Varonis/$VRNS

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About Varonis

Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.
Ticker
$VRNS
Sector
Software & Cloud Services
Primary listing
NASDAQ
Employees
2,658

Varonis Metrics

BasicAdvanced
$5.5B
-
-$1.22
0.83
-

What the Analysts think about Varonis

Analyst ratings (Buy, Hold, Sell) for Varonis stock.
Analyst projections of the future price of Varonis stock.

Bulls say / Bears say

Varonis reported SaaS ARR excluding conversions of $598.1 million as of June 30, 2026, up 25% year-over-year, underpinning sustained subscription revenue momentum. (SEC)
On February 6, 2026, Varonis acquired AllTrue.ai, enhancing its AI system security offerings and broadening its AI governance capabilities. (SEC)
As of June 30, 2026, Varonis held $911.5 million in cash, cash equivalents, and marketable securities, providing ample liquidity for strategic investments. (GlobeNewswire)
Gross margin declined to 77.7% in Q2 2026 from 80.6% a year earlier, reflecting elevated costs and margin pressure during the SaaS transition. (Zacks)
Several large deals slipped in the final week of Q2 2026, raising concerns about sales execution timing and pipeline management. (MarketBeat)
Varonis warns that timing of customer conversions to SaaS can cause significant quarterly revenue variability, complicating forecasting and investor visibility. (FinancialFilings)
Data summarised monthly by Lightyear AI. Last updated on 2 Sept 2026.

Varonis Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Varonis Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Varonis

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