Insider Buying: Varonis Systems (NASDAQ:VRNS) EVP Buys $69,940.60 in Stock

Varonis Systems, Inc. (NASDAQ:VRNS) EVP David Bass purchased 2,980 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was purchased at an average price of $23.47 per share, for a total transaction of $69,940.60. Following the completion of the acquisition, the executive vice president owned 1,042,924 shares of the company’s stock, valued at approximately $24,477,426.28. This represents a 0.29% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link.

Varonis Systems Stock Up 2.5%

Varonis Systems stock traded up $0.65 during mid-day trading on Tuesday, reaching $26.26. The company’s stock had a trading volume of 4,122,552 shares, compared to its average volume of 4,438,877. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.97 and a current ratio of 1.97. Varonis Systems, Inc. has a 12 month low of $20.06 and a 12 month high of $63.90. The business’s 50 day simple moving average is $32.16 and its 200 day simple moving average is $44.76. The company has a market capitalization of $3.08 billion, a price-to-earnings ratio of -23.04 and a beta of 0.58.

Varonis Systems (NASDAQ:VRNS) last posted its quarterly earnings results on Tuesday, February 3rd. The technology company reported $0.08 earnings per share for the quarter, topping the consensus estimate of $0.03 by $0.05. The firm had revenue of $173.37 million for the quarter, compared to analyst estimates of $168.66 million. Varonis Systems had a negative return on equity of 22.95% and a negative net margin of 20.74%.The business’s quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.18 EPS. Varonis Systems has set its FY 2026 guidance at 0.060-0.100 EPS and its Q1 2026 guidance at -0.060–0.050 EPS. As a group, research analysts anticipate that Varonis Systems, Inc. will post -0.83 earnings per share for the current year.

Institutional Trading of Varonis Systems

A number of large investors have recently made changes to their positions in VRNS. Dynamic Technology Lab Private Ltd bought a new position in shares of Varonis Systems in the first quarter worth about $233,000. Caxton Associates LLP bought a new position in Varonis Systems in the 1st quarter worth approximately $200,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Varonis Systems by 11.7% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 619,257 shares of the technology company’s stock worth $25,049,000 after purchasing an additional 64,636 shares during the period. KLP Kapitalforvaltning AS grew its holdings in Varonis Systems by 6.5% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 23,000 shares of the technology company’s stock valued at $1,167,000 after buying an additional 1,400 shares in the last quarter. Finally, Vanguard Personalized Indexing Management LLC raised its position in shares of Varonis Systems by 5.1% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 8,049 shares of the technology company’s stock valued at $408,000 after buying an additional 393 shares during the last quarter. 95.65% of the stock is currently owned by institutional investors.

Varonis Systems News Summary

Here are the key news stories impacting Varonis Systems this week:

• Positive Sentiment: Analysts pushed stronger ratings and commentary following Varonis’s recent results and investor call, driving buying interest amid optimism about the company’s recovery and recurring‑revenue outlook. Varonis (VRNS) Jumps 13% on Upbeat Ratings
• Neutral Sentiment: Analysts and market writers are parsing the Q4 earnings call (questions on SaaS conversion, churn and guidance) — useful detail for assessing revenue sustainability but not a definitive catalyst by itself. 5 Must-Read Analyst Questions From Varonis Systems’s Q4 Earnings Call
• Neutral Sentiment: Additional analyst writeups offer context on the company’s SaaS transition and financial profile; these pieces help investors frame risk/reward but don’t replace primary financials. Analysts Offer Insights on Technology Companies: Shoals Technologies Group (SHLS) and Varonis Systems (VRNS)
• Negative Sentiment: A large number of plaintiff‑law firms have issued notices and filed a securities class action alleging Varonis misled investors about its ability to convert legacy on‑premise customers to SaaS; firms (Hagens Berman, Kessler Topaz, Rosen, Faruqi, Robbins Geller, Schall, and many others) are soliciting lead‑plaintiff applicants ahead of a March 9, 2026 deadline — this creates legal, financial and reputational risk that could weigh on the stock. INVESTOR ALERT: Varonis Systems (VRNS) Investors Have Opportunity To Lead Varonis Securities Class Action

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Susquehanna reduced their target price on Varonis Systems from $65.00 to $50.00 and set a “positive” rating for the company in a report on Wednesday, October 29th. Barclays dropped their target price on Varonis Systems from $50.00 to $45.00 and set an “overweight” rating on the stock in a research report on Monday, January 5th. Robert W. Baird lowered Varonis Systems from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. Piper Sandler upgraded Varonis Systems from a “neutral” rating to an “overweight” rating and upped their price target for the company from $45.00 to $47.00 in a research report on Monday, January 5th. Finally, B. Riley Financial cut their price objective on shares of Varonis Systems from $58.00 to $45.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Seventeen analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $45.24.

About Varonis Systems

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.