Varonis Systems, Inc. (NASDAQ:VRNS) Receives $48.26 Consensus Target Price from Analysts

Shares of Varonis Systems, Inc. (NASDAQ:VRNS) have earned a consensus recommendation of “Moderate Buy” from the twenty-four brokerages that are presently covering the firm, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, six have given a hold recommendation and seventeen have issued a buy recommendation on the company. The average 1-year target price among brokerages that have covered the stock in the last year is $49.0526.

Several brokerages recently issued reports on VRNS. DA Davidson increased their price target on shares of Varonis Systems from $30.00 to $37.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. UBS Group boosted their target price on Varonis Systems from $37.00 to $58.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. Truist Financial increased their price target on Varonis Systems from $34.00 to $52.00 and gave the company a “buy” rating in a report on Tuesday, July 21st. Cantor Fitzgerald reissued an “overweight” rating and issued a $55.00 price objective (up from $35.00) on shares of Varonis Systems in a report on Friday, July 24th. Finally, New Street Research reiterated a “buy” rating on shares of Varonis Systems in a research report on Wednesday.

Varonis Systems Stock Up 0.1%

Shares of Varonis Systems stock opened at $39.95 on Thursday. Varonis Systems has a 12-month low of $19.70 and a 12-month high of $63.90. The company has a market cap of $4.59 billion, a P/E ratio of -32.48 and a beta of 0.83. The company’s fifty day simple moving average is $39.20 and its two-hundred day simple moving average is $30.70. The company has a current ratio of 1.65, a quick ratio of 1.69 and a debt-to-equity ratio of 1.02.

Varonis Systems (NASDAQ:VRNS) last issued its quarterly earnings data on Tuesday, July 28th. The technology company reported $0.04 EPS for the quarter, topping the consensus estimate of $0.01 by $0.03. The business had revenue of $180.02 million during the quarter, compared to analyst estimates of $176.83 million. Varonis Systems had a negative net margin of 20.55% and a negative return on equity of 19.18%. Varonis Systems’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period last year, the business posted $0.03 earnings per share. Varonis Systems has set its FY 2026 guidance at 0.140-0.150 EPS and its Q3 2026 guidance at 0.020-0.030 EPS. Research analysts anticipate that Varonis Systems will post -0.97 EPS for the current year.

Key Varonis Systems News

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

• Positive Sentiment: Multiple analysts raised targets: Susquehanna lifted its target to $55, TD Cowen to $53, and Robert W. Baird to $45, suggesting substantial potential appreciation from recent trading levels. Susquehanna Raises Price Target TD Cowen Raises Price Target Baird Raises Price Target
• Positive Sentiment: D.A. Davidson and Rosenblatt Securities maintained Buy ratings, while Piper Sandler indicated that the stock is expected to rise. Needham also forecast strong price appreciation. D.A. Davidson Buy Rating Rosenblatt Buy Rating
• Positive Sentiment: Varonis recently exceeded quarterly earnings and revenue expectations, reporting $0.04 in EPS versus a $0.01 consensus estimate and revenue of $180.02 million versus $176.83 million. Revenue increased 18.3% year over year, supporting the bullish outlook. Varonis 2026 Q2 Results
• Neutral Sentiment: Citigroup raised its price target from $30 to $45 but retained a Neutral rating. Brokerages overall classify VRNS as a “Moderate Buy,” though analysts remain divided on valuation and upside. Consensus Moderate Buy Rating
• Negative Sentiment: An analyst downgrade prompted a reported 7.3% decline in the shares, highlighting near-term valuation concerns despite the predominantly positive analyst commentary. Barclays also reduced its target to $50, adding to the mixed signals. Analyst Downgrade Barclays Lowers Price Target

Hedge Funds Weigh In On Varonis Systems

Several large investors have recently made changes to their positions in the business. Jacobs Levy Equity Management Inc. purchased a new stake in Varonis Systems in the 4th quarter worth $48,263,000. First Trust Advisors LP lifted its stake in shares of Varonis Systems by 40.6% in the 4th quarter. First Trust Advisors LP now owns 4,427,245 shares of the technology company’s stock valued at $145,214,000 after purchasing an additional 1,279,002 shares during the last quarter. Senvest Management LLC boosted its stake in Varonis Systems by 406.1% during the first quarter. Senvest Management LLC now owns 1,448,943 shares of the technology company’s stock worth $31,109,000 after buying an additional 1,162,651 shares during the period. Pictet Asset Management Holding SA boosted its stake in shares of Varonis Systems by 99.1% during the 4th quarter. Pictet Asset Management Holding SA now owns 2,178,380 shares of the technology company’s stock worth $71,480,000 after purchasing an additional 1,084,267 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its position in shares of Varonis Systems by 218.4% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,409,487 shares of the technology company’s stock valued at $30,262,000 after buying an additional 966,817 shares during the period. 95.65% of the stock is currently owned by hedge funds and other institutional investors.

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.