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

Shares of Varonis Systems, Inc. (NASDAQ:VRNS) have been given an average rating of “Moderate Buy” by the twenty-four research firms that are currently covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, seven have assigned a hold recommendation and sixteen have given a buy recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $50.11.

A number of research analysts have commented on the stock. New Street Research restated a “buy” rating on shares of Varonis Systems in a research note on Wednesday, July 29th. Susquehanna lifted their price objective on Varonis Systems from $36.00 to $55.00 and gave the company a “positive” rating in a report on Wednesday, July 29th. Weiss Ratings lowered Varonis Systems from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Friday, October 9th. B. Riley Financial increased their target price on Varonis Systems from $45.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Finally, Needham & Company LLC increased their target price on Varonis Systems from $50.00 to $55.00 and gave the stock a “buy” rating in a report on Wednesday, September 9th.

Key Varonis Systems News

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

• Positive Sentiment: Proofpoint will pay $49.75 per Varonis share in cash, giving investors a clearly defined takeover value and explaining the stock’s move higher. The deal represents a significant strategic combination of Varonis’ data-security platform with Proofpoint’s human and agent cybersecurity offerings. Proofpoint to Acquire Varonis in a $6.3 Billion Transaction
• Positive Sentiment: News reports said Varonis stock climbed following the announcement, with trading likely anchored near the $49.75 cash consideration. The all-cash structure removes exposure to Proofpoint’s share-price volatility for Varonis shareholders. Varonis stock climbs on $6.3 billion Proofpoint deal
• Positive Sentiment: Before the acquisition announcement, Wells Fargo raised its Varonis price target from $48 to $53 and maintained an “overweight” rating, reflecting improving analyst sentiment toward the company’s growth prospects. The takeover offer now provides a more immediate valuation reference. Wells Fargo raises Varonis price target
• Neutral Sentiment: Varonis shareholders’ near-term return is primarily tied to the successful completion of the transaction rather than the company’s standalone earnings outlook. The previously reported quarter showed revenue growth and an EPS beat, but those factors are secondary while the acquisition is pending.
• Negative Sentiment: Investor-rights firm Halper Sadeh announced an investigation into whether Varonis and its board obtained a fair price and followed proper procedures. Such reviews can create deal uncertainty or encourage demands for improved terms, although no wrongdoing has been established. Halper Sadeh investigation

Institutional Trading of Varonis Systems

Institutional investors have recently bought and sold shares of the stock. American Capital Management Inc. acquired a new position in Varonis Systems during the second quarter worth $94,062,000. Pictet Asset Management Holding SA lifted its holdings in shares of Varonis Systems by 43.4% during the first quarter. Pictet Asset Management Holding SA now owns 3,123,056 shares of the technology company’s stock valued at $67,029,000 after acquiring an additional 944,676 shares during the period. Clal Insurance Enterprises Holdings Ltd acquired a new stake in shares of Varonis Systems in the 2nd quarter valued at $61,262,000. Stephens Investment Management Group LLC boosted its stake in shares of Varonis Systems by 17.9% in the 1st quarter. Stephens Investment Management Group LLC now owns 1,992,760 shares of the technology company’s stock valued at $42,785,000 after purchasing an additional 302,411 shares in the last quarter. Finally, Senvest Management LLC boosted its stake in shares of Varonis Systems by 406.1% in the 1st quarter. Senvest Management LLC now owns 1,448,943 shares of the technology company’s stock valued at $31,109,000 after purchasing an additional 1,162,651 shares in the last quarter. Institutional investors and hedge funds own 95.65% of the company’s stock.

Varonis Systems Stock Performance

Shares of VRNS stock opened at $47.34 on Tuesday. Varonis Systems has a 52-week low of $19.70 and a 52-week high of $63.80. 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 firm has a fifty day moving average of $45.71 and a 200-day moving average of $37.89.

Varonis Systems (NASDAQ:VRNS) last issued its earnings results on Tuesday, July 28th. The technology company reported $0.04 earnings per share for the quarter, beating the consensus estimate of $0.01 by $0.03. The business had revenue of $180.02 million for the quarter, compared to analyst estimates of $176.83 million. Varonis Systems had a negative net margin of 20.55% and a negative return on equity of 19.18%. The firm’s revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the business earned $0.03 EPS. 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, equities research analysts forecast that Varonis Systems will post -0.95 earnings per share for the current year.

Varonis Systems Company Profile

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.