Varonis Systems (NASDAQ:VRNS) Stock Rating Reaffirmed as “Neutral” by DA Davidson

Varonis Systems (NASDAQ:VRNS)‘s stock had its “neutral” rating reissued by analysts at DA Davidson in a report issued on Friday, Benzinga reports. They presently have a $49.75 price target on the technology company’s stock, down from their prior price target of $55.00. DA Davidson’s price target indicates a potential upside of 5.09% from the company’s current price.

VRNS has been the subject of a number of other reports. TD Cowen increased their price objective on Varonis Systems from $53.00 to $56.00 and gave the stock a “buy” rating in a report on Tuesday. Barclays lowered their target price on Varonis Systems from $52.00 to $50.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 29th. Truist Financial boosted their price target on Varonis Systems from $34.00 to $52.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. Robert W. Baird increased their price target on Varonis Systems from $40.00 to $45.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 29th. Finally, Weiss Ratings cut Varonis Systems from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Friday, October 9th. Eleven analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Varonis Systems has a consensus rating of “Hold” and a consensus price target of $51.25.

Varonis Systems Stock Up 0.6%

VRNS stock opened at $47.34 on Friday. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 1.02. Varonis Systems has a fifty-two week low of $19.70 and a fifty-two week high of $63.80. The firm’s 50-day simple moving average is $45.71 and its 200 day simple moving average is $37.89. The stock has a market cap of $5.44 billion, a PE ratio of -38.49 and a beta of 0.77.

Varonis Systems (NASDAQ:VRNS) last posted its earnings results on Tuesday, July 28th. The technology company reported $0.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $180.02 million during the quarter, compared to analyst estimates of $176.83 million. During the same period in the previous year, the business posted $0.03 EPS. Varonis Systems’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. As a group, sell-side analysts predict that Varonis Systems will post -0.95 EPS for the current year.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. EverSource Wealth Advisors LLC raised its position in Varonis Systems by 161.0% in the first quarter. EverSource Wealth Advisors LLC now owns 1,360 shares of the technology company’s stock worth $29,000 after acquiring an additional 839 shares in the last quarter. Fifth Third Bancorp lifted its holdings in Varonis Systems by 10,694.1% in the 1st quarter. Fifth Third Bancorp now owns 1,835 shares of the technology company’s stock valued at $39,000 after acquiring an additional 1,818 shares during the last quarter. Essential Partners LLC lifted its holdings in Varonis Systems by 72.5% in the 1st quarter. Essential Partners LLC now owns 2,054 shares of the technology company’s stock valued at $44,000 after acquiring an additional 863 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Varonis Systems during the 2nd quarter valued at about $55,000. Finally, Parallel Advisors LLC boosted its position in shares of Varonis Systems by 1,025.4% during the 1st quarter. Parallel Advisors LLC now owns 3,320 shares of the technology company’s stock valued at $71,000 after purchasing an additional 3,025 shares in the last quarter. Institutional investors own 95.65% of the company’s stock.

Trending Headlines about Varonis Systems

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

• Positive Sentiment: Proofpoint will pay $49.75 per Varonis share in cash, giving investors a clear takeover valuation and reducing exposure to the company’s standalone operating risks. The announcement drove buying interest in VRNS. Proofpoint to Acquire Varonis in a $6.3 Billion Transaction
• Positive Sentiment: The transaction represents a substantial premium to Varonis’s unaffected trading price and could provide shareholders with near-term value realization, subject to customary closing conditions and approvals. Varonis stock climbs on $6.3 billion Proofpoint deal
• Neutral Sentiment: Before the acquisition announcement, Wells Fargo raised its Varonis price target from $48 to $53 and maintained an “overweight” rating, indicating analysts saw additional value in the business. However, the agreed cash consideration is now the primary reference point for the stock. Wells Fargo raises Varonis price target
• Negative Sentiment: Ademi LLP and Halper Sadeh LLP announced investigations into whether the $49.75-per-share offer fairly values Varonis, whether directors adequately protected shareholders, and whether insiders received preferential benefits. These reviews could create deal-related uncertainty or delay completion, although such announcements do not necessarily indicate that the transaction will be blocked. Ademi LLP investigates Varonis buyout

About Varonis Systems

Varonis Systems, Inc develops data security and cyber-risk management software for organizations seeking to protect sensitive information from unauthorized access, misuse, and cyberattacks. Its platform helps customers discover and classify data, analyze access permissions, identify unusual activity, and remediate security exposures across on-premises and cloud-based environments.

The company’s offerings are designed to secure data stored in file systems, collaboration platforms, databases, email, and other enterprise repositories.