VRNS
VARONIS SYSTEMS INC
$32.69
-1.68%
$3.8B
No data for this timeframe.
Vol
Market Cap$3.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders9 funds
Inst. Value$718.6M
Inst. Activity3 buys / 2 sells
Insider Activity4B / 0S
Insider Net $$1.2M
SEC Reports4
Recent Activity
Jun 2, 2026
SEC
Varonis Systems filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders held on June 1, 2026. Stoc
8-K — Impact 2/10
Jun 2, 2026
short_volume
Short Volume: VRNS — 55.8% short (0.4M / 0.8M)
Short: 428,186 | Exempt: 3,639 | TRF Vol: 767,285 | Short Ratio: 55.8% | Off-exchange volume (dark p
May 31, 2026
Insider
Gottlieb Dov sold 9,264 shares
EVP and General Counsel @ $34.15 ($316.4K)
May 22, 2026
Insider
Melamed Guy sold 104,440 shares
CFO and COO @ $23.10 ($2.4M)
Apr 30, 2026
Insider
Kess Avrohom J. sold 7,224 shares
Director @ $0.00 ($0.00)
Apr 28, 2026
SEC
Varonis delivered strong Q1 2026 results with total revenue up 27% YoY to $173.1M, driven by 82% SaaS revenue growth. Th
8-K — Impact 8/10
Apr 17, 2026
SEC
Varonis Systems has filed a definitive proxy statement for an upcoming shareholder meeting, which is a routine administr
DEFA14A — Impact 2/10
Inst.
FMR LLC — ADD
2,959,155 shares ($97.1M)
Price Targets
$36.32
+11.1% upside
Buy
Current $32.69
Low $28.00
Median $36.00
High $47.00
22 analysts
$28.00
$47.00
Analyst Ratings
7Strong Buy
17Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | Keybanc | INITIATE | Sector Weight |
| May 12, 2026 | Rosenblatt | INITIATE | Buy |
| Apr 30, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 29, 2026 | UBS | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Next FY | $0.38 | $0.17 — $0.79 | 222% YoY | 24 |
| Current Q | $0.01 ▼ -4.5% | $0.00 — $0.01 | -78% YoY | 22 |
| Current FY | $0.12 | $0.11 — $0.13 | -34% YoY | 23 |
| Next Q | $0.02 ▼ -0.9% | $0.00 — $0.03 | -73% YoY | 22 |
Latest Reports
NEUTRAL
8-K
2/10
Varonis Systems filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders held on June 1, 2026. Stoc
Jun 2, 2026
BULLISH
8-K
8/10
Varonis delivered strong Q1 2026 results with total revenue up 27% YoY to $173.1M, driven by 82% SaaS revenue growth. Th
Apr 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $440.1M | — |
| FMR LLC | $97.1M | ADD |
| MORGAN STANLEY | $50.8M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $35.0M | NEW |
| NORGES BANK | $28.8M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 31, 2026 | Gottlieb Dov | F | $316.4K |
| May 22, 2026 | Melamed Guy | F | $2.4M |
| Apr 30, 2026 | Kess Avrohom | A | $0.00 |
| Apr 30, 2026 | VAN DEN | A | $0.00 |
| Apr 30, 2026 | Segev Ofer | A | $0.00 |
9 institutional holders with $718.6M total value (21,907,924 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 13,418,273 | $440.1M | 61.2% | — |
| 2 | FMR LLC | 2,959,155 | $97.1M | 13.5% | ADD +45.4% |
| 3 | MORGAN STANLEY | 1,548,868 | $50.8M | 7.1% | ADD +60.1% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,067,012 | $35.0M | 4.9% | NEW |
| 5 | NORGES BANK | 878,383 | $28.8M | 4.0% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 845,329 | $27.7M | 3.9% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 708,070 | $23.2M | 3.2% | TRIM -53.3% |
| 8 | WELLS FARGO & COMPANY/MN | 442,273 | $14.5M | 2.0% | ADD +29.9% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 40,561 | $1.3M | 0.2% | NEAR_EXIT -80.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 2,035,813 | 2,959,155 | +45.4% | $97.1M | 2025-Q4 |
| MORGAN STANLEY | ADD | 967,605 | 1,548,868 | +60.1% | $50.8M | 2025-Q4 |
| NORGES BANK | NEW | — | 878,383 | — | $28.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 1,517,801 | 708,070 | -53.3% | $23.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 205,700 | 40,561 | -80.3% | $1.3M | 2025-Q4 |
| NORGES BANK | EXIT | 1,283,952 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 4,092,967 | 2,820,920 | -31.1% | $143.2M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,283,952 | — | $65.2M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 300,400 | 222,900 | -25.8% | $11.3M | 2025-Q2 |
| UBS Group AG | ADD | 2,719,048 | 4,092,967 | +50.5% | $165.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,310,118 | 1,925,254 | +47.0% | $77.9M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 1,523,512 | 1,105,852 | -27.4% | $44.7M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 389,563 | 506,209 | +29.9% | $20.5M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 1,069,097 | 435,293 | -59.3% | $17.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 538,300 | 300,400 | -44.2% | $12.2M | 2025-Q1 |
| NORGES BANK | EXIT | 1,273,043 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 2,011,465 | 2,719,048 | +35.2% | $120.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 356,558 | 1,069,097 | +199.8% | $47.5M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 4,700 | 538,300 | +11353.2% | $23.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 123,916 | 389,563 | +214.4% | $17.3M | 2024-Q4 |
| MORGAN STANLEY | ADD | 1,032,724 | 1,293,001 | +25.2% | $73.1M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 962,923 | — | $54.4M | 2024-Q3 |
15 unique insiders with 4 transactions. Net insider value: $1.2M ($1.2M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 31, 2026 | Gottlieb Dov | EVP and General Counsel | F | 9,264 | $34.15 | $316.4K |
| May 22, 2026 | Melamed Guy | CFO and COO | F | 104,440 | $23.10 | $2.4M |
| Apr 30, 2026 | Kess Avrohom J. | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | VAN DEN BOSCH FRED | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | Segev Ofer | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | Prishkolnik Rachel | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | MENDOZA THOMAS F | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | Korkus Ohad | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | Iohan Gili | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | GAVIN JOHN J JR | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | COMOLLI KEVIN E | Director | A | 7,224 | $0.00 | $0.00 |
| Apr 30, 2026 | Aued Carlos | Director | A | 7,224 | $0.00 | $0.00 |
| Feb 27, 2026 | Faitelson Yakov | CEO, President, Chairman | F | 369,576 | $23.10 | $8.5M |
| Feb 27, 2026 | Gottlieb Dov | VP and General Counsel | F | 20,206 | $23.10 | $466.8K |
| Feb 27, 2026 | Pomeroy Greg | SVP, Worldwide Sales | F | 32,581 | $23.10 | $752.6K |
| Feb 9, 2026 | Bass David | EVP Engineering & CTO | BUY | 2,980 | $23.47 | $69.9K |
| Feb 9, 2026 | Faitelson Yakov | CEO, President, Chairman | BUY | 26,725 | $22.41 | $598.9K |
| Feb 9, 2026 | Faitelson Yakov | CEO, President, Chairman | G | 87,000 | $0.00 | $0.00 |
| Feb 6, 2026 | GAVIN JOHN J JR | Director | BUY | 5,000 | $22.54 | $112.7K |
| Feb 6, 2026 | Bass David | EVP Engineering & CTO | A | 169,095 | $0.00 | $0.00 |
| Feb 6, 2026 | Faitelson Yakov | CEO, President, Chairman | A | 315,674 | $0.00 | $0.00 |
| Feb 6, 2026 | Pomeroy Greg | SVP, Worldwide Sales | A | 75,056 | $0.00 | $0.00 |
| Feb 6, 2026 | Melamed Guy | CFO and COO | A | 125,359 | $0.00 | $0.00 |
| Feb 6, 2026 | Gottlieb Dov | VP and General Counsel | A | 66,226 | $0.00 | $0.00 |
| Feb 6, 2026 | Kess Avrohom J. | Director | BUY | 17,800 | $22.29 | $396.8K |
| Feb 2, 2026 | Gottlieb Dov | VP and General Counsel | A | 12,497 | $0.00 | $0.00 |
| Feb 2, 2026 | Pomeroy Greg | SVP, Worldwide Sales | A | 23,011 | $0.00 | $0.00 |
| Feb 2, 2026 | Bass David | EVP Engineering & CTO | A | 63,735 | $0.00 | $0.00 |
| Feb 2, 2026 | Melamed Guy | CFO and COO | A | 70,967 | $0.00 | $0.00 |
| Feb 2, 2026 | Faitelson Yakov | CEO, President, Chairman | A | 162,460 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.8/10.
NEUTRAL
8-K
2/10
Varonis Systems filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders held o
Jun 2, 2026
BULLISH
8-K
8/10
Varonis delivered strong Q1 2026 results with total revenue up 27% YoY to $173.1M, driven by 82% Saa
Apr 28, 2026
NEUTRAL
DEFA14A
2/10
Varonis Systems has filed a definitive proxy statement for an upcoming shareholder meeting, which is
Apr 17, 2026
NEUTRAL
PRESS-RELEASE
3/10
Varonis announced it will report Q1 2026 financial results on April 28, 2026, followed by a conferen
Apr 13, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 30 analysts: 7 strong buy, 17 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$36.32 mean target
+11.1% upside
Buy (1.79)
$28.00 Low
$47.00 High
| Metric | Value |
|---|---|
| Current Price | $32.69 |
| Target Low | $28.00 |
| Target Mean | $36.32 |
| Target Median | $36.00 |
| Target High | $47.00 |
| # Analysts | 22 |
| Recommendation | Buy (1.79) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Next FY 2027-12-31 |
$0.38 | $0.17 | $0.79 | 221.9% | -0.2% | 6↑ 10↓ | $0.9B | 18.2% | 24 |
| Current Q 2026-06-30 |
$0.01 | $0.00 | $0.01 | -77.9% | -4.5% | 5↑ 6↓ | $0.2B | 16.3% | 22 |
| Current FY 2026-12-31 |
$0.12 | $0.11 | $0.13 | -34.0% | +0.5% | 22↑ 0↓ | $0.7B | 17.8% | 23 |
| Next Q 2026-09-30 |
$0.02 | $0.00 | $0.03 | -72.6% | -0.9% | 0↑ 17↓ | $0.2B | 15.3% | 22 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.007 | |
| 7d ago | $0.007 | -0.000 |
| 30d ago | $0.007 | -0.000 |
| 60d ago | $0.011 | -0.004 |
| 90d ago | $0.011 | -0.004 |
20 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 4 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | Keybanc | INITIATE | — | Sector Weight |
| May 12, 2026 | Rosenblatt | INITIATE | — | Buy |
| Apr 30, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 29, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 29, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 29, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 29, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Apr 29, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 29, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 13, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 23, 2026 | William Blair | DOWNGRADE | Outperform | Market Perform |
| Mar 3, 2026 | Wells Fargo | INITIATE | — | Overweight |
| Feb 5, 2026 | DA Davidson | UPGRADE | Neutral | Buy |
| Feb 4, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 4, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 4, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Feb 4, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 4, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Feb 4, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Feb 4, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 4, 2026 | Needham | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jan 26, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Jan 5, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 5, 2026 | Piper Sandler | UPGRADE | Neutral | Overweight |
| Jan 5, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 30, 2025 | Stephens & Co. | INITIATE | — | Equal-Weight |
| Nov 3, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Oct 29, 2025 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Oct 29, 2025 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Oct 29, 2025 | UBS | MAINTAIN | Buy | Buy |
| Oct 29, 2025 | Truist Securities | REITERATE | Buy | Buy |
| Oct 29, 2025 | Susquehanna | MAINTAIN | Positive | Positive |
| Oct 29, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Oct 29, 2025 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Oct 29, 2025 | Needham | MAINTAIN | Buy | Buy |
| Oct 27, 2025 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Oct 24, 2025 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Oct 17, 2025 | TD Cowen | MAINTAIN | Buy | Buy |
| Oct 14, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Oct 14, 2025 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Sep 29, 2025 | UBS | MAINTAIN | Buy | Buy |
| Sep 24, 2025 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Sep 3, 2025 | Wedbush | REITERATE | Outperform | Outperform |
| Sep 3, 2025 | RBC Capital | REITERATE | Outperform | Outperform |
| Sep 3, 2025 | Needham | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 17 | 6 | 0 | 0 | 80% | |
| May 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Apr 1, 2026 | 6 | 16 | 7 | 0 | 0 | 76% | |
| Mar 1, 2026 | 6 | 16 | 6 | 0 | 0 | 79% | |
| Feb 1, 2026 | 6 | 16 | 6 | 0 | 0 | 79% | |
| Jan 1, 2026 | 6 | 16 | 5 | 0 | 0 | 81% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 2, 2026
short_volume
Short Volume: VRNS — 55.8% short (0.4M / 0.8M)
Short: 428,186 | Exempt: 3,639 | TRF Vol: 767,285 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: VRNS — 59.0% short (0.5M / 0.8M)
Short: 467,577 | Exempt: 500 | TRF Vol: 792,454 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: VRNS — 60.0% short (0.4M / 0.7M)
Short: 449,165 | Exempt: 95 | TRF Vol: 748,768 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 21, 2026
other
Varonis Announces Integration with the Claude Compliance API
Varonis announced an integration with the Claude Compliance API that brings Anthropic’s Claude Enterprise and Claude Platform activity into Varonis At
May 20, 2026
short_volume
Short Volume: VRNS — 63.5% short (0.5M / 0.7M)
Short: 468,176 | Exempt: 293 | TRF Vol: 737,142 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: VRNS — 62.3% short (1.3M / 2.0M)
Short: 1,273,573 | Exempt: 0 | TRF Vol: 2,043,584 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: VRNS — 19,590 shares ($0.5M) failed to deliver
Settlement: 20260513, Price: $27.84, FTD Value: $545,385.6, VARONIS SYS INC COM STK (DE)
May 11, 2026
short_volume
Short Volume: VRNS — 64.9% short (0.5M / 0.8M)
Short: 514,852 | Exempt: 40 | TRF Vol: 792,924 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
VRNS Q1 2026 Earnings After Market Close — 2026-04-28
Apr 13, 2026
earnings
Varonis Announces Date of First Quarter 2026 Financial Results
<p align="left">MIAMI, April 13, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=XENu8s-gYN0OZojlYPLcdIUw_Z61nh5mjkGJTF
Mar 27, 2026
short_volume
Short Volume: VRNS — 58.2% short (0.9M / 1.5M)
Short: 877,385 | Exempt: 28,210 | TRF Vol: 1,508,746 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
other
RSA Conference 2026: Varonis CEO Yaki Faitelson to Deliver Keynote on Securing the Agentic AI Revolution
Varonis CEO & co-founder Yaki Faitelson will present the keynote, “Robots vs. Robots: Stories from the Frontlines of the Agentic Revolution" at RSAC 2
Mar 23, 2026
short_interest
FTD: VRNS — 139,126 shares ($3.3M) failed to deliver
Settlement: 20260323, Price: $23.72, FTD Value: $3,300,068.72, VARONIS SYS INC COM STK (DE)
Feb 4, 2026
short_interest
FTD: VRNS — 444,415 shares ($11.8M) failed to deliver
Settlement: 20260204, Price: $26.53, FTD Value: $11,790,329.95, VARONIS SYS INC COM STK (DE)