Varonis Systems, Inc. (NASDAQ:VRNS) Stock Has Consensus Price Target of $49.79 According to Analysts

Varonis Systems, Inc. (NASDAQ:VRNS) has received an average recommendation of “Hold” from the twenty-five analysts that are presently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell recommendation, eighteen have assigned a hold recommendation and six have given a buy recommendation to the company. The average 12-month price objective among brokers that have issued a report on the stock in the last year is $50.94.

Several equities analysts recently commented on VRNS shares. Robert W. Baird boosted their price objective on shares of Varonis Systems from $45.00 to $50.00 and gave the company a “neutral” rating in a research note on Friday. JPMorgan Chase & Co. increased their target price on shares of Varonis Systems from $39.00 to $55.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Susquehanna increased their target price on shares of Varonis Systems from $36.00 to $55.00 and gave the stock a “positive” rating in a research note on Wednesday, July 29th. DA Davidson reissued a “neutral” rating and issued a $49.75 price target (down from $55.00) on shares of Varonis Systems in a report on Friday. Finally, TD Cowen lowered shares of Varonis Systems from a “buy” rating to a “hold” rating and reduced their price target for the company from $56.00 to $49.75 in a research report on Friday.

Trending Headlines about Varonis Systems

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

• Positive Sentiment: The proposed acquisition removes much of the company-specific uncertainty and offers shareholders a cash consideration above Varonis’s pre-deal trading level. RBC said the combination makes strategic sense as competition in cybersecurity intensifies. RBC on Varonis Acquisition
• Neutral Sentiment: Analyst actions largely reflect the announced transaction. Citigroup, Robert W. Baird and Wedbush raised their targets to approximately $49.75-$50, while Piper Sandler, TD Cowen, Jefferies, Wells Fargo, DA Davidson and Rosenblatt reaffirmed neutral, hold or equal-weight ratings with targets near $49.75. These targets imply limited additional upside because they are close to the offer price.
• Neutral Sentiment: Unusually heavy options activity included purchases of 7,193 call contracts, about 186% above average call volume, suggesting elevated speculative interest following the deal announcement. However, options activity does not guarantee further gains.
• Negative Sentiment: RBC downgraded Varonis to Sector Perform and lowered its target to $49.75 from $52, citing the Proofpoint transaction. With the stock near the cash offer, the remaining upside is limited and depends primarily on deal completion rather than operating performance.
• Negative Sentiment: Several shareholder-rights law firms announced investigations into whether the $49.75 offer fairly values Varonis and whether the board adequately protected investors. Such reviews could create transaction uncertainty, although they do not necessarily indicate that the deal will fail. Ademi Varonis Shareholder Alert

Institutional Investors Weigh In On Varonis Systems

Institutional investors and hedge funds have recently made changes to their positions in the business. Quantinno Capital Management LP grew its position in Varonis Systems by 59.0% in the first quarter. Quantinno Capital Management LP now owns 76,843 shares of the technology company’s stock worth $1,650,000 after acquiring an additional 28,512 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in 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 valued at $30,262,000 after acquiring an additional 966,817 shares during the last quarter. Bank of New York Mellon Corp increased its stake in Varonis Systems by 17.1% in the first quarter. Bank of New York Mellon Corp now owns 552,203 shares of the technology company’s stock valued at $11,856,000 after acquiring an additional 80,743 shares during the last quarter. California State Teachers Retirement System raised its position in Varonis Systems by 23.1% during the first quarter. California State Teachers Retirement System now owns 132,215 shares of the technology company’s stock valued at $2,839,000 after purchasing an additional 24,775 shares in the last quarter. Finally, Trillium Asset Management LLC purchased a new stake in Varonis Systems during the second quarter valued at about $3,477,000. Hedge funds and other institutional investors own 95.65% of the company’s stock.

Varonis Systems Stock Performance

Shares of VRNS opened at $48.72 on Tuesday. Varonis Systems has a 52-week low of $19.70 and a 52-week high of $63.80. The stock’s 50-day simple moving average is $45.81 and its 200 day simple moving average is $37.96. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.65 and a current ratio of 1.65. The stock has a market capitalization of $5.60 billion, a price-to-earnings ratio of -39.61 and a beta of 0.77.

Varonis Systems (NASDAQ:VRNS) last posted its earnings results on Tuesday, July 28th. The technology company reported $0.04 earnings per share for the quarter, beating analysts’ consensus estimates of $0.01 by $0.03. Varonis Systems had a negative return on equity of 19.18% and a negative net margin of 20.55%. The business had revenue of $180.02 million during the quarter, compared to analyst estimates of $176.83 million. During the same quarter in the previous year, the firm earned $0.03 EPS. The company’s quarterly 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. Research analysts forecast that Varonis Systems will post -0.95 EPS for the current fiscal year.

About Varonis Systems

Varonis Systems, Inc develops data security and cyber-risk management software for organizations seeking to protect sensitive information from unauthorized access, misuse, and cyberattacks. Its platform helps customers discover and classify data, analyze access permissions, identify unusual activity, and remediate security exposures across on-premises and cloud-based environments.

The company’s offerings are designed to secure data stored in file systems, collaboration platforms, databases, email, and other enterprise repositories.