demand for data security solutions.
Globenewswire
7.0
03-09Globenewswire
Class Action Lawsuits Filed Against Varonis and Ardent Health
  • Varonis Lawsuit Overview: Shareholders of Varonis Systems, Inc. are facing losses from February 4 to October 28, 2025, due to the company's failure to disclose its ability to sustain growth, leading to a misunderstanding of its prospects, with a class action deadline of March 9, 2026.
  • Ardent Lawsuit Details: Similarly, shareholders of Ardent Health, Inc. from July 18, 2024, to November 12, 2025, encountered issues as the company misrepresented the collectability of accounts receivable, resulting in a misjudgment of its financial health, with the same class action deadline of March 9, 2026.
  • Legal Consultation Advice: The Law Offices of Frank R. Cruz remind investors who suffered losses during the specified periods to contact the firm to understand their legal rights, providing contact details including phone and email.
  • Class Action Participation Note: Investors need not take immediate action to be part of the class action, and the law firm offers various contact methods for shareholders to obtain more information and consultation.
Globenewswire
7.0
03-09Globenewswire
Varonis Systems Faces Class Action Lawsuit Reminder
  • Class Action Notice: The Schall Law Firm reminds investors of a class action lawsuit against Varonis Systems for violations of §§10(b) and 20(a) of the Securities Exchange Act, concerning securities purchased between February 4 and October 28, 2025.
  • False Statement Allegations: The complaint alleges that Varonis made overly optimistic claims about its ability to convert existing customers to its SaaS offering, while struggling to persuade customers to switch, thereby reducing opportunities for annual recurring revenue growth.
  • Investor Losses: As the market learned the truth about Varonis, investors suffered damages, indicating that the company's public statements were false and materially misleading throughout the class period.
  • Legal Consultation Opportunity: The Schall Law Firm encourages affected investors to contact them before March 9, 2026, to discuss their rights and participate in the lawsuit, noting that the class has not yet been certified, meaning investors are not represented by an attorney until then.
PRnewswire
7.0
03-08PRnewswire
Reminder of Varonis Systems Class Action
  • Class Action Notice: Rosen Law Firm reminds investors who purchased Varonis Systems (NASDAQ:VRNS) common stock between February 4, 2025, and October 28, 2025, that the deadline to apply as lead plaintiff is March 9, 2026, allowing potential compensation without out-of-pocket costs.
  • Lawsuit Background: The lawsuit alleges that Varonis failed to maintain annual recurring revenue (ARR) projections and could not effectively persuade existing customers to transition to the software-as-a-service (SaaS) model, resulting in significantly reduced ARR growth potential and investor losses.
  • Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has achieved the largest securities class action settlement against a Chinese company, recovering over $438 million for investors in 2019, showcasing its strong track record in this field.
  • Participation Instructions: Investors can join the class action by visiting the specified website or calling the toll-free number, and while the class has not yet been certified, they may choose to retain counsel or remain absent members without taking action, with future recovery not dependent on being a lead plaintiff.
Globenewswire
7.0
03-07Globenewswire
Varonis Systems Faces Class Action for Securities Fraud
  • Class Action Initiation: Robbins Geller law firm announces that investors who purchased Varonis Systems (NASDAQ: VRNS) stock between February 4, 2025, and October 28, 2025, have until March 9, 2026, to apply as lead plaintiffs in the class action lawsuit, highlighting significant investor concern over the company's financial transparency.
  • Allegations of the Lawsuit: The lawsuit accuses Varonis and its executives of violating the Securities Exchange Act of 1934 by creating false impressions regarding their revenue outlook and growth expectations, leading investors to make uninformed decisions, which reflects serious deficiencies in corporate governance and information disclosure.
  • Impact of Stock Price Plunge: Following the release of third-quarter results on October 28, 2025, which fell significantly short of expectations, Varonis's stock price plummeted nearly 49%, adversely affecting investor confidence and potentially placing the company at a disadvantage in future financing and market competition.
  • Legal Process Overview: Under the Private Securities Litigation Reform Act of 1995, any investor who purchased Varonis stock during the class period can seek to be appointed as lead plaintiff, representing all other investors in the lawsuit, demonstrating the legal system's emphasis on protecting investor rights.
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
Wells Fargo
Overweight
initiated
$28
AI Analysis
2026-03-02
Reason
Wells Fargo
Price Target
$28
AI Analysis
2026-03-02
initiated
Overweight
Reason
Wells Fargo initiated coverage of Varonis with an Overweight rating and $28 price target. While noting that shares have been "punished on a noisy SaaS transition," the firm adds that its checks indicate data security demand is burgeoning ahead of AI adoption and it sees current levels presenting "an attractive price for pure-play exposure to a top 2026 priority."
DA Davidson
Rudy Kessinger
Neutral -> Buy
upgrade
$25 -> $30
2026-02-05
Reason
DA Davidson
Rudy Kessinger
Price Target
$25 -> $30
2026-02-05
upgrade
Neutral -> Buy
Reason
DA Davidson analyst last night Rudy Kessinger upgraded Varonis to Buy from Neutral with a price target of $30, up from $25. The firm says the company's software-as-a-service annual recurring revenue growth excluding conversions is "quite strong." Varonis' SaaS ARR growth guidance of 18%-20% leaves room for upside, the analyst tells investors in a research note. DA thinks Varonis can post 15%-20% ARR growth with a margin rebound in 2027.
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Valuation Metrics

The current forward P/E ratio for Varonis Systems Inc (VRNS.O) is 125.11, compared to its 5-year average forward P/E of 620.79. 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
620.79
Current PE
125.11
Overvalued PE
2213.50
Undervalued PE
-971.93

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
5Y Average EV/EBITDA
140.12
Current EV/EBITDA
150.30
Overvalued EV/EBITDA
215.37
Undervalued EV/EBITDA
64.88

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
8.88
Current PS
5.46
Overvalued PS
12.10
Undervalued PS
5.67

Financials

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Whales Holding VRNS

C
Clal Financial Management Ltd
Holding
VRNS
+27.44%
3M Return
M
Migdal Mutual Funds Ltd.
Holding
VRNS
+3.28%
3M Return
T
Tremblant Capital Group
Holding
VRNS
+2.48%
3M Return
P
Phoenix Investments & Finances Ltd
Holding
VRNS
+1.92%
3M Return
I
Ibercaja Gestion SGIIC SA
Holding
VRNS
-0.18%
3M Return
P
Penserra Capital Management LLC
Holding
VRNS
-4.38%
3M Return

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Frequently Asked Questions

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

The current price of VRNS is 23.95 USD — it has decreased -1.6

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

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.

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 March 11 2026.

What is Varonis Systems Inc (VRNS) market cap?

Today VRNS has the market capitalization of 2.81B USD.