Varonis Systems (NASDAQ:VRNS) EVP Acquires $69,940.60 in Stock

Varonis Systems, Inc. (NASDAQ:VRNS) EVP David Bass acquired 2,980 shares of Varonis Systems stock in a transaction on Monday, February 9th. The stock was purchased at an average cost of $23.47 per share, for a total transaction of $69,940.60. Following the purchase, the executive vice president owned 1,042,924 shares in the company, valued at approximately $24,477,426.28. The trade was a 0.29% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Varonis Systems Trading Up 2.5%

NASDAQ VRNS traded up $0.65 during trading hours on Tuesday, hitting $26.26. 4,122,552 shares of the company were exchanged, compared to its average volume of 4,438,877. The stock has a market cap of $3.08 billion, a PE ratio of -23.04 and a beta of 0.58. 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 stock has a 50-day moving average price of $32.16 and a 200 day moving average price of $44.76. Varonis Systems, Inc. has a 52 week low of $20.06 and a 52 week high of $63.90.

Varonis Systems (NASDAQ:VRNS) last posted its quarterly earnings data on Tuesday, February 3rd. The technology company reported $0.08 earnings per share for the quarter, topping analysts’ consensus estimates of $0.03 by $0.05. Varonis Systems had a negative net margin of 20.74% and a negative return on equity of 22.95%. The company had revenue of $173.37 million for the quarter, compared to analyst estimates of $168.66 million. During the same period in the prior year, the company posted $0.18 EPS. The firm’s revenue for the quarter was up 9.4% on a year-over-year basis. 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. Analysts forecast that Varonis Systems, Inc. will post -0.83 earnings per share for the current fiscal year.

Institutional Trading of Varonis Systems

Institutional investors have recently made changes to their positions in the company. Stephens Inc. AR increased its position in Varonis Systems by 1.9% in the 3rd quarter. Stephens Inc. AR now owns 9,105 shares of the technology company’s stock valued at $523,000 after acquiring an additional 171 shares during the period. Inspire Investing LLC raised its stake in shares of Varonis Systems by 2.9% during the third quarter. Inspire Investing LLC now owns 7,878 shares of the technology company’s stock worth $453,000 after purchasing an additional 222 shares during the last quarter. Arizona State Retirement System lifted its holdings in shares of Varonis Systems by 0.9% during the third quarter. Arizona State Retirement System now owns 33,114 shares of the technology company’s stock worth $1,903,000 after purchasing an additional 287 shares during the period. Bessemer Group Inc. increased its stake in Varonis Systems by 179.1% in the 2nd quarter. Bessemer Group Inc. now owns 494 shares of the technology company’s stock valued at $25,000 after buying an additional 317 shares during the period. Finally, Signaturefd LLC raised its position in Varonis Systems by 47.8% during the 4th quarter. Signaturefd LLC now owns 995 shares of the technology company’s stock worth $33,000 after buying an additional 322 shares during the last quarter. Hedge funds and other institutional investors own 95.65% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Morgan Stanley reiterated an “equal weight” rating and issued a $41.00 target price (down from $44.00) on shares of Varonis Systems in a report on Monday, January 26th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Varonis Systems in a research note on Wednesday, January 21st. TD Cowen raised their price target on shares of Varonis Systems from $62.00 to $68.00 and gave the stock a “buy” rating in a report on Friday, October 17th. Cantor Fitzgerald dropped their price objective on shares of Varonis Systems from $50.00 to $35.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Finally, Citigroup reduced their target price on Varonis Systems from $37.00 to $28.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. Seventeen analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $45.24.

More Varonis Systems News

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

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.