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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 32%
Buy 53%
Hold 16%
Sell 0%
Strong Sell 0%

Bulls say

Varonis Systems has demonstrated significant growth in its Software-as-a-Service (SaaS) Annual Recurring Revenue (ARR), reaching approximately $546 million, marking a year-over-year increase of 108% and now representing 76% of its total ARR, up from 69% in the previous quarter. The company has also reported strong net-new ARR, which grew 31% year-over-year to about $68 million, indicating sustained demand and the successful onboarding of new customers. Furthermore, management projects a continued increase in SaaS ARR contribution, expecting it to reach 82% by the end of the calendar year 2025, coupled with improving renewal rates that suggest a healthy customer retention trend.

Bears say

Varonis Systems is currently facing significant challenges, as evidenced by management's decision to lower fiscal year 2025 guidance due to ongoing execution issues and concerns regarding declining renewal rates in its on-premises segment. The company's non-GAAP gross margin has decreased to 79.4%, down from 85.0% a year prior, falling short of market expectations and indicating potential cost pressures amid the cloud transition. Additionally, the observed deceleration in annual recurring revenue (ARR) growth, particularly in the federal vertical and across its commercial operations, raises concerns about sustained customer demand in a volatile macroeconomic landscape.

Varonis Systems (VRNS) has been analyzed by 19 analysts, with a consensus rating of Buy. 32% of analysts recommend a Strong Buy, 53% 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 Jan 12, 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 $57.05, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $57.05, 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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