Varonis Systems, Inc.(VRNS)Earnings, Financials & Key RatiosVaronis Systems, Inc. (VRNS) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the 26.9% revenue growth and $439.4 million in deferred revenue suggest strong market demand, the current -25.7% operating margin and high debt-to-equity ratio of 1.13 warrant a cautious wait-and-see approach.
Varonis Systems, Inc. (VRNS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Varonis Systems, Inc. (VRNS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.06vs $0.05+220.0% | $173Mvs $166M+4.6% |
| Q1 2026 | Feb 3, 2026 | $0.08vs $0.03+166.7% | $173Mvs $168M+2.9% |
| Q4 2025 | Oct 28, 2025 | $0.06vs $0.05+10.7% | $162Mvs $166M-2.9% |
| Q3 2025 | Jul 29, 2025 | $0.03vs $0.01+200.0% | $152Mvs $164M-7.0% |
Recent stock market news and headlines for Varonis Systems, Inc. (VRNS)
MIAMI, July 02, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, proudly announced it has been recognized by customers as a Gartner® Peer Insights™ Customers' Choice for Data Security Posture Management (DSPM). This recognition marks the third consecutive time Varonis earned this distinction.
MIAMI, June 30, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced its Data Security Platform attained GovRAMP Authorization. This latest third-party validation confirms that Varonis meets rigorous security requirements for serving state, local, tribal, and educational government agencies.
Pre-Market Stock Futures: Futures are trading higher this morning, but if you've ever heard the old saying, "when the chips are down", that was the poster child phrase for Tuesday's session, as technology stocks, and specifically the semiconductor stocks, followed a worldwide sell-off that initially began in Korea and carried around the globe. When... Here Are Wednesday's Best Wall Street Analyst Research Calls: Devon Energy, Flowserve, Klaviyo, Macerich, Merck, Nucor, Take-Two Interactive Software, Twilio, and More
Varonis (VRNS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Varonis Systems (NASDAQ:VNRS) is considering a sale of its business after fielding takeover interest from major private equity firms including Blackstone, Thoma Bravo, and Vista Equity Partners, Bloomberg reported, with Wedbush analysts saying a deal would make strategic sense given the cybersecurity company's discounted valuation. Varonis is working with advisers as it evaluates interest from financial buyers, according to the Bloomberg report.
Key metrics vs top competitors for Varonis Systems, Inc. (VRNS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.89 | $4.92B | -37.07 | 13.17% | -20.74% | -24.53% | — | |
| $408.85 | $20.64B | -139.54 | 36.01% | -10.79% | -6.11% | — | |
| $15.31 | $8.68B | -29.44 | 24.35% | -14.04% | -2.3% | — | |
| $264.48 | $94.14B | 881.60 | 27.68% | 3.69% | 3.78% | — | |
| $143.44 | $5.05B | 26.37 | 10.13% | 29.41% | 37.15% | — | |
| $37.90 | $4.34B | -126.33 | 11.04% | -1.15% | -3.71% | — |
Varonis Systems, Inc. (VRNS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Varonis Systems, Inc. (VRNS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 28, 2026·SEC
Feb 3, 2026·SEC
Oct 28, 2025·SEC
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Varonis Systems, Inc. (VRNS) stock FAQ — growth, dividends, profitability & financials explained
Varonis Systems, Inc. (VRNS) reported $660.2M in revenue for fiscal year 2025. This represents a 1560% increase from $39.8M in 2011.
Varonis Systems, Inc. (VRNS) grew revenue by 13.2% over the past year. This is steady growth.
Varonis Systems, Inc. (VRNS) reported a net loss of $136.8M for fiscal year 2025.
Varonis Systems, Inc. (VRNS) has a return on equity (ROE) of -24.5%. Negative ROE indicates the company is unprofitable.
Varonis Systems, Inc. (VRNS) generated $119.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
