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

Last close, 2 Oct 2026
$48
+0.25% on the day

The 24 Wall Street analysts covering Varonis Systems, Inc. hold a median 12-month price target of $54 — +13.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 1 Oct 2026 — in the upper half.

Market cap
$5.5B
Ticker Nerd rank
68 / 100
Median analyst target
$54
Analysts covering
24
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
+2.9%
1M
+1.7%
YTD
+45.0%
1Y
−20.0%
From 52W high
−24.9%
From 52W low
+135.6%
$20
$63
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 1 Oct 2026
68 / 100

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

Revisions
95
Accruals
89
Issuance
85
Volatility
63
Momentum
43
Quality
40
Growth
40
Value
37
Size
21

Revisions (95): Analysts have, on balance, been raising their forecasts.

Value (37): 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 quant trader with fourteen 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$60$70Jan 26Apr 26Jul 26Oct 26VRNSHigh $60Median $54Low $28

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 says24 analysts
17 Buy6 Hold1 Sell
Low $28Median $54High $60

The green dot is the last close — the median target sits +13.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 7 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
11 Sept 2026WedbushAssumesNeutral$46
9 Sept 2026NeedhamMaintainsBuy$50 → $55
30 July 2026CitigroupMaintainsNeutral—
30 July 2026CitigroupMaintainsNeutral$30 → $45
29 July 2026BairdMaintainsNeutral—
29 July 2026BairdMaintainsNeutral$40 → $45
29 July 2026BarclaysMaintainsOverweight$52 → $50
29 July 2026BarclaysMaintainsOverweight—
29 July 2026Cantor FitzgeraldReiteratesOverweight—
29 July 2026Cantor FitzgeraldReiteratesOverweight$55
29 July 2026NeedhamMaintainsBuy—
29 July 2026NeedhamMaintainsBuy$40 → $50
29 July 2026Piper SandlerMaintainsOverweight$47 → $58
29 July 2026Piper SandlerMaintainsOverweight—
29 July 2026RosenblattMaintainsBuy$55
29 July 2026RosenblattMaintainsBuy—
29 July 2026SusquehannaMaintainsPositive—
29 July 2026SusquehannaMaintainsPositive$36 → $55
29 July 2026TD CowenMaintainsBuy$50 → $53
29 July 2026TD CowenMaintainsBuy—

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.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. VRNS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

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 2 Oct 2026, Varonis Systems, Inc. returned −20.0% against +16.2% for the S&P 500, dividends included.

VRNS vs S&P 500, last 12 monthsTotal return, rebased to 100
20406080100120Jan 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 movingNext fiscal year
EPS revision, 90 days
+27.3%
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
−42.0×

Cheaper than 98% of US stocks

Price / sales
7.9×

Cheaper than 17% of US stocks

Price / book
12.3×

Cheaper than 8% of US stocks

EV / EBITDA
−40.4×

Cheaper than 93% of US stocks

Growth & margins
Revenue growth (YoY)
18.3%

Higher than 67% of US stocks

Earnings growth (YoY)
18.3%

Higher than 57% of US stocks

Gross margin
75.3%

Higher than 87% of US stocks

Operating margin
−22.6%

Higher than 21% of US stocks

Net margin
−20.5%

Higher than 15% of US stocks

Returns & dividend
Return on equity
−36.0%

Higher than 25% of US stocks

Return on assets
−5.7%

Higher than 31% of US stocks

Dividend yield
—

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 $5.5B and an enterprise value of $5.3B.

  • Revenue in the twelve months to 30 June 2026: $688.1M. The latest quarter grew 18.3% 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: −42.0×; forward P/E: 116.2× — the forward figure prices analyst consensus estimates, not reported 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 1 Oct 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.$5.5B
68
WEXWEX, Inc.$5.8B
81
BLSHBullish$5.2B
10
MBGLMobility Global, Inc.$5.2B
0
ACIWACI Worldwide, Inc.$5.1B
76
CORZCore Scientific, Inc.$5.1B
14
DOXAmdocs Ltd.$6.3B
64

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

7 Cybersecurity Stocks Riding the AI Security Boom

24/7 Wall Street · 24 Sept 2026positive

The article reports that U.S. cybersecurity stocks rose after warnings about erratic AI behavior, with Palo Alto Networks gaining 10.0% and Fortinet 8.8% during the September 11–18 trading week. It highlights seven cybersecurity stocks riding what it calls the AI security boom.

Why it matters — For a Varonis watcher, the piece signals that rising AI-related security concerns could boost demand across the broader cybersecurity sector, including companies like VRNS.

Varonis Recognized as a Pace Setter in the Gartner® Emerging Market Quadrant for AI Application Security - Established Vendors

GlobeNewsWire · 21 Sept 2026positive

Varonis Systems announced it has been recognized as a Pace Setter in the Gartner Emerging Market Quadrant for AI Application Security - Established Vendors as of September 2026. The recognition was announced via press release from the company's Miami headquarters.

Why it matters — This third-party industry recognition highlights Varonis's position in the emerging AI application security market, which may lend credibility to its data and AI security offerings for investors tracking the company.

AI Is Boosting Cybersecurity. CrowdStrike and 4 More Stocks to Buy.

Barrons · 15 Sept 2026positive

J.P. Morgan has identified CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis as companies poised to benefit as AI adoption drives greater demand for cybersecurity. The note highlights these firms as expected gainers from rising security needs linked to AI.

Why it matters — A major bank naming Varonis among the cybersecurity firms set to benefit from AI-driven demand signals positive attention for the company among investors.

Varonis Launches Data Lifecycle Management to Cut Storage Costs in the Face of Unprecedented Data Growth

GlobeNewsWire · 15 Sept 2026positive

Varonis Systems announced the launch of Varonis Data Lifecycle Management (DLM), a new capability that automatically finds and removes redundant, obsolete, and trivial (ROT) data across an organization's data estate. The tool is aimed at helping companies cut storage costs amid unprecedented data growth.

Why it matters — The new capability expands Varonis' product offering beyond security into data management and cost reduction, potentially broadening its addressable market for existing customers.

Varonis Systems, Inc. (VRNS) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha · 9 Sept 2026neutral

Varonis Systems, Inc. presented at Citi's 2026 Global TMT Conference, with a transcript of the presentation published by Seeking Alpha. The item reports on the company's participation in the conference event.

Why it matters — VRNS watchers would be interested because such conference presentations offer insight into the company's positioning and outlook as communicated to investors and analysts.

FAQ

Frequently asked questions about VRNS stock

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

The 24 Wall Street analysts covering Varonis Systems, Inc. have a median 12-month price target of $54, with estimates ranging from $28 to $60. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is VRNS stock a buy right now?

Of the 24 analysts covering Varonis Systems, Inc., 17 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Varonis Systems, Inc. 68 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank VRNS?

As at 1 Oct 2026, Varonis Systems, Inc. ranks 68 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 Revisions (95 of 100).

Will VRNS stock go up?

No one can know that. What the data says: the median 12-month target from 24 analysts implies +13.5% from the last close, and Ticker Nerd's factor model ranks Varonis Systems, Inc. 68 out of 100 as at 1 Oct 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: $28 to $60 over the next 12 months.

How has VRNS stock performed over the past year?

Varonis Systems, Inc. returned -20.0% over the 12 months to 2 Oct 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 (24/7 Wall Street, 24 Sept 2026): "7 Cybersecurity Stocks Riding the AI Security Boom". The article reports that U.S. cybersecurity stocks rose after warnings about erratic AI behavior, with Palo Alto Networks gaining 10.0% and Fortinet 8.8% during the September 11–18 trading week. It highlights seven cybersecurity stocks riding what it calls the AI security boom.

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