Varonis Systems’ (VRNS) “Buy” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of Varonis Systems (NASDAQ:VRNS) in a report issued on Wednesday,Benzinga reports. The brokerage currently has a $55.00 target price on the technology company’s stock.

A number of other equities analysts have also recently weighed in on VRNS. Stephens raised Varonis Systems from an “equal weight” rating to an “overweight” rating and upped their price target for the stock from $33.00 to $45.00 in a report on Wednesday, June 24th. JPMorgan Chase & Co. raised their price objective on Varonis Systems from $39.00 to $55.00 and gave the company an “overweight” rating in a report on Monday, July 27th. Cantor Fitzgerald restated an “overweight” rating and issued a $55.00 price objective (up from $35.00) on shares of Varonis Systems in a research report on Friday, July 24th. B. Riley Financial upped their target price on Varonis Systems from $45.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Finally, UBS Group increased their target price on Varonis Systems from $37.00 to $58.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Seventeen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $49.05.

Varonis Systems Stock Up 0.1%

VRNS opened at $39.95 on Wednesday. Varonis Systems has a fifty-two week low of $19.70 and a fifty-two week high of $63.90. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.69 and a current ratio of 1.65. The company has a fifty day moving average of $39.20 and a two-hundred day moving average of $30.70. The stock has a market capitalization of $4.59 billion, a price-to-earnings ratio of -32.48 and a beta of 0.83.

Varonis Systems (NASDAQ:VRNS) last issued its quarterly earnings data on Tuesday, July 28th. The technology company reported $0.04 earnings per share for the quarter, topping analysts’ consensus estimates of $0.01 by $0.03. Varonis Systems had a negative net margin of 20.55% and a negative return on equity of 19.18%. The business had revenue of $180.02 million during the quarter, compared to the consensus estimate of $176.83 million. During the same quarter in the prior year, the firm posted $0.03 earnings per share. The company’s revenue was up 18.3% compared to the same quarter last year. 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. On average, research analysts expect that Varonis Systems will post -1.02 earnings per share for the current year.

Institutional Investors Weigh In On Varonis Systems

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

Key Headlines Impacting Varonis Systems

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

Varonis Systems Company Profile

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.