Weekly Investment Analysts’ Ratings Changes for Varonis Systems (VRNS)

Varonis Systems (NASDAQ: VRNS) recently received a number of ratings updates from brokerages and research firms:

• 2/5/2026 – Varonis Systems was upgraded by analysts at DA Davidson from a “neutral” rating to a “buy” rating. They now have a $30.00 price target on the stock, up previously from $25.00.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at DA Davidson from $40.00 to $25.00. They now have a “neutral” rating on the stock.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at JPMorgan Chase & Co. from $50.00 to $38.00. They now have an “overweight” rating on the stock.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at Cantor Fitzgerald from $50.00 to $35.00. They now have an “overweight” rating on the stock.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at Citigroup Inc. from $37.00 to $28.00. They now have a “neutral” rating on the stock.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at Wedbush from $53.00 to $35.00. They now have an “outperform” rating on the stock.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at B. Riley Financial, Inc. from $58.00 to $45.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at Needham & Company LLC from $55.00 to $30.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Varonis Systems had its price target lowered by analysts at Truist Financial Corporation from $42.00 to $34.00. They now have a “buy” rating on the stock.
• 1/26/2026 – Varonis Systems was given a new $50.00 price target on by analysts at UBS Group AG.
• 1/26/2026 – Varonis Systems had its price target lowered by analysts at JPMorgan Chase & Co. from $62.00 to $50.00. They now have an “overweight” rating on the stock.
• 1/26/2026 – Varonis Systems had its “equal weight” rating reaffirmed by analysts at Morgan Stanley. They now have a $41.00 price target on the stock, down previously from $44.00.
• 1/21/2026 – Varonis Systems had its “sell (d-)” rating reaffirmed by analysts at Weiss Ratings.
• 1/7/2026 – Varonis Systems had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald.
• 1/5/2026 – Varonis Systems had its price target lowered by analysts at Royal Bank Of Canada from $60.00 to $41.00. They now have an “outperform” rating on the stock.
• 1/5/2026 – Varonis Systems had its price target lowered by analysts at Barclays PLC from $50.00 to $45.00. They now have an “overweight” rating on the stock.
• 1/5/2026 – Varonis Systems was upgraded by analysts at Piper Sandler from a “neutral” rating to an “overweight” rating. They now have a $47.00 price target on the stock, up previously from $45.00.
• 12/30/2025 – Varonis Systems is now covered by analysts at Stephens. They set an “equal weight” rating and a $40.00 price target on the stock.
• 12/29/2025 – Varonis Systems was upgraded by analysts at Stephens to a “hold” rating.

Insider Activity

In other Varonis Systems news, Director John J. Gavin, Jr. bought 5,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were acquired at an average cost of $22.54 per share, for a total transaction of $112,700.00. Following the transaction, the director directly owned 273,666 shares in the company, valued at approximately $6,168,431.64. This represents a 1.86% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Avrohom J. Kess bought 17,800 shares of Varonis Systems stock in a transaction on Friday, February 6th. The shares were acquired at an average cost of $22.29 per share, for a total transaction of $396,762.00. Following the completion of the acquisition, the director directly owned 49,403 shares in the company, valued at approximately $1,101,192.87. The trade was a 56.32% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders bought 25,780 shares of company stock worth $579,403. Insiders own 2.30% of the company’s stock.

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.