
Varonis (VRNS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Varonis Systems (VRNS) is a leading cybersecurity firm specializing in data security and analytics solutions that protect sensitive information across on-premises and cloud environments. Leveraging advanced machine learning and behavioral analytics, Varonis empowers organizations to proactively identify and mitigate data risks, while ensuring compliance with stringent regulatory standards. Serving a diverse range of industries, the company has solidified its reputation as a vital ally for enterprises addressing the challenges of data protection in an evolving threat landscape. As the need for comprehensive data security solutions escalates, Varonis is well-positioned for substantial growth in the expanding cybersecurity market.
| Revenue (TTM) | $688.10M |
| Gross Profit (TTM) | $530.31M |
| EBITDA | $-130.70M |
| Operating Margin | -22.60% |
| Return on Equity | -36.00% |
| Return on Assets | -5.72% |
| Revenue/Share (TTM) | $5.94 |
| Book Value | $3.87 |
| Price-to-Book | 12.02 |
| Price-to-Sales (TTM) | 7.69 |
| EV/Revenue | 7.5 |
| EV/EBITDA | -20.70 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 18.30% |
| Shares Outstanding | $114.86M |
| Float | $111.38M |
| % Insiders | 2.98% |
| % Institutions | 101.61% |
Volatility is currently expanding

Varonis (VRNS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Shares of the cybersecurity firm, which had a market value of around $5 billion, jumped on news of the discussions.

Thoma Bravo-owned Proofpoint is in talks to buy cybersecurity firm Varonis Systems , a source familiar with the matter told Reuters on Wednesday.

The cybersecurity firm has a market value of around $5 billion.

MIAMI, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the data and AI security leader, announced two milestones that deepen its integration with Snowflake: Varonis is now a Premier Partner and is available on Snowflake Marketplace.

Varonis (VRNS) reported earnings 30 days ago. What's next for the stock?

Varonis Systems remains a hold as Q2 2026 showed solid SaaS growth but profitability and margin improvements lagged expectations. SaaS ARR ex-conversions grew 25% y/y; management raised FY2026 SaaS ARR guidance, but Q4 2026 requires a significant acceleration in net new ARR. Platform opportunity is credible, with broad deployments and vendor consolidation trends supporting long-term growth potential.

MIAMI, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced Agent Intent-Based Access Control (IBAC), a new capability in Varonis Atlas that lets businesses connect AI agents to their enterprise data with safeguards that stop dangerous or out-of-policy behavior. Agents are making headlines for going rogue, exposing sensitive company data and, in one case, deleting an entire production database.

VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.

Varonis Systems Inc (NASDAQ:VRNS) on Tuesday posted better-than-expected earnings for the second quarter.
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