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VRNS
Volume: 1.77M

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 9% year-over-year revenue increase to $173.4 million, surpassing both its guidance and market expectations, indicating strong operational performance during its transition to a cloud-based revenue model. The company's SaaS business has shown significant growth, accounting for 86% of annual recurring revenue (ARR), and management forecasts that this will reach 100% by the end of CY26, potentially yielding an ARR growth rate of 15-20% in CY27. Additionally, the ongoing shift from on-premises to SaaS offerings has resulted in a healthy ARR growth rate of approximately 19% year-over-year, underscoring Varonis's successful navigation of its revenue model transition and enhanced sales focus.

Bears say

Varonis Systems reported a decline in gross margin from 84.4% to 80.0%, which fell short of analyst expectations, indicating potential struggles in maintaining profitability during its cloud transition. The company experienced a net operating loss of $11.0 million, significantly worse than consensus estimates, accompanied by a disappointing reduction of its annual recurring revenue (ARR) guidance by $17 million, exacerbated by unexpected declines in renewal rates. Additionally, the firm announced a reduction in workforce of approximately 5% and a substantial projected churn in non-SaaS ARR, which could adversely affect free cash flow in the upcoming fiscal year.

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 Feb 19, 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 $45.53, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $45.53, 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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