Varonis SystemsVRNS
VRNS
About: Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.
Employees: 2,406
0
Funds holding %
of 7,345 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 3 (+2) [Q1 2025]
193% more call options, than puts
Call options by funds: $83M | Put options by funds: $28.3M
26% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 105
0.03% less ownership
Funds ownership: 103.35% [Q4 2024] → 103.32% (-0.03%) [Q1 2025]
9% less funds holding
Funds holding: 346 [Q4 2024] → 316 (-30) [Q1 2025]
9% less capital invested
Capital invested by funds: $5.16B [Q4 2024] → $4.71B (-$460M) [Q1 2025]
39% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 64
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$50
13%
downside
Avg. target
$64
10%
upside
High target
$70
21%
upside
11 analyst ratings
10 positive
91%
1 neutral
9%
0 negative
0%
Wells Fargo Andrew Nowinski | 21%upside $70 | Overweight Upgraded | 11 Aug 2025 |
Barclays Saket Kalia | 7%upside $62 | Overweight Maintained | 30 Jul 2025 |
UBS Roger Boyd | 12%upside $65 | Buy Maintained | 30 Jul 2025 |
RBC Capital Matthew Hedberg | 11%upside $64 | Outperform Maintained | 30 Jul 2025 |
Baird Shrenik Kothari | 9%upside $63 | Outperform Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 12 articles about VRNS published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
Varonis to Present at Upcoming Investor Conference
MIAMI, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the leader in data security, announced its participation at the following upcoming conference: Citi's 2025 Global TMT Conference, September 2 – 5, in New York. The presentation is scheduled for September 3 at 9:30 a.m.
Positive
Seeking Alpha
1 week ago
Varonis Systems: I Still See Attractive Upside From Here
I maintain my buy rating on Varonis Systems, as strong ARR growth and SaaS transition progress signal robust underlying fundamentals and future upside. SaaS ARR now comprises 69% of total ARR, with the transition set to complete a year early, accelerating the growth and margin inflection timeline. Improving net revenue retention and larger initial deal sizes confirm customer demand, supporting my view that VRNS' ARR growth could exceed 20%.
Positive
CNBC
1 week ago
Top Wall Street analysts pick these 3 stocks for their growth potential
TipRanks' analyst ranking service discusses three stocks, including MongoDB and ServiceNow, favored by Wall Street.
Positive
The Motley Fool
2 weeks ago
Varonis Q2 Revenue Tops Estimates
Varonis Q2 Revenue Tops Estimates
Neutral
Seeking Alpha
2 weeks ago
Varonis Systems, Inc. (VRNS) Q2 2025 Earnings Call Transcript
Varonis Systems, Inc. (NASDAQ:VRNS ) Q2 2025 Earnings Conference Call July 29, 2025 4:30 PM ET Company Participants Guy Melamed - CFO & COO Tim Perz - Director of Investor Relations Yakov Faitelson - Co-Founder, Chairman, CEO & President Conference Call Participants Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Brian Lee Essex - JPMorgan Chase & Co, Research Division Jason Noah Ader - William Blair & Company L.L.C., Research Division Jonathan Blake Ruykhaver - Cantor Fitzgerald & Co., Research Division Joseph Anthony Gallo - Jefferies LLC, Research Division Joshua Alexander Tilton - Wolfe Research, LLC Junaid Hamid Siddiqui - Truist Securities, Inc., Research Division Mark Zhang - Citigroup Inc. Exchange Research Matthew George Hedberg - RBC Capital Markets, Research Division Michael Joseph Cikos - Needham & Company, LLC, Research Division Roger Foley Boyd - UBS Investment Bank, Research Division Rudy Grayson Kessinger - D.A.
Positive
Zacks Investment Research
2 weeks ago
Here's What Key Metrics Tell Us About Varonis (VRNS) Q2 Earnings
Although the revenue and EPS for Varonis (VRNS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
2 weeks ago
Varonis Systems (VRNS) Q2 Earnings and Revenues Top Estimates
Varonis Systems (VRNS) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.05 per share a year ago.
Neutral
GlobeNewsWire
2 weeks ago
imPAC Labs and Varonis Partner to Deliver Holistic Data & Cloud Security
Atlanta, GA, July 29, 2025 (GLOBE NEWSWIRE) -- imPAC Labs, the cloud control plane for security and compliance, today launched a strategic integration with Varonis, the leader in data security, to deliver real-time protection, governance, and audit readiness across the full cloud-data stack.
Neutral
GlobeNewsWire
2 weeks ago
Varonis Introduces Next-Gen Database Activity Monitoring
MIAMI, July 28, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data security leader, today announced the release of Varonis Next-Gen Database Activity Monitoring (DAM), a groundbreaking new approach to database security that deploys quickly and overcomes the challenges legacy vendors face in preventing data breaches and ensuring regulatory compliance. Databases are the backbone of the global economy and serve as the central nervous system of AI, yet they've never been harder to protect.
Neutral
GlobeNewsWire
3 weeks ago
Varonis Secures HDS Certification, Strengthening Commitment to Health Data Protection in France
Certification affirms that Varonis' cloud-native Data Security Platform meets stringent legal requirements for safeguarding personal medical information MIAMI, July 23, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the leader in data security, announced it achieved Hébergeur de Données de Santé (Health Data Hosting) certification. This certification is a prerequisite for any organization wishing to host health data in France and provides a framework for the security and protection of personal health data.
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