Avrohom Kess Acquires 17,800 Shares of Varonis Systems (NASDAQ:VRNS) Stock

Varonis Systems, Inc. (NASDAQ:VRNS) Director Avrohom Kess purchased 17,800 shares of Varonis Systems stock in a transaction that occurred on Friday, February 6th. The shares were bought at an average cost of $22.29 per share, with a total value of $396,762.00. Following the completion of the transaction, the director directly owned 49,403 shares of the company’s stock, valued at approximately $1,101,192.87. The trade was a 56.32% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Varonis Systems Stock Up 2.5%

Shares of NASDAQ:VRNS traded up $0.65 during trading on Tuesday, hitting $26.26. 4,122,552 shares of the company were exchanged, compared to its average volume of 4,438,877. The stock has a market cap of $3.08 billion, a price-to-earnings ratio of -23.04 and a beta of 0.58. The company has a current ratio of 1.97, a quick ratio of 1.97 and a debt-to-equity ratio of 0.76. Varonis Systems, Inc. has a fifty-two week low of $20.06 and a fifty-two week high of $63.90. The firm has a fifty day moving average price of $32.16 and a two-hundred day moving average price of $44.76.

Varonis Systems (NASDAQ:VRNS) last released its earnings results on Tuesday, February 3rd. The technology company reported $0.08 earnings per share for the quarter, beating the consensus estimate of $0.03 by $0.05. Varonis Systems had a negative net margin of 20.74% and a negative return on equity of 22.95%. The business had revenue of $173.37 million during the quarter, compared to analysts’ expectations of $168.66 million. During the same period last year, the business earned $0.18 earnings per share. The firm’s revenue was up 9.4% on a year-over-year basis. 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 fiscal year.

Hedge Funds Weigh In On Varonis Systems

A number of hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in Varonis Systems by 6.5% during the fourth quarter. Vanguard Group Inc. now owns 13,418,273 shares of the technology company’s stock worth $440,119,000 after buying an additional 822,925 shares in the last quarter. First Trust Advisors LP increased its holdings in Varonis Systems by 7.9% in the 3rd quarter. First Trust Advisors LP now owns 3,148,243 shares of the technology company’s stock valued at $180,930,000 after buying an additional 230,852 shares during the period. Geode Capital Management LLC increased its holdings in Varonis Systems by 5.7% in the 4th quarter. Geode Capital Management LLC now owns 2,833,180 shares of the technology company’s stock valued at $92,943,000 after buying an additional 151,961 shares during the period. Pictet Asset Management Holding SA raised its position in shares of Varonis Systems by 99.1% in the 4th quarter. Pictet Asset Management Holding SA now owns 2,178,380 shares of the technology company’s stock valued at $71,480,000 after buying an additional 1,084,267 shares in the last quarter. Finally, Stephens Investment Management Group LLC lifted its holdings in shares of Varonis Systems by 6.7% during the 4th quarter. Stephens Investment Management Group LLC now owns 1,690,349 shares of the technology company’s stock worth $55,443,000 after acquiring an additional 105,667 shares during the period. 95.65% of the stock is owned by institutional investors.

Trending Headlines about Varonis Systems

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

Analyst Ratings Changes

Several research firms have issued reports on VRNS. UBS Group set a $50.00 price objective on Varonis Systems in a research note on Monday, January 26th. Weiss Ratings restated a “sell (d-)” rating on shares of Varonis Systems in a research note on Wednesday, January 21st. Barclays reduced their price objective on shares of Varonis Systems from $50.00 to $45.00 and set an “overweight” rating for the company in a research report on Monday, January 5th. Zacks Research raised shares of Varonis Systems from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 11th. Finally, Susquehanna cut their target price on shares of Varonis Systems from $65.00 to $50.00 and set a “positive” rating for the company in a research note on Wednesday, October 29th. Seventeen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $45.24.

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.