Market Cap
$5.5B
VRNS
VARONIS SYSTEMS INC
$47.57 ▲ +0.25%
Prev close $47.45Market cap$5.5B
ConsensusBuy
12-mo target$51.32 (+7.9%)
▲ Bullish
Analyst conviction 8/10
Insider Buying Cluster (4 insiders)High Impact Filing (7/10)40 New Institutional Positions10 Institutional Exits Cybersecurity
Snapshot
The big-picture read on VRNS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (77%)
Inst. Holders
50 funds
Inst. Value
$3.7B
Inst. Activity
40 buys / 10 sells
Insider Activity
$1.2M buy / $0.00 sell
Insider Net $
$1.2M
Social Sentiment
60° Warm
SEC Reports
5
Price chart 30d +2.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 other
Jul 28, 2026 SEC Varonis Recognized as a Pace Setter in the Gartner® Emerging Market Quadrant for AI Application Security - Established Vendors
Gartner recognized Varonis as a Pace Setter in the Gartner® Emerging Market Quadrant for AI Applicat
Varonis reported Q2 2026 results with total revenue of $180.0M (+18.3% YoY), beating consensus estimates of $176.9M. Saa
PRESS-RELEASE — Impact 7/10
Jun 30, 2026 Inst.
VOYA INVESTMENT MANAGEMENT LLC — ADD
3,719,587 shares ($156.1M)
Jun 30, 2026 Inst.
Jun 2, 2026 SEC JACOBS LEVY EQUITY MANAGEMENT, — ADD
3,331,623 shares ($139.8M)
Varonis Systems filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders held on June 1, 2026. Stoc
8-K — Impact 2/10
May 31, 2026 Insider
Gottlieb Dov surrendered for taxes 9,264 shares
EVP and General Counsel @ $34.15 ($316.4K)
May 22, 2026 Insider
Melamed Guy surrendered for taxes 104,440 shares
CFO and COO @ $23.10 ($2.4M)
Apr 30, 2026 Insider
Kess Avrohom J. was granted 7,224 shares
Director
Analyst ratings buy % -4.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
77% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 9, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 29, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 29, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jul 29, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 29, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 29, 2026 | Needham | MAINTAIN | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 17 | 7 | 0 | 0 | 77% | |
| Aug 1, 2026 | 6 | 17 | 7 | 0 | 0 | 77% | |
| Jul 1, 2026 | 6 | 17 | 7 | 0 | 0 | 77% | |
| Jun 1, 2026 | 7 | 17 | 6 | 0 | 0 | 80% | |
| May 1, 2026 | 6 | 17 | 6 | 0 | 0 | 79% | |
| Apr 1, 2026 | 6 | 16 | 7 | 0 | 0 | 76% | |
| Mar 1, 2026 | 6 | 16 | 6 | 0 | 0 | 79% | |
| Feb 1, 2026 | 6 | 16 | 6 | 0 | 0 | 79% |
Price targets
Where 22 covering analysts think VRNS trades over the next 12 months.
$51.32 +7.9% upside Buy
Current$47.57 Low$28.00 Median$54.00 High$60.00 22 analysts
$28.00$60.00
Analyst rating None as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 4.4/10.
BULLISHPRESS-RELEASE7/10
Varonis reported Q2 2026 results with total revenue of $180.0M (+18.3% YoY), beating consensus estim
Jul 28, 2026
NEUTRAL8-K2/10
Varonis Systems filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders held o
Jun 2, 2026
BULLISH8-K8/10
Varonis delivered strong Q1 2026 results with total revenue up 27% YoY to $173.1M, driven by 82% Saa
Apr 28, 2026
NEUTRALDEFA14A2/10
Varonis Systems has filed a definitive proxy statement for an upcoming shareholder meeting, which is
Apr 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
other
Varonis Recognized as a Pace Setter in the Gartner® Emerging Market Quadrant for AI Application Security - Established Vendors
Gartner recognized Varonis as a Pace Setter in the Gartner® Emerging Market Quadrant for AI Application Security - Established Vendors
Sep 17, 2026
short_volume
Short Volume: VRNS — 72.3% short (0.4M / 0.5M)
Short: 368,596 | Exempt: 1,000 | TRF Vol: 509,641 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: VRNS — 62.0% short (0.6M / 0.9M)
Short: 555,524 | Exempt: 8 | TRF Vol: 896,509 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: VRNS — 59.5% short (0.3M / 0.5M)
Short: 299,927 | Exempt: 108 | TRF Vol: 504,241 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: VRNS — 59.2% short (0.3M / 0.5M)
Short: 305,773 | Exempt: 374 | TRF Vol: 516,839 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.03 | $0.02–$0.03 | -56.9% | -1.0% | 16↑ 1↓ | $0.2B | 23 |
| Next Q | $0.03 | $0.02–$0.04 | -65.5% | +2.1% | 0↑ 17↓ | $0.2B | 23 |
| Current FY | $0.15 | $0.14–$0.20 | -16.0% | -0.0% | 22↑ 0↓ | $0.7B | 24 |
| Next FY | $0.41 | $0.28–$0.86 | 170.0% | -1.1% | 16↑ 5↓ | $0.9B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.026 | — |
| 7d ago | $0.026 | -0.000 |
| 30d ago | $0.026 | -0.000 |
| 60d ago | $0.017 | +0.009 |
| 90d ago | $0.017 | +0.009 |
Institutional ownership
Which big funds own VRNS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.7B total value (87,796,201 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,789,273 | $536.6M | 14.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,565,214 | $317.4M | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,986,423 | $209.2M | 5.7% | — |
| TREMBLANT CAPITAL GROUP | 3,749,840 | $157.3M | 4.3% | — |
| VOYA INVESTMENT MANAGEMENT LLC | 3,719,587 | $156.1M | 4.2% | ADD +54.1% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 3,331,623 | $139.8M | 3.8% | ADD +29.0% |
| FIRST TRUST ADVISORS LP | 3,198,578 | $134.2M | 3.6% | — |
| Neuberger Berman Group LLC | 3,112,411 | $130.2M | 3.5% | ADD +43.7% |
| STATE STREET CORP | 3,062,788 | $128.5M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,995,352 | $125.7M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 2,413,609 | 3,719,587 | +54.1% | $156.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 2,582,147 | 3,331,623 | +29.0% | $139.8M |
| Neuberger Berman Group LLC | ADD | 2,166,414 | 3,112,411 | +43.7% | $130.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 1,409,487 | 2,949,436 | +109.3% | $123.8M |
| Nuveen, LLC | DOUBLED | 302,462 | 1,471,371 | +386.5% | $61.7M |
| MILLENNIUM MANAGEMENT LLC | NEW | — | 775,295 | — | $32.5M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 732,435 | — | $30.7M |
| Russell Investments Group, Ltd. | ADD | 521,263 | 714,870 | +37.1% | $29.9M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 274,485 | 565,087 | +105.9% | $23.7M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 28,160 | 533,522 | +1794.6% | $22.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 32 transactions. Net $1.2M — $1.2M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 31, 2026 | Gottlieb Dov | EVP and General Counsel | TAX W/H | 9,264 | $34.15 | $316.4K |
| May 22, 2026 | Melamed Guy | CFO and COO | TAX W/H | 104,440 | $23.10 | $2.4M |
| Apr 30, 2026 | Kess Avrohom J. | Director | AWARD | 7,224 | — | — |
| Apr 30, 2026 | VAN DEN BOSCH FRED | Director | AWARD | 7,224 | — | — |
| Apr 30, 2026 | Segev Ofer | Director | AWARD | 7,224 | — | — |
| Apr 30, 2026 | Prishkolnik Rachel | Director | AWARD | 7,224 | — | — |
| Apr 30, 2026 | MENDOZA THOMAS F | Director | AWARD | 7,224 | — | — |
| Apr 30, 2026 | Korkus Ohad | Director | AWARD | 7,224 | — | — |
| Apr 30, 2026 | Iohan Gili | Director | AWARD | 7,224 | — | — |
| Apr 30, 2026 | GAVIN JOHN J JR | Director | AWARD | 7,224 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VRNS.
Shares short
7,633,495
Settlement Sep 15, 2026
Change vs prior
-4.6%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈6.7%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Sep 2, 2026 | LUDP | Volatility Pause | Resumed |
All VRNS filing & press-release reports (5)
- PRESS-RELEASE reportJul 28, 2026
- 8-K reportJun 2, 2026
- 8-K reportApr 28, 2026
- DEFA14A reportApr 17, 2026
- PRESS-RELEASE reportApr 13, 2026