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VRNS

Varonis Systems (VRNS) Stock Forecast & Price Target

Varonis Systems (VRNS) Analyst Ratings

Based on 19 analyst ratings
Buy
Strong Buy 37%
Buy 47%
Hold 16%
Sell 0%
Strong Sell 0%

Bulls say

Varonis Systems experienced a revenue increase of 9% year-over-year, reaching $173.4 million, which surpassed both company guidance and market expectations, indicating strong operational performance. The transition to a software-as-a-service (SaaS) model is proving successful, with the SaaS business now accounting for 86% of annual recurring revenue (ARR), up from 76% the previous quarter, and an expectation of reaching 100% by the end of calendar year 2026. Additionally, the company has reported impressive SaaS ARR growth of 32% year-over-year, excluding conversions, and a robust growth rate of approximately 19% when considering the overall transition, suggesting a solid foundation for future earnings amid ongoing shifts in its revenue model.

Bears say

Varonis Systems reported a decline in gross margin from 84.4% to 80.0%, falling short of street expectations and reflecting challenges in its ongoing cloud transition. The company also faced an operating loss more significant than consensus estimates, alongside a notable reduction in annual recurring revenue (ARR) guidance by $17 million due to unexpectedly low renewal rates. Additionally, the rapid decline of non-SaaS ARR and increased churn expectations are anticipated to adversely affect future free cash flow, indicating further operational and financial challenges ahead.

Varonis Systems (VRNS) has been analyzed by 19 analysts, with a consensus rating of Buy. 37% of analysts recommend a Strong Buy, 47% recommend Buy, 16% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Varonis Systems and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Varonis Systems (VRNS) Forecast

Analysts have given Varonis Systems (VRNS) a Buy based on their latest research and market trends.

According to 19 analysts, Varonis Systems (VRNS) has a Buy consensus rating as of Mar 25, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $43.32, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $43.32, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Varonis Systems (VRNS)


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