Varonis Systems (NASDAQ:VRNS) Given Equal Weight Rating at Barclays

Posted by Brenda Bartman on Oct 19th, 2026

Varonis Systems (NASDAQ:VRNS – Get Free Report)‘s stock had its “equal weight” rating reiterated by analysts at Barclays in a note issued to investors on Monday, Marketbeat reports. They currently have a $50.00 target price on the technology company’s stock. Barclays‘s target price would indicate a potential upside of 2.70% from the stock’s current price.

A number of other research firms have also recently commented on VRNS. Piper Sandler reaffirmed a “neutral” rating and set a $49.75 price target (down from $58.00) on shares of Varonis Systems in a research note on Friday. B. Riley Financial lowered shares of Varonis Systems from a “strong-buy” rating to a “hold” rating in a research report on Friday. UBS Group raised their price objective on shares of Varonis Systems from $37.00 to $58.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Citigroup boosted their target price on Varonis Systems from $45.00 to $49.75 and gave the company a “neutral” rating in a research report on Friday. Finally, New Street Research reaffirmed a “buy” rating on shares of Varonis Systems in a research note on Wednesday, July 29th. Six equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $50.94.

Read Our Latest Analysis on VRNS

Varonis Systems Trading Down 0.1%

VRNS traded down $0.04 during trading on Monday, reaching $48.69. The company had a trading volume of 2,864,810 shares, compared to its average volume of 2,584,864. The company has a quick ratio of 1.65, a current ratio of 1.65 and a debt-to-equity ratio of 1.02. The business has a 50 day simple moving average of $45.81 and a 200-day simple moving average of $38.08. The stock has a market cap of $5.59 billion, a P/E ratio of -39.58 and a beta of 0.77. Varonis Systems has a 52 week low of $19.70 and a 52 week high of $63.80.

Varonis Systems (NASDAQ:VRNS – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The technology company reported $0.04 earnings per share for the quarter, beating 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 business had revenue of $180.02 million for the quarter, compared to analysts’ expectations of $176.83 million. During the same quarter in the previous year, the business posted $0.03 earnings per share. The business’s 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, equities analysts anticipate that Varonis Systems will post -0.95 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in VRNS. Pictet Asset Management Holding SA boosted its position in Varonis Systems by 43.4% in the 1st quarter. Pictet Asset Management Holding SA now owns 3,123,056 shares of the technology company’s stock valued at $67,029,000 after buying an additional 944,676 shares during the period. American Capital Management Inc. grew its stake in Varonis Systems by 54.3% in the 1st quarter. American Capital Management Inc. now owns 2,328,379 shares of the technology company’s stock worth $49,990,000 after acquiring an additional 819,340 shares in the last quarter. Stephens Investment Management Group LLC increased its position in shares of Varonis Systems by 17.9% during the first quarter. Stephens Investment Management Group LLC now owns 1,992,760 shares of the technology company’s stock worth $42,785,000 after acquiring an additional 302,411 shares during the period. Clal Insurance Enterprises Holdings Ltd purchased a new position in shares of Varonis Systems during the second quarter worth approximately $61,262,000. Finally, Senvest Management LLC raised its stake in shares of Varonis Systems by 406.1% during the first quarter. Senvest Management LLC now owns 1,448,943 shares of the technology company’s stock valued at $31,109,000 after acquiring an additional 1,162,651 shares in the last quarter. Hedge funds and other institutional investors own 95.65% of the company’s stock.

Varonis Systems News Roundup

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

Positive Sentiment: Proofpoint’s planned acquisition would combine Varonis’ data-security capabilities with Proofpoint’s email and information-protection platform, potentially creating a broader data and artificial-intelligence security provider. The transaction also underscores continued merger-and-acquisition interest in cybersecurity. Proofpoint to acquire Varonis in a $6.3 billion transaction
Positive Sentiment: Wedbush raised its price target, while Citigroup said the stock could rise, indicating that some analysts see additional value in the deal or the company’s strategic position. Citigroup analyst outlook
Neutral Sentiment: Barclays reaffirmed an Equal Weight rating with a $50 price target, implying only modest upside from the recent trading level. DA Davidson and Piper Sandler also maintained neutral views. Barclays rating on Varonis
Negative Sentiment: Multiple firms—including Truist, Barclays, Rosenblatt, Wells Fargo, TD Cowen, Jefferies, Needham, B. Riley, DA Davidson, Piper Sandler and RBC—cut ratings to Hold, Neutral or Sector Perform from more bullish levels. The downgrades largely reflect reduced upside after the buyout announcement rather than a deterioration in Varonis’ operating business.

Varonis Systems Company Profile

(Get Free Report)

Varonis Systems, Inc develops data security and cyber-risk management software for organizations seeking to protect sensitive information from unauthorized access, misuse, and cyberattacks. Its platform helps customers discover and classify data, analyze access permissions, identify unusual activity, and remediate security exposures across on-premises and cloud-based environments.

The company’s offerings are designed to secure data stored in file systems, collaboration platforms, databases, email, and other enterprise repositories.