Varonis Systems, Inc. (NASDAQ:VRNS) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Varonis Systems, Inc. (NASDAQ:VRNS) have earned a consensus rating of “Moderate Buy” from the twenty-two analysts that are currently covering the firm, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, five have given a hold recommendation and sixteen have given a buy recommendation to the company. The average 1 year target price among analysts that have issued a report on the stock in the last year is $45.25.

Several research firms recently issued reports on VRNS. Needham & Company LLC cut their price objective on Varonis Systems from $55.00 to $30.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. JPMorgan Chase & Co. cut their price target on shares of Varonis Systems from $50.00 to $38.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. Zacks Research raised shares of Varonis Systems from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 11th. Stephens assumed coverage on shares of Varonis Systems in a report on Tuesday, December 30th. They issued an “equal weight” rating and a $40.00 price objective for the company. Finally, Citigroup cut their target price on shares of Varonis Systems from $37.00 to $28.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 4th.

Varonis Systems News Roundup

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

• Neutral Sentiment: Regulators/law firms are broadly publicizing a March 9, 2026 lead‑plaintiff deadline for purchasers of Varonis common stock between Feb. 4, 2025 and Oct. 28, 2025 — raising awareness but not yet delivering rulings. Rosen Law Firm Deadline Notice
• Negative Sentiment: Hagens Berman and others allege Varonis concealed “renewal softness” in its Federal vertical and legacy on‑prem business while overstating a de‑risked SaaS transition — allegations that, if proven, can materially raise liability and reputational risk. Hagens Berman Investigation/Allegations
• Negative Sentiment: Multiple plaintiff law firms (Rosen, Hagens Berman, Bronstein Gewirtz & Grossman, Berger Montague, Pomerantz, Faruqi, Bernstein Liebhard, Holzer & Holzer, Frank R. Cruz, etc.) have filed suits or solicited lead‑plaintiff candidates — amplifying media attention and the likelihood of contested litigation. Bronstein/Gewirtz Class Action Notice
• Negative Sentiment: Practical investor impact: the wave of filings increases the risk of expensive defense costs, potential damages and management distraction — factors that can weigh on the stock alongside existing operational concerns (renewals, cloud transition execution, and prior guidance). 10‑Day Deadline Alert (GlobeNewswire)

Varonis Systems Stock Up 0.0%

Shares of NASDAQ VRNS opened at $23.10 on Monday. The company has a 50 day simple moving average of $29.99 and a 200-day simple moving average of $41.90. Varonis Systems has a 1 year low of $20.06 and a 1 year high of $63.90. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.97 and a quick ratio of 1.97. The company has a market capitalization of $2.71 billion, a P/E ratio of -20.26 and a beta of 0.62.

Varonis Systems (NASDAQ:VRNS) last announced its quarterly earnings results on Tuesday, February 3rd. The technology company reported $0.08 earnings per share for the quarter, beating analysts’ consensus estimates of $0.03 by $0.05. The business had revenue of $173.37 million during the quarter, compared to analysts’ expectations of $168.66 million. Varonis Systems had a negative net margin of 20.74% and a negative return on equity of 22.95%. The business’s revenue for the quarter was up 9.4% on a year-over-year basis. During the same period last year, the business earned $0.18 earnings per share. Varonis Systems has set its FY 2026 guidance at 0.060-0.100 EPS and its Q1 2026 guidance at -0.060–0.050 EPS. On average, equities research analysts predict that Varonis Systems will post -0.83 earnings per share for the current year.

Insider Buying and Selling at Varonis Systems

In other Varonis Systems news, EVP David Bass bought 2,980 shares of the business’s stock in a transaction dated Monday, February 9th. The shares were acquired at an average price of $23.47 per share, with a total value of $69,940.60. Following the transaction, the executive vice president owned 1,042,924 shares of the company’s stock, valued at approximately $24,477,426.28. The trade was a 0.29% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Avrohom J. Kess purchased 17,800 shares of the company’s stock in a transaction on Friday, February 6th. The stock was bought at an average price of $22.29 per share, for a total transaction of $396,762.00. Following the completion of the purchase, 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. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired a total of 25,780 shares of company stock worth $579,403 over the last ninety days. Corporate insiders own 2.30% of the company’s stock.

Institutional Investors Weigh In On Varonis Systems

Institutional investors and hedge funds have recently bought and sold shares of the stock. Dynamic Technology Lab Private Ltd purchased a new position in shares of Varonis Systems during the first quarter worth about $233,000. Caxton Associates LLP purchased a new stake in shares of Varonis Systems in the 1st quarter valued at about $200,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Varonis Systems by 11.7% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 619,257 shares of the technology company’s stock valued at $25,049,000 after purchasing an additional 64,636 shares during the period. Focus Partners Advisor Solutions LLC purchased a new position in Varonis Systems during the 2nd quarter worth approximately $210,000. Finally, Oppenheimer Asset Management Inc. acquired a new position in Varonis Systems during the second quarter worth approximately $278,000. 95.65% of the stock is owned by hedge funds and other institutional investors.

About Varonis Systems

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.