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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 reported a 9% year-over-year revenue increase to $173.4 million, surpassing both management guidance and consensus estimates, which reflects strong operational execution and market demand. The firm’s SaaS business now constitutes 86% of its Annual Recurring Revenue (ARR), marking a significant transition from its legacy products, and management is optimistic about further ARR growth to 100% by the end of calendar year 2026. With impressive SaaS ARR growth of 32% year-over-year excluding conversions, combined with the expectation of a healthy 19% growth rate, Varonis is positioned for robust expansion amid its ongoing shift to a cloud-centric revenue model.

Bears say

Varonis Systems has experienced a decline in gross margin, dropping from 84.4% the previous year to 80.0%, which is slightly below analysts' expectations. The company reported a net operating loss greater than anticipated and has lowered its guidance for annual recurring revenue (ARR) by $17 million, reflecting challenges in retaining on-premises subscriptions, which fell sharply as the company prepares for a complete transition to its cloud products. Additionally, the transition away from its legacy solutions is leading to increased churn in non-software-as-a-service ARR, creating further headwinds for future cash flow projections.

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 Apr 9, 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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