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

Last close, 14 Aug 2026
$45
−1.81% on the day

The 24 Wall Street analysts covering Varonis Systems, Inc. hold a median 12-month price target of $53 — +16.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 15 Aug 2026 — in the upper half. Here, the model and the Street point the same way.

Market cap
$5.2B
Ticker Nerd rank
73 / 100
Median analyst target
$53
Analysts covering
24
Total return, dividends reinvested
1W
+3.4%
1M
−6.6%
YTD
+37.2%
1Y
−21.0%
From 52W high
−28.9%
From 52W low
+122.8%
$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 15 Aug 2026
73 / 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
94
Accruals
89
Issuance
85
Volatility
69
Momentum
50
Quality
41
Value
40
Growth
40
Size
24

Revisions (94): Analysts have, on balance, been raising their forecasts.

Growth (40): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (24): 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$60Oct 25Jan 26Apr 26Jul 26VRNSHigh $60Median $53Low $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.

What Wall Street says24 analysts
18 Buy5 Hold1 Sell
Low $28Median $53High $60

The green dot is the last close — the median target sits +16.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 13 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
30 July 2026CitigroupMaintainsNeutral$30 → $45
29 July 2026BairdMaintainsNeutral$40 → $45
29 July 2026BarclaysMaintainsOverweight$52 → $50
29 July 2026Cantor FitzgeraldReiteratesOverweight$55
29 July 2026NeedhamMaintainsBuy$40 → $50
29 July 2026Piper SandlerMaintainsOverweight$47 → $58
29 July 2026RosenblattMaintainsBuy$55
29 July 2026SusquehannaMaintainsPositive$36 → $55
29 July 2026TD CowenMaintainsBuy$50 → $53
27 July 2026JP MorganMaintainsOverweight$39 → $55
24 July 2026B. Riley SecuritiesMaintainsBuy$45 → $55
24 July 2026Cantor FitzgeraldMaintainsOverweight$35 → $55
21 July 2026Truist SecuritiesMaintainsBuy$34 → $52
21 July 2026Truist SecuritiesMaintainsBuy—
21 July 2026UBSMaintainsBuy$37 → $58
21 July 2026UBSMaintainsBuy—
20 July 2026Wells FargoMaintainsOverweight—
20 July 2026Wells FargoMaintainsOverweight$35 → $50
13 July 2026BarclaysMaintainsOverweight$33 → $52
13 July 2026BarclaysMaintainsOverweight—

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.

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
+28.0%
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
−39.8×

Cheaper than 98% of US stocks

Price / sales
7.5×

Cheaper than 18% of US stocks

Price / book
11.6×

Cheaper than 9% of US stocks

EV / EBITDA
−38.2×

Cheaper than 92% of US stocks

Growth & margins
Revenue growth (YoY)
18.3%

Higher than 68% 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 16% of US stocks

Returns & dividend
Return on equity
−36.0%

Higher than 25% of US stocks

Return on assets
−5.7%

Higher than 30% of US stocks

Dividend yield
—

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

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.$5.2B
73
PAYPaymentus Holdings, Inc.$5.3B
64
RELYRemitly Global, Inc.$5.4B
73
ACIWACI Worldwide, Inc.$5.5B
79
MBGLMobility Global, Inc.$6.0B
0
BOXBox, Inc.$4.5B
98
CORZCore Scientific, Inc.$6.3B
16

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

Varonis Systems: Better Growth In Q2, But Q4 2026 Still Needs To Deliver

Seeking Alpha · 4 Aug 2026neutral

In Q2 2026, Varonis Systems reported solid SaaS growth, with SaaS ARR ex-conversions up 25% year over year, and management raised its FY2026 SaaS ARR guidance. However, profitability and margin improvements lagged expectations, and a significant acceleration in net new ARR is required in Q4 2026 to meet targets.

Why it matters — For VRNS watchers, this indicates the company's SaaS momentum is healthy but that near-term profitability and the need for a strong fourth-quarter acceleration remain key factors in whether full-year guidance is met.

Varonis Introduces Agent Intent-Based Access Control

GlobeNewsWire · 3 Aug 2026positive

Varonis announced Agent Intent-Based Access Control (IBAC), a new capability in Varonis Atlas designed to let businesses connect AI agents to enterprise data with safeguards against dangerous or out-of-policy behavior.

Why it matters — This product launch addresses the emerging market need for AI agent security, potentially expanding Varonis's addressable market as enterprises seek to protect sensitive data from rogue AI behavior.

Varonis Q2 Earnings Surpass Expectations, Revenues Rise Y/Y

Zacks Investment Research · 29 July 2026positive

Varonis reported second-quarter earnings that beat analyst expectations, with revenues rising year over year. The results were bolstered by growth in SaaS subscriptions, demand for AI security products, and an increased full-year outlook.

Why it matters — The earnings beat and raised full-year outlook signal growing momentum in Varonis's SaaS transition and its positioning in the AI security market.

These Analysts Revise Their Forecasts On Varonis Following Q2 Earnings

Benzinga · 29 July 2026positive

Varonis Systems reported better-than-expected earnings for the second quarter, prompting analysts to revise their forecasts for the company.

Why it matters — A VRNS watcher would care because better-than-expected quarterly results and subsequent analyst forecast revisions often influence how the market views the company's near-term outlook.

Varonis Systems, Inc. (VRNS) Q2 2026 Earnings Call Transcript

Seeking Alpha · 29 July 2026neutral

Seeking Alpha published the transcript of Varonis Systems' Q2 2026 earnings call.

Why it matters — The earnings call transcript provides VRNS investors with management's discussion of quarterly financial results and business outlook.

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 $53, 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., 18 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Varonis Systems, Inc. 73 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank VRNS?

As at 15 Aug 2026, Varonis Systems, Inc. ranks 73 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 (94 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 +16.7% from the last close, and Ticker Nerd's factor model ranks Varonis Systems, Inc. 73 out of 100 as at 15 Aug 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 -21.0% over the 12 months to 14 Aug 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 specializing in data and AI security for enterprise environments worldwide.

What is the latest news on VRNS?

The most recent item we track (Seeking Alpha, 4 Aug 2026): "Varonis Systems: Better Growth In Q2, But Q4 2026 Still Needs To Deliver". In Q2 2026, Varonis Systems reported solid SaaS growth, with SaaS ARR ex-conversions up 25% year over year, and management raised its FY2026 SaaS ARR guidance. However, profitability and margin improvements lagged expectations, and a significant acceleration in net new ARR is required in Q4 2026 to meet targets.

Company

About Varonis Systems, Inc.

Varonis Systems, Inc. is a cybersecurity software company specializing in data and AI security for enterprise environments worldwide. Headquartered in Miami, Florida and founded in 2005, Varonis focuses on protecting sensitive business information such as files, emails, financial records, and intellectual property across cloud, SaaS, IaaS, and hybrid infrastructures. Its core offering is the Varonis Data Security Platform, a cloud-native solution that continuously discovers and classifies critical data, maps permissions, monitors activity, and automates remediation to reduce exposure and detect advanced threats. Complementary products and services include Varonis Atlas for governing AI tools and agents, managed data detection and response, and professional services to support governance, compliance, and threat analytics. Varonis serves primarily mid-market and large enterprises in regulated and data-intensive sectors including financial services, healthcare, government, technology, energy, and retail, operating on a subscription-led SaaS model. In the cybersecurity market, Varonis occupies the data security layer, providing organizations with specialized capabilities for data security posture management, access governance, insider risk management, and AI-aware protection rather than broader network or endpoint defense.

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