VRNS Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

168.73M

+6.45%

0.032

-82.14%

163.60M

+19.92%

0.046

+357.6%

174.56M

+14.72%

0.070

+134.83%

Estimates Revision

The market is revising Downward the revenue expectations for Varonis Systems, Inc. (VRNS) for FY2025, with the revenue forecasts being adjusted by -1.19% over the past three months. During the same period, the stock price has changed by -42.27%.

Revenue Estimates for FY2025

Revise Downward

-1.19%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+8.88%

In Past 3 Month

Stock Price

Go Down

-42.27%

In Past 3 Month

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

NULL

downgrade

$72 -> $60

2025-10-29

Reason

RBC Capital

Price Target

$72 -> $60

2025-10-29

downgrade

Outperform

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.

UBS

Roger Boyd

Buy

downgrade

$70 -> $60

2025-10-29

Reason

UBS

Roger Boyd

Price Target

$70 -> $60

2025-10-29

downgrade

Buy

Reason

UBS analyst Roger Boyd lowered the firm's price target on Varonis to $60 from $70 and keeps a Buy rating on the shares.

Truist

Buy

downgrade

$70 -> $50

2025-10-29

Reason

Truist

Price Target

$70 -> $50

2025-10-29

downgrade

Buy

Reason

Truist lowered the firm's price target on Varonis to $50 from $70 and keeps a Buy rating on the shares after its Q3 results. The stock fell after weaker than guided Q3 top line results due to deterioration in renewal rates across its On-Prem segment which it has been migrating customers from the past three years, the analyst tells investors in a research note.

Valuation Metrics

The current forward P/E ratio for Varonis Systems Inc (VRNS.O) is 128.83, compared to its 5-year average forward P/E of 610.28. 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

610.28

Current PE

128.83

Overvalued PE

2178.68

Undervalued PE

-958.12

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

146.85

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

239.89

Undervalued EV/EBITDA

53.80

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.

N/A

5Y Average PS

9.23

Current PS

0.00

Overvalued PS

12.69

Undervalued PS

5.77

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

Trading Trends

Insider

Insiders areSelling! The selling amount has increased 2043.14% over the last month.

Sold

Bought

Hedge Fund

Hedge Funds areBuying! The buying amount has increased 170.88% over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders areSelling! The selling amount has increased 2043.14% over the last month.

Sold

Bought

VRNS News & Events

Events Timeline

No data

News

7.0

12-14Globenewswire

Varonis Systems Reports 63.9% Drop in Subscription Revenue, Stock Plummets 48.67%

7.0

12-11PRnewswire

Varonis Systems Reports 48.67% Revenue Decline, Investigated for Securities Violations

7.0

12-08Globenewswire

Varonis Systems Reports 48.67% Revenue Drop in Q3 2025, Investigated for Securities Violations

People Also Watch

Frequently Asked Questions

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

The current price of VRNS is 33 USD — it has decreased -2.34 % in the last trading day.

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?

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

Varonis Systems Inc revenue for the last quarter amounts to 161.58M USD, increased 9.12 % YoY.

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 -0.26 USD, increased 62.50 % YoY.

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?

Varonis Systems Inc (VRNS) has 2406 emplpoyees as of December 16 2025.

What is Varonis Systems Inc (VRNS) market cap?

Today VRNS has the market capitalization of 3.89B USD.