Varonis Systems (NASDAQ:VRNS) Director Avrohom Kess Acquires 17,800 Shares of Stock

Varonis Systems, Inc. (NASDAQ:VRNS) Director Avrohom Kess bought 17,800 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was acquired at an average price of $22.29 per share, for a total transaction of $396,762.00. Following the purchase, the director directly owned 49,403 shares in the company, valued at approximately $1,101,192.87. The trade was a 56.32% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this link.

Varonis Systems Stock Up 2.5%

Varonis Systems stock opened at $26.26 on Wednesday. The company has a market capitalization of $3.08 billion, a P/E ratio of -23.04 and a beta of 0.58. Varonis Systems, Inc. has a twelve month low of $20.06 and a twelve month high of $63.90. The company has a quick ratio of 1.97, a current ratio of 1.97 and a debt-to-equity ratio of 0.76. The firm has a 50 day moving average price of $32.16 and a 200-day moving average price of $44.76.

Varonis Systems (NASDAQ:VRNS) last posted its earnings results on Tuesday, February 3rd. The technology company reported $0.08 earnings per share for the quarter, topping the consensus estimate of $0.03 by $0.05. The firm had revenue of $173.37 million during the quarter, compared to the consensus estimate of $168.66 million. Varonis Systems had a negative net margin of 20.74% and a negative return on equity of 22.95%. The company’s revenue was up 9.4% on a year-over-year basis. During the same quarter last year, the company earned $0.18 earnings per share. Varonis Systems has set its FY 2026 guidance at 0.060-0.100 EPS and its Q1 2026 guidance at -0.060–0.050 EPS. As a group, equities analysts predict that Varonis Systems, Inc. will post -0.83 EPS for the current year.

Trending Headlines about Varonis Systems

Here are the key news stories impacting Varonis Systems this week:

• Positive Sentiment: Analysts pushed stronger ratings and commentary following Varonis’s recent results and investor call, driving buying interest amid optimism about the company’s recovery and recurring‑revenue outlook. Varonis (VRNS) Jumps 13% on Upbeat Ratings
• Neutral Sentiment: Analysts and market writers are parsing the Q4 earnings call (questions on SaaS conversion, churn and guidance) — useful detail for assessing revenue sustainability but not a definitive catalyst by itself. 5 Must-Read Analyst Questions From Varonis Systems’s Q4 Earnings Call
• Neutral Sentiment: Additional analyst writeups offer context on the company’s SaaS transition and financial profile; these pieces help investors frame risk/reward but don’t replace primary financials. Analysts Offer Insights on Technology Companies: Shoals Technologies Group (SHLS) and Varonis Systems (VRNS)
• Negative Sentiment: A large number of plaintiff‑law firms have issued notices and filed a securities class action alleging Varonis misled investors about its ability to convert legacy on‑premise customers to SaaS; firms (Hagens Berman, Kessler Topaz, Rosen, Faruqi, Robbins Geller, Schall, and many others) are soliciting lead‑plaintiff applicants ahead of a March 9, 2026 deadline — this creates legal, financial and reputational risk that could weigh on the stock. INVESTOR ALERT: Varonis Systems (VRNS) Investors Have Opportunity To Lead Varonis Securities Class Action

Institutional Investors Weigh In On Varonis Systems

A number of hedge funds and other institutional investors have recently modified their holdings of VRNS. Norges Bank bought a new position in Varonis Systems during the 2nd quarter worth approximately $65,161,000. Pictet Asset Management Holding SA lifted its position in Varonis Systems by 99.1% in the fourth quarter. Pictet Asset Management Holding SA now owns 2,178,380 shares of the technology company’s stock valued at $71,480,000 after purchasing an additional 1,084,267 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its stake in shares of Varonis Systems by 166.7% during the third quarter. Clal Insurance Enterprises Holdings Ltd now owns 1,360,000 shares of the technology company’s stock valued at $78,159,000 after purchasing an additional 850,000 shares during the period. Vanguard Group Inc. grew its holdings in shares of Varonis Systems by 6.5% in the fourth quarter. Vanguard Group Inc. now owns 13,418,273 shares of the technology company’s stock worth $440,119,000 after purchasing an additional 822,925 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC grew its holdings in shares of Varonis Systems by 319.8% in the second quarter. Allspring Global Investments Holdings LLC now owns 971,544 shares of the technology company’s stock worth $48,606,000 after purchasing an additional 740,114 shares during the last quarter. Institutional investors own 95.65% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Stephens assumed coverage on shares of Varonis Systems in a research report on Tuesday, December 30th. They issued an “equal weight” rating and a $40.00 price objective on the stock. Zacks Research raised shares of Varonis Systems from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 11th. Morgan Stanley restated an “equal weight” rating and set a $41.00 price objective (down previously from $44.00) on shares of Varonis Systems in a research report on Monday, January 26th. TD Cowen upped their target price on shares of Varonis Systems from $62.00 to $68.00 and gave the stock a “buy” rating in a research report on Friday, October 17th. Finally, B. Riley Financial lowered their price target on Varonis Systems from $58.00 to $45.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Seventeen investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $45.24.

About Varonis Systems

Varonis Systems is a cybersecurity firm specializing in the protection and management of unstructured data. The company’s flagship Data Security Platform provides advanced analytics for monitoring file systems, email servers, collaboration platforms and cloud storage. By continuously mapping and analyzing data permissions and user behavior, Varonis enables organizations to detect insider threats, verify compliance and remediate exposed data in real time.

Founded in 2005 and headquartered in New York City, Varonis serves a diverse global customer base across financial services, healthcare, media, manufacturing and government.