Varonis Systems (NASDAQ:VRNS) Price Target Raised to $45.00

Varonis Systems (NASDAQ:VRNS) had its target price upped by Robert W. Baird from $40.00 to $45.00 in a research note issued to investors on Wednesday morning,Benzinga reports. The brokerage currently has a neutral rating on the technology company’s stock.

Several other research analysts have also recently issued reports on VRNS. Truist Financial lifted their target price on shares of Varonis Systems from $34.00 to $52.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Stephens upgraded shares of Varonis Systems from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $33.00 to $45.00 in a report on Wednesday, June 24th. B. Riley Financial raised their price target on shares of Varonis Systems from $45.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, July 24th. UBS Group boosted their price objective on shares of Varonis Systems from $37.00 to $58.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Finally, Wedbush reaffirmed an “outperform” rating and issued a $37.00 price objective on shares of Varonis Systems in a research report on Wednesday, June 24th. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Varonis Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $49.05.

Varonis Systems Price Performance

Shares of NASDAQ:VRNS opened at $39.95 on Wednesday. The business has a fifty day moving average price of $39.20 and a 200-day moving average price of $30.70. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.65 and a quick ratio of 1.69. The company has a market capitalization of $4.59 billion, a PE ratio of -32.48 and a beta of 0.83. Varonis Systems has a 1-year low of $19.70 and a 1-year high of $63.90.

Varonis Systems (NASDAQ:VRNS) last announced its quarterly earnings results on Tuesday, July 28th. The technology company reported $0.04 earnings per share (EPS) 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 company had revenue of $180.02 million for the quarter, compared to analysts’ expectations of $176.83 million. During the same quarter in the previous year, the business posted $0.03 EPS. Varonis Systems’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. As a group, equities analysts expect that Varonis Systems will post -1.02 EPS for the current fiscal year.

Hedge Funds Weigh In On Varonis Systems

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Signaturefd LLC grew its holdings in Varonis Systems by 47.8% during the 4th quarter. Signaturefd LLC now owns 995 shares of the technology company’s stock valued at $33,000 after purchasing an additional 322 shares during the last quarter. Benjamin Edwards Inc. raised its position in Varonis Systems by 5.5% in the 2nd quarter. Benjamin Edwards Inc. now owns 6,692 shares of the technology company’s stock worth $340,000 after purchasing an additional 351 shares during the period. Amundi lifted its stake in Varonis Systems by 0.7% in the third quarter. Amundi now owns 52,886 shares of the technology company’s stock worth $3,212,000 after purchasing an additional 387 shares during the last quarter. Osaic Holdings Inc. lifted its stake in Varonis Systems by 10.5% in the second quarter. Osaic Holdings Inc. now owns 4,647 shares of the technology company’s stock worth $234,000 after purchasing an additional 440 shares during the last quarter. Finally, Allworth Financial LP boosted its position in shares of Varonis Systems by 201.3% during the third quarter. Allworth Financial LP now owns 693 shares of the technology company’s stock valued at $40,000 after buying an additional 463 shares during the period. Institutional investors own 95.65% of the company’s stock.

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

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.