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

Last close, 22 Oct 2026
$49
+0.41% on the day

The 22 Wall Street analysts covering Varonis Systems, Inc. hold a median 12-month price target of $50 — +1.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 22 Oct 2026 — in the upper half.

Market cap
$5.6B
Ticker Nerd rank
64/ 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
+3.3%
1M
+3.4%
YTD
+49.1%
1Y
−20.2%
From 52W high
−22.4%
From 52W low
+142.1%
$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 22 Oct 2026
64/ 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
89
Issuance
86
Revisions
78
Volatility
63
Momentum
51
Quality
41
Growth
41
Value
38
Size
21

Accruals (89): 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 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$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
4 Buy18 Hold0 Sell
Low $48Median $50High $58

The green dot is the last close — the median target sits +1.8% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
19 Oct 2026BarclaysDowngradeEqual-Weight$50
16 Oct 2026BairdMaintainsNeutral$45 → $50
16 Oct 2026CitigroupMaintainsNeutral$45 → $50
16 Oct 2026DA DavidsonDowngradeNeutral$55 → $50
16 Oct 2026JefferiesDowngradeHold$60 → $50
16 Oct 2026NeedhamDowngradeHold—
16 Oct 2026Piper SandlerDowngradeNeutral$58 → $50
16 Oct 2026RBC CapitalDowngradeSector Perform$52 → $50
16 Oct 2026RosenblattDowngradeNeutral$55 → $50
16 Oct 2026TD CowenDowngradeHold$56 → $50
16 Oct 2026WedbushMaintainsNeutral$46 → $50
16 Oct 2026Wells FargoDowngradeEqual-Weight$53 → $50
15 Oct 2026Wells FargoMaintainsOverweight$48 → $53
13 Oct 2026TD CowenMaintainsBuy$53 → $56
11 Sept 2026WedbushAssumesNeutral$46
9 Sept 2026NeedhamMaintainsBuy$50 → $55
9 Sept 2026NeedhamMaintainsBuy—
30 July 2026CitigroupMaintainsNeutral—
30 July 2026CitigroupMaintainsNeutral$30 → $45
29 July 2026BairdMaintainsNeutral—

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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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 22 Oct 2026, Varonis Systems, Inc. returned −20.2% against +15.6% 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
−43.3×

Cheaper than 98% of US stocks

Price / sales
8.2×

Cheaper than 16% of US stocks

Price / book
12.6×

Cheaper than 7% of US stocks

EV / EBITDA
−41.7×

Cheaper than 94% 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
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 $5.6B and an enterprise value of $5.4B.

  • 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: −43.3×; forward P/E: 119.8× — 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 23 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.$5.6B64
ACIWACI Worldwide, Inc.$5.8B75
MBGLMobility Global, Inc.$5.7B0
BOXBox, Inc.$5.9B93
RELYRemitly Global, Inc.$5.2B72
DOXAmdocs Ltd.$6.9B69
WEXWEX, Inc.$6.9B80

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

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: QIAGEN N.V. (NYSE – QGEN), Varonis Systems, Inc. (Nasdaq – VRNS), CCC Intelligent Solutions Holdings Inc. (Nasdaq – CCC), Penske Automotive Group, Inc. (NYSE – PAG)

GlobeNewsWire · 22 Oct 2026neutral

Brodsky & Smith announced an investigation involving Varonis Systems, Inc., alongside three other companies, and invited shareholders to contact the firm to discuss it.

Why it matters — VRNS shareholders may wish to note the announced investigation and the firm’s invitation to discuss it.

Varonis and Collibra: Automating Data Governance for AI

GlobeNewsWire · 20 Oct 2026positive

Varonis announced an integration that brings continuously synced Varonis sensitivity labels into the Collibra Enterprise AI Control Plane’s data catalog. The labels give teams data-sensitivity context to assess whether information is suitable for AI use.

Why it matters — VRNS watchers may note the integration extends the visibility of Varonis data-sensitivity information within Collibra’s AI governance environment.

Varonis Systems Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Varonis Systems, Inc. - VRNS

Business Wire · 19 Oct 2026neutral

Kahn Swick & Foti, LLC is investigating the proposed sale of Varonis Systems to Proofpoint. Under the proposed terms, Varonis shareholders would receive $49.75 in cash per share, and the firm is examining the adequacy of the consideration and sale process.

Why it matters — The investigation concerns the proposed transaction's price and process, matters relevant to Varonis shareholders and observers.

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., 4 rate it a Buy, 18 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Varonis Systems, Inc. 64 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank VRNS?

As at 22 Oct 2026, Varonis Systems, Inc. ranks 64 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 (89 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 +1.8% from the last close, and Ticker Nerd's factor model ranks Varonis Systems, Inc. 64 out of 100 as at 22 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: $48 to $58 over the next 12 months.

How has VRNS stock performed over the past year?

Varonis Systems, Inc. returned -20.2% over the 12 months to 22 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 (GlobeNewsWire, 22 Oct 2026): "BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: QIAGEN N.V. (NYSE – QGEN), Varonis Systems, Inc. (Nasdaq – VRNS), CCC Intelligent Solutions Holdings Inc. (Nasdaq – CCC), Penske Automotive Group, Inc. (NYSE – PAG)". Brodsky & Smith announced an investigation involving Varonis Systems, Inc., alongside three other companies, and invited shareholders to contact the firm to discuss it.

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