Brokerages Set Varonis Systems, Inc. (NASDAQ:VRNS) Price Target at $56.70

Shares of Varonis Systems, Inc. (NASDAQ:VRNS) have received a consensus rating of “Moderate Buy” from the twenty-three ratings firms that are currently covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell rating, five have given a hold rating and seventeen have issued a buy rating on the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $56.70.

Several equities analysts have issued reports on the stock. TD Cowen increased their price objective on shares of Varonis Systems from $62.00 to $68.00 and gave the company a “buy” rating in a report on Friday, October 17th. Barclays decreased their price target on shares of Varonis Systems from $50.00 to $45.00 and set an “overweight” rating on the stock in a research note on Monday, January 5th. JPMorgan Chase & Co. lifted their price objective on Varonis Systems from $70.00 to $79.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Stephens initiated coverage on Varonis Systems in a research note on Tuesday, December 30th. They set an “equal weight” rating and a $40.00 price objective for the company. Finally, Citigroup reduced their target price on Varonis Systems from $58.00 to $40.00 and set a “neutral” rating for the company in a report on Monday, November 3rd.

Institutional Investors Weigh In On Varonis Systems

Several institutional investors and hedge funds have recently added to or reduced their stakes in VRNS. Norges Bank purchased a new position in shares of Varonis Systems in the second quarter worth about $65,161,000. Voya Investment Management LLC grew its stake in Varonis Systems by 98.6% during the 1st quarter. Voya Investment Management LLC now owns 2,321,317 shares of the technology company’s stock valued at $93,897,000 after acquiring an additional 1,152,687 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd raised its holdings in Varonis Systems by 166.7% in the 3rd quarter. Clal Insurance Enterprises Holdings Ltd now owns 1,360,000 shares of the technology company’s stock valued at $78,159,000 after acquiring an additional 850,000 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its stake in Varonis Systems by 319.8% in the 2nd 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 in the last quarter. Finally, Atreides Management LP acquired a new position in shares of Varonis Systems during the 3rd quarter worth approximately $37,839,000. Institutional investors and hedge funds own 95.65% of the company’s stock.

Varonis Systems Price Performance

Shares of NASDAQ:VRNS traded down $0.44 during trading on Friday, reaching $33.52. 1,754,292 shares of the company’s stock traded hands, compared to its average volume of 1,836,968. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.75. Varonis Systems has a fifty-two week low of $30.02 and a fifty-two week high of $63.90. The company has a 50-day simple moving average of $33.20 and a 200-day simple moving average of $47.36. The firm has a market cap of $3.95 billion, a PE ratio of -32.86 and a beta of 0.56.

Varonis Systems (NASDAQ:VRNS) last issued its quarterly earnings data on Tuesday, October 28th. The technology company reported $0.06 EPS for the quarter, meeting the consensus estimate of $0.06. The company had revenue of $161.58 million for the quarter, compared to analyst estimates of $166.47 million. Varonis Systems had a negative return on equity of 21.91% and a negative net margin of 18.82%.Varonis Systems’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period last year, the company earned $0.10 earnings per share. Varonis Systems has set its Q4 2025 guidance at 0.020-0.04 EPS. As a group, analysts predict that Varonis Systems will post -0.83 earnings per share for the current year.

Key Stories Impacting Varonis Systems

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

• Negative Sentiment: Hagens Berman filed a securities class action alleging the October disclosures caused a material share collapse; litigation cites renewal/ARR issues as core allegations. Varonis Systems, Inc. (VRNS) Hit with Securities Class Action Amid Renewal and ARR Concerns That Drove Shares Down 48% – Hagens Berman
• Negative Sentiment: Berger Montague announced an investigation and class action filing covering purchases from Feb. 4–Oct. 28, 2025, seeking lead plaintiffs. STOCKHOLDER ALERT: Pending Securities Fraud Lawsuit Against Varonis Systems, Inc. (VRNS)
• Negative Sentiment: Robbins Geller publicized an investor deadline and opportunity to lead the class action, emphasizing alleged misstatements about revenue and growth. VRNS INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Announces that Varonis Systems, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
• Negative Sentiment: Rosen Law Firm announced a class action covering the same Feb.–Oct. 2025 period and is soliciting affected investors. VRNS Investors Have Opportunity to Lead Varonis Systems, Inc. Securities Lawsuit
• Negative Sentiment: Bragar Eagel & Squire issued a class action reminder and outreach to shareholders who suffered losses during the class period. VARONIS CLASS ACTION LAWSUIT ALERT: Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Varonis Systems, Inc. and Encourages Stockholders to Contact the Firm
• Negative Sentiment: Portnoy Law Firm announced a class action on behalf of VRNS investors and noted the March 9 deadline to file lead plaintiff motions. Portnoy Law Firm Announces Class Action on Behalf of Varonis Systems, Inc. Investors
• Negative Sentiment: Pomerantz, The Gross Law Firm, Kessler Topaz, Faruqi & Faruqi, DJS and Schall (among others) issued alerts or filings — collectively expanding legal attention and investor recruitment. INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Varonis Systems, Inc. of Class Action Lawsuit and Upcoming Deadlines – VRNS

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.