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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 strong performance in its transition to a software-as-a-service (SaaS) model, with SaaS annual recurring revenue (ARR) reaching approximately $546 million, marking a 108% year-over-year growth and representing 76% of total ARR. The company has also reported a significant 42% year-over-year increase in SaaS net-new ARR, indicating robust demand trends, particularly from new customers. Furthermore, management's expectation of a continued shift towards SaaS, with projected contributions rising to 82% by the end of CY25, underscores the firm’s positive long-term growth trajectory.

Bears say

Overall, Varonis Systems has lowered its FY25 guidance due to mixed quarterly results, highlighting concerns over execution and potential continued variability in its on-premises segment, leading to lower renewal rates. The gross margin for the New Generation (NG) segment dropped to 79.4%, which is significantly lower than the previous year's 85.0% and below analyst expectations, reflecting pressures in profitability. Additionally, the company's anticipated Annual Recurring Revenue (ARR) growth is at risk as new customer spending declines in a challenging macroeconomic environment, exacerbated by weak renewal rates particularly within its federal on-premises subscription business.

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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