Varonis Systems (NASDAQ:VRNS) 주식

VARONIS SYSTEMS INC

Varonis Systems

Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.

Varonis Systems Inc

Throughout the last three months, 8 analysts have evaluated Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>), offering a diverse set of opinions from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $53.25, a high estimate of $60.00, and a low estimate of $45.00. This current average represents a 5.11% decrease from the previous average price target of $56.12. 
<img src="https://www.benzinga.com/files/images/story/2025/1749578434_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The standing of Varonis Systems among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Jonathan Ruykhaver</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$60.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$58.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Roger Boyd</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$60.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Jonathan Ruykhaver</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$60.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Brian Essex</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$45.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Hamza Fodderwala</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$46.00</td>
<td>$54.00</td>
</tr>
<tr>
<td>Saket Kalia</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$52.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Joseph Gallo</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$45.00</td>
<td>$50.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Varonis Systems. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Varonis Systems compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Varonis Systems's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Varonis Systems's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/VRNS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Varonis Systems analyst ratings.</a>
<h2>Discovering Varonis Systems: A Closer Look</h2>
Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.
<h3>Key Indicators: Varonis Systems's Financial Health</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Positive Revenue Trend: Examining Varonis Systems's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 19.65% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Varonis Systems's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -26.23%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of -8.69%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Varonis Systems's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of -2.21%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: With a high debt-to-equity ratio of 2.02, Varonis Systems faces challenges in effectively managing its debt levels, indicating potential financial strain.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

VRNS

Assessing Varonis Systems: Insights From 8 Financial Analysts

Cantor Fitzgerald analyst Jonathan Ruykhaver reiterates Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) with a Overweight and maintains $60 price target.

News

Price Target

Reiteration

Cantor Fitzgerald Reiterates Overweight on Varonis Systems, Maintains $60 Price Target

Government

Regulations

Varonis Achieves FedRAMP Authorization For Native Data Security Platform

RBC Capital analyst Matthew Hedberg maintains Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) with a Outperform and raises the price target from $55 to $58.

RBC Capital Maintains Outperform on Varonis Systems, Raises Price Target to $58

UBS analyst Roger Boyd maintains Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) with a Buy and raises the price target from $55 to $60.

UBS Maintains Buy on Varonis Systems, Raises Price Target to $60

Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) raises FY2025 Adj EPS guidance from $0.13-$0.17 to $0.14-$0.17 vs $0.17 analyst estimate. Affirms FY2025 sales outlook from $610.00 million-$625.00 million to $610.00 million-$625.00 million vs $620.28 million estimate.

Guidance

Varonis Systems Raises FY2025 Adj EPS Guidance from $0.13-$0.17 to $0.14-$0.17 vs $0.17 Est; Affirms FY2025 Sales Guidance of $610.00M-$625.00M vs $620.28M Est

Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) Q2 expected to be below $0.01 vs $0.03 Est. sees Q2 sales of $145.000 million-$150.000 million vs $147.64 million analyst estimate.

Varonis Systems Q2  expected to be below $0.01 vs $0.03 Est; Sees Q2 Sales $145.000M-$150.000M vs $147.64M Est

Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) reported quarterly sales of $136.42 million which beat the analyst consensus estimate of $133.06 million by 2.52 percent. This is a 19.65 percent increase over sales of $114.02 million the same period last year.

Earnings

Earnings Beats

Varonis Systems Q1 Sales $136.42M Beat $133.06M Estimate

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Earnings Scheduled For May 6, 2025

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/09/25</td>
<td>$115.00</td>
<td>$25.4K</td>
<td>30.9K</td>
<td>48.5K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$150.00</td>
<td>$58.9K</td>
<td>14.2K</td>
<td>12.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/09/25</td>
<td>$140.00</td>
<td>$33.6K</td>
<td>9.8K</td>
<td>11.6K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$100.00</td>
<td>$29.8K</td>
<td>6.6K</td>
<td>8.9K</td>
</tr>
<tr>
<td>VRNS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$45.00</td>
<td>$64.5K</td>
<td>1.3K</td>
<td>5.4K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$180.00</td>
<td>$216.2K</td>
<td>26.9K</td>
<td>5.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$385.00</td>
<td>$77.7K</td>
<td>1.2K</td>
<td>4.2K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$8.00</td>
<td>$471.0K</td>
<td>8.0K</td>
<td>3.5K</td>
</tr>
<tr>
<td>AI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/09/25</td>
<td>$23.00</td>
<td>$42.8K</td>
<td>21.6K</td>
<td>2.7K</td>
</tr>
<tr>
<td>ZETA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$12.50</td>
<td>$901.6K</td>
<td>301</td>
<td>2.3K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 4 day(s) on May 9, 2025. This event was a transfer of 128 contract(s) at a $115.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $198.0 per contract. There were 30978 open contracts at this strike prior to today, and today 48575 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be neutral, expiring in 256 day(s) on January 16, 2026. This event was a transfer of 10 contract(s) at a $150.00 strike. The total cost received by the writing party (or parties) was $58.9K, with a price of $5890.0 per contract. There were 14287 open contracts at this strike prior to today, and today 12528 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option trade with neutral sentiment. It expires in 4 day(s) on May 9, 2025. Parties traded 102 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $33.6K, with a price of $330.0 per contract. There were 9897 open contracts at this strike prior to today, and today 11636 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on May 9, 2025. Parties traded 58 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $29.8K, with a price of $515.0 per contract. There were 6633 open contracts at this strike prior to today, and today 8940 contract(s) were bought and sold. 
• Regarding VRNS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>), we observe a call option sweep with bearish sentiment. It expires in 11 day(s) on May 16, 2025. Parties traded 287 contract(s) at a $45.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $64.5K, with a price of $225.0 per contract. There were 1373 open contracts at this strike prior to today, and today 5476 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option trade that happens to be bullish, expiring in 46 day(s) on June 20, 2025. This event was a transfer of 250 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $216.2K, with a price of $865.0 per contract. There were 26960 open contracts at this strike prior to today, and today 5068 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on May 9, 2025. This event was a transfer of 77 contract(s) at a $385.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $77.7K, with a price of $1008.0 per contract. There were 1237 open contracts at this strike prior to today, and today 4219 contract(s) were bought and sold. 
• Regarding CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we observe a call option trade with bearish sentiment. It expires in 46 day(s) on June 20, 2025. Parties traded 3000 contract(s) at a $8.00 strike. The total cost received by the writing party (or parties) was $471.0K, with a price of $157.0 per contract. There were 8008 open contracts at this strike prior to today, and today 3522 contract(s) were bought and sold. 
• Regarding AI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>), we observe a call option trade with neutral sentiment. It expires in 4 day(s) on May 9, 2025. Parties traded 997 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $42.8K, with a price of $43.0 per contract. There were 21613 open contracts at this strike prior to today, and today 2777 contract(s) were bought and sold. 
• For ZETA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZETA#NYSE">ZETA</a>), we notice a call option trade that happens to be bearish, expiring in 256 day(s) on January 16, 2026. This event was a transfer of 2300 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $901.6K, with a price of $392.0 per contract. There were 301 open contracts at this strike prior to today, and today 2303 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

Core Scientific, Inc. - Class A Common Stock

CORZ

MSTR

NVDA

PLTR

ZETA

10 Information Technology Stocks With Whale Alerts In Today's Session

6 analysts have expressed a variety of opinions on Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) over the past quarter, offering a diverse set of opinions from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $50.17, with a high estimate of $67.00 and a low estimate of $45.00. Observing a downward trend, the current average is 9.88% lower than the prior average price target of $55.67. 
<img src="https://www.benzinga.com/files/images/story/2025/1745866864_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
The standing of Varonis Systems among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Brian Essex &#x7C;JP Morgan &#x7C;Lowers &#x7C;Overweight &#x7C; $45.00&#x7C;$55.00 &#x7C; 
&#x7C;Hamza Fodderwala &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Overweight &#x7C; $46.00&#x7C;$54.00 &#x7C; 
&#x7C;Saket Kalia &#x7C;Barclays &#x7C;Lowers &#x7C;Overweight &#x7C; $52.00&#x7C;$60.00 &#x7C; 
&#x7C;Joseph Gallo &#x7C;Jefferies &#x7C;Lowers &#x7C;Hold &#x7C; $45.00&#x7C;$50.00 &#x7C; 
&#x7C;Andrew Nowinski &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $46.00&#x7C;$48.00 &#x7C; 
&#x7C;Matt Dezort &#x7C;Needham &#x7C;Maintains &#x7C;Buy &#x7C; $67.00&#x7C;$67.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Varonis Systems. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Varonis Systems compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Varonis Systems's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Capture valuable insights into Varonis Systems's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/VRNS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Varonis Systems analyst ratings.</a>
<h2>About Varonis Systems</h2>
Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.
<h3>Varonis Systems: A Financial Overview</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining Varonis Systems's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 2.86% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Varonis Systems's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -8.2%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Varonis Systems's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of -2.94%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Varonis Systems's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -0.82%, the company may face hurdles in achieving optimal financial returns.
Debt Management: With a below-average debt-to-equity ratio of 1.66, Varonis Systems adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>How Are Analyst Ratings Determined?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse Into The Expert Outlook On Varonis Systems Through 6 Analysts

<a href="https://in.benzinga.com/topic/security-software">Security software companies</a> Tenable Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TENB#NASDAQ">TENB</a>), Varonis Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) and Qualys Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QLYS#NASDAQ">QLYS</a>) are gearing up to report their quarterly earnings on May 6.
While security continues to be a top priority for Chief Information Officers, industry checks reveal that tariffs and currency headwinds have limited impact on security spending, according to JPMorgan.
The Security Software Analyst: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5880cc2377f9dd00011b0b74/brian-essex">Analyst Brian Essex</a> maintained ratings, while cutting price targets.
<ul>
<li>Tenable Holdings: Overweight, price target reduced from $53 to $43</li>
<li>Varonis Systems: Overweight, price target cut from $55 to $45</li>
<li>Qualys: Underweight, price target trimmed from $122 to $117</li>
</ul>
The Security Software Thesis: Although tariffs pose less of a threat on security spending,there is limited visibility into the performance of security software companies due to enterprises facing macro uncertainty, Essex said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h2 class="wp-block-heading">Tenable Holdings</h2>
The company is likely to report solid results, despite core VM (virtual machine) featuring lower in the list of enterprises' spending priorities, the analyst stated.
If Tenable Holdings beats expectations but does not pass through the outperformance to the guidance, preferring to play it safe, this would be seen as a positive, he added.
<h2 class="wp-block-heading">Varonis Systems</h2>
"We see potential for VRNS to beat SaaS expectations this quarter as the company moves to accelerate its transition this year," Essex wrote.
Management's full-year guidance is already conservative, which Varonis Systems could outperform due to its healthy fundamentals, he said.
<h2 class="wp-block-heading">Qualys</h2>
The company may deliver "another quarter of billings deceleration," given tougher comps, the analyst stated.
Management needs to remain conservative in their guidance due to Qualys'recent sales execution issues, he further said.
Price Target Reductions:
The price target for the three companies has been reduced "to reflect lower peer multiples," Essex wrote in the note.
At the time of publication on Monday, shares of:
<ul>
<li>Tenable Holdings had risen by 0.39% to $33.11</li>
<li>Varonis Systems had risen by 0.05% to $42.30</li>
<li>Qualyshad risen by 0.21% to $127.02</li>
</ul>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/insights/analyst-ratings/25/04/45039959/expert-outlook-qualys-through-the-eyes-of-8-analysts">Expert Outlook: Qualys Through The Eyes Of 8 Analysts</a></li>
</ul>
Image: Shutterstock

Analyst Color

Previews

QLYS

TENB

Tenable Holdings, Varonis Systems, Qualys Slashed Ahead Of Q1 Results

JP Morgan analyst Brian Essex maintains Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) with a Overweight and lowers the price target from $55 to $45.

JP Morgan Maintains Overweight on Varonis Systems, Lowers Price Target to $45

MIAMI and SANTA CLARA, Calif., April 21, 2025 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=mXxx0mhg0tdL45gD8DFc11zTvQB3gcSfGBtdYwnG5Y2t3FVjIObNNqH-xdbSeeimg1tOMg9Dn0LpnBnybfnh3ML33Gu5_ARtkbHVWU_IXUo=">Varonis Systems, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) today announced a new partnership with Pure Storage (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSTG#NYSE">PSTG</a>), a leading provider of advanced data storage technology and services. As the first data security company to natively integrate with Pure Storage, Varonis enables customers to proactively secure their sensitive data, detect threats, and comply with evolving data and AI privacy rules.
Pure Storage enhances cyber resilience with immutable snapshots that allow rapid recovery after a cyber incident. Together, Varonis and Pure Storage deliver a powerful data security and cyber resilience solution that helps prevent data breaches and provides rapid recovery in the event of a disaster.
By partnering, Varonis' AI-powered platform enables Pure Storage customers to automatically:
<ul>
<li>Discover and classify sensitive data. Varonis scans data in Pure Storage FlashArray and FlashBlade systems in real time, matching classification results with identities, permissions, and activity to identify and fix exposed or at-risk data.</li>
<li>Reduce data exposure. Varonis maps complex permissions, such as nested groups and inheritance, right-sizes access, and automatically fixes excessive permissions, like removing over-privileged access.</li>
<li>Detect and stop threats. Varonis uses AI and machine learning to analyze user behavior to detect threats, suspicious activity, and malicious insiders. With Varonis Managed Data Detection and Response (MDDR), Pure Storage customers can extend their teams with a 24x7x365 incident response SLA. &nbsp;</li>
</ul>
"Ensuring the security of data — and the data powering AI — is challenging and critical," said Varonis EVP of Engineering and CTO David Bass. "More and more customers rely on Pure Storage to harness the full potential of their AI data, from ingestion to inference. Customers love Pure Storage, and we are thrilled to partner to ensure that they can innovate with AI securely."

Contracts

PSTG

Varonis Systems Enters New Partnership With Pure Storage

Morgan Stanley analyst Hamza Fodderwala maintains Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) with a Overweight and lowers the price target from $54 to $46.

Morgan Stanley Maintains Overweight on Varonis Systems, Lowers Price Target to $46

Barclays analyst Saket Kalia maintains Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) with a Overweight and lowers the price target from $60 to $52.

Barclays Maintains Overweight on Varonis Systems, Lowers Price Target to $52

WIIM

ALLT

ALRM

ATEN

CHKP

DSGX

GLOB

SPNS

SPSC

VERB

VERI

VRNT

Shares of software stocks are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

7 analysts have shared their evaluations of Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Varonis Systems, revealing an average target of $54.43, a high estimate of $67.00, and a low estimate of $45.00. This current average has decreased by 5.06% from the previous average price target of $57.33. 
<img src="https://www.benzinga.com/files/images/story/2025/1743447638_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Varonis Systems. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joseph Gallo</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$45.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Andrew Nowinski</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$46.00</td>
<td>$48.00</td>
</tr>
<tr>
<td>Matt Dezort</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$67.00</td>
<td>$67.00</td>
</tr>
<tr>
<td>Fatima Boolani</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$46.00</td>
<td>$57.00</td>
</tr>
<tr>
<td>Jonathan Ruykhaver</td>
<td>Cantor Fitzgerald</td>
<td>Announces</td>
<td>Overweight</td>
<td>$60.00</td>
<td>-</td>
</tr>
<tr>
<td>Rob Owens</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$50.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Matt Dezort</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$67.00</td>
<td>$67.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Varonis Systems. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Varonis Systems compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Varonis Systems's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Varonis Systems's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/VRNS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Varonis Systems analyst ratings.</a>
<h2>Unveiling the Story Behind Varonis Systems</h2>
Varonis Systems is a cybersecurity vendor focused on data privacy and security. The firm is currently undergoing a cloud transition as it weans its on-premises customers over to its cloud products that are delivered as software-as-a-service. The New York-based firm was founded in 2005 and went public in 2014.
<h3>Varonis Systems: Delving into Financials</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Varonis Systems displayed positive results in 3 months. As of 31 December, 2024, the company achieved a solid revenue growth rate of approximately 2.86%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of -8.2%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Varonis Systems's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -2.94%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Varonis Systems's ROA falls below industry averages, indicating challenges in efficiently utilizing assets. With an ROA of -0.82%, the company may face hurdles in generating optimal returns from its assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.66.
<h2>How Are Analyst Ratings Determined?</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Varonis Systems Stands With Analysts

Jefferies analyst Joseph Gallo maintains Varonis Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>) with a Hold and lowers the price target from $50 to $45.

Jefferies Maintains Hold on Varonis Systems, Lowers Price Target to $45

Press Releases

Varonis Keynote at RSAC 2025: Using Gamer Talent to Address the Cybersecurity Skills Gap

Varonis Recognized for Innovation in Data Security by Global InfoSec Awards at RSAC 2025

Varonis Announces First Quarter 2025 Financial Results

Varonis to Present at Upcoming Investor Conferences

General

Varonis Becomes the First Data Security Platform to Achieve FedRAMP Authorization

AI is a Ticking Time Bomb for Your Data, Reveals New Report From Varonis

Varonis at Infosecurity Europe 2025: Automating Data Security for the AI Era

Varonis Announces Identity Protection to Unify Identity and Data Security

Varonis Named a Gartner® Peer Insights™ Customers' Choice for Second Consecutive Year

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