Varonis Systems (NASDAQ:VRNS) Price Target Raised to $45.00

Posted by Geri Gentry on Aug 2nd, 2026

Varonis Systems (NASDAQ:VRNS – Free Report) had its price target raised by Citigroup from $30.00 to $45.00 in a report issued on Thursday,Benzinga reports. The firm currently has a neutral rating on the technology company’s stock.

VRNS has been the subject of several other research reports. Truist Financial boosted their price target on shares of Varonis Systems from $34.00 to $52.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Susquehanna raised their price objective on shares of Varonis Systems from $36.00 to $55.00 and gave the company a “positive” rating in a report on Wednesday. Robert W. Baird lifted their price objective on shares of Varonis Systems from $40.00 to $45.00 and gave the stock a “neutral” rating in a research report on Wednesday. TD Cowen boosted their target price on shares of Varonis Systems from $50.00 to $53.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, JPMorgan Chase & Co. increased their target price on Varonis Systems from $39.00 to $55.00 and gave the company an “overweight” rating in a report on Monday, July 27th. Seventeen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $49.05.

Read Our Latest Research Report on Varonis Systems

Varonis Systems Stock Performance

Shares of VRNS opened at $39.95 on Thursday. The stock has a 50-day simple moving average of $39.20 and a 200-day simple moving average of $30.70. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.69 and a current ratio of 1.65. The stock has a market capitalization of $4.59 billion, a PE ratio of -32.48 and a beta of 0.83. Varonis Systems has a 1 year low of $19.70 and a 1 year high of $63.90.

Varonis Systems (NASDAQ:VRNS – Get Free Report) last released its earnings results on Tuesday, July 28th. The technology company reported $0.04 earnings per share for the quarter, topping analysts’ consensus estimates of $0.01 by $0.03. Varonis Systems had a negative net margin of 20.55% and a negative return on equity of 19.18%. The firm had revenue of $180.02 million for the quarter, compared to analyst estimates of $176.83 million. During the same period in the prior year, the firm earned $0.03 earnings per share. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. Varonis Systems has set its FY 2026 guidance at 0.140-0.150 EPS and its Q3 2026 guidance at 0.020-0.030 EPS. On average, analysts predict that Varonis Systems will post -0.97 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of VRNS. Signaturefd LLC grew its position in shares of Varonis Systems by 47.8% in the 4th quarter. Signaturefd LLC now owns 995 shares of the technology company’s stock valued at $33,000 after buying an additional 322 shares during the last quarter. Benjamin Edwards Inc. boosted its stake in Varonis Systems by 5.5% in the second quarter. Benjamin Edwards Inc. now owns 6,692 shares of the technology company’s stock valued at $340,000 after acquiring an additional 351 shares in the last quarter. Amundi boosted its stake in Varonis Systems by 0.7% in the third quarter. Amundi now owns 52,886 shares of the technology company’s stock valued at $3,212,000 after acquiring an additional 387 shares in the last quarter. Osaic Holdings Inc. grew its holdings in shares of Varonis Systems by 10.5% during the second quarter. Osaic Holdings Inc. now owns 4,647 shares of the technology company’s stock worth $234,000 after purchasing an additional 440 shares during the last quarter. Finally, Xponance LLC grew its holdings in shares of Varonis Systems by 6.2% during the fourth quarter. Xponance LLC now owns 9,212 shares of the technology company’s stock worth $302,000 after purchasing an additional 539 shares during the last quarter. Institutional investors and hedge funds own 95.65% of the company’s stock.

Key Stories Impacting Varonis Systems

Here are the key news stories impacting Varonis Systems this week:

Positive Sentiment: Multiple analysts raised targets: Susquehanna lifted its target to $55, TD Cowen to $53, and Robert W. Baird to $45, suggesting substantial potential appreciation from recent trading levels. Susquehanna Raises Price Target TD Cowen Raises Price Target Baird Raises Price Target
Positive Sentiment: D.A. Davidson and Rosenblatt Securities maintained Buy ratings, while Piper Sandler indicated that the stock is expected to rise. Needham also forecast strong price appreciation. D.A. Davidson Buy Rating Rosenblatt Buy Rating
Positive Sentiment: Varonis recently exceeded quarterly earnings and revenue expectations, reporting $0.04 in EPS versus a $0.01 consensus estimate and revenue of $180.02 million versus $176.83 million. Revenue increased 18.3% year over year, supporting the bullish outlook. Varonis 2026 Q2 Results
Neutral Sentiment: Citigroup raised its price target from $30 to $45 but retained a Neutral rating. Brokerages overall classify VRNS as a “Moderate Buy,” though analysts remain divided on valuation and upside. Consensus Moderate Buy Rating
Negative Sentiment: An analyst downgrade prompted a reported 7.3% decline in the shares, highlighting near-term valuation concerns despite the predominantly positive analyst commentary. Barclays also reduced its target to $50, adding to the mixed signals. Analyst Downgrade Barclays Lowers Price Target

About Varonis Systems

(Get Free Report)

Varonis Systems is a cybersecurity firm specializing in the protection and management of unstructured data. The company’s flagship Data Security Platform provides advanced analytics for monitoring file systems, email servers, collaboration platforms and cloud storage. By continuously mapping and analyzing data permissions and user behavior, Varonis enables organizations to detect insider threats, verify compliance and remediate exposed data in real time.

Founded in 2005 and headquartered in New York City, Varonis serves a diverse global customer base across financial services, healthcare, media, manufacturing and government.