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VRNS Stock Forecast: Varonis Systems, Inc. Price Predictions for 2026-2027

Last close, 12 Nov 2026
$49
+0.08% on the day

The 22 Wall Street analysts covering Varonis Systems, Inc. hold a median 12-month price target of $50 — +1.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 67 of 100 as at 12 Nov 2026 — in the upper half.

Market cap
$5.7B
Ticker Nerd rank
67/ 100
Median analyst target
$50
Analysts covering
22
Revenue$180.0M+18.3% y/y
Operating income−$40.6M
Net income−$46.8M
Free cash flow$20.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+0.7%
1M
+5.8%
YTD
+49.6%
1Y
+38.1%
From 52W high
−2.1%
From 52W low
+143.0%
$20
$50
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

VRNS stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Varonis Systems, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 12 Nov 2026
67/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
93
Revisions
92
Volatility
76
Issuance
60
Momentum
55
Growth
43
Quality
39
Value
38
Size
21

Accruals (93): Reported profit is backed by cash, and the company is not expanding recklessly.

Value (38): The shares cost a lot relative to the profits and assets behind them.

Size (21): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

VRNS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on VRNS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$30$40$50$60Jan 26Apr 26Jul 26Oct 26VRNSHigh $58Median $50Low $48

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says22 analysts
2 Buy20 Hold0 Sell
Low $48Median $50High $58

The green dot is the last close — the median target sits +1.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 6 moved it down.

DateFirmActionRatingTarget
5 Nov 2026SusquehannaDowngradeNeutral$55 → $50
4 Nov 2026Cantor FitzgeraldMaintainsOverweight$55 → $50
27 Oct 2026Stephens & Co.DowngradeEqual-Weight—
27 Oct 2026Stephens & Co.DowngradeEqual-Weight—
19 Oct 2026BarclaysDowngradeEqual-Weight—
19 Oct 2026BarclaysDowngradeEqual-Weight$50
16 Oct 2026BairdMaintainsNeutral$45 → $50
16 Oct 2026BairdMaintainsNeutral—
16 Oct 2026CitigroupMaintainsNeutral—
16 Oct 2026CitigroupMaintainsNeutral$45 → $50
16 Oct 2026DA DavidsonDowngradeNeutral$55 → $50
16 Oct 2026DA DavidsonDowngradeNeutral—
16 Oct 2026JefferiesDowngradeHold$60 → $50
16 Oct 2026JefferiesDowngradeHold—
16 Oct 2026NeedhamDowngradeHold—
16 Oct 2026NeedhamDowngradeHold—
16 Oct 2026Piper SandlerDowngradeNeutral—
16 Oct 2026Piper SandlerDowngradeNeutral$58 → $50
16 Oct 2026RBC CapitalDowngradeSector Perform$52 → $50
16 Oct 2026RBC CapitalDowngradeSector Perform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

VRNS appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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The AI build-out map
PDF

  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and servers

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

Performance

VRNS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 12 Nov 2026, Varonis Systems, Inc. returned +38.1% against +12.0% for the S&P 500, dividends included.

VRNS vs S&P 500, last 12 monthsTotal return, rebased to 100
6080100120140Jan 26Apr 26Jul 26Oct 26VRNSS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

VRNS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+57.6%
Analysts raising
22
Analysts cutting
0
Fundamentals

Varonis Systems, Inc. (VRNS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−43.4×

Cheaper than 98% of US stocks

Price / sales
7.9×

Cheaper than 16% of US stocks

Price / book
13.0×

Cheaper than 7% of US stocks

EV / EBITDA
−40.0×

Cheaper than 94% of US stocks

Growth & margins
Revenue growth (YoY)
17.3%

Higher than 66% of US stocks

Earnings growth (YoY)
18.3%

Higher than 58% of US stocks

Gross margin
75.3%

Higher than 87% of US stocks

Operating margin
−22.5%

Higher than 20% of US stocks

Net margin
−21.4%

Higher than 15% of US stocks

Returns & dividend
Return on equity
−29.5%

Higher than 27% of US stocks

Return on assets
−6.1%

Higher than 31% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Varonis Systems, Inc. (VRNS) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Varonis Systems, Inc. has a market value of $5.7B and an enterprise value of $5.6B.

  • Revenue in the twelve months to 30 June 2026: $688.1M. The latest quarter grew 17.3% year on year.

  • Net income over the same four quarters: −$141.4M, a −20.5% net margin.

  • Diluted earnings per share, trailing twelve months: −$1.23.

  • Free cash flow in the twelve months to 30 June 2026: $118.3M, after $3.6M of capital spending.

  • Varonis Systems, Inc. spent $150.0M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 114.9M.

  • Trailing P/E: −43.4×; forward P/E: 115.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Varonis Systems, Inc. employs 2,658 people — $259K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Nov 2026

Data provided by Twelve Data

Peers

VRNS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Infrastructure
CompanyMarket capTKN rank
VRNSVaronis Systems, Inc.$5.7B67
WEXWEX, Inc.$5.9B86
QLYSQualys, Inc.$6.0B93
BOXBox, Inc.$6.0B96
ACIWACI Worldwide, Inc.$6.3B74
MBGLMobility Global, Inc.$6.8B2
PATHUiPath, Inc.$6.8B77

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Varonis Systems, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest VRNS news & analysis

VRNS Stock Alert: Halper Sadeh LLC is Investigating Whether Varonis Systems, Inc. is Obtaining a Fair Price for its Shareholders

PRNewsWire · 9 Nov 2026negative

Halper Sadeh LLC is investigating whether Varonis Systems is obtaining a fair price for shareholders. The excerpt says insiders may receive substantial financial benefits unavailable to ordinary shareholders and that transaction terms may limit superior competing offers.

Why it matters — The investigation raises questions about the fairness of the proposed transaction and its terms for VRNS shareholders.

Varonis Extends Atlas to the Browser and Endpoint, Adds AI Gateway

GlobeNewsWire · 9 Nov 2026positive

Varonis announced three new capabilities for Varonis Atlas: Browser Protection, Endpoint Protection, and an AI Gateway. The additions extend coverage to employee AI use and connections between AI and models, tools, and data.

Why it matters — VRNS watchers may note the announcement as an expansion of the company’s Atlas AI security capabilities.

Varonis (VRNS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Zacks Investment Research · 4 Nov 2026neutral

Zacks Investment Research says Varonis’s Q3 headline results for the quarter ended September 2026 can be evaluated against Wall Street estimates and year-ago actuals. The excerpt does not provide specific results or comparisons.

Why it matters — The comparisons may help VRNS watchers assess the quarter’s performance, but the excerpt contains no figures or findings.

Varonis Systems (VRNS) Q3 Earnings and Revenues Surpass Estimates

Zacks Investment Research · 3 Nov 2026positive

Varonis Systems reported quarterly earnings of $0.09 per share, above the Zacks Consensus Estimate of $0.03. Earnings were $0.06 per share a year earlier.

Why it matters — VRNS watchers may note the reported per-share earnings exceeded the consensus estimate and the year-ago result.

Varonis Announces Third Quarter 2026 Financial Results

GlobeNewsWire · 3 Nov 2026positive

Varonis Systems reported third-quarter 2026 revenue of $189.5 million, compared with $161.6 million in the third quarter of 2025.

Why it matters — The revenue comparison gives VRNS watchers a reported measure of the company’s performance in the quarter.

FAQ

Frequently asked questions about VRNS stock

What is the VRNS stock price forecast for 2026-2027?

The 22 Wall Street analysts covering Varonis Systems, Inc. have a median 12-month price target of $50, with estimates ranging from $48 to $58. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is VRNS stock a buy right now?

Of the 22 analysts covering Varonis Systems, Inc., 2 rate it a Buy, 20 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Varonis Systems, Inc. 67 out of 100 across roughly 4,600 US stocks as at 12 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank VRNS?

As at 12 Nov 2026, Varonis Systems, Inc. ranks 67 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (93 of 100).

Will VRNS stock go up?

No one can know that. What the data says: the median 12-month target from 22 analysts implies +1.4% from the last close, and Ticker Nerd's factor model ranks Varonis Systems, Inc. 67 out of 100 as at 12 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the VRNS stock forecast for 2030?

No analyst covering Varonis Systems, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for VRNS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $48 to $58 over the next 12 months.

How has VRNS stock performed over the past year?

Varonis Systems, Inc. returned +38.1% over the 12 months to 12 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Varonis Systems, Inc. do?

Varonis Systems, Inc. is a cybersecurity software company focused on protecting and managing enterprise data across cloud and on-premises environments.

What is the latest news on VRNS?

The most recent item we track (PRNewsWire, 9 Nov 2026): "VRNS Stock Alert: Halper Sadeh LLC is Investigating Whether Varonis Systems, Inc. is Obtaining a Fair Price for its Shareholders". Halper Sadeh LLC is investigating whether Varonis Systems is obtaining a fair price for shareholders. The excerpt says insiders may receive substantial financial benefits unavailable to ordinary shareholders and that transaction terms may limit superior competing offers.

Company

About Varonis Systems, Inc.

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.

CEO Mr. Yakov Faitelson · 2,658 employees · United States · https://www.varonis.com