VRNS

Varonis Systems, Inc. (VRNS) | Rumor.io

Varonis Systems

VRNS

Attention (50-day avg)0%

Attention rank (50-day avg)#1,333

Bullish sentiment (50-day avg)100%

Price to earnings ratio-42.4

Market capitalization5.5B

Earnings per share-1.22

Dividend yield (TTM)—

Revenue (annual)623.5M

Net income (annual)-129.3M

Social

What share of all stock conversation is about VRNS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% +0

Sep 2

Varonis Systems, Inc. (VRNS) shares surged 12% on reports of Thoma Bravo's Proofpoint in advanced talks to acquire the company.
Thoma Bravo's Proofpoint is said to be in talks to acquire Varonis Systems, Inc. (VRNS), sparking a rally in the stock.
Varonis Systems, Inc. (VRNS) stock resumed trading and continued higher, up 12%, after reports of Proofpoint acquisition talks.

Generated by AI

Sentiment

Of the messages about VRNS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	99.5% +12	87.26% -10.12
Bearish	—	0% 0	0.5% -12	12.74% +10.12

Bullish· Jun 23

$VRNS has seen a significant price increase, with some contracts going from 0.45 to 1.00.
The company's growth and profitability are being compared favorably to its peers, with some analysts suggesting it is exposed to strong secular AI tailwinds.
$VRNS is experiencing high trading volume, with some days seeing activity at 3.0x average volume and significant price movements.

Bearish· Oct 29

$VRNS shares have plummeted 50% due to weak Q3 numbers and a soft Q4 guide, largely attributed to a shift away from the company's on-premise, legacy business towards a higher-margin, higher-visibility SaaS model.
Varonis Systems' Q3 revenue fell short of estimates, and the company's transition to a SaaS model has led to a decline in license subscription revenue, with Q4 guidance also below expectations.
The stock's 45% correction in a week is a significant decline, and the company's recent struggles, including a missed estimate and a sharp decline in term license subscription revenue, have raised concerns about its future prospects.

Generated by AI

Topics

Of the messages about VRNS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	100%	28.73%	27.81%
Announcements	0%	0%	55.25%	15.23%
Analysts	0%	0%	0%	16.46%
Earnings	0%	0%	0%	25.39%
Controversies	0%	0%	16.02%	1.64%
Macro	0%	0%	0%	13.47%

Earnings· Feb 4

Varonis Systems, Inc. (VRNS) reported Q4 EPS of $0.08, beating estimates by $0.05.
Revenue for Q4 came in at $173.4 million, exceeding the estimate of $168.5 million.
The company guided Q1 EPS to be between -$0.06 and -$0.05, and revenue to be between $164M and $166M.

Analysts· Nov 1

Varonis Systems, Inc. (VRNS) has received downgrades from several analysts, including Wedbush, Citigroup, and Wells Fargo.
Analysts have lowered their price targets for VRNS, with some notable reductions including Cowen & Co. to $35, Robert W. Baird to $30, and JMP Securities to $63.
Despite the downgrades, some analysts have maintained a positive outlook for VRNS, including Needham, Jefferies, and Cowen & Co., with buy ratings and relatively high price targets.

Announcements· Nov 2

Varonis Systems, Inc. (VRNS) has announced its Q3 2022 earnings call transcript.
The company's Q3 2022 earnings call transcript is now available.
Varonis Systems, Inc. (VRNS) is mentioned in a list of companies with recent announcements, including GainClients, Inc. (GCLT) and others.

Generated by AI

Community

Of the messages about VRNS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	61.94%	66.57%	18.47%
Newcomers	100%	38.06%	33.43%	81.53%

Regulars· Jul 28

Varonis Systems has reported Q2 2026 earnings, with total revenues of $180.0 million, a 18.31% year-over-year growth, and non-GAAP operating income of $3.7 million.
The company's Q2 financial results beat estimates, with revenue exceeding expectations by $3.1 million and EPS exceeding estimates by $0.09, despite a 666.67% year-over-year growth in EPS.
JP Morgan has raised the target price for Varonis Systems to $55 from $39, and the company has raised its full-year guidance for SaaS ARR, revenues, and non-GAAP net income per diluted share.

Newcomers· Sep 2

Varonis Systems, Inc. (VRNS) shares are spiking higher, up 7%, on report Thoma Bravo's Proofpoint in talks to buy the company.
The acquisition talks between Thoma Bravo's Proofpoint and Varonis Systems, Inc. (VRNS) may potentially value the cybersecurity company around $5B.
Varonis Systems, Inc. (VRNS) is weighing a sale after private equity interest, with 201 funds adding it and 116 selling it in the last quarter.

Generated by AI

Earlier this month, Varonis Systems, Inc. launched Varonis Data Lifecycle Management, a new capability that automatically identifies and remediates redundant, obsolete, and trivial data across enterprise environments using its existing Data Security Platform. This launch is material because it ties data cleanup directly to sensitivity, access, and activity context, aiming to reduce storage waste, improve AI output quality, and help organizations address compliance exposures from scattered...

13d agoYahoo Finance

Varonis launches data lifecycle management tool

14d agoInvesting.com

Varonis Launches Data Lifecycle Management to Automate ROT Data Removal

Varonis Systems (VRNS) said Tuesday it launched Data Lifecycle Management, a new capability designed

15d agoYahoo Finance

Varonis Systems and Fastly Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

15d agoYahoo Finance UK

Varonis Systems and Fastly Stocks Trade Up, What You Need To Know

Detailed price information for Varonis Systems Inc (VRNS-Q) from The Globe and Mail including charting and trades.

15d agoThe Globe and Mail

Wedbush Downgrades Varonis Systems to Neutral From Outperform, Lifts Price Target to $46 From $37

Varonis Systems (VRNS) has an average rating of overweight and mean price target of $52.43, accordin

19d agoYahoo Finance

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Varonis Systems, Inc.

Technology
Software - Infrastructure

Varonis Systems, Inc. is a cybersecurity software company focused on protecting and managing enterprise data across cloud and on-premises environments. Varonis Systems provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats using AI-powered technology. Its platform helps organizations secure sensitive files, emails, personal records, financial information, source code, and other intellectual property while supporting data governance and least-privilege access. The company serves a broad range of industries, including financial services, healthcare, public sector, industrial, insurance, energy and utilities, education, technology, construction, and consumer and retail. Varonis Systems is used by enterprises that need to monitor data activity, reduce security risk, and maintain visibility across complex digital environments.

Website

Location

801 Brickell Avenue

Miami, FL, 33131

United States

Social

What share of all stock conversation is about VRNS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% +0

Sep 2

Varonis Systems, Inc. (VRNS) shares surged 12% on reports of Thoma Bravo's Proofpoint in advanced talks to acquire the company.
Thoma Bravo's Proofpoint is said to be in talks to acquire Varonis Systems, Inc. (VRNS), sparking a rally in the stock.
Varonis Systems, Inc. (VRNS) stock resumed trading and continued higher, up 12%, after reports of Proofpoint acquisition talks.

Generated by AI

Sentiment

Of the messages about VRNS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	100% 0	99.5% +12	87.26% -10.12
Bearish	—	0% 0	0.5% -12	12.74% +10.12

Bullish· Jun 23

$VRNS has seen a significant price increase, with some contracts going from 0.45 to 1.00.
The company's growth and profitability are being compared favorably to its peers, with some analysts suggesting it is exposed to strong secular AI tailwinds.
$VRNS is experiencing high trading volume, with some days seeing activity at 3.0x average volume and significant price movements.

Bearish· Oct 29

$VRNS shares have plummeted 50% due to weak Q3 numbers and a soft Q4 guide, largely attributed to a shift away from the company's on-premise, legacy business towards a higher-margin, higher-visibility SaaS model.
Varonis Systems' Q3 revenue fell short of estimates, and the company's transition to a SaaS model has led to a decline in license subscription revenue, with Q4 guidance also below expectations.
The stock's 45% correction in a week is a significant decline, and the company's recent struggles, including a missed estimate and a sharp decline in term license subscription revenue, have raised concerns about its future prospects.

Generated by AI

Topics

Of the messages about VRNS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	100%	100%	28.73%	27.81%
Announcements	0%	0%	55.25%	15.23%
Analysts	0%	0%	0%	16.46%
Earnings	0%	0%	0%	25.39%
Controversies	0%	0%	16.02%	1.64%
Macro	0%	0%	0%	13.47%

Earnings· Feb 4

Varonis Systems, Inc. (VRNS) reported Q4 EPS of $0.08, beating estimates by $0.05.
Revenue for Q4 came in at $173.4 million, exceeding the estimate of $168.5 million.
The company guided Q1 EPS to be between -$0.06 and -$0.05, and revenue to be between $164M and $166M.

Analysts· Nov 1

Varonis Systems, Inc. (VRNS) has received downgrades from several analysts, including Wedbush, Citigroup, and Wells Fargo.
Analysts have lowered their price targets for VRNS, with some notable reductions including Cowen & Co. to $35, Robert W. Baird to $30, and JMP Securities to $63.
Despite the downgrades, some analysts have maintained a positive outlook for VRNS, including Needham, Jefferies, and Cowen & Co., with buy ratings and relatively high price targets.

Announcements· Nov 2

Varonis Systems, Inc. (VRNS) has announced its Q3 2022 earnings call transcript.
The company's Q3 2022 earnings call transcript is now available.
Varonis Systems, Inc. (VRNS) is mentioned in a list of companies with recent announcements, including GainClients, Inc. (GCLT) and others.

Generated by AI

Community

Of the messages about VRNS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	61.94%	66.57%	18.47%
Newcomers	100%	38.06%	33.43%	81.53%

Regulars· Jul 28

Varonis Systems has reported Q2 2026 earnings, with total revenues of $180.0 million, a 18.31% year-over-year growth, and non-GAAP operating income of $3.7 million.
The company's Q2 financial results beat estimates, with revenue exceeding expectations by $3.1 million and EPS exceeding estimates by $0.09, despite a 666.67% year-over-year growth in EPS.
JP Morgan has raised the target price for Varonis Systems to $55 from $39, and the company has raised its full-year guidance for SaaS ARR, revenues, and non-GAAP net income per diluted share.

Newcomers· Sep 2

Varonis Systems, Inc. (VRNS) shares are spiking higher, up 7%, on report Thoma Bravo's Proofpoint in talks to buy the company.
The acquisition talks between Thoma Bravo's Proofpoint and Varonis Systems, Inc. (VRNS) may potentially value the cybersecurity company around $5B.
Varonis Systems, Inc. (VRNS) is weighing a sale after private equity interest, with 201 funds adding it and 116 selling it in the last quarter.

Generated by AI

Varonis Systems

Social

Sep 2

Bullish· Jun 23

Bearish· Oct 29

Earnings· Feb 4

Analysts· Nov 1

Announcements· Nov 2

Regulars· Jul 28

Newcomers· Sep 2

How Varonis’ New Data Lifecycle Automation At Varonis Systems (VRNS) Has Changed Its Investment Story

Varonis launches data lifecycle management tool

Varonis Launches Data Lifecycle Management to Automate ROT Data Removal

Varonis Systems and Fastly Stocks Trade Up, What You Need To Know

Varonis Systems and Fastly Stocks Trade Up, What You Need To Know

Wedbush Downgrades Varonis Systems to Neutral From Outperform, Lifts Price Target to $46 From $37

Also Discussed

Varonis Systems, Inc.

Company Information

Location

How Varonis’ New Data Lifecycle Automation At Varonis Systems (VRNS) Has Changed Its Investment Story

Varonis launches data lifecycle management tool

Varonis Launches Data Lifecycle Management to Automate ROT Data Removal

Varonis Systems and Fastly Stocks Trade Up, What You Need To Know

Varonis Systems and Fastly Stocks Trade Up, What You Need To Know

Wedbush Downgrades Varonis Systems to Neutral From Outperform, Lifts Price Target to $46 From $37

Also Discussed

Social

Sep 2

Bullish· Jun 23

Bearish· Oct 29

Earnings· Feb 4

Analysts· Nov 1

Announcements· Nov 2

Regulars· Jul 28

Newcomers· Sep 2