7 Cybersecurity Stocks Riding the AI Security Boom
U.S. cybersecurity stocks jumped after warnings about erratic AI behavior. Palo Alto Networks rose 10.0% and Fortinet 8.8% in the September 11–18 trading week.
24/7 Wall Street9/24/2026Neutral
VRNS
Varonis SystemsNASDAQTECHNOLOGYSOFTWARE - INFRASTRUCTURE
Key Statistics
Market Cap
$5.31B
P/E Ratio
—
EPS
$-1.22
Beta
0.82
52W High
$63.90
52W Low
$19.70
50-Day MA
$44.54
200-Day MA
$33.57
Dividend Yield
—
Profit Margin
-20.50%
Forward P/E
140.85
PEG Ratio
7.38
About Varonis Systems
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.
Fundamentals
| 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 | 12.48 |
| Price-to-Sales (TTM) | 7.72 |
| EV/Revenue | 7.8 |
| 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 | 101.57% |
Historical Volatility
HV 10-Day
41.29%
HV 20-Day
49.01%
HV 30-Day
50.34%
HV 60-Day
53.02%
HV Rank
—
Volatility is currently contracting
Analyst Ratings
Consensus ($51.32 target)
5
Strong Buy13
Buy5
Hold1
Strong SellLatest News
INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in Varonis Systems Inc. to Contact Law Firm
NEW YORK, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Varonis Systems Inc. (NYSE: VRNS) shareholders should email fletcher@fmoorelaw.com What is the Investigation About?
GlobeNewsWire9/15/2026Neutral
Varonis Launches Data Lifecycle Management to Cut Storage Costs in the Face of Unprecedented Data Growth
MIAMI, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the data and AI security leader, today launches Varonis Data Lifecycle Management (DLM), a new capability that automatically finds and removes redundant, obsolete, and trivial (ROT) data across a company's data estate.
GlobeNewsWire9/15/2026Neutral
Varonis (VRNS) Surges 10.4%: Is This an Indication of Further Gains?
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.
Zacks Investment Research9/3/2026Positive
Thoma Bravo-Owned Proofpoint in Advanced Talks to Buy Varonis
Shares of the cybersecurity firm, which had a market value of around $5 billion, jumped on news of the discussions.
WSJ9/2/2026Positive
Thoma Bravo-owned Proofpoint in talks to buy cybersecurity firm Varonis, source says
Thoma Bravo-owned Proofpoint is in talks to buy cybersecurity firm Varonis Systems , a source familiar with the matter told Reuters on Wednesday.
Reuters9/2/2026Positive
Thoma Bravo-Owned Proofpoint in Talks to Buy Cybersecurity Firm Varonis
The cybersecurity firm has a market value of around $5 billion.
WSJ9/2/2026Positive
Varonis Achieves Snowflake Premier Partner Status
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.
GlobeNewsWire9/1/2026Neutral
Why Is Varonis (VRNS) Up 1.9% Since Last Earnings Report?
Varonis (VRNS) reported earnings 30 days ago. What's next for the stock?
Zacks Investment Research8/27/2026Positive
Varonis Systems: Better Growth In Q2, But Q4 2026 Still Needs To Deliver
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.
Seeking Alpha8/4/2026Positive
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Data last updated: 9/28/2026