What is Wedbush’s Estimate for Varonis Systems Q2 Earnings?

Varonis Systems, Inc. (NASDAQ:VRNS) – Investment analysts at Wedbush increased their Q2 2025 EPS estimates for shares of Varonis Systems in a research note issued on Wednesday, May 7th. Wedbush analyst D. Ives now expects that the technology company will post earnings of ($0.23) per share for the quarter, up from their prior forecast of ($0.25). The consensus estimate for Varonis Systems’ current full-year earnings is ($0.83) per share. Wedbush also issued estimates for Varonis Systems’ Q3 2025 earnings at ($0.21) EPS, Q4 2025 earnings at ($0.16) EPS, Q1 2026 earnings at ($0.28) EPS, Q2 2026 earnings at ($0.24) EPS, Q3 2026 earnings at ($0.10) EPS and FY2026 earnings at ($0.69) EPS.

Several other research analysts also recently commented on VRNS. JPMorgan Chase & Co. dropped their price objective on shares of Varonis Systems from $55.00 to $45.00 and set an “overweight” rating for the company in a report on Monday, April 28th. Cantor Fitzgerald reissued an “overweight” rating and issued a $60.00 price objective on shares of Varonis Systems in a research report on Wednesday, May 7th. Citigroup reduced their price objective on shares of Varonis Systems from $57.00 to $46.00 and set a “neutral” rating on the stock in a research report on Friday, January 17th. Barclays dropped their price objective on shares of Varonis Systems from $60.00 to $52.00 and set an “overweight” rating on the stock in a research note on Monday, April 14th. Finally, Jefferies Financial Group lowered their target price on shares of Varonis Systems from $50.00 to $45.00 and set a “hold” rating for the company in a research note on Monday, March 31st. Six equities research analysts have rated the stock with a hold rating, thirteen have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $55.06.

Varonis Systems Stock Up 1.2%

VRNS opened at $45.84 on Monday. The firm has a 50-day simple moving average of $41.43 and a two-hundred day simple moving average of $44.89. Varonis Systems has a 52 week low of $36.53 and a 52 week high of $60.58. The company has a market capitalization of $5.13 billion, a PE ratio of -53.30 and a beta of 0.79. The company has a quick ratio of 1.24, a current ratio of 1.24 and a debt-to-equity ratio of 0.99.

Varonis Systems (NASDAQ:VRNS) last issued its earnings results on Tuesday, May 6th. The technology company reported ($0.31) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.26). The firm had revenue of $136.42 million during the quarter, compared to the consensus estimate of $133.10 million. Varonis Systems had a negative return on equity of 20.35% and a negative net margin of 17.38%. The company’s quarterly revenue was up 19.6% on a year-over-year basis. During the same period in the prior year, the company posted ($0.03) EPS.

Varonis Systems declared that its board has authorized a share repurchase plan on Monday, February 10th that permits the company to repurchase $100.00 million in shares. This repurchase authorization permits the technology company to buy up to 2.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in VRNS. Quarry LP purchased a new position in shares of Varonis Systems during the fourth quarter worth $36,000. Johnson Financial Group Inc. purchased a new position in Varonis Systems in the fourth quarter valued at $61,000. Transce3nd LLC purchased a new position in Varonis Systems in the fourth quarter valued at $62,000. New Age Alpha Advisors LLC purchased a new position in Varonis Systems in the fourth quarter valued at $70,000. Finally, NBC Securities Inc. increased its holdings in Varonis Systems by 100,200.0% in the first quarter. NBC Securities Inc. now owns 2,006 shares of the technology company’s stock valued at $81,000 after buying an additional 2,004 shares in the last quarter. Hedge funds and other institutional investors own 95.65% of the company’s stock.

About Varonis Systems

Varonis Systems, Inc provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its software enables enterprises to protect data stored on premises and in the cloud, including sensitive files and emails; confidential personal data belonging to customers, and patients and employees' data; financial records; source code, strategic and product plans; and other intellectual property.