Varonis Systems (NASDAQ:VRNS) Price Target Raised to $53.00

Varonis Systems (NASDAQ:VRNS) had its price objective upped by TD Cowen from $50.00 to $53.00 in a research report report published on Wednesday morning,Benzinga reports. TD Cowen currently has a buy rating on the technology company’s stock.

A number of other analysts have also issued reports on VRNS. Stephens upgraded shares of Varonis Systems from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $33.00 to $45.00 in a research note on Wednesday, June 24th. Robert W. Baird raised their price objective on shares of Varonis Systems from $40.00 to $45.00 and gave the stock a “neutral” rating in a report on Wednesday. New Street Research restated a “buy” rating on shares of Varonis Systems in a research report on Wednesday. Citigroup reaffirmed an “overweight” rating on shares of Varonis Systems in a research report on Friday, July 24th. Finally, B. Riley Financial boosted their price objective on Varonis Systems from $45.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Seventeen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $49.05.

Varonis Systems Trading Up 0.1%

Shares of Varonis Systems stock opened at $39.95 on Wednesday. The stock’s 50 day simple moving average is $39.20 and its 200-day simple moving average is $30.70. The stock has a market cap of $4.59 billion, a P/E ratio of -32.48 and a beta of 0.83. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.65 and a quick ratio of 1.69. Varonis Systems has a 1-year low of $19.70 and a 1-year high of $63.90.

Varonis Systems (NASDAQ:VRNS) last released its quarterly earnings results on Tuesday, July 28th. The technology company reported $0.04 EPS for the quarter, beating the consensus estimate of $0.01 by $0.03. The firm had revenue of $180.02 million for the quarter, compared to analyst estimates of $176.83 million. Varonis Systems had a negative net margin of 20.55% and a negative return on equity of 19.18%. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.03 EPS. 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. Analysts predict that Varonis Systems will post -1.02 EPS for the current fiscal year.

Institutional Trading of Varonis Systems

Large investors have recently modified their holdings of the business. Dynamic Technology Lab Private Ltd purchased a new position in Varonis Systems during the first quarter worth $233,000. Caxton Associates LLP acquired a new position in shares of Varonis Systems in the first quarter worth $200,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised 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 valued at $25,049,000 after purchasing an additional 64,636 shares during the last quarter. Russell Investments Group Ltd. lifted its holdings in Varonis Systems by 2.8% in the 2nd quarter. Russell Investments Group Ltd. now owns 22,811 shares of the technology company’s stock valued at $1,158,000 after purchasing an additional 628 shares in the last quarter. Finally, Invesco Ltd. raised its position in shares of Varonis Systems by 8.6% in the second quarter. Invesco Ltd. now owns 96,536 shares of the technology company’s stock valued at $4,899,000 after buying an additional 7,618 shares during the last quarter. 95.65% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Varonis Systems

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

• Positive Sentiment: Multiple analysts raised targets: Susquehanna lifted its target to $55, TD Cowen to $53, and Robert W. Baird to $45, suggesting substantial potential appreciation from recent trading levels. Susquehanna Raises Price Target TD Cowen Raises Price Target Baird Raises Price Target
• Positive Sentiment: D.A. Davidson and Rosenblatt Securities maintained Buy ratings, while Piper Sandler indicated that the stock is expected to rise. Needham also forecast strong price appreciation. D.A. Davidson Buy Rating Rosenblatt Buy Rating
• Positive Sentiment: Varonis recently exceeded quarterly earnings and revenue expectations, reporting $0.04 in EPS versus a $0.01 consensus estimate and revenue of $180.02 million versus $176.83 million. Revenue increased 18.3% year over year, supporting the bullish outlook. Varonis 2026 Q2 Results
• Neutral Sentiment: Citigroup raised its price target from $30 to $45 but retained a Neutral rating. Brokerages overall classify VRNS as a “Moderate Buy,” though analysts remain divided on valuation and upside. Consensus Moderate Buy Rating
• Negative Sentiment: An analyst downgrade prompted a reported 7.3% decline in the shares, highlighting near-term valuation concerns despite the predominantly positive analyst commentary. Barclays also reduced its target to $50, adding to the mixed signals. Analyst Downgrade Barclays Lowers Price Target

Varonis Systems Company Profile

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.