Corient Private Wealth LP ve 2. čtvrtletí koupila nový podíl ve Varonis Systems: 17 226 akcií za zhruba 723 000 USD. Varonis zároveň za čtvrtletí vykázala EPS 0,04 USD a tržby 180,02 mil. USD, nad odhady.
Corient Private Wealth LP purchased a new stake in Varonis Systems, Inc. (NASDAQ:VRNS – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 17,226 shares of the technology company’s stock, valued at approximately $723,000.
A number of other hedge funds also recently made changes to their positions in VRNS. Empowered Funds LLC acquired a new stake in shares of Varonis Systems during the 4th quarter valued at about $37,000. Harvest Fund Management Co. Ltd bought a new stake in Varonis Systems in the third quarter valued at about $68,000. EverSource Wealth Advisors LLC raised its position in Varonis Systems by 344.3% in the second quarter. EverSource Wealth Advisors LLC now owns 1,213 shares of the technology company’s stock worth $62,000 after purchasing an additional 940 shares in the last quarter. Advisory Services Network LLC acquired a new position in Varonis Systems in the third quarter worth about $75,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Varonis Systems in the second quarter worth about $55,000. Institutional investors and hedge funds own 95.65% of the company’s stock.
Varonis Systems Price Performance NASDAQ:VRNS opened at $46.09 on Monday. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 1.02. The firm has a market cap of $5.29 billion, a PE ratio of -37.47 and a beta of 0.82. Varonis Systems, Inc. has a 12 month low of $19.70 and a 12 month high of $63.90. The company’s 50-day moving average price is $43.87 and its two-hundred day moving average price is $33.00.
Varonis Systems (NASDAQ:VRNS – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The technology company reported $0.04 earnings per share for the quarter, topping the consensus estimate of $0.01 by $0.03. Varonis Systems had a negative net margin of 20.55% and a negative return on equity of 19.18%. The company had revenue of $180.02 million during the quarter, compared to analyst estimates of $176.83 million. During the same quarter last year, the business posted $0.03 earnings per share. The company’s revenue was up 18.3% on a year-over-year basis. Varonis Systems has set its FY 2026 guidance at 0.140-0.150 EPS and its Q3 2026 guidance at 0.020-0.030 EPS. On average, equities analysts anticipate that Varonis Systems, Inc. will post -0.97 EPS for the current fiscal year. Analysts Set New Price Targets A number of equities research analysts have weighed in on the company. Wells Fargo & Company lifted their price objective on Varonis Systems from $35.00 to $50.00 and gave the company an “overweight” rating in a report on Monday, July 20th. UBS Group upped their price objective on Varonis Systems from $37.00 to $58.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. Barclays dropped their target price on Varonis Systems from $52.00 to $50.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. Susquehanna raised their target price on Varonis Systems from $36.00 to $55.00 and gave the stock a “positive” rating in a research report on Wednesday, July 29th. Finally, Citigroup boosted their price target on Varonis Systems from $30.00 to $45.00 and gave the company a “neutral” rating in a research note on Thursday, July 30th. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $49.05.
Check Out Our Latest Report on Varonis Systems
Varonis Systems Profile (Free Report)
Varonis Systems is a cybersecurity firm specializing in the protection and management of unstructured data. The company’s flagship Data Security Platform provides advanced analytics for monitoring file systems, email servers, collaboration platforms and cloud storage. By continuously mapping and analyzing data permissions and user behavior, Varonis enables organizations to detect insider threats, verify compliance and remediate exposed data in real time.
Founded in 2005 and headquartered in New York City, Varonis serves a diverse global customer base across financial services, healthcare, media, manufacturing and government.
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Proofpoint, vlastněná společností Thoma Bravo, jedná o převzetí kyberbezpečnostní firmy Varonis. Akcie Varonis po zprávě uzavřely o více než 10 % výše.
Thoma Bravo-owned Proofpoint is in discussions to acquire cybersecurity firm Varonis Systems (VRNS.O), a source familiar with the matter told Reuters on Wednesday.
Shares of Varonis, which has a market value of about $5 billion, closed up over 10%.
Private equity firm Thoma Bravo declined a request for comment, while Proofpoint and Varonis did not immediately respond.
Miami-based Varonis offers cybersecurity services, including data classification on cloud storage systems and employee behavior tracking, employing over 2,400 people across 14 global offices.
Its shares jumped about 30% following media reports in June that the firm was weighing a sale after fielding takeover interest from private equity firms.
Thoma Bravo in 2021 agreed to acquire Proofpoint, which sells software that helps companies guard against cyberattacks, valuing the firm at about $12.3 billion in the take-private deal.
A takeover of Varonis would bring two complementary data security businesses together, allowing Proofpoint to strengthen its offerings around protecting sensitive corporate information and managing access to it.
Deals in the cybersecurity space have slowed of late, in parallel with other software firms, as the industry is among those perceived as vulnerable to a shakeout by rapid advances in AI technology.
Varonis zvýšil celoroční výhled po silném druhém čtvrtletí, kdy tržby dosáhly 180 milionů USD a non-GAAP zisk činil 4 centy na akcii. SaaS ARR vzrostl meziročně o 52 % na 726 milionů USD.
A month has gone by since the last earnings report for Varonis Systems (VRNS - Free Report) . Shares have added about 1.9% in that time frame, underperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Varonis due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Varonis Q2 Earnings Surpass Expectations, Revenues Rise Y/YVaronis Systems reported second-quarter 2026 non-GAAP earnings of 4 cents per share, which beat the Zacks Consensus Estimate of 1 cent.
VRNS generated revenues of $180 million in the second quarter of 2026, surpassing the Zacks Consensus Estimate by 1.7%. Revenues increased from $152.2 million reported in the year-ago quarter.
Varonis beat the Zacks Consensus Estimates in three of the previous four quarters, while missing the same on one occasion, with an average surprise of 146.7%.
The quarter's performance was driven by continued SaaS momentum, robust demand for AI and data security offerings, healthy new customer additions and increasing adoption of newer products such as Atlas, Interceptor and Database Activity Monitoring.
VRNS SaaS Momentum ContinuesVaronis' SaaS transition remained the primary growth driver during the quarter. SaaS revenues increased to $171.7 million from $105.9 million in the year-ago quarter, reflecting strong cloud adoption.
Legacy revenue streams continued to decline as customers migrated to the SaaS platform. Term license subscription revenues decreased to $4.2 million from $32.4 million a year ago, while maintenance and services revenues fell to $4.1 million from $13.9 million, with the majority of the decline attributable to SaaS conversions.
VRNS Returns to Operating ProfitNon-GAAP gross profit was $139.9 million, representing a 77.7% gross margin, compared with 80.6% in the prior-year quarter, reflecting the ongoing revenue mix shift toward SaaS.
Non-GAAP operating expenses totaled $136.1 million. The company reported non-GAAP operating income of $3.7 million against a non-GAAP operating loss of $1.9 million in the year-ago quarter. Non-GAAP operating margin improved to 2.1% from negative 1.2% a year earlier.
Strong Balance Sheet Supports GrowthAs of June 30, 2026, Varonis held $911.5 million in cash, cash equivalents, short-term deposits and marketable securities.
For the first six months of 2026, the company generated $69.1 million in free cash flow compared with $82.7 million in the prior-year period. Adjusted for acquisition-related costs, adjusted free cash flow totaled $81.0 million.
AI Security Demand Drives GrowthTotal SaaS ARR reached $726 million, up 52% year over year, while SaaS ARR excluding conversions grew 25% year over year to $598.1 million.
Management highlighted strong momentum from AI-driven demand, with SaaS ARR from new customers growing more than 20%. The company also cited growing adoption of newer offerings, including Atlas, Interceptor and Database Activity Monitoring, as organizations increasingly prioritize AI governance, data security and automated risk reduction.
Management noted that several large deals slipped into July due to market-related news flow late in the quarter but have since closed, contributing to a strong start to the third quarter and supporting increased confidence in full-year guidance.
VRNS Raises Full-Year OutlookFor the third quarter of 2026, Varonis expects revenues between $185 million and $188 million, suggesting 14-16% year-over-year growth. Non-GAAP operating income is expected to be in the range of $2.5 million to $3.5 million. Non-GAAP earnings per share are projected between 2 cents and 3 cents. SaaS ARR growth, excluding conversions, is expected to be in the range of 22-23% year over year.
For full-year 2026, Varonis raised its outlook and now expects revenues between $735 million and $739 million, implying 18-19% year-over-year growth. Total SaaS ARR is projected to be in the range of $819-$850 million. SaaS ARR growth, excluding conversions, is projected to be between 20% and 21% year over year.
Free cash flow is expected to be in the band of $105-$110 million. Non-GAAP operating income is projected to be between $11 million and $13 million. Non-GAAP earnings per share are expected to be in the range of 14-15 cents.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.
The consensus estimate has shifted 7.24% due to these changes.
VGM ScoresAt this time, Varonis has a nice Growth Score of B, a score with the same score on the momentum front. However, the stock has a score of F on the value side, putting it in the bottom 20% quintile for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Varonis has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Varonis představil Agent Intent-Based Access Control (IBAC) v Atlasu, který hlídá chování AI agentů a může blokovat akce mimo zadání. Funkce je dostupná zákazníkům Varonis Atlas.
MIAMI, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced Agent Intent-Based Access Control (IBAC), a new capability in Varonis Atlas that lets businesses connect AI agents to their enterprise data with safeguards that stop dangerous or out-of-policy behavior.
Agents are making headlines for going rogue, exposing sensitive company data and, in one case, deleting an entire production database.
Agents need broad access to data and tools to be useful, which is precisely what makes them risky, and role-based access control was never built to judge what a non-human identity does with the access it has.
"The question is no longer ‘Can a user access this data?’ but ‘In this context, should this agent be allowed to take action on this data?’" said Ron Bennatan, VP of AI and Data Security Strategy at Varonis. "We built Agent IBAC to give organizations assurance that their agents are acting as intended and not putting their business at risk."
How Agent IBAC Works
Agent IBAC checks whether an agent’s reasoning, tool use, and data access are consistent with its assigned instructions, and alerts on or blocks actions that do not align.
When an agent crosses the line, Atlas can quarantine the identity behind it and block everything that follows for a defined window.
Key Capabilities:
Intent drift detection: Compares the instruction an agent received to its reasoning, tool calls, and data access with lenient, balanced, and strict sensitivity settings.Full session evaluation: Reviews every prompt, response, and tool call in a session to catch risk that builds gradually, such as multi-turn jailbreak attempts. Customers can also define their own session policies in plain language.Quarantine: Blocks an identity or session after a violation for a window the customer sets, with admin controls to lift, extend, or make it permanent.Human in the loop: Routes a flagged action to a person for approval rather than blocking it outright.Complete audit trail: Records every prompt, response, and tool execution alongside the action Atlas took, for security, governance, and compliance teams. Agent IBAC works with the agents and AI tools organizations already run, including Claude Code, Cursor, GitHub Copilot, and Microsoft Copilot Studio. It is available today to Varonis Atlas customers and is part of the platform's broader approach to securing agents from code to runtime.
Additional Resources:
Learn more about Agent IBAC.Request your Varonis Atlas demo. Visit our blog, and join the conversation on LinkedIn and YouTube. About Varonis
Varonis (Nasdaq: VRNS) secures AI and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and helps ensure safe and trustworthy AI from code to runtime. Backed by 24x7x365 managed detection and response, Varonis gives thousands of organizations worldwide the confidence to adopt AI, reduce data exposure, and stop AI-powered threats.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112 [email protected]
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598) [email protected]
Varonis Systems ve 2. čtvrtletí překonal vlastní výhled a zvýšil celoroční odhad tržeb i volného cash flow. SaaS ARR bez konverzí vzrostl meziročně o 25 % na 598,1 milionu USD.
Cybersecurity Market Set to Double: This ETF Offers ExposureVaronis Systems NASDAQ: VRNS reported second-quarter 2026 results that exceeded the company’s guidance range, as management cited continued demand for data security and AI security capabilities, growth in new-customer activity, and rising adoption of newer products.
SaaS annual recurring revenue, excluding conversions from the company’s self-hosted platform, rose 25% year over year to $598.1 million. Total SaaS ARR, including conversions, was $726 million. Chief Executive Officer Yaki Faitelson said SaaS ARR from new logos grew more than 20% during the quarter.
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3 Mid-Cap Stocks Turning Heads in AI, Automation, & CybersecurityManagement said several large deals slipped late in the quarter amid media rumors regarding a potential transaction involving the company. Varonis declined to discuss the speculation further, but said it had closed some of the delayed transactions in July, including a seven-figure deal. Chief Financial Officer and Chief Operating Officer Guy Melamed said the third quarter had begun strongly and the company retained a healthy pipeline for the second half of the year.
Second-Quarter Financial Results Total revenue increased 18% year over year to $180 million in the second quarter. SaaS revenue was $171.7 million, while term license subscription revenue totaled $4.2 million and maintenance and services revenue was $4.1 million. The company’s SaaS renewal rate exceeded 90%.
2 stocks that under-promised and over-delivered on their earningsOn a non-GAAP basis, gross profit was $139.9 million, representing a 77.7% gross margin, compared with 80.6% in the prior-year quarter. Operating income was $3.7 million, or a 2.1% operating margin, compared with an operating loss of $1.9 million a year earlier.
Net income was $5.3 million, or $0.04 per diluted share, compared with $3.8 million, or $0.03 per diluted share, in the second quarter of 2025. Financial income was approximately $7 million, primarily driven by interest income on cash, deposits and marketable securities.
For the first six months of 2026, Varonis generated $69.1 million in free cash flow, compared with $82.7 million a year earlier. Melamed said the decline reflected the previously disclosed headwind associated with the end-of-life announcement for the company’s on-premise platform, as well as approximately $11.9 million in acquisition-related costs. Excluding those acquisition-related costs, year-to-date free cash flow would have been about $81 million, he said.
As of June 30, Varonis had $911.5 million in cash equivalents, short-term deposits and marketable securities.
AI Security Demand and Product Adoption Faitelson said the growing adoption of AI is increasing the value and risk associated with enterprise data. He argued that organizations need to understand where sensitive data resides, who or what can access it, and whether access is appropriate as AI models and agents are connected to data environments.
“AI security and data security cannot be treated as separate problems,” Faitelson said, describing automation as central to managing AI-driven risk. He said customers are seeking controls around AI models, agents and pipelines, including insight into the data they can access, the permissions they inherit and whether their activity is normal.
The company highlighted growing momentum for Atlas, Interceptor and Database Activity Monitoring, or DAM. Management said Atlas had been sold for roughly three and a half months and was appearing frequently in customer conversations. Melamed said the company was “pleasantly surprised” by Atlas’ contribution in the second quarter, though it expects a more meaningful contribution in the second half.
Varonis said customers are increasingly buying more of its platform upfront and connecting it to more AI systems. Management said the primary buyer remains the chief information security officer, though chief AI officers are increasingly involved in conversations.
A healthcare organization with more than 40,000 employees became a customer after seeking guardrails for more than 100 AI projects and automated remediation of overexposed HIPAA and personally identifiable information data. A financial services customer expanded its Varonis deployment following a vendor-consolidation review, adding Atlas Complete, Interceptor DAM, and coverage for infrastructure-as-a-service environments, Salesforce and Microsoft 365. Management said DAM is aimed at both new and existing customers, including opportunities to replace incumbent products from Imperva and IBM Guardium. Interceptor has primarily been sold into Varonis’ existing customer base alongside the company’s MDDR offering, according to Melamed.
Raised Full-Year Outlook For the third quarter, Varonis forecast SaaS ARR growth of 22% to 23%, excluding conversions; revenue of $185 million to $188 million; non-GAAP operating income of $2.5 million to $3.5 million; and non-GAAP earnings of $0.02 to $0.03 per diluted share.
For full-year 2026, the company raised its outlook for SaaS ARR excluding conversions to growth of 20% to 21%. It expects total SaaS ARR of $819 million to $850 million, representing growth of 28% to 33%, and said its implied SaaS ARR excluding conversions outlook is $769 million to $775 million, a $5 million increase from its prior forecast.
Varonis also lifted its full-year free-cash-flow forecast by $5 million to $105 million to $110 million. The company projected full-year revenue of $735 million to $739 million, up 18% to 19%; non-GAAP operating income of $11 million to $13 million; and non-GAAP earnings per diluted share of $0.14 to $0.15.
Melamed said the company expects sales productivity to continue improving as it moves upmarket and sells a broader platform. He also said Varonis did not assume a positive contribution from the federal vertical in its third-quarter outlook, describing that part of the business as de-risked in the guidance.
About Varonis Systems (NASDAQ:VRNS)Varonis Systems is a cybersecurity firm specializing in the protection and management of unstructured data. The company's flagship Data Security Platform provides advanced analytics for monitoring file systems, email servers, collaboration platforms and cloud storage. By continuously mapping and analyzing data permissions and user behavior, Varonis enables organizations to detect insider threats, verify compliance and remediate exposed data in real time.
Founded in 2005 and headquartered in New York City, Varonis serves a diverse global customer base across financial services, healthcare, media, manufacturing and government.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Varonis Systems oznámila, že výsledky za 2. čtvrtletí 2026 zveřejní po uzavření amerických trhů 28. července 2026. Ve stejný den uspořádá konferenční hovor v 16:30 ET.
July 09, 2026 16:05 ET | Source: Varonis Systems, Inc.
MIAMI, July 09, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, announced that it will report its second quarter 2026 financial results following the close of the U.S. financial markets Tuesday, July 28, 2026.
In conjunction with this announcement, Varonis will host a conference call Tuesday, July 28, 2026, at 4:30 p.m. ET to discuss the company's financial results.
To access this call, dial 877-425-9470 (domestic) or 201-389-0878 (international). The conference ID number is 13761605. A replay of this conference call will be available through August 11, 2026, at 844-512-2921 (domestic) or 412-317-6671 (international). The replay passcode is 13761605.
A live webcast of this conference call will be available on the “Investor Relations” page of the company's website (https://ir.varonis.com), and the replay will be archived on the website for one year.
Additional Resources
For more information on Varonis’ solution portfolio, please visit www.varonis.com.Visit our blog, and join us on LinkedIn and YouTube. About Varonis
Varonis (Nasdaq: VRNS) secures AI and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and helps ensure safe and trustworthy AI from code to runtime. Backed by 24x7x365 managed detection and response, Varonis gives thousands of organizations worldwide the confidence to adopt AI, reduce data exposure, and stop AI-powered threats.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112 [email protected]
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598) [email protected]
Společnost Varonis oznámila podporu pro Cursor a rozšiřuje tak ochranu AI kódovacích nástrojů o runtime enforcement, detekci hrozeb a forenzní analýzu relací.
MIAMI, July 08, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (NASDAQ: VRNS), the data and AI security leader, today announced support for Cursor, the AI-native coding tool. Varonis Atlas provides runtime enforcement, threat detection, and full session forensics for Cursor, delivering visibility and control across the agentic development lifecycle.
Cursor's agents read, write, and execute inside your codebase — running terminal commands, installing dependencies, and calling MCP-connected tools. That gives Cursor access to crown-jewel data: source code, .env files, credentials, API keys, and customer data. Built-in safeguards are important, but stopping agents that go off-script and securing sensitive data requires runtime enforcement and threat detection.
"The agents may change, but the security requirements don't," said Ron Bennatan, VP of AI and Data Security Strategy at Varonis. "Developers move between integrated development environments (IDEs) and other tools as they work, and each one has its own guardrails. Atlas gives security teams one place to secure data access, monitor agent activity for risky actions, and enforce policy."
By extending support to Cursor, Varonis continues to deepen its coverage of agentic IDEs, like Claude Code, GitHub Copilot, and VS Code. With Varonis Atlas, organizations can more safely adopt and use AI agents, no matter which tools and vendors they work with.
Varonis Atlas supports the full coding agent lifecycle:
Runtime enforcement: Monitor, block, modify, or alert on agent activity directly inside supported coding agent workflows.Session forensics and threat detection: Reconstruct exactly what happened during a Cursor session, including prompts, tool usage, MCP server activity, command execution, and agent actions.Sensitive data and secrets protection: Detect and prevent exposure of source code, credentials, API keys, and regulated data across all agent activity.Shadow AI discovery: Identify unsanctioned coding agent usage and repository-level artifacts, including skills, rules, and MCP configurations. The integration builds on Varonis' growing support for agentic AI security. Recent releases include an integration with the Claude Compliance API, which enhances security for Claude Enterprise and Claude Platform and enables organizations to capture and review AI interactions for audit, compliance, and investigation.
Additional Resources
Read more on the Varonis blog.See Varonis in action: schedule a 30-minute demo.For more information on Varonis' solutions, visit https://www.varonis.com.Visit our blog and join the conversation on LinkedIn and YouTube. About Varonis
Varonis (Nasdaq: VRNS) secures AI and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and helps ensure safe and trustworthy AI from code to runtime. Backed by 24x7x365 managed detection and response, Varonis gives thousands of organizations worldwide the confidence to adopt AI, reduce data exposure, and stop AI-powered threats.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112 [email protected]
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598) [email protected]
Varonis získal autorizaci GovRAMP pro svou Data Security Platform. Potvrzuje to splnění přísných bezpečnostních požadavků pro státní a místní úřady i školství.
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.
SLED organizations are responsible for securing sensitive data and critical infrastructure communities rely on every day — from student and taxpayer data to utilities and emergency response systems. As agencies accelerate cloud adoption and deploy AI, their security strategies must evolve just as fast to keep pace.
“Government organizations are under pressure to manage and safeguard vast amounts of regulated data across on-prem, cloud, and AI systems,” said Dror Shemesh, CISO at Varonis. “Varonis has long supported the SLED sector, and achieving GovRAMP validates our ability to meet stringent security and compliance requirements with solutions that continuously and automatically protect data at scale.”
Varonis maintains a broad portfolio of U.S. and international certifications — including FedRAMP, TXRAMP, ISO 27001, and SOC 2 — that demonstrate its ability to meet the highest security and compliance standards for both public- and private-sector organizations.
Additional Resources
Visit the Trust Center to see additional Varonis certifications.Learn how Varonis supports SLED customers.Visit our blog, and join the conversation on LinkedIn and YouTube.
About GovRAMP
GovRAMP is the leading authority on cloud security standards for state and local governments, providing a standardized approach to assessing and authorizing cloud services. GovRAMP empowers government agencies and their vendors to navigate the complexities of cloud security with confidence.
About Varonis
Varonis (Nasdaq: VRNS) secures AI and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and helps ensure safe and trustworthy AI from code to runtime. Backed by 24x7x365 managed detection and response, Varonis gives thousands of organizations worldwide the confidence to adopt AI, reduce data exposure, and stop AI-powered threats.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112 [email protected]
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598) [email protected]
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.
Wedbush analyst Dan Ives, who maintains an Outperform rating and $37 price target on the stock, has the company has been on his M&A watchlist and believes it is undervalued relative to its peers.
Varonis shares have been under pressure after falling roughly 30% earlier this year, hurt by competitive threats from AI labs Anthropic and OpenAI, which each launched vulnerability detection and patching tools that raised concerns about disruption to Varonis' software-as-a-service model. The company also faces competition from cybersecurity platform providers Palo Alto Networks and CrowdStrike.
Despite the selloff, Wedbush noted the stock still trades at a significant discount to its peer group, with Varonis fetching approximately 3.9 times 2027 enterprise value-to-revenue versus the roughly 7.3 times multiple commanded by comparable cybersecurity names, a gap the analyst said makes the company a prime acquisition candidate.
Wedbush said each of the private equity suitors named by Bloomberg has extensive software and cybersecurity portfolios and would be positioned to bundle Varonis' capabilities into existing product suites for additional upsell and cross-sell opportunities.
Ives noted that while Varonis has made progress with its SaaS-first model and pipeline development, the company has faced challenges converting deals as competition in the managed detection, data, and response market intensifies. Varonis has increasingly leaned on AI and machine learning to power user behavior analysis and threat modelling, capabilities Wedbush said should improve the value of its portfolio and expand its addressable market ahead of any potential transaction.
"We believe that we are still in the early stages of consolidation within the space," Wedbush said, adding that more customers are seeking all-in-one platform approaches rather than purchasing multiple products across vendors.
Shares of Varonis were on track to finish nearly 8% higher on Tuesday.
