Varonis Systems (NASDAQ:VRNS) Stock Price Expected to Rise, Susquehanna Analyst Says

Varonis Systems (NASDAQ:VRNS) had its target price boosted by Susquehanna from $30.00 to $36.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “positive” rating on the technology company’s stock. Susquehanna’s price objective would indicate a potential upside of 36.92% from the company’s current price.

Other analysts also recently issued reports about the company. Cantor Fitzgerald decreased their target price on Varonis Systems from $50.00 to $35.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Stephens began coverage on Varonis Systems in a research report on Tuesday, December 30th. They set an “equal weight” rating and a $40.00 target price on the stock. Wedbush decreased their target price on Varonis Systems from $53.00 to $35.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. Barclays decreased their target price on Varonis Systems from $38.00 to $28.00 and set an “overweight” rating on the stock in a research report on Monday, April 13th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Varonis Systems in a research report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $41.11.

Varonis Systems Price Performance

Shares of Varonis Systems stock traded up $0.85 during trading on Wednesday, reaching $26.29. The company’s stock had a trading volume of 746,367 shares, compared to its average volume of 2,931,926. The company has a quick ratio of 1.97, a current ratio of 1.97 and a debt-to-equity ratio of 0.76. Varonis Systems has a 12-month low of $19.70 and a 12-month high of $63.90. The company has a market capitalization of $3.02 billion, a P/E ratio of -23.50 and a beta of 0.68. The business has a 50 day moving average price of $23.32 and a 200-day moving average price of $31.54.

Varonis Systems (NASDAQ:VRNS) last posted its quarterly earnings results on Tuesday, April 28th. The technology company reported $0.06 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.05) by $0.11. Varonis Systems had a negative return on equity of 22.95% and a negative net margin of 20.74%.The firm had revenue of $173.13 million for the quarter, compared to the consensus estimate of $165.52 million. Varonis Systems’s revenue for the quarter was up 26.9% on a year-over-year basis. Varonis Systems has set its FY 2026 guidance at 0.110-0.120 EPS and its Q2 2026 guidance at 0.000-0.010 EPS. As a group, sell-side analysts anticipate that Varonis Systems will post -0.99 EPS for the current year.

Insiders Place Their Bets

In related news, Director Avrohom J. Kess acquired 17,800 shares of Varonis Systems stock in a transaction dated 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 transaction, the director directly owned 49,403 shares of the company’s stock, valued at $1,101,192.87. The trade was a 56.32% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director John J. Gavin, Jr. acquired 5,000 shares of Varonis Systems stock in a transaction dated Friday, February 6th. The stock was bought at an average price of $22.54 per share, for a total transaction of $112,700.00. Following the completion of the transaction, the director directly owned 273,666 shares of the company’s stock, valued at approximately $6,168,431.64. This represents a 1.86% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have bought 25,780 shares of company stock worth $579,403. 2.30% of the stock is owned by corporate insiders.

Institutional Trading of Varonis Systems

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Stephens Inc. AR lifted its position in shares of Varonis Systems by 53.7% in the first quarter. Stephens Inc. AR now owns 16,723 shares of the technology company’s stock valued at $359,000 after acquiring an additional 5,840 shares in the last quarter. Stephens Investment Management Group LLC lifted its position in shares of Varonis Systems by 17.9% in the first quarter. Stephens Investment Management Group LLC now owns 1,992,760 shares of the technology company’s stock valued at $42,785,000 after acquiring an additional 302,411 shares in the last quarter. Y Intercept Hong Kong Ltd lifted its position in shares of Varonis Systems by 160.1% in the first quarter. Y Intercept Hong Kong Ltd now owns 282,767 shares of the technology company’s stock valued at $6,071,000 after acquiring an additional 174,036 shares in the last quarter. Peregrine Capital Management LLC lifted its position in shares of Varonis Systems by 15.1% in the first quarter. Peregrine Capital Management LLC now owns 326,153 shares of the technology company’s stock valued at $7,003,000 after acquiring an additional 42,786 shares in the last quarter. Finally, Inspire Investing LLC lifted its position in shares of Varonis Systems by 68.9% in the first quarter. Inspire Investing LLC now owns 24,023 shares of the technology company’s stock valued at $516,000 after acquiring an additional 9,804 shares in the last quarter. 95.65% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Varonis Systems

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

• Positive Sentiment: Q1 earnings and revenue beat expectations — Varonis reported $0.06 EPS vs. consensus of ($0.05) and revenue of $173.1M (up ~26.9% YoY), signaling accelerating top-line execution. Read More.
• Positive Sentiment: Raised FY26 and Q2 guidance above Street estimates — management set FY26 EPS $0.110–0.120 and Q2 EPS $0.000–0.010, with revenue ranges above consensus, implying improving profitability trajectory. Read More.
• Positive Sentiment: Analyst upgrade / price-target increase — Needham raised its price target to $36 and reiterated a Buy rating, signaling institutional confidence and ~40% upside vs. the prior reference price. Read More.
• Positive Sentiment: Strong ARR growth and product news — SaaS ARR (ex-conversions) grew ~29% YoY and total SaaS ARR jumped materially; Varonis launched “Varonis Atlas” (AI-driven product tied to AllTrue.ai acquisition), supporting long-term SaaS monetization. Read More.
• Neutral Sentiment: Earnings call transcript available — investors can review management commentary and Q&A for color on customer demand, churn, and AI roadmap. Read More.
• Neutral Sentiment: Analyst and media coverage — several outlets (Zacks, TipRanks, Yahoo) published analyses comparing metrics to estimates; useful for drilling into subscription metrics and margin trajectory. Read More.
• Negative Sentiment: Profitability remains a concern — despite the beat, Varonis still reported a negative net margin (~-20.7%) and negative return on equity, reminding investors that GAAP profitability and cash conversion remain works in progress. Read More.

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.