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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
21.930
Open
21.540
VWAP
21.50
Vol
1.77M
Mkt Cap
2.52B
Low
21.090
Amount
38.05M
EV/EBITDA(TTM)
--
Total Shares
117.45M
EV
2.02B
EV/OCF(TTM)
13.69
P/S(TTM)
3.88
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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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

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.
Barron's
4.0
03-23Barron's
Microsoft Stock Resilient Amid AI Concerns Leading to Downgrades for Dropbox and 8 Others
  • Stock Downgrades: Dropbox and several other stocks were downgraded by William Blair analysts on Monday.
  • Impact of AI: The analysts indicated that the rise of AI has introduced greater uncertainty within the software sector.
Barron's
4.0
03-23Barron's
Microsoft Stock Resilient Amid AI Concerns Leading to Downgrades for Dropbox and 8 Others
  • Stock Downgrades: Dropbox and several other stocks were downgraded by William Blair analysts on Monday.
  • Impact of AI: The analysts indicated that the rise of AI has introduced greater uncertainty within the software sector.
Fool
6.5
03-12Fool
Greenvale Capital Fully Liquidates Varonis Position
  • Liquidation Trade: On February 17, 2026, Greenvale Capital disclosed to the SEC that it fully liquidated its position in Varonis Systems, amounting to approximately $99.14 million, indicating a pessimistic outlook on the company's future prospects.
  • Holding Change: This transaction reduced Greenvale's Varonis holdings from 1.725 million shares to zero, previously constituting 7.8% of its assets under management, reflecting a significant decline in confidence regarding the company's performance.
  • Performance Decline: Varonis's stock price fell 40% over the past year, closing at $25.36 on February 13, 2026, significantly underperforming the S&P 500's roughly 20% gain during the same period, indicating a lack of competitiveness in the market.
  • Portfolio Repositioning: Greenvale's current top holdings include high-growth companies like Sunrun, Zeta Global, and Okta, suggesting a strategic shift towards investments with greater growth potential to counter Varonis's poor performance.
NASDAQ.COM
6.5
03-12NASDAQ.COM
Greenvale Capital Exits Entire Varonis Holdings
  • Complete Liquidation: Greenvale Capital exited its entire position in Varonis Systems by selling 1,725,000 shares in Q4, resulting in a $99.14 million decline in position value, marking a significant shift as the stake dropped from 7.8% to 0% of fund AUM.
  • Severe Market Reaction: Varonis's stock plummeted nearly 50% in a single day after management revealed that the transition to a subscription and SaaS model would take longer than expected, effectively erasing two years of stock gains and highlighting market sensitivity to growth expectations.
  • Weak Revenue Growth: Despite reporting a 16% increase in annual recurring revenues and full-year revenue rising from $551 million to $623.5 million, Varonis's performance has not met investor expectations for robust growth, leading to a decline in investor confidence.
  • Portfolio Restructuring: Greenvale Capital is shifting its focus towards other high-growth software and energy transition companies like Zeta Global and Okta, which have shown relatively stable market performance, indicating a reassessment of future growth potential within the fund's investment strategy.
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
William Blair
William
Outperform -> Market Perform
downgrade
AI Analysis
2026-03-23
Reason
William Blair
William
Price Target
AI Analysis
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.
Wells Fargo
Overweight
initiated
$28
2026-03-02
Reason
Wells Fargo
Price Target
$28
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."
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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 622.25. 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
622.25
Current PE
125.11
Overvalued PE
2224.22
Undervalued PE
-979.72

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
139.74
Current EV/EBITDA
150.30
Overvalued EV/EBITDA
215.33
Undervalued EV/EBITDA
64.14

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
8.81
Current PS
5.46
Overvalued PS
11.99
Undervalued PS
5.64

Financials

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Whales Holding VRNS

C
Clal Financial Management Ltd
Holding
VRNS
+22.71%
3M Return
E
Emerald Advisers, LLC
Holding
VRNS
+3.99%
3M Return
P
Phoenix Investments & Finances Ltd
Holding
VRNS
+1.29%
3M Return
M
Migdal Mutual Funds Ltd.
Holding
VRNS
-0.24%
3M Return
S
Senvest Management, LLC
Holding
VRNS
-2.25%
3M Return
P
Penserra Capital Management LLC
Holding
VRNS
-3.34%
3M Return

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Frequently Asked Questions

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

The current price of VRNS is 21.47 USD — it has increased 1.42

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 April 01 2026.

What is Varonis Systems Inc (VRNS) market cap?

Today VRNS has the market capitalization of 2.52B USD.